Detalus Advisors, LLC Purchases in Q3 2025

Detalus Advisors, LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
285
+ 1.39%
$45.6 - $46.92 $13K - $13.4K
20.9K $974K
IGRO
Ishares Tr International Divid

ETFs
159
+ 1.67%
$75.97 - $80.24 $12.1K - $12.8K
9.68K $771K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
12
+ 0.14%
$42.43 - $45.05 $509 - $541
8.47K $372K
JEPI
J P Morgan Exchange Traded Fd

ETFs
173
+ 1.57%
$55.61 - $57.37 $9.62K - $9.93K
11.2K $639K
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.15%
$77.6 - $87.37 $310 - $349
2.66K $223K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
27
+ 0.85%
$79.58 - $83.45 $2.15K - $2.25K
3.21K $266K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$107.27 - $113.94 $107 - $114
1.96K $222K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
155
+ 1.16%
$4.36 - $5.16 $676 - $800
13.5K $69K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
500
+ 4.82%
$8.57 - $9.09 $4.29K - $4.55K
10.9K $98K
VZ
Verizon Communications Inc

Communication Services
9
+ 0.09%
$40.84 - $45.06 $368 - $406
9.97K $438K
Blackrock ETF Trust Ii
8.98K
+ 21.09%
N/A
51.6K $0
Blackrock ETF Trust
150K
+ 133.54%
N/A
263K $0
Ea Series Trust
6.41K
New
N/A
6.41K $0
Blackrock ETF Trust
210
+ 1.68%
N/A
12.7K $0
Blackrock ETF Trust
722
+ 4.57%
N/A
16.5K $0
Ishares Bitcoin Trust ETF
2.99K
+ 74.89%
N/A
6.99K $0
LLY
Eli Lilly & CO

Healthcare
9
+ 1.07%
$625.65 - $812.69 $5.63K - $7.31K
847 $646K
EMR
Emerson Electric CO

Industrials
3
+ 0.09%
$128.6 - $149.63 $386 - $449
3.34K $437K
T
At&T Inc.

Communication Services
28
+ 0.17%
$26.94 - $29.62 $754 - $829
16.1K $455K
RSG
Republic Services, Inc.

Industrials
12
+ 0.6%
$225.33 - $246.01 $2.7K - $2.95K
2.02K $463K
CTAS
Cintas Corp

Industrials
36
+ 1.56%
$199.29 - $226.27 $7.17K - $8.15K
2.34K $480K
DIS
Walt Disney CO

Communication Services
12
+ 0.3%
$112.25 - $124.0 $1.35K - $1.49K
3.98K $455K
WM
Waste Management Inc

Industrials
4
+ 0.07%
$213.88 - $237.1 $856 - $948
5.59K $1.23M
V
Visa Inc.

Financial Services
1
+ 0.03%
$332.09 - $358.86 $332 - $359
3.73K $1.27M
KO
Coca Cola CO

Consumer Defensive
32
+ 0.25%
$65.67 - $71.67 $2.1K - $2.29K
12.7K $842K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.06%
$157.77 - $183.27 $316 - $367
3.53K $573K
ELV
Elevance Health, Inc.

Healthcare
31
+ 1.83%
$274.66 - $395.76 $8.51K - $12.3K
1.73K $557K
Activity Summary
Buys All Purchases 78 New Holdings 10 Increased Positions 68 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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