Ade, LLC Purchases in Q3 2025

Ade, LLC

  • $176 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.0%
$567.77 - $614.76 $1.14K - $1.23K
45K $27.6M
IVV
Ishares Core S&P 500 ETF

ETFs
168
+ 0.56%
$620.67 - $670.08 $104K - $113K
30.1K $20.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11K
+ 30.07%
$182.33 - $194.5 $2M - $2.14M
47.5K $9.24M
DFAS
Dimensional ETF Tr U S Small C

ETFs
23.9K
+ 623.27%
$63.41 - $69.69 $1.52M - $1.67M
27.8K $1.9M
MSFT
Microsoft Corp

Technology
166
+ 2.51%
$491.09 - $535.64 $81.5K - $88.9K
6.77K $3.51M
IEFA
Ishares Tr

ETFs
2.75K
+ 4.64%
$81.7 - $87.53 $224K - $240K
61.9K $5.4M
COST
Costco Wholesale Corp

Consumer Defensive
589
New
$915.95 - $994.57 $539K - $586K
589 $545K
IXUS
Ishares Tr

ETFs
2.18K
+ 7.74%
$76.35 - $82.58 $166K - $180K
30.3K $2.5M
CAT
Caterpillar Inc

Industrials
1.09K
New
$390.92 - $477.15 $426K - $520K
1.09K $520K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.6K
New
$21.69 - $23.34 $426K - $458K
19.6K $456K
AMGN
Amgen Inc

Healthcare
1.35K
+ 112.58%
$271.18 - $309.22 $366K - $418K
2.55K $719K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.56K
New
$92.26 - $97.51 $328K - $347K
3.56K $343K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13K
New
$23.82 - $25.84 $310K - $337K
13K $335K
VO
Vanguard Mid Cap ETF

ETFs
1.14K
New
$279.83 - $293.74 $320K - $336K
1.14K $335K
IWB
Ishares Tr Russell 1000 ETF

ETFs
18
+ 0.33%
$339.37 - $366.46 $6.11K - $6.6K
5.49K $2.01M
IBM
International Business Machines Corp

Technology
1.09K
New
$234.77 - $292.47 $256K - $319K
1.09K $308K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
6.22K
+ 66.75%
$44.82 - $46.28 $279K - $288K
15.5K $714K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.3K
+ 28.56%
$22.64 - $23.22 $278K - $286K
55.3K $1.28M
AMD
Advanced Micro Devices Inc

Technology
1.72K
New
$134.8 - $184.42 $231K - $317K
1.72K $277K
PHYS
Sprott Physical Gold Trust

Financial Services
276
+ 0.57%
$25.02 - $29.62 $6.91K - $8.18K
48.6K $1.44M
LLY
Eli Lilly & CO

Healthcare
364
+ 132.36%
$625.65 - $812.69 $228K - $296K
639 $487K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.44K
New
$98.52 - $103.93 $240K - $254K
2.44K $251K
EMR
Emerson Electric CO

Industrials
770
+ 11.44%
$128.6 - $149.63 $99K - $115K
7.5K $983K
SPY
Spdr S&P 500 ETF Trust

ETFs
232
+ 32.95%
$617.65 - $666.84 $143K - $155K
936 $623K
PG
Procter & Gamble CO

Consumer Defensive
1.99K
+ 43.37%
$150.47 - $161.22 $299K - $320K
6.56K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.33K
+ 22.24%
$49.43 - $54.52 $115K - $127K
12.8K $693K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.72K
New
$25.29 - $28.33 $195K - $219K
7.72K $215K
MMM
3 M CO

Industrials
1.35K
New
$144.41 - $160.2 $195K - $217K
1.35K $209K
IWS
Ishares Russell Midcap Value E

ETFs
734
+ 10.75%
$132.83 - $140.61 $97.5K - $103K
7.56K $1.06M
BNDX
Vanguard Total International B

ETFs
218
+ 0.08%
$49.0 - $49.51 $10.7K - $10.8K
288K $14.3M
WMT
Walmart Inc.

Consumer Defensive
1.11K
+ 43.25%
$94.4 - $104.27 $104K - $115K
3.66K $377K
OEF
Ishares S&P 100 ETF

ETFs
273
+ 26.12%
N/A
1.32K $350K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.15K
+ 4.91%
$28.32 - $30.69 $32.4K - $35.1K
24.5K $745K
IEMG
Ishares Inc

ETFs
803
+ 3.27%
N/A
25.4K $1.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.16%
$62.09 - $66.51 $621 - $665
6.12K $399K
XOM
Exxon Mobil Corp

Energy
825
+ 9.93%
$105.83 - $117.22 $87.3K - $96.7K
9.13K $1.03M
T Rowe Price ETF Inc
41.3K
+ 8.44%
N/A
530K $0
Activity Summary
Buys All Purchases 38 New Holdings 11 Increased Positions 27 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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