E Rn Financial, LLC Purchases in Q3 2025

E Rn Financial, LLC

  • $488 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
64.8K
+ 11.18%
$52.12 - $55.33 $3.38M - $3.59M
645K $35.7M
SPYG
Spdr Portfolio

ETFs
6.03K
+ 1.53%
$94.33 - $105.31 $569K - $635K
401K $41.9M
JHML
John Hancock Multifactor Large

ETFs
28.2K
+ 31.61%
$73.53 - $78.37 $2.07M - $2.21M
117K $9.21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.3K
+ 35.8%
$72.65 - $78.68 $1.83M - $1.99M
95.8K $7.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
74.8K
+ 30.65%
$25.21 - $25.99 $1.89M - $1.94M
319K $8.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.2K
+ 1.52%
$39.8 - $42.86 $405K - $436K
678K $29M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35K
+ 17.55%
$41.8 - $43.15 $1.46M - $1.51M
234K $10M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
49.2K
+ 18.84%
$25.83 - $26.47 $1.27M - $1.3M
310K $8.17M
IEFA
Ishares Tr

ETFs
8.04K
+ 4.81%
$81.7 - $87.53 $657K - $704K
175K $15.3M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
20.2K
New
$49.0 - $51.91 $988K - $1.05M
20.2K $1.05M
FDG
American Centy ETF Tr Focused

ETFs
2.79K
+ 5.02%
$108.35 - $122.35 $302K - $341K
58.3K $7.02M
VUG
Vanguard Growth ETF

ETFs
50
+ 0.22%
$433.97 - $484.08 $21.7K - $24.2K
22.5K $10.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.1K
+ 20.87%
$50.81 - $51.07 $767K - $771K
87.4K $4.46M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.3K
+ 9.62%
$50.9 - $52.37 $575K - $591K
129K $6.73M
AVUV
American Centy ETF Tr Avantis

ETFs
1.07K
+ 1.74%
$90.37 - $102.12 $97K - $110K
62.6K $6.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
249
+ 2.37%
$567.77 - $614.76 $141K - $153K
10.8K $6.59M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.45K
+ 7.82%
$43.36 - $44.8 $410K - $423K
130K $5.79M
CGXU
Capital Group Intl Focus Equit

ETFs
10.4K
+ 23.34%
$26.49 - $29.62 $275K - $308K
54.9K $1.63M
FVD
First Tr Value Line Divid Inde

ETFs
6.64K
+ 13.38%
$44.73 - $46.86 $297K - $311K
56.3K $2.6M
PVAL
Putnam ETF Tr Putnam Focused L
987
+ 0.75%
$39.93 - $42.72 $39.4K - $42.2K
132K $5.63M
HMOP
Hartford Fds Exchange Traded T

ETFs
3.71K
+ 1.81%
$37.94 - $39.14 $141K - $145K
209K $8.14M
PLTR
Palantir Technologies Inc.

Technology
1.29K
New
$130.68 - $186.97 $169K - $241K
1.29K $235K
BMO
Bank Of Montreal

Financial Services
1.68K
New
$110.44 - $130.66 $186K - $220K
1.68K $218K
MCK
Mckesson Corp

Healthcare
277
New
$659.01 - $772.54 $183K - $214K
277 $213K
IAU
Ishares Gold Trust

ETFs
538
+ 3.25%
$61.62 - $72.77 $33.2K - $39.2K
17.1K $1.24M
WFC
Wells Fargo & Company

Financial Services
2.44K
New
$77.05 - $85.16 $188K - $208K
2.44K $204K
VTV
Vanguard Value ETF

ETFs
35
+ 0.17%
$175.51 - $186.57 $6.14K - $6.53K
20.2K $3.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.28K
New
$28.92 - $32.19 $182K - $202K
6.28K $200K
FNDE
Schwab Fundamental Emerging Mk

ETFs
226
+ 0.38%
$33.13 - $36.31 $7.49K - $8.21K
59.4K $2.15M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.29K
+ 6.89%
$29.65 - $31.77 $97.6K - $105K
51K $1.61M
GOOG
Alphabet Inc.

Communication Services
85
+ 3.51%
$175.16 - $255.24 $14.9K - $21.7K
2.51K $610K
FMB
First Tr Exchange Traded Fd Ii

ETFs
728
+ 0.49%
$49.32 - $50.93 $35.9K - $37.1K
150K $7.58M
SHOP
Shopify Inc.

Technology
51
+ 1.55%
$112.11 - $157.12 $5.72K - $8.01K
3.34K $496K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.01%
$282.75 - $294.19 $283 - $294
8.54K $2.51M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2
+ 0.01%
$62.54 - $68.42 $125 - $137
18K $1.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.03%
$276.51 - $305.12 $277 - $305
3.41K $1.01M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
355
+ 3.58%
$87.05 - $93.19 $30.9K - $33.1K
10.3K $954K
FTCS
First Trust Capital Strength E

ETFs
147
+ 0.75%
$89.72 - $93.74 $13.2K - $13.8K
19.7K $1.85M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
238
+ 3.04%
$94.17 - $99.95 $22.4K - $23.8K
8.07K $806K
GD
General Dynamics Corp

Industrials
6
+ 0.47%
$293.92 - $341.0 $1.76K - $2.05K
1.29K $440K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
244
+ 1.19%
$70.77 - $73.59 $17.3K - $18K
20.7K $1.52M
ASML
Asml Holding Nv

Technology
16
+ 6.32%
$689.63 - $968.09 $11K - $15.5K
269 $260K
SPMD
Spdr Portfolio

ETFs
347
+ 2.74%
$54.43 - $58.29 $18.9K - $20.2K
13K $743K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
13K
New
$3.6 - $3.99 $46.8K - $51.9K
13K $50K
BAC
Bank Of America Corp

Financial Services
524
+ 11.94%
$44.92 - $52.42 $23.5K - $27.5K
4.91K $253K
F
Ford Motor CO

Consumer Cyclical
96
+ 0.25%
$10.82 - $12.09 $1.04K - $1.16K
38.7K $463K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4
+ 0.07%
$82.29 - $90.77 $329 - $363
5.6K $506K
SCHX
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.2%
$24.46 - $26.5 $1K - $1.09K
20.1K $528K
BA
Boeing CO

Industrials
136
+ 9.29%
$209.79 - $237.38 $28.5K - $32.3K
1.6K $345K
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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