Client 1 St Advisory Group, LLC Purchases in Q4 2025

Client 1 St Advisory Group, LLC

  • $320 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
30.3K
+ 17.07%
$46.57 - $47.16 $1.41M - $1.43M
208K $9.67M
TSLA
Tesla, Inc.

Consumer Cyclical
2.38K
New
$401.99 - $468.37 $956K - $1.11M
2.38K $972K
GOOG
Alphabet Inc.

Communication Services
326
+ 1.71%
$237.49 - $291.74 $77.4K - $95.1K
19.4K $5.53M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.25K
+ 1.19%
$76.84 - $80.86 $480K - $506K
532K $42.1M
MBB
Ishares Tr

ETFs
8.65K
+ 22.61%
$94.9 - $96.23 $821K - $833K
46.9K $4.46M
XLE
Energy Sector Spdr

ETFs
8.35K
+ 113.07%
$85.22 - $92.02 $711K - $768K
15.7K $1.45M
MSFT
Microsoft Corp

Technology
1.57K
+ 40.26%
$496.82 - $542.07 $782K - $853K
5.48K $2.78M
IXC
Ishares Tr Global Energy ETF

ETFs
14.1K
+ 18.99%
$40.23 - $43.56 $568K - $615K
88.5K $3.86M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30.7K
+ 9.87%
$23.37 - $23.7 $718K - $728K
342K $8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.5K
+ 16.98%
$30.55 - $32.35 $625K - $662K
141K $4.43M
NVDA
Nvidia Corp

Technology
2.57K
+ 7.79%
$179.83 - $207.04 $462K - $532K
35.6K $6.63M
LLY
Eli Lilly & CO

Healthcare
31
+ 1.96%
$799.57 - $1025.28 $24.8K - $31.8K
1.61K $1.65M
AVGO
Broadcom Inc.

Technology
1.21K
+ 68.72%
$324.63 - $385.98 $392K - $465K
2.96K $1.01M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.57K
+ 5.85%
$57.9 - $61.26 $322K - $341K
101K $6.05M
WMT
Walmart Inc.

Consumer Defensive
3.64K
New
$101.18 - $109.03 $368K - $397K
3.64K $374K
EFV
Msci Eafe Value ETF

ETFs
165
+ 0.13%
$66.73 - $70.99 $11K - $11.7K
131K $9.21M
JNJ
Johnson & Johnson

Healthcare
1.65K
New
$185.98 - $199.58 $306K - $329K
1.65K $328K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.65K
+ 4.43%
$191.01 - $199.18 $315K - $329K
38.9K $7.57M
XOM
Exxon Mobil Corp

Energy
1.18K
+ 3.66%
$110.64 - $119.78 $130K - $141K
33.4K $3.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.35K
+ 6.47%
$118.29 - $126.28 $278K - $296K
38.6K $4.67M
MRK
Merck & Co., Inc.

Healthcare
2.85K
New
$82.49 - $92.93 $235K - $264K
2.85K $264K
VZ
Verizon Communications Inc

Communication Services
6.3K
New
$38.4 - $43.83 $242K - $276K
6.3K $258K
KO
Coca Cola CO

Consumer Defensive
3.63K
New
$66.1 - $71.61 $240K - $260K
3.63K $256K
GE
General Electric CO

Industrials
814
New
$291.49 - $314.28 $237K - $256K
814 $244K
AAPL
Apple Inc.

Technology
276
+ 2.13%
$245.27 - $275.25 $67.7K - $76K
13.3K $3.54M
AMZN
Amazon Com Inc

Consumer Cyclical
429
+ 5.05%
$213.04 - $254.0 $91.4K - $109K
8.92K $2.09M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
25K
New
$8.94 - $9.19 $224K - $230K
25K $224K
DUK
Duke Energy Corp

Utilities
1.78K
New
$121.57 - $129.03 $216K - $229K
1.78K $222K
IBM
International Business Machines Corp

Technology
733
New
$275.97 - $314.98 $202K - $231K
733 $217K
KORP
American Centy ETF Tr Diversif

ETFs
4.51K
New
$47.27 - $48.16 $213K - $217K
4.51K $212K
COP
Conocophillips

Energy
2.37K
New
$85.66 - $95.46 $203K - $227K
2.37K $210K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
776
New
$256.75 - $275.06 $199K - $213K
776 $209K
RTX
Raytheon Technologies Corp

Industrials
1.11K
New
$157.0 - $179.44 $174K - $199K
1.11K $194K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.22K
+ 1.1%
$48.17 - $48.5 $155K - $156K
295K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
228
+ 18.24%
$589.5 - $635.77 $134K - $145K
1.48K $892K
IVV
Ishares Core S&P 500 ETF

ETFs
149
+ 3.9%
$656.2 - $690.71 $97.8K - $103K
3.97K $2.68M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
399
+ 1.82%
$67.07 - $73.01 $26.8K - $29.1K
22.3K $1.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.84K
+ 58.3%
$63.25 - $66.24 $117K - $122K
5.01K $321K
NEE
Nextera Energy Inc

Utilities
803
+ 19.28%
$78.18 - $86.03 $62.8K - $69.1K
4.97K $425K
IYW
Ishares Dj Us Tech ETF

ETFs
305
+ 2.11%
$192.8 - $211.27 $58.8K - $64.4K
14.8K $2.94M
GOOGL
Alphabet Inc.

Communication Services
133
+ 6.31%
$236.57 - $291.31 $31.5K - $38.7K
2.24K $619K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.7K
New
$8.07 - $8.23 $103K - $105K
12.7K $102K
CAT
Caterpillar Inc

Industrials
107
+ 19.14%
$480.82 - $585.49 $51.4K - $62.6K
666 $367K
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 12.03%
$653.02 - $687.39 $99.3K - $104K
1.42K $942K
IFRA
Ishares Tr

ETFs
2.28K
+ 7.34%
$52.02 - $54.04 $118K - $123K
33.3K $1.73M
VEA
Vanguard Ftse Developed Market

ETFs
1.07K
+ 5.67%
$59.18 - $62.09 $63.6K - $66.7K
20K $1.23M
CVX
Chevron Corp

Energy
584
+ 15.18%
$148.9 - $157.72 $87K - $92.1K
4.43K $686K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.5K
+ 18.68%
$52.54 - $55.77 $78.7K - $83.5K
9.52K $522K
PM
Philip Morris International Inc.

Consumer Defensive
718
+ 30.57%
$144.33 - $160.86 $104K - $115K
3.07K $468K
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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