Detalus Advisors, LLC Sells in Q3 2025

Detalus Advisors, LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.2K
- 8.62%
$182.33 - $194.5 $2.04M - $2.17M
119K $23.1M
MUB
Ishares National Muni Bond ETF

ETFs
-4.09K
- 17.19%
$103.24 - $106.68 $422K - $436K
19.7K $2.1M
HEZU
Ishares Currency Hedged Msci E

ETFs
-9.68K
- 49.12%
$39.55 - $42.16 $383K - $408K
10K $422K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-7.27K
- 13.19%
$50.85 - $51.35 $370K - $373K
47.9K $2.45M
XT
Ishares Tr Exponential Technol

ETFs
-3.67K
- 45.74%
$65.04 - $71.97 $239K - $264K
4.36K $313K
HEFA
Ishares Currency Hedged Msci E

ETFs
-6.14K
- 24.93%
$37.2 - $39.61 $228K - $243K
18.5K $731K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.48K
- 6.57%
$47.76 - $48.46 $214K - $217K
63.7K $3.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.77K
- 8.55%
$48.5 - $50.19 $231K - $240K
51K $2.56M
VTI
Vanguard Total Stock Market Et

ETFs
-485
- 20.77%
$303.93 - $329.86 $147K - $160K
1.85K $607K
IEMG
Ishares Inc

ETFs
-1.69K
- 28.76%
N/A
4.19K $224K
CI
Cigna Corp

Healthcare
-117
- 10.33%
$262.23 - $334.39 $30.7K - $39.1K
1.02K $292K
SMB
Vaneck Short Muni ETF

ETFs
-4.84K
- 18.88%
$17.24 - $17.48 $83.5K - $84.6K
20.8K $362K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-5.59K
- 30.08%
$12.52 - $13.45 $70K - $75.2K
13K $173K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-749
- 8.81%
$85.01 - $90.35 $63.7K - $67.7K
7.76K $693K
PG
Procter & Gamble CO

Consumer Defensive
-68
- 0.87%
$150.47 - $161.22 $10.2K - $11K
7.74K $1.19M
ABT
Abbott Laboratories

Healthcare
-165
- 1.08%
$120.51 - $136.62 $19.9K - $22.5K
15.1K $2.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-508
- 21.84%
$107.66 - $112.36 $54.7K - $57.1K
1.82K $202K
VV
Vanguard Large Cap ETF

ETFs
-264
- 19.19%
$285.05 - $309.14 $75.3K - $81.6K
1.11K $342K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.99%
$915.95 - $994.57 $4.58K - $4.97K
502 $464K
CBSH
Commerce Bancshares Inc

Financial Services
-127
- 1.14%
$58.61 - $66.11 $7.44K - $8.4K
11K $656K
VB
Vanguard Small Cap ETF

ETFs
-180
- 14.5%
$237.58 - $259.17 $42.8K - $46.7K
1.06K $269K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-353
- 8.11%
$49.34 - $53.96 $17.4K - $19K
4K $209K
META
Meta Platforms, Inc.

Communication Services
-26
- 4.16%
$695.21 - $791.73 $18.1K - $20.6K
599 $439K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-471
- 11.98%
$62.09 - $66.51 $29.2K - $31.3K
3.46K $225K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-794
- 9.53%
$62.54 - $68.42 $49.7K - $54.3K
7.54K $508K
PFE
Pfizer Inc

Healthcare
-972
- 10.94%
$23.29 - $25.88 $22.6K - $25.2K
7.91K $201K
GIS
General Mills Inc

Consumer Defensive
-69
- 1.33%
$48.44 - $53.83 $3.34K - $3.71K
5.11K $257K
AMGN
Amgen Inc

Healthcare
-48
- 4.18%
$271.18 - $309.22 $13K - $14.8K
1.1K $310K
SF
Stifel Financial Corp

Financial Services
-492
- 10.06%
$105.26 - $116.4 $51.8K - $57.3K
4.4K $499K
AMZN
Amazon Com Inc

Consumer Cyclical
-31
- 0.24%
$211.65 - $238.24 $6.56K - $7.39K
12.7K $2.79M
AGZ
Ishares Agency Bond ETF

ETFs
-48
- 2.43%
$108.74 - $110.41 $5.22K - $5.3K
1.93K $212K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-240
- 6.09%
$63.74 - $68.36 $15.3K - $16.4K
3.7K $251K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-50
- 1.23%
$53.57 - $54.48 $2.68K - $2.72K
4.02K $217K
UNP
Union Pacific Corp

Industrials
-59
- 3.01%
$214.91 - $237.16 $12.7K - $14K
1.9K $450K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-31
- 0.99%
$72.01 - $74.44 $2.23K - $2.31K
3.09K $227K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-152K
- 57.88%
N/A
111K $0
Blackrock Inc
-11
- 2.64%
N/A
405 $0
HYGW
Ishares Tr High Yield Corporat
-865
- 4.94%
N/A
16.6K $0
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-92
- 0.51%
$19.01 - $19.39 $1.75K - $1.78K
17.8K $343K
XOM
Exxon Mobil Corp

Energy
-118
- 2.62%
$105.83 - $117.22 $12.5K - $13.8K
4.39K $495K
HUBB
Hubbell Inc

Industrials
-10
- 1.46%
$410.51 - $450.93 $4.11K - $4.51K
675 $290K
IWR
Ishares Russell Mid Cap ETF

ETFs
-38
- 1.17%
$92.26 - $97.51 $3.51K - $3.71K
3.22K $310K
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 1.75%
$291.67 - $316.99 $9.04K - $9.83K
1.74K $529K
MA
Mastercard Inc

Financial Services
-3
- 0.13%
$550.18 - $598.96 $1.65K - $1.8K
2.37K $1.35M
VO
Vanguard Mid Cap ETF

ETFs
-97
- 3.05%
$279.83 - $293.74 $27.1K - $28.5K
3.08K $905K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-128
- 2.98%
$82.29 - $90.77 $10.5K - $11.6K
4.17K $377K
ILCV
Ishares Morningstar Value ETF

ETFs
-553
- 5.11%
$82.86 - $90.02 $45.8K - $49.8K
10.3K $924K
LMT
Lockheed Martin Corp

Industrials
-4
- 0.55%
$410.74 - $499.21 $1.64K - $2K
724 $361K
IXC
Ishares Tr Global Energy ETF

ETFs
-4
- 0.04%
$39.45 - $42.95 $158 - $172
9.86K $411K
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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