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
JPM
Jpmorgan Chase & CO

Financial Services
420
+ 15.02%
$294.11 - $320.41 $124K - $135K
3.22K $966K
VO
Vanguard Mid Cap ETF

ETFs
303
+ 22.31%
$286.27 - $296.23 $86.7K - $89.8K
1.66K $476K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
680
+ 17.27%
$114.27 - $121.15 $77.7K - $82.4K
4.62K $539K
ABBV
Abb Vie Inc.

Healthcare
289
+ 29.61%
$211.96 - $244.38 $61.3K - $70.6K
1.27K $296K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.62K
+ 0.47%
$42.71 - $43.27 $69.3K - $70.2K
349K $14.9M
AMAT
Applied Materials Inc

Technology
52
+ 2.94%
$209.95 - $240.89 $10.9K - $12.5K
1.82K $416K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
653
+ 24.67%
$78.97 - $83.03 $51.6K - $54.2K
3.3K $267K
V
Visa Inc.

Financial Services
258
+ 12.25%
$325.75 - $352.42 $84K - $90.9K
2.36K $770K
SBUX
Starbucks Corp

Consumer Cyclical
291
+ 9.16%
$78.46 - $87.26 $22.8K - $25.4K
3.47K $294K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 2.35%
$475.68 - $513.11 $10.5K - $11.3K
957 $487K
IVE
Ishares S&P 500 Value ETF

ETFs
43
+ 3.19%
$202.52 - $212.07 $8.71K - $9.12K
1.39K $291K
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.09%
$239.57 - $253.74 $479 - $507
2.3K $569K
UNH
Unitedhealth Group Inc

Healthcare
73
+ 11.93%
$320.52 - $369.92 $23.4K - $27K
685 $219K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$135.16 - $141.78 $135 - $142
5.83K $811K
BA
Boeing CO

Industrials
250
+ 14.29%
$191.81 - $225.32 $48K - $56.3K
2K $383K
QCOM
Qualcomm Inc

Technology
2
+ 0.1%
$153.59 - $187.68 $307 - $375
2.09K $348K
AEM
Agnico Eagle Mines LTD

Basic Materials
7
+ 0.51%
$155.17 - $185.52 $1.09K - $1.3K
1.37K $229K
Ishares Bitcoin Trust ETF
744
+ 16.67%
N/A
5.21K $0
Blackrock ETF Trust Ii
8.69K
+ 27.13%
N/A
40.7K $0
Bitwise Bitcoin ETF Tr
2.21K
+ 25.32%
N/A
10.9K $0
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 10.55%
$358.03 - $397.02 $70.9K - $78.6K
2.07K $742K
DIS
Walt Disney CO

Communication Services
54
+ 1.39%
$105.69 - $116.65 $5.71K - $6.3K
3.94K $416K
MA
Mastercard Inc

Financial Services
51
+ 2.07%
$536.85 - $580.45 $27.4K - $29.6K
2.51K $1.35M
ORCL
Oracle Corp

Technology
144
+ 8.36%
$217.57 - $313.0 $31.3K - $45.1K
1.87K $410K
META
Meta Platforms, Inc.

Communication Services
65
+ 3.34%
$609.01 - $751.67 $39.6K - $48.9K
2.01K $1.23M
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
Track This Portfolio

Track Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, 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 Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email