Approach Retirement Advisors, LLC Purchases in Q4 2025

Approach Retirement Advisors, LLC

  • $116 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
12.4K
New
$31.06 - $33.86 $386K - $421K
12.4K $419M
CVX
Chevron Corp

Energy
2.62K
New
$148.9 - $157.72 $391K - $414K
2.62K $400M
SUB
Ishares Short Term National Mu

ETFs
3.71K
New
$106.22 - $106.81 $394K - $396K
3.71K $396M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.19K
New
$52.54 - $55.77 $378K - $401K
7.19K $386M
TMO
Thermo Fisher Scientific Inc.

Healthcare
650
New
$524.58 - $588.02 $341K - $382K
650 $377M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.68K
New
$136.06 - $140.64 $365K - $377K
2.68K $373M
DSL
Double Line Income Solutions Fund

Financial Services
32.8K
New
$11.49 - $12.36 $376K - $405K
32.8K $369M
VO
Vanguard Mid Cap ETF

ETFs
1.21K
New
$286.27 - $296.23 $346K - $358K
1.21K $350M
DUK
Duke Energy Corp

Utilities
2.98K
New
$121.57 - $129.03 $362K - $384K
2.98K $349M
GOOGL
Alphabet Inc.

Communication Services
1.11K
New
$236.57 - $291.31 $263K - $323K
1.11K $347M
AAPL
Apple Inc.

Technology
1.23K
New
$245.27 - $275.25 $300K - $337K
1.23K $333M
Dimensional ETF Trust
12.5K
New
N/A
12.5K $331M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.27K
New
$137.47 - $143.13 $312K - $325K
2.27K $326M
AVIV
American Centy ETF Tr Avantis
4.56K
New
$66.39 - $70.06 $303K - $320K
4.56K $325M
AVDV
American Centy ETF Tr Avantis

ETFs
3.42K
New
$87.37 - $90.92 $299K - $311K
3.42K $322M
Vanguard Malvern Fds
4.09K
New
N/A
4.09K $318M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.66K
New
$63.43 - $65.6 $295K - $305K
4.66K $303M
IWM
Ishares Russell 2000 ETF

ETFs
1.2K
New
$236.79 - $250.33 $284K - $300K
1.2K $295M
META
Meta Platforms, Inc.

Communication Services
437
New
$609.01 - $751.67 $266K - $328K
437 $288M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4K
New
$63.25 - $66.24 $253K - $265K
4K $264M
CET
Central Securities Corp

Financial Services
4.97K
New
$48.87 - $51.98 $243K - $258K
4.97K $252M
VB
Vanguard Small Cap ETF

ETFs
920
New
$248.1 - $260.08 $228K - $239K
920 $237M
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$211.96 - $244.38 $219K - $252K
1.03K $236M
VGSH
Vanguard

ETFs
3.63K
New
$58.64 - $58.96 $213K - $214K
3.63K $213M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.5K
New
$26.44 - $27.53 $198K - $206K
7.5K $206M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.79K
New
$87.56 - $111.7 $156K - $199K
1.79K $203M
AMZN
Amazon Com Inc

Consumer Cyclical
870
New
$213.04 - $254.0 $185K - $221K
870 $201M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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