Ade, LLC Reduced Holdings in Q3 2025

Ade, LLC

  • $176 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-5.38K
- 21.99%
$106.17 - $107.3 $571K - $577K
19.1K $2.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.49K
- 8.83%
$92.18 - $95.14 $414K - $427K
46.4K $4.41M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.35K
- 5.71%
$100.37 - $100.74 $336K - $338K
55.3K $5.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3K
- 32.07%
$108.46 - $120.63 $326K - $362K
6.36K $755K
MBB
Ishares Tr

ETFs
-1.29K
- 16.21%
$92.46 - $95.73 $119K - $123K
6.65K $632K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.11K
- 7.06%
$48.5 - $50.19 $53.9K - $55.8K
14.6K $732K
KO
Coca Cola CO

Consumer Defensive
-270
- 5.04%
$65.67 - $71.67 $17.7K - $19.4K
5.09K $337K
PM
Philip Morris International Inc.

Consumer Defensive
-209
- 5.93%
$157.77 - $183.27 $33K - $38.3K
3.32K $537K
JPM
Jpmorgan Chase & CO

Financial Services
-445
- 23.94%
$282.78 - $316.06 $126K - $141K
1.41K $446K
ECL
Ecolab Inc.

Basic Materials
-181
- 7.91%
$259.39 - $285.47 $46.9K - $51.7K
2.11K $576K
SGDM
Sprott ETF Tr Gold Miners ETF
-67
- 0.32%
N/A
20.9K $0
MO
Altria Group, Inc.

Consumer Defensive
-300
- 8.71%
$57.75 - $67.68 $17.3K - $20.3K
3.14K $207K
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 0.32%
$88.47 - $93.24 $796 - $839
2.83K $259K
CSCO
Cisco Systems, Inc.

Technology
-450
- 7.14%
$66.2 - $71.79 $29.8K - $32.3K
5.85K $400K
JNJ
Johnson & Johnson

Healthcare
-105
- 6.29%
$155.17 - $185.42 $16.3K - $19.5K
1.56K $289K
AMZN
Amazon Com Inc

Consumer Cyclical
-233
- 10.25%
$211.65 - $238.24 $49.3K - $55.5K
2.04K $447K
FNDF
Schwab Fundamental Intl Large

ETFs
-657
- 8.99%
$39.84 - $43.15 $26.2K - $28.3K
6.65K $285K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-340
- 5.28%
$44.58 - $48.01 $15.2K - $16.3K
6.1K $291K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-83
- 1.78%
$132.9 - $142.03 $11K - $11.8K
4.57K $644K
BA
Boeing CO

Industrials
-65
- 4.44%
$209.79 - $237.38 $13.6K - $15.4K
1.4K $302K
VTV
Vanguard Value ETF

ETFs
-663
- 4.51%
$175.51 - $186.57 $116K - $124K
14K $2.62M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-35
- 0.12%
$50.7 - $54.86 $1.77K - $1.92K
30.1K $1.65M
VT
Vanguard Total World Stk Index

ETFs
-38
- 0.54%
$128.41 - $138.03 $4.88K - $5.25K
6.96K $959K
AAPL
Apple Inc.

Technology
-515
- 3.64%
$202.38 - $256.87 $104K - $132K
13.6K $3.47M
EFV
Msci Eafe Value ETF

ETFs
-1.92K
- 3.43%
$62.79 - $68.42 $120K - $131K
53.9K $3.66M
VUG
Vanguard Growth ETF

ETFs
-459
- 7.23%
$433.97 - $484.08 $199K - $222K
5.89K $2.82M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.67K
- 1.67%
$42.67 - $46.91 $71.2K - $78.3K
98.2K $4.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-8.21K
- 6.49%
$68.24 - $73.73 $560K - $605K
118K $8.69M
VEA
Vanguard Ftse Developed Market

ETFs
-2.51K
- 0.95%
$56.02 - $60.3 $140K - $151K
262K $15.7M
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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