Financial Life Planners New Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
122
New
$62.76 - $69.99 $7.66K - $8.54K
122 $8.54M
IWV
Ishares Russell 3000 ETF

ETFs
22
New
$351.04 - $379.81 $7.72K - $8.36K
22 $8.48M
SAP
Sap Se

Technology
30
New
$252.42 - $311.93 $7.57K - $9.36K
30 $8.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
250
New
$28.92 - $32.19 $7.23K - $8.05K
250 $7.99M
MCK
Mckesson Corp

Healthcare
10
New
$659.01 - $772.54 $6.59K - $7.73K
10 $7.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
153
New
$50.47 - $50.74 $7.72K - $7.76K
153 $7.78M
TUA
Simpl Exch Traded Fds Sht Term
353
New
N/A
353 $7.72M
PEP
Pepsico Inc

Consumer Defensive
50
New
$133.81 - $152.16 $6.69K - $7.61K
50 $7.02M
GDDY
Go Daddy Inc.

Technology
48
New
$133.35 - $178.59 $6.4K - $8.57K
48 $6.57M
AAL
American Airlines Group Inc.

Industrials
572
New
N/A
572 $6.43M
DIS
Walt Disney CO

Communication Services
54
New
$112.25 - $124.0 $6.06K - $6.7K
54 $6.22M
VB
Vanguard Small Cap ETF

ETFs
24
New
$237.58 - $259.17 $5.7K - $6.22K
24 $6.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
New
$78.96 - $80.04 $6K - $6.08K
76 $6.1M
TTD
Trade Desk, Inc.

Technology
120
New
$43.93 - $89.76 $5.27K - $10.8K
120 $5.88M
TENB
Tenable Holdings, Inc.

Technology
200
New
$28.58 - $35.46 $5.72K - $7.09K
200 $5.83M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
40
New
$134.42 - $141.26 $5.38K - $5.65K
40 $5.67M
CGNT
Cognyte Software Ltd.

Technology
666
New
$8.19 - $9.53 $5.45K - $6.35K
666 $5.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
62
New
$82.29 - $90.77 $5.1K - $5.63K
62 $5.59M
SYK
Stryker Corp

Healthcare
15
New
$368.57 - $403.53 $5.53K - $6.05K
15 $5.48M
Coreweave Inc
40
New
N/A
40 $5.47M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.14K
New
$2.4 - $5.57 $2.74K - $6.35K
1.14K $5.46M
IYG
Ishares Tr

ETFs
60
New
$85.16 - $90.57 $5.11K - $5.43K
60 $5.42M
VGT
Vanguard Information Technolog

ETFs
7
New
$656.44 - $753.15 $4.6K - $5.27K
7 $5.29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42
New
$89.32 - $107.82 $3.75K - $4.53K
42 $4.53M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
45
New
$94.17 - $99.95 $4.24K - $4.5K
45 $4.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
43
New
$92.18 - $95.14 $3.96K - $4.09K
43 $4.11M
WDAY
Workday, Inc.

Technology
17
New
$213.69 - $247.69 $3.63K - $4.21K
17 $4.09M
QCOM
Qualcomm Inc

Technology
22
New
$145.84 - $173.55 $3.21K - $3.82K
22 $3.65M
IDU
Ishares Tr U S Utils ETF

ETFs
32
New
$103.7 - $111.17 $3.32K - $3.56K
32 $3.55M
BSX
Boston Scientific Corp

Healthcare
36
New
$97.03 - $108.14 $3.49K - $3.89K
36 $3.52M
MGM
Mgm Resorts International

Consumer Cyclical
100
New
$34.18 - $39.77 $3.42K - $3.98K
100 $3.47M
GBIL
Goldman Sachs Access Treasury

ETFs
33
New
$99.82 - $100.23 $3.29K - $3.31K
33 $3.35M
Circle Internet Group Inc
25
New
N/A
25 $3.32M
T
At&T Inc.

Communication Services
116
New
$26.94 - $29.62 $3.13K - $3.44K
116 $3.27M
Monogram Technologies Inc
500
New
N/A
500 $2.94M
CCL
Carnival Corp

Consumer Cyclical
100
New
$28.37 - $32.49 $2.84K - $3.25K
100 $2.89M
Etoro Group LTD
62
New
N/A
62 $2.56M
FTV
Fortive Corp

Technology
52
New
$46.55 - $53.34 $2.42K - $2.77K
52 $2.55M
WSM
Williams Sonoma Inc

Consumer Cyclical
13
New
$163.62 - $210.2 $2.13K - $2.73K
13 $2.54M
Grayscale Bitcoin Mini Tr Et
48
New
N/A
48 $2.43M
MUB
Ishares National Muni Bond ETF

ETFs
20
New
$103.24 - $106.68 $2.06K - $2.13K
20 $2.09M
CHWY
Chewy, Inc.

Consumer Cyclical
50
New
$34.27 - $42.33 $1.71K - $2.12K
50 $2.02M
SBUX
Starbucks Corp

Consumer Cyclical
24
New
$81.9 - $96.86 $1.97K - $2.32K
24 $2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
40
New
$47.56 - $49.7 $1.9K - $1.99K
40 $1.98M
NNOX
Nano X Imaging Ltd.

Healthcare
534
New
$3.69 - $5.47 $1.97K - $2.92K
534 $1.98M
URI
United Rentals, Inc.

Industrials
2
New
$774.14 - $975.23 $1.55K - $1.95K
2 $1.94M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
35
New
$47.78 - $52.76 $1.67K - $1.85K
35 $1.8M
BOTZ
Global X Fds

ETFs
49
New
$32.14 - $35.96 $1.57K - $1.76K
49 $1.74M
NIO
Nio Inc.

Consumer Cyclical
207
New
$3.41 - $7.62 $706 - $1.58K
207 $1.58M
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
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