Grantvest Financial Group LLC Purchases and Sells in Q1 2025

Grantvest Financial Group LLC

$123 Billion
Q1 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSHI	68K + 99.24%	N/A	137K $6.78B
EA SERIES TRUST	31.8K + 20.55%	N/A	187K $3.79B
SPYI	12.5K + 95.08%	N/A	25.7K $1.23B
XLF	6.3K + 41.01%	$47.32 - $52.19 $298K - $329K	21.7K $1.08B
NEOS ETF TRUST	9.02K + 27.42%	N/A	41.9K $1.99B
QDEC	11.8K + 36.87%	$26.06 - $28.54 $307K - $336K	43.7K $1.14B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	487K New	N/A	487K $25.5B
ISHARES TR	134K New	N/A	134K $3.35B
DJAN	15.7K New	$37.69 - $39.76 $591K - $624K	15.7K $595M
FJAN	11.1K New	N/A	11.1K $491M
DDEC	11.7K New	$38.92 - $41.1 $455K - $481K	11.7K $458M
DFEB	8.98K New	$41.74 - $43.57 $375K - $391K	8.98K $379M

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-165 - 1.34%	$190.26 - $242.06 $31.4K - $39.9K	12.1K $2.31B
QQQ	-213 - 7.33%	$468.34 - $539.52 $99.8K - $115K	2.69K $1.26B
FIRST TR EXCHNG TRADED FD VI	-5.8K - 17.34%	N/A	27.7K $876M
SCHA	-4.11K - 11.07%	$23.16 - $27.04 $95.3K - $111K	33K $774M
ISHARES TR	-6.3K - 8.34%	N/A	69.2K $1.73B
DMAY	-2.54K - 7.41%	$39.11 - $41.9 $99.4K - $106K	31.7K $1.26B

Activity Summary All Purchases 56 New Holdings 17 Increased Positions 39 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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