Ares Financial Consulting, LLC New Holdings in Q4 2025

Ares Financial Consulting, LLC

  • $105 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.15K
New
$324.63 - $385.98 $372K - $442K
1.15K $396M
PG
Procter & Gamble CO

Consumer Defensive
2.57K
New
$145.5 - $153.18 $375K - $394K
2.57K $369M
VV
Vanguard Large Cap ETF

ETFs
1.13K
New
$301.9 - $317.98 $340K - $358K
1.13K $354M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
New
$293.81 - $310.11 $339K - $358K
1.16K $353M
PSA
Public Storage

Real Estate
1.31K
New
$272.78 - $311.8 $358K - $409K
1.31K $340M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.08K
New
$110.58 - $112.2 $340K - $345K
3.08K $338M
UPS
United Parcel Service Inc

Industrials
3.38K
New
$82.87 - $97.4 $280K - $330K
3.38K $336M
COST
Costco Wholesale Corp

Consumer Defensive
375
New
$910.94 - $954.99 $342K - $358K
375 $324M
MO
Altria Group, Inc.

Consumer Defensive
5.19K
New
$56.38 - $66.65 $293K - $346K
5.19K $299M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.63K
New
$169.53 - $176.53 $276K - $288K
1.63K $289M
AVRE
American Centy ETF Tr Avantis
6.39K
New
$43.28 - $45.31 $276K - $289K
6.39K $278M
VBR
Vanguard Small Cap Value ETF

ETFs
1.24K
New
$201.42 - $211.15 $249K - $261K
1.24K $262M
IWF
Ishares Russell 1000 Gr ETF

ETFs
537
New
$459.47 - $491.71 $247K - $264K
537 $254M
EDV
Vanguard Extended Duration Tre

ETFs
3.5K
New
$67.2 - $71.16 $235K - $249K
3.5K $227M
VIG
Vanguard Dividend Appreciation

ETFs
992
New
N/A
992 $218M
SPY
Spdr S&P 500 ETF Trust

ETFs
316
New
$653.02 - $687.39 $206K - $217K
316 $215M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.01K
New
$66.04 - $69.67 $199K - $210K
3.01K $210M
LLY
Eli Lilly & CO

Healthcare
192
New
$799.57 - $1025.28 $154K - $197K
192 $206M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.08K
New
$31.06 - $33.86 $189K - $206K
6.08K $205M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.46K
New
$23.02 - $24.23 $195K - $205K
8.46K $203M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.66K
New
$70.2 - $73.89 $187K - $197K
2.66K $196M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.3K
New
$78.65 - $79.19 $181K - $182K
2.3K $181M
T
At&T Inc.

Communication Services
7.12K
New
$24.44 - $27.55 $174K - $196K
7.12K $177M
PAYX
Paychex Inc

Industrials
1.57K
New
$111.08 - $128.59 $174K - $202K
1.57K $176M
CARR
Carrier Global Corp

Industrials
3.33K
New
$54.1 - $60.75 $180K - $202K
3.33K $176M
O
Realty Income Corp

Real Estate
3.1K
New
$56.12 - $60.64 $174K - $188K
3.1K $175M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.32K
New
$74.09 - $75.1 $172K - $174K
2.32K $172M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
156K
New
$25.2 - $26.46 $3.93M - $4.13M
156K $171M
IBM
International Business Machines Corp

Technology
565
New
$275.97 - $314.98 $156K - $178K
565 $167M
JCI
Johnson Controls International PLC

Industrials
1.39K
New
$105.55 - $122.66 $147K - $171K
1.39K $167M
AMD
Advanced Micro Devices Inc

Technology
770
New
$164.01 - $264.33 $126K - $204K
770 $165M
VB
Vanguard Small Cap ETF

ETFs
630
New
$248.1 - $260.08 $156K - $164K
630 $163M
XLE
Energy Sector Spdr

ETFs
3.49K
New
$85.22 - $92.02 $297K - $321K
3.49K $156M
V
Visa Inc.

Financial Services
440
New
$325.75 - $352.42 $143K - $155K
440 $154M
KMB
Kimberly Clark Corp

Consumer Defensive
1.46K
New
$100.05 - $123.23 $146K - $180K
1.46K $147M
IWD
Ishares Russell 1000 Val ETF

ETFs
679
New
$199.44 - $208.01 $135K - $141K
679 $143M
OTIS
Otis Worldwide Corp

Industrials
1.63K
New
$88.77 - $93.38 $145K - $152K
1.63K $143M
ABBV
Abb Vie Inc.

Healthcare
615
New
$211.96 - $244.38 $130K - $150K
615 $141M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.39K
New
$100.37 - $100.72 $140K - $140K
1.39K $140M
MMM
3 M CO

Industrials
846
New
$148.75 - $171.6 $126K - $145K
846 $135M
AVEM
American Centy ETF Tr Avantis

ETFs
1.75K
New
$73.09 - $78.36 $128K - $137K
1.75K $135M
ORCL
Oracle Corp

Technology
678
New
$217.57 - $313.0 $148K - $212K
678 $132M
IVR
Invesco Mortgage Capital Inc.

Real Estate
15.6K
New
$7.17 - $7.86 $112K - $123K
15.6K $132M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.86K
New
$26.75 - $27.15 $130K - $132K
4.86K $129M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.71K
New
$43.57 - $45.71 $118K - $124K
2.71K $126M
Vanguard California Tax Exempt Bond ETF
1.25K
New
N/A
1.25K $125M
CSCO
Cisco Systems, Inc.

Technology
1.55K
New
$67.46 - $78.0 $104K - $121K
1.55K $119M
SCHW
Schwab Charles Corp

Financial Services
1.19K
New
$91.91 - $97.71 $110K - $116K
1.19K $119M
VO
Vanguard Mid Cap ETF

ETFs
404
New
$286.27 - $296.23 $116K - $120K
404 $117M
Activity Summary
Buys All Purchases 895 New Holdings 895 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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