Financial Life Planners New Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
115
New
$259.49 - $300.41 $29.8K - $34.5K
115 $34.5M
ET
Energy Transfer LP

Energy
2K
New
$17.11 - $18.16 $34.2K - $36.3K
2K $34.3M
AGNC
Agnc Investment Corp.

Real Estate
3.46K
New
$9.2 - $10.37 $31.8K - $35.8K
3.46K $33.8M
NVO
Novo Nordisk A S

Healthcare
603
New
$45.38 - $71.7 $27.4K - $43.2K
603 $33.5M
GD
General Dynamics Corp

Industrials
96
New
$293.92 - $341.0 $28.2K - $32.7K
96 $32.7M
BANR
Banner Corp

Financial Services
489
New
$61.08 - $69.4 $29.9K - $33.9K
489 $32M
UNH
Unitedhealth Group Inc

Healthcare
92
New
$237.77 - $353.61 $21.9K - $32.5K
92 $31.8M
DHR
Danaher Corp

Healthcare
160
New
$181.46 - $212.2 $29K - $34K
160 $31.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
157
New
$196.15 - $217.83 $30.8K - $34.2K
157 $31.7M
CEG
Constellation Energy Corp

Utilities
96
New
$298.82 - $354.89 $28.7K - $34.1K
96 $31.7M
Ishares Bitcoin Trust ETF
480
New
N/A
480 $31.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
110
New
$265.78 - $299.3 $29.2K - $32.9K
110 $29.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
204
New
$135.0 - $146.02 $27.5K - $29.8K
204 $29.8M
UL
Unilever PLC

Consumer Defensive
498
New
$58.43 - $65.01 $29.1K - $32.4K
498 $29.5M
BP
Bp PLC

Energy
814
New
$30.25 - $35.69 $24.6K - $29.1K
814 $28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
144
New
$182.33 - $194.5 $26.3K - $28K
144 $27.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.06K
New
$23.82 - $25.84 $25.3K - $27.4K
1.06K $27.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165
New
$148.97 - $165.88 $24.6K - $27.4K
165 $27.2M
IYF
Ishares Tr

ETFs
214
New
$119.89 - $127.16 $25.7K - $27.2K
214 $27.1M
XLC
Select Sector Spdr Tr Communic

ETFs
226
New
$105.99 - $119.41 $24K - $27K
226 $26.8M
NOC
Northrop Grumman Corp

Industrials
44
New
$498.9 - $609.32 $22K - $26.8K
44 $26.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
341
New
$69.9 - $78.26 $23.8K - $26.7K
341 $26.6M
Global X Fds
369
New
N/A
369 $25.9M
SPYG
Spdr Portfolio

ETFs
246
New
$94.33 - $105.31 $23.2K - $25.9K
246 $25.7M
MCHI
Ishares Msci China ETF

ETFs
388
New
$54.58 - $65.85 $21.2K - $25.5K
388 $25.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
650
New
$38.58 - $58.24 $25.1K - $37.9K
650 $25.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
114
New
$195.29 - $223.85 $22.3K - $25.5K
114 $25.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
185
New
$126.64 - $135.65 $23.4K - $25.1K
185 $25.1M
DOV
Dover Corp

Industrials
150
New
$165.59 - $190.9 $24.8K - $28.6K
150 $25M
XSW
Spdr S&P Software & Services E

ETFs
125
New
$177.48 - $205.24 $22.2K - $25.7K
125 $24.8M
USB
Us Bancorp \De\

Financial Services
510
New
$43.94 - $50.41 $22.4K - $25.7K
510 $24.6M
IYK
Ishares U.S. Consumer Staples

ETFs
358
New
$67.65 - $71.68 $24.2K - $25.7K
358 $24.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
304
New
$75.26 - $80.19 $22.9K - $24.4K
304 $24.3M
STRV
Ea Ser Tr Strive 500 ETF
562
New
N/A
562 $24.3M
NEE
Nextera Energy Inc

Utilities
315
New
$69.77 - $77.54 $22K - $24.4K
315 $23.8M
Volatility Shs Tr
423
New
N/A
423 $23.3M
MO
Altria Group, Inc.

Consumer Defensive
352
New
$57.75 - $67.68 $20.3K - $23.8K
352 $23.3M
ABBV
Abb Vie Inc.

Healthcare
100
New
$184.85 - $231.54 $18.5K - $23.2K
100 $23.2M
EOG
Eog Resources Inc

Energy
206
New
$112.12 - $126.1 $23.1K - $26K
206 $23.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
191
New
$108.46 - $120.63 $20.7K - $23K
191 $22.7M
Amplify ETF Tr
766
New
N/A
766 $22.7M
FCX
Freeport Mcmoran Inc

Basic Materials
577
New
$35.34 - $47.21 $20.4K - $27.2K
577 $22.6M
RWK
Invesco Exchange Traded Fd Tr

ETFs
176
New
$116.93 - $128.98 $20.6K - $22.7K
176 $22.1M
MCHP
Microchip Technology Inc

Technology
341
New
$60.95 - $75.26 $20.8K - $25.7K
341 $21.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
244
New
$82.96 - $95.7 $20.2K - $23.4K
244 $21.9M
Ishares Ethereum Tr
684
New
N/A
684 $21.6M
AN
Autonation, Inc.

Consumer Cyclical
97
New
$189.27 - $227.18 $18.4K - $22K
97 $21.2M
LNG
Cheniere Energy, Inc.

Energy
90
New
$222.68 - $244.28 $20K - $22K
90 $21.2M
SPGI
S&P Global Inc.

Financial Services
43
New
$484.94 - $564.15 $20.9K - $24.3K
43 $21.1M
Activity Summary
Buys All Purchases 337 New Holdings 308 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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