Financial Life Planners Reduced Holdings in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.03K
- 85.44%
$625.65 - $812.69 $643K - $835K
175 $134M
XLF
Financial Sector Spdr

ETFs
-2.76K
- 19.13%
$51.37 - $54.25 $142K - $150K
11.7K $628M
NOW
Service Now, Inc.

Technology
-35
- 8.77%
$850.86 - $1044.69 $29.8K - $36.6K
364 $335M
CRM
Salesforce, Inc.

Technology
-22
- 1.19%
$231.66 - $273.65 $5.1K - $6.02K
1.83K $434M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.01K
- 5.18%
$20.66 - $20.74 $41.5K - $41.7K
36.8K $761M
IWD
Ishares Russell 1000 Val ETF

ETFs
-297
- 14.33%
$192.76 - $203.86 $57.2K - $60.5K
1.78K $361M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.49K
- 4.29%
$19.49 - $19.61 $29K - $29.2K
33.2K $650M
AMZN
Amazon Com Inc

Consumer Cyclical
-106
- 1.24%
$211.65 - $238.24 $22.4K - $25.3K
8.44K $1.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-311
- 3.89%
$459.11 - $506.91 $143K - $158K
7.69K $3.87B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-874
- 4.22%
$19.61 - $19.79 $17.1K - $17.3K
19.9K $391M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-186
- 6.08%
$435.72 - $463.74 $81K - $86.3K
2.87K $1.33B
VNQ
Vanguard Specialized Funds Van

ETFs
-268
- 5.66%
$88.47 - $93.24 $23.7K - $25K
4.47K $408M
IBM
International Business Machines Corp

Technology
-10
- 1.33%
$234.77 - $292.47 $2.35K - $2.92K
741 $209M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-462
- 0.82%
$20.41 - $20.67 $9.43K - $9.55K
56.2K $1.16B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-69
- 2.85%
$91.28 - $97.59 $6.3K - $6.73K
2.35K $225M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-94
- 1.46%
$62.09 - $66.51 $5.84K - $6.25K
6.36K $415M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-124
- 3.07%
$567.09 - $607.37 $70.3K - $75.3K
3.91K $2.33B
GOOG
Alphabet Inc.

Communication Services
-56
- 4.39%
$175.16 - $255.24 $9.81K - $14.3K
1.22K $297M
MSFT
Microsoft Corp

Technology
-160
- 1.77%
$491.09 - $535.64 $78.6K - $85.7K
8.9K $4.61B
TSLA
Tesla, Inc.

Consumer Cyclical
-41
- 2.6%
$293.94 - $444.72 $12.1K - $18.2K
1.54K $684M
AAPL
Apple Inc.

Technology
-1.24K
- 4.77%
$202.38 - $256.87 $252K - $319K
24.8K $6.32B
NVDA
Nvidia Corp

Technology
-1.13K
- 1.44%
$153.3 - $186.58 $174K - $211K
77.5K $14.5B
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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