626 Financial, LLC Incresed Positions in Q3 2025

626 Financial, LLC

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
535
+ 1.44%
$243.93 - $275.62 $131K - $147K
37.8K $10.3M
GOOG
Alphabet Inc.

Communication Services
301
+ 2.09%
$175.16 - $255.24 $52.7K - $76.8K
14.7K $3.58M
NVDA
Nvidia Corp

Technology
14
+ 0.04%
$153.3 - $186.58 $2.15K - $2.61K
35.5K $6.63M
VTI
Vanguard Total Stock Market Et

ETFs
1.04K
+ 8.34%
$303.93 - $329.86 $317K - $344K
13.5K $4.44M
FEMS
First Trust Emerging Markets S

ETFs
664
+ 0.42%
$40.83 - $44.87 $27.1K - $29.8K
160K $7.08M
MSFT
Microsoft Corp

Technology
14
+ 0.07%
$491.09 - $535.64 $6.88K - $7.5K
20.5K $10.6M
PULS
Pgim ETF Tr

ETFs
5.04K
+ 15.14%
$49.58 - $49.83 $250K - $251K
38.3K $1.91M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.15%
$184.85 - $231.54 $1.29K - $1.62K
4.67K $1.08M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.06%
$214.92 - $244.84 $860 - $979
6.53K $1.58M
C
Citigroup Inc

Financial Services
12
+ 0.14%
$85.57 - $103.49 $1.03K - $1.24K
8.63K $875K
NKE
Nike, Inc.

Consumer Cyclical
1.72K
+ 36.8%
$69.24 - $79.24 $119K - $136K
6.38K $445K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
525
+ 5.71%
$82.42 - $87.03 $43.3K - $45.7K
9.72K $845K
DAL
Delta Air Lines, Inc.

Industrials
9
+ 0.08%
$49.0 - $61.97 $441 - $558
11.2K $636K
CVX
Chevron Corp

Energy
12
+ 0.21%
$145.57 - $161.83 $1.75K - $1.94K
5.85K $908K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.07%
$94.4 - $104.27 $850 - $938
13.1K $1.35M
MO
Altria Group, Inc.

Consumer Defensive
16
+ 0.24%
$57.75 - $67.68 $924 - $1.08K
6.59K $435K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.18%
$567.77 - $614.76 $1.14K - $1.23K
1.09K $664K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.86%
$459.11 - $506.91 $9.18K - $10.1K
2.35K $1.18M
SRE
Sempra Energy

Utilities
24
+ 0.87%
$74.14 - $89.98 $1.78K - $2.16K
2.79K $251K
VZ
Verizon Communications Inc

Communication Services
677
+ 9.42%
$40.84 - $45.06 $27.6K - $30.5K
7.87K $345K
KHC
Kraft Heinz CO

Consumer Defensive
1.16K
+ 7.68%
$25.63 - $28.94 $29.7K - $33.6K
16.3K $423K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.66%
$357.4 - $423.42 $1.79K - $2.12K
762 $308K
F
Ford Motor CO

Consumer Cyclical
75
+ 0.38%
$10.82 - $12.09 $812 - $907
19.9K $238K
XOM
Exxon Mobil Corp

Energy
24
+ 0.61%
$105.83 - $117.22 $2.54K - $2.81K
3.93K $443K
META
Meta Platforms, Inc.

Communication Services
32
+ 4.2%
$695.21 - $791.73 $22.2K - $25.3K
793 $582K
DTE
Dte Energy CO

Utilities
1
+ 0.05%
$130.26 - $141.49 $130 - $141
1.82K $257K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.08%
$171.0 - $196.23 $171 - $196
1.22K $239K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.69K
+ 1.71%
N/A
101K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.04%
N/A
4.59K $186K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.05%
$66.2 - $71.79 $132 - $144
4.01K $274K
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.1%
$43.31 - $48.98 $433 - $490
10.1K $454K
GIS
General Mills Inc

Consumer Defensive
111
+ 0.76%
$48.44 - $53.83 $5.38K - $5.98K
14.8K $745K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.1%
$65.67 - $71.67 $263 - $287
4.07K $269K
DIS
Walt Disney CO

Communication Services
13
+ 0.47%
$112.25 - $124.0 $1.46K - $1.61K
2.77K $316K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.2%
$157.77 - $183.27 $1.1K - $1.28K
3.46K $561K
SMIN
Ishares Msci India Small Cap I

ETFs
53
+ 0.15%
$71.7 - $78.29 $3.8K - $4.15K
35.6K $2.56M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track 626 Financial, LLC Portfolio

Follow 626 Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 626 Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 626 Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email