Michels Family Financial, LLC Sells in Q3 2025

Michels Family Financial, LLC

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-365
- 22.13%
$459.11 - $506.91 $168K - $185K
1.28K $646M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.09K
- 4.37%
$50.52 - $50.75 $105K - $106K
45.6K $2.32B
VEA
Vanguard Ftse Developed Market

ETFs
-1.72K
- 16.42%
$56.02 - $60.3 $96.2K - $104K
8.74K $524M
V
Visa Inc.

Financial Services
-97
- 4.0%
$332.09 - $358.86 $32.2K - $34.8K
2.33K $795M
AMP
Ameriprise Financial Inc

Financial Services
-23
- 2.07%
$486.13 - $544.55 $11.2K - $12.5K
1.09K $533M
VTV
Vanguard Value ETF

ETFs
-768
- 8.6%
$175.51 - $186.57 $135K - $143K
8.16K $1.52B
VB
Vanguard Small Cap ETF

ETFs
-298
- 26.05%
$237.58 - $259.17 $70.8K - $77.2K
846 $215M
CSCO
Cisco Systems, Inc.

Technology
-575
- 3.58%
$66.2 - $71.79 $38.1K - $41.3K
15.5K $1.06B
ET
Energy Transfer LP

Energy
-1.66K
- 6.87%
$17.11 - $18.16 $28.5K - $30.2K
22.5K $387M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.1K
- 4.36%
$50.8 - $51.32 $55.7K - $56.2K
24.1K $1.23B
META
Meta Platforms, Inc.

Communication Services
-53
- 2.02%
$695.21 - $791.73 $36.8K - $42K
2.57K $1.88B
PG
Procter & Gamble CO

Consumer Defensive
-174
- 8.15%
$150.47 - $161.22 $26.2K - $28.1K
1.96K $301M
EFV
Msci Eafe Value ETF

ETFs
-1.04K
- 12.75%
$62.79 - $68.42 $65.3K - $71.2K
7.12K $483M
T
At&T Inc.

Communication Services
-899
- 7.9%
$26.94 - $29.62 $24.2K - $26.6K
10.5K $296M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.25K
- 14.95%
$35.42 - $38.65 $44.3K - $48.3K
7.11K $270M
Tcw ETF Trust
-513
- 6.56%
N/A
7.31K $291M
VUG
Vanguard Growth ETF

ETFs
-287
- 9.81%
$433.97 - $484.08 $125K - $139K
2.64K $1.27B
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.32K
- 12.21%
$46.69 - $59.27 $108K - $137K
16.7K $885M
ABT
Abbott Laboratories

Healthcare
-70
- 3.6%
$120.51 - $136.62 $8.44K - $9.56K
1.87K $251M
IEFA
Ishares Tr

ETFs
-209
- 6.55%
$81.7 - $87.53 $17.1K - $18.3K
2.98K $261M
VO
Vanguard Mid Cap ETF

ETFs
-72
- 6.5%
$279.83 - $293.74 $20.1K - $21.1K
1.04K $304M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-195
- 6.37%
$102.17 - $110.66 $19.9K - $21.6K
2.87K $317M
XLK
Technology Sector Spdr

ETFs
-115
- 10.67%
$250.97 - $282.66 $28.9K - $32.5K
963 $272M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-237
- 2.82%
$79.89 - $83.25 $18.9K - $19.7K
8.17K $676M
HAS
Hasbro, Inc.

Consumer Cyclical
-53
- 1.88%
$73.92 - $81.85 $3.92K - $4.34K
2.76K $209M
ORCL
Oracle Corp

Technology
-433
- 21.91%
$218.96 - $328.33 $94.8K - $142K
1.54K $434M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-192
- 2.08%
$101.12 - $106.18 $19.4K - $20.4K
9.06K $934M
PNOV
Innovator U.S. Equity Power Bu
-100
- 1.89%
N/A
5.2K $214M
DNL
Wiswisdomtree Tr

ETFs
-96
- 0.22%
$38.31 - $41.06 $3.68K - $3.94K
42.9K $1.74B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-67
- 2.21%
$72.04 - $77.35 $4.83K - $5.18K
2.96K $227M
RDVY
First Trust Rising Dividend Ac

ETFs
-532
- 5.14%
$62.38 - $67.29 $33.2K - $35.8K
9.81K $660M
NVS
Novartis Ag

Healthcare
-104
- 2.99%
$113.5 - $129.73 $11.8K - $13.5K
3.38K $433M
LMT
Lockheed Martin Corp

Industrials
-35
- 4.09%
$410.74 - $499.21 $14.4K - $17.5K
820 $410M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-234
- 3.15%
$60.01 - $65.01 $14K - $15.2K
7.2K $468M
IWD
Ishares Russell 1000 Val ETF

ETFs
-105
- 2.68%
$192.76 - $203.86 $20.2K - $21.4K
3.81K $776M
PH
Parker Hannifin Corp

Industrials
-57
- 5.79%
$697.13 - $769.67 $39.7K - $43.9K
927 $703M
IVE
Ishares S&P 500 Value ETF

ETFs
-215
- 3.88%
$194.44 - $206.51 $41.8K - $44.4K
5.33K $1.1B
IDV
Ishares Tr

ETFs
-310
- 2.09%
$34.54 - $37.28 $10.7K - $11.6K
14.5K $530M
IWL
Ishares Tr Russell 200 ETF

ETFs
-74
- 3.07%
$152.78 - $166.59 $11.3K - $12.3K
2.34K $389M
IVW
Ishares S&P 500 Growth ETF

ETFs
-51
- 2.14%
$108.97 - $121.65 $5.56K - $6.2K
2.34K $282M
DGT
Spdr Global Dow ETF
-96
- 2.77%
N/A
3.37K $545M
MSFT
Microsoft Corp

Technology
-45
- 1.8%
$491.09 - $535.64 $22.1K - $24.1K
2.45K $1.27B
IYW
Ishares Dj Us Tech ETF

ETFs
-209
- 6.43%
$171.38 - $197.01 $35.8K - $41.2K
3.04K $595M
BXP
Boston Properties Inc

Real Estate
-309
- 3.79%
$62.11 - $78.93 $19.2K - $24.4K
7.84K $583M
VONE
Vanguard Russell 1000 ETF

ETFs
-74
- 2.84%
$280.68 - $303.97 $20.8K - $22.5K
2.53K $765M
DGRO
Ishares Core Dividend Growth E

ETFs
-52
- 0.56%
$64.12 - $68.08 $3.33K - $3.54K
9.26K $630M
VOD
Vodafone Group Public LTD CO

Communication Services
-3.97K
- 4.52%
$10.67 - $12.06 $42.4K - $47.9K
83.9K $974M
PSEP
Innovator U.S. Equity Power Bu
-1.33K
- 2.92%
N/A
44.4K $1.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-270
- 2.36%
$49.43 - $54.52 $13.3K - $14.7K
11.2K $606M
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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