Cassilly Financial Group LLC Purchases in Q4 2025

Cassilly Financial Group LLC

  • $113 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
158K
New
$86.09 - $89.88 $13.6M - $14.2M
158K $14.1B
VUG
Vanguard Growth ETF

ETFs
23.2K
New
$470.44 - $504.26 $10.9M - $11.7M
23.2K $11.3B
VTV
Vanguard Value ETF

ETFs
57.8K
New
$182.87 - $189.72 $10.6M - $11M
57.8K $11B
IVV
Ishares Core S&P 500 ETF

ETFs
6.46K
New
$656.2 - $690.71 $4.24M - $4.46M
6.46K $4.42B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
174K
New
$23.37 - $23.7 $4.07M - $4.13M
174K $4.07B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
48.2K
New
$76.84 - $80.86 $3.7M - $3.89M
48.2K $3.86B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
75K
New
$46.57 - $47.16 $3.49M - $3.54M
75K $3.49B
VB
Vanguard Small Cap ETF

ETFs
13.4K
New
$248.1 - $260.08 $3.32M - $3.48M
13.4K $3.45B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.7K
New
$52.54 - $55.77 $3.08M - $3.27M
58.7K $3.15B
Vanguard Instl Index Fd
36K
New
N/A
36K $2.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
21.5K
New
$118.29 - $126.28 $2.55M - $2.72M
21.5K $2.66B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
69.2K
New
$34.7 - $37.35 $2.4M - $2.59M
69.2K $2.63B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
43.1K
New
$57.9 - $61.26 $2.5M - $2.64M
43.1K $2.62B
MBB
Ishares Tr

ETFs
26.7K
New
$94.9 - $96.23 $2.53M - $2.56M
26.7K $2.54B
IVE
Ishares S&P 500 Value ETF

ETFs
10.8K
New
$202.52 - $212.07 $2.19M - $2.29M
10.8K $2.29B
Blackrock ETF Trust Ii
41.1K
New
N/A
41.1K $2.17B
Fidelity Covington Trust
58.9K
New
N/A
58.9K $2.14B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
13.5K
New
$139.66 - $144.52 $1.88M - $1.95M
13.5K $1.93B
EFV
Msci Eafe Value ETF

ETFs
25.7K
New
$66.73 - $70.99 $1.71M - $1.82M
25.7K $1.83B
XLG
Invesco Exchange Traded Fd Tr

ETFs
29K
New
$56.5 - $60.52 $1.64M - $1.76M
29K $1.72B
JPME
Jpmorgan Tr. Diversified Retur

ETFs
15.3K
New
$104.95 - $108.98 $1.61M - $1.67M
15.3K $1.67B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
31.8K
New
$51.27 - $51.8 $1.63M - $1.65M
31.8K $1.59B
NOC
Northrop Grumman Corp

Industrials
2.76K
New
$558.0 - $637.95 $1.54M - $1.76M
2.76K $1.57B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.79K
New
$191.01 - $199.18 $1.3M - $1.35M
6.79K $1.35B
IEMG
Ishares Inc

ETFs
19.7K
New
N/A
19.7K $1.32B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
38.4K
New
$28.9 - $30.17 $1.11M - $1.16M
38.4K $1.15B
GLDM
World Gold Trust

ETFs
13K
New
$76.32 - $86.69 $989K - $1.12M
13K $1.11B
Blackrock ETF Trust
26.8K
New
N/A
26.8K $1.03B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.9K
New
$23.04 - $23.36 $943K - $956K
40.9K $943M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
11.4K
New
$71.9 - $75.9 $819K - $864K
11.4K $853M
Blackrock ETF Trust
25.5K
New
N/A
25.5K $848M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.93K
New
$117.68 - $124.18 $816K - $861K
6.93K $827M
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.37K
New
$98.1 - $103.73 $821K - $868K
8.37K $824M
EMB
Ishares Tr

ETFs
8.3K
New
$94.63 - $97.03 $786K - $806K
8.3K $800M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
8.88K
New
N/A
8.88K $797M
FDEM
Fidelity Emerging Markets Mult
22.5K
New
N/A
22.5K $694M
AVEM
American Centy ETF Tr Avantis

ETFs
8.85K
New
$73.09 - $78.36 $646K - $693K
8.85K $681M
IXUS
Ishares Tr

ETFs
7.73K
New
$81.21 - $85.27 $628K - $659K
7.73K $655M
MUB
Ishares National Muni Bond ETF

ETFs
4.77K
New
$106.36 - $107.61 $507K - $513K
4.77K $511M
SPYG
Spdr Portfolio

ETFs
4.41K
New
$102.4 - $109.39 $452K - $483K
4.41K $471M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6K
New
$67.07 - $73.01 $402K - $438K
6K $436M
IYW
Ishares Dj Us Tech ETF

ETFs
2.03K
New
$192.8 - $211.27 $392K - $429K
2.03K $406M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.1K
New
N/A
8.1K $404M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.77K
New
$42.26 - $44.28 $371K - $388K
8.77K $389M
Global X Fds
5.93K
New
N/A
5.93K $384M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.77K
New
$54.27 - $56.85 $367K - $385K
6.77K $384M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.73K
New
$46.85 - $47.44 $362K - $367K
7.73K $364M
AVUV
American Centy ETF Tr Avantis

ETFs
3.56K
New
$95.19 - $100.66 $339K - $359K
3.56K $363M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.85K
New
$74.09 - $75.1 $359K - $364K
4.85K $359M
Activity Summary
Buys All Purchases 62 New Holdings 62 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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