Financial Life Planners New Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
35
New
$550.18 - $598.96 $19.3K - $21K
35 $19.9M
PAA
Plains All American Pipeline LP

Energy
1.15K
New
$16.88 - $18.93 $19.4K - $21.8K
1.15K $19.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
66
New
$282.75 - $294.19 $18.7K - $19.4K
66 $19.5M
ABC
Amerisourcebergen Corp

Healthcare
62
New
N/A
62 $19.4M
VLO
Valero Energy Corp

Energy
112
New
$131.77 - $175.63 $14.8K - $19.7K
112 $19M
MET
Metlife Inc

Financial Services
229
New
$73.82 - $82.37 $16.9K - $18.9K
229 $18.9M
MMM
3 M CO

Industrials
114
New
$144.41 - $160.2 $16.5K - $18.3K
114 $17.7M
BLOK
Amplify ETF Tr Trnsformational

ETFs
256
New
$56.05 - $67.13 $14.3K - $17.2K
256 $17.2M
Graniteshares ETF Tr
176
New
N/A
176 $16.5M
ITA
Ishares Tr

ETFs
78
New
$184.73 - $209.26 $14.4K - $16.3K
78 $16.3M
RGR
Sturm Ruger & CO Inc

Industrials
372
New
N/A
372 $16.2M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
254
New
$57.58 - $64.29 $14.6K - $16.3K
254 $16.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
62
New
$236.25 - $257.69 $14.6K - $16K
62 $15.9M
EGP
Eastgroup Properties Inc

Real Estate
93
New
$159.46 - $169.88 $14.8K - $15.8K
93 $15.8M
MAR
Marriott International Inc

Consumer Cyclical
61
New
$255.35 - $282.87 $15.6K - $17.3K
61 $15.8M
AMT
American Tower Corp

Real Estate
78
New
$192.32 - $232.35 $15K - $18.1K
78 $15M
TXN
Texas Instruments Inc

Technology
82
New
N/A
82 $15M
SO
Southern CO

Utilities
154
New
$90.83 - $96.0 $14K - $14.8K
154 $14.6M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.99K
New
$4.52 - $6.54 $13.5K - $19.5K
2.99K $14.6M
AWK
American Water Works Company, Inc.

Utilities
103
New
$135.05 - $147.0 $13.9K - $15.1K
103 $14.4M
Linde PLC
30
New
N/A
30 $14.2M
ABT
Abbott Laboratories

Healthcare
100
New
$120.51 - $136.62 $12.1K - $13.7K
100 $13.4M
ES
Eversource Energy

Utilities
188
New
$62.86 - $71.14 $11.8K - $13.4K
188 $13.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
210
New
$60.9 - $70.75 $12.8K - $14.9K
210 $13.1M
BITO
Proshares Tr Bitcoin Strategy

ETFs
660
New
$18.74 - $23.05 $12.4K - $15.2K
660 $13M
ASML
Asml Holding Nv

Technology
13
New
$689.63 - $968.09 $8.97K - $12.6K
13 $12.6M
VICI
Vici Properties Inc.

Real Estate
378
New
$31.43 - $33.93 $11.9K - $12.8K
378 $12.3M
Veralto Corp
115
New
N/A
115 $12.2M
Direxion Shs ETF Tr
216
New
N/A
216 $12.1M
VRT
Vertiv Holdings CO

Industrials
80
New
N/A
80 $12.1M
Barrick Mng Corp
359
New
N/A
359 $11.8M
IWN
Ishares Russell2000 Val ETF

ETFs
66
New
$157.1 - $178.94 $10.4K - $11.8K
66 $11.7M
AOA
Ishares Tr Core Aggressive All

ETFs
131
New
$82.71 - $88.14 $10.8K - $11.5K
131 $11.6M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
50
New
$210.88 - $226.87 $10.5K - $11.3K
50 $11.3M
SPG
Simon Property Group Inc

Real Estate
60
New
$159.93 - $187.67 $9.6K - $11.3K
60 $11.3M
DDOG
Datadog, Inc.

Technology
79
New
$124.52 - $155.15 $9.84K - $12.3K
79 $11.3M
AYI
Acuity Brands Inc

Industrials
32
New
$287.07 - $344.52 $9.19K - $11K
32 $11M
CSCO
Cisco Systems, Inc.

Technology
156
New
$66.2 - $71.79 $10.3K - $11.2K
156 $10.7M
VEA
Vanguard Ftse Developed Market

ETFs
171
New
$56.02 - $60.3 $9.58K - $10.3K
171 $10.2M
NUE
Nucor Corp

Basic Materials
75
New
$133.3 - $150.33 $10K - $11.3K
75 $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
30
New
$303.93 - $329.86 $9.12K - $9.9K
30 $9.99M
LUV
Southwest Airlines CO

Industrials
310
New
$29.06 - $37.7 $9.01K - $11.7K
310 $9.91M
CSQ
Calamos Strategic Total Return Fund

Financial Services
513
New
$18.02 - $19.56 $9.24K - $10K
513 $9.91M
SOXX
Ishares Semiconductor ETF

ETFs
36
New
$236.93 - $271.12 $8.53K - $9.76K
36 $9.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
132
New
$72.57 - $74.72 $9.58K - $9.86K
132 $9.82M
VBK
Vanguard Small Cap Growth ETF

ETFs
32
New
$276.51 - $305.12 $8.85K - $9.76K
32 $9.58M
INTC
Intel Corp

Technology
259
New
$19.31 - $35.5 $5K - $9.19K
259 $8.68M
VTWO
Vanguard Russell 2000 ETF

ETFs
88
New
$86.92 - $99.32 $7.65K - $8.74K
88 $8.62M
Richtech Robotics Inc
2K
New
N/A
2K $8.58M
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
Track This Portfolio

Track Financial Life Planners Portfolio

Follow Financial Life Planners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Planners, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Planners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email