Financial Life Planners New Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDRV
Ishares Tr Self Driving Ev & T

ETFs
40
New
$30.8 - $36.87 $1.23K - $1.47K
40 $1.48M
ROK
Rockwell Automation, Inc

Industrials
4
New
$328.67 - $358.52 $1.31K - $1.43K
4 $1.4M
PANW
Palo Alto Networks Inc

Technology
6
New
$167.06 - $208.19 $1K - $1.25K
6 $1.22M
EMB
Ishares Tr

ETFs
13
New
$91.52 - $95.59 $1.19K - $1.24K
13 $1.21M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10
New
$109.47 - $119.06 $1.09K - $1.19K
10 $1.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
21
New
$54.85 - $58.99 $1.15K - $1.24K
21 $1.18M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
27
New
$39.06 - $43.42 $1.05K - $1.17K
27 $1.16M
HON
Honeywell International Inc

Industrials
5
New
$207.7 - $240.4 $1.04K - $1.2K
5 $1.14M
MU
Micron Technology Inc

Technology
6
New
$104.88 - $168.89 $629 - $1.01K
6 $1.01M
DT
Dynatrace, Inc.

Technology
19
New
$46.04 - $56.64 $875 - $1.08K
19 $921K
SQ
Block, Inc.

Technology
12
New
N/A
12 $868K
VNT
Vontier Corp

Technology
20
New
$37.48 - $43.71 $750 - $874
20 $852K
GPRO
Go Pro, Inc.

Technology
400
New
$0.73 - $2.88 $292 - $1.15K
400 $848K
Amplify ETF Tr
21
New
N/A
21 $785K
Ralliant Corp
17
New
N/A
17 $745K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
31
New
$22.89 - $23.7 $710 - $735
31 $739K
MOS
Mosaic CO

Basic Materials
18
New
$30.93 - $37.81 $557 - $681
18 $624K
BNDX
Vanguard Total International B

ETFs
13
New
$49.0 - $49.51 $637 - $644
13 $620K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
100
New
$4.36 - $5.16 $436 - $516
100 $515K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
New
$225.11 - $247.9 $450 - $496
2 $495K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9
New
$50.85 - $51.35 $458 - $462
9 $481K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4
New
$102.4 - $103.88 $410 - $416
4 $428K
NVAX
Novavax Inc

Healthcare
49
New
$6.56 - $9.71 $321 - $476
49 $425K
SNAP
Snap Inc

Communication Services
54
New
$6.99 - $10.35 $377 - $559
54 $417K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
New
$103.83 - $179.9 $208 - $360
2 $377K
J P Morgan Exchange Traded F
7
New
N/A
7 $365K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
7
New
$43.02 - $47.67 $301 - $334
7 $345K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3
New
$86.2 - $111.56 $259 - $335
3 $341K
VOTE
Engine No 1 ETF Tr

ETFs
4
New
$72.69 - $78.67 $291 - $315
4 $319K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2
New
$122.37 - $127.46 $245 - $255
2 $259K
AZN
Astrazeneca PLC

Healthcare
3
New
$68.72 - $82.11 $206 - $246
3 $245K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4
New
$49.78 - $50.75 $199 - $203
4 $209K
LUMN
Lumen Technologies, Inc.

Communication Services
29
New
$3.7 - $6.22 $107 - $180
29 $178K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2
New
$68.94 - $86.3 $138 - $173
2 $177K
PFE
Pfizer Inc

Healthcare
7
New
$23.29 - $25.88 $163 - $181
7 $174K
Canopy Growth Corp
114
New
N/A
114 $167K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3
New
$41.34 - $45.65 $124 - $137
3 $138K
AVY
Avery Dennison Corp

Industrials
1
New
$158.71 - $184.63 $159 - $185
1 $133K
DWAC
Digital World Acquisition Corp.

Financial Services
6
New
N/A
6 $99K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
New
$87.05 - $93.19 $87.1 - $93.2
1 $96K
WELL
Welltower Inc.

Real Estate
0
New
$150.71 - $178.14 $0 - $0
0 $76K
MTRN
Materion Corp

Basic Materials
1
New
$80.72 - $122.12 $80.7 - $122
1 $75K
XLI
Industrial Sector Spdr

ETFs
0
New
$147.94 - $154.99 $0 - $0
0 $72K
NEM
Newmont Corp

Basic Materials
1
New
$57.35 - $85.25 $57.4 - $85.3
1 $56K
MRK
Merck & Co., Inc.

Healthcare
1
New
$77.6 - $87.37 $77.6 - $87.4
1 $53K
EBAY
Ebay Inc

Consumer Cyclical
1
New
$75.33 - $100.77 $75.3 - $101
1 $51K
APH
Amphenol Corp

Technology
0
New
$97.39 - $125.4 $0 - $0
0 $50K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1
New
$46.86 - $48.27 $46.9 - $48.3
1 $50K
XLB
Select Sector Spdr Fd Material

ETFs
1
New
$86.72 - $92.61 $86.7 - $92.6
1 $48K
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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