Michels Family Financial, LLC Purchases and Sells in Q3 2025

Michels Family Financial, LLC

$128 Billion
Q3 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	642 + 5.54%	$617.65 - $666.84 $397K - $428K	12.2K $8.14B
QQQ	627 + 13.08%	$546.99 - $602.2 $343K - $378K	5.42K $3.26B
VONG	793 + 2.74%	$108.08 - $121.73 $85.7K - $96.5K	29.7K $3.58B
SCHD	6.65K + 2.91%	$26.38 - $27.95 $175K - $186K	235K $6.42B
GOOGL	44 + 0.94%	$174.36 - $254.72 $7.67K - $11.2K	4.71K $1.14B
AAPL	266 + 5.54%	$202.38 - $256.87 $53.8K - $68.3K	5.07K $1.29B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INNOVATOR ETFS TRUST	36.7K New	N/A	36.7K $1.02B
ELV	2.31K New	$274.66 - $395.76 $633K - $913K	2.31K $745M
BBY	7.57K New	$64.12 - $78.46 $485K - $594K	7.57K $572M
SLB	16.1K New	$32.37 - $37.31 $521K - $601K	16.1K $553M
NKE	7.86K New	$69.24 - $79.24 $544K - $623K	7.86K $548M
BDX	2.83K New	$172.41 - $199.66 $488K - $565K	2.83K $530M

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-365 - 22.13%	$459.11 - $506.91 $168K - $185K	1.28K $646M
ICSH	-2.09K - 4.37%	$50.52 - $50.75 $105K - $106K	45.6K $2.32B
VEA	-1.72K - 16.42%	$56.02 - $60.3 $96.2K - $104K	8.74K $524M
V	-97 - 4.0%	$332.09 - $358.86 $32.2K - $34.8K	2.33K $795M
AMP	-23 - 2.07%	$486.13 - $544.55 $11.2K - $12.5K	1.09K $533M
VTV	-768 - 8.6%	$175.51 - $186.57 $135K - $143K	8.16K $1.52B

Activity Summary All Purchases 66 New Holdings 16 Increased Positions 50 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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