Michels Family Financial, LLC Incresed Positions in Q3 2025

Michels Family Financial, LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
642
+ 5.54%
$617.65 - $666.84 $397K - $428K
12.2K $8.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
627
+ 13.08%
$546.99 - $602.2 $343K - $378K
5.42K $3.26B
VONG
Vanguard Russell 1000 Growth E

ETFs
793
+ 2.74%
$108.08 - $121.73 $85.7K - $96.5K
29.7K $3.58B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.65K
+ 2.91%
$26.38 - $27.95 $175K - $186K
235K $6.42B
GOOGL
Alphabet Inc.

Communication Services
44
+ 0.94%
$174.36 - $254.72 $7.67K - $11.2K
4.71K $1.14B
AAPL
Apple Inc.

Technology
266
+ 5.54%
$202.38 - $256.87 $53.8K - $68.3K
5.07K $1.29B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.9K
+ 4.2%
$28.92 - $32.19 $83.8K - $93.3K
71.8K $2.29B
NJUL
Innovator Growth 100 Power Buf

Technology
3.68K
+ 116.26%
$67.81 - $71.18 $249K - $262K
6.84K $486M
WFRD
Weatherford International PLC

Energy
1.09K
+ 16.24%
$52.14 - $69.61 $56.9K - $75.9K
7.81K $534M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.26K
+ 6.7%
$72.57 - $74.72 $164K - $169K
35.9K $2.67B
XOM
Exxon Mobil Corp

Energy
24
+ 0.08%
$105.83 - $117.22 $2.54K - $2.81K
30.3K $3.42B
F
Ford Motor CO

Consumer Cyclical
1.5K
+ 1.24%
$10.82 - $12.09 $16.3K - $18.2K
122K $1.46B
VBK
Vanguard Small Cap Growth ETF

ETFs
117
+ 2.4%
$276.51 - $305.12 $32.4K - $35.7K
4.99K $1.49B
VBR
Vanguard Small Cap Value ETF

ETFs
152
+ 2.18%
$195.41 - $212.37 $29.7K - $32.3K
7.12K $1.49B
VOE
Vanguard Mid Cap Value Index F

ETFs
30
+ 0.26%
$164.63 - $174.58 $4.94K - $5.24K
11.7K $2.05B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.39K
+ 3.67%
$23.54 - $23.97 $103K - $105K
124K $2.97B
ASC
Ardmore Shipping Corp

Industrials
5K
+ 18.68%
$9.72 - $13.29 $48.6K - $66.5K
31.8K $377M
EWX
Spdr S&P Emerging Markets Smal

ETFs
227
+ 1.26%
$61.93 - $68.12 $14.1K - $15.5K
18.2K $1.22B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
685
+ 2.37%
$97.75 - $100.75 $67K - $69K
29.6K $2.96B
UNH
Unitedhealth Group Inc

Healthcare
210
+ 27.24%
$237.77 - $353.61 $49.9K - $74.3K
981 $339M
SCHX
Schwab Strategic Tr Us Large C

ETFs
114
+ 0.25%
$24.46 - $26.5 $2.79K - $3.02K
45.2K $1.19B
VLO
Valero Energy Corp

Energy
5
+ 0.22%
$131.77 - $175.63 $659 - $878
2.26K $384M
CVS
Cvs Health Corp

Healthcare
187
+ 1.83%
$58.75 - $76.5 $11K - $14.3K
10.4K $786M
Gsk PLC
365
+ 3.08%
N/A
12.2K $527M
EIX
Edison International

Utilities
231
+ 1.54%
$50.42 - $56.35 $11.6K - $13K
15.2K $841M
DVN
Devon Energy Corp

Energy
908
+ 9.15%
$31.75 - $36.99 $28.8K - $33.6K
10.8K $380M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.07K
+ 6.62%
$31.79 - $33.42 $34.1K - $35.8K
17.3K $577M
MDT
Medtronic PLC

Healthcare
20
+ 0.28%
$87.67 - $95.74 $1.75K - $1.91K
7.12K $678M
VOT
Vanguard Mid Cap Growth Index

ETFs
47
+ 1.03%
$282.75 - $294.19 $13.3K - $13.8K
4.62K $1.36B
MPC
Marathon Petroleum Corp

Energy
4
+ 0.2%
$158.59 - $198.69 $634 - $795
2.01K $388M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
176
+ 3.59%
$108.47 - $114.7 $19.1K - $20.2K
5.07K $582M
SCHA
Schwab Strategic Tr Us Small C

ETFs
48
+ 0.3%
$25.29 - $28.33 $1.21K - $1.36K
16.1K $449M
GPN
Global Payments Inc

Industrials
364
+ 10.02%
$77.61 - $90.01 $28.3K - $32.8K
4K $332M
SBLK
Star Bulk Carriers Corp.

Industrials
448
+ 1.9%
$17.38 - $19.87 $7.79K - $8.9K
24K $446M
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.26%
$193.58 - $213.07 $1.16K - $1.28K
2.27K $476M
WMT
Walmart Inc.

Consumer Defensive
33
+ 0.57%
$94.4 - $104.27 $3.12K - $3.44K
5.81K $599M
OEF
Ishares S&P 100 ETF

ETFs
13
+ 1.43%
N/A
923 $307M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31
+ 0.27%
$23.82 - $25.84 $738 - $801
11.6K $299M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.25%
$285.05 - $309.14 $570 - $618
802 $247M
VZ
Verizon Communications Inc

Communication Services
6
+ 0.03%
$40.84 - $45.06 $245 - $270
17.3K $762M
WFC
Wells Fargo & Company

Financial Services
9
+ 0.32%
$77.05 - $85.16 $693 - $766
2.85K $239M
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 0.65%
$211.65 - $238.24 $6.77K - $7.62K
4.98K $1.09B
WU
Western Union CO

Financial Services
1.44K
+ 3.17%
$7.88 - $8.84 $11.3K - $12.7K
46.7K $373M
FFIN
First Financial Bankshares Inc

Financial Services
38
+ 0.52%
$33.62 - $37.98 $1.28K - $1.44K
7.4K $249M
CMCSA
Comcast Corp

Communication Services
1.78K
+ 9.75%
$31.41 - $36.33 $56K - $64.8K
20.1K $630M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.18%
$157.77 - $183.27 $473 - $550
1.68K $273M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
112
+ 1.32%
$57.1 - $70.52 $6.4K - $7.9K
8.59K $512M
FIS
Fidelity National Information Services, Inc.

Technology
194
+ 2.89%
$63.37 - $82.35 $12.3K - $16K
6.91K $455M
FISV
Fiserv Inc

Technology
106
+ 3.3%
N/A
3.32K $428M
Activity Summary
Buys All Purchases 66 New Holdings 16 Increased Positions 50 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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