Exeter Financial, LLC Incresed Positions in Q3 2025

Exeter Financial, LLC

  • $228 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
33.1K
+ 18.25%
$50.52 - $50.75 $1.67M - $1.68M
214K $10.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14K
+ 11.99%
$78.11 - $79.07 $1.1M - $1.11M
131K $10.3M
ABBV
Abb Vie Inc.

Healthcare
398
+ 2.02%
$184.85 - $231.54 $73.6K - $92.2K
20.1K $4.65M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
820
+ 0.15%
$20.5 - $21.65 $16.8K - $17.8K
558K $12M
DFAU
Dimensional ETF Tr

ETFs
5.59K
+ 5.81%
$42.42 - $45.96 $237K - $257K
102K $4.66M
DFAI
Dimensional ETF Tr

ETFs
1.45K
+ 1.74%
$34.05 - $36.55 $49.3K - $52.9K
84.9K $3.09M
UNH
Unitedhealth Group Inc

Healthcare
505
+ 78.29%
$237.77 - $353.61 $120K - $179K
1.15K $397K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
784
+ 0.43%
$26.38 - $27.95 $20.7K - $21.9K
184K $5.01M
GIS
General Mills Inc

Consumer Defensive
4.31K
+ 11.72%
$48.44 - $53.83 $209K - $232K
41.1K $2.07M
COP
Conocophillips

Energy
3
+ 0.01%
$91.0 - $98.99 $273 - $297
20.7K $1.96M
VZ
Verizon Communications Inc

Communication Services
836
+ 0.91%
$40.84 - $45.06 $34.1K - $37.7K
92.2K $4.05M
HD
Home Depot, Inc.

Consumer Cyclical
173
+ 25.04%
$357.4 - $423.42 $61.8K - $73.3K
864 $350K
NKE
Nike, Inc.

Consumer Cyclical
1.47K
+ 24.0%
$69.24 - $79.24 $102K - $116K
7.59K $529K
MDT
Medtronic PLC

Healthcare
82
+ 0.92%
$87.67 - $95.74 $7.19K - $7.85K
9.01K $857K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24
+ 0.09%
$36.04 - $38.78 $865 - $931
28K $1.08M
AMGN
Amgen Inc

Healthcare
133
+ 1.14%
$271.18 - $309.22 $36.1K - $41.1K
11.8K $3.33M
AMZN
Amazon Com Inc

Consumer Cyclical
259
+ 5.03%
$211.65 - $238.24 $54.8K - $61.7K
5.41K $1.19M
DFAT
Dimensional ETF Tr U S Target

ETFs
41
+ 0.48%
$53.36 - $59.69 $2.19K - $2.45K
8.66K $504K
DFIV
Dimensional ETF Tr

ETFs
41
+ 0.44%
$42.66 - $46.53 $1.75K - $1.91K
9.36K $431K
TXN
Texas Instruments Inc

Technology
118
+ 0.62%
N/A
19.1K $3.71M
TRIN
Trinity Capital Inc.

Financial Services
352
+ 3.46%
$14.03 - $16.47 $4.94K - $5.8K
10.5K $162K
MMM
3 M CO

Industrials
1
+ 0.02%
$144.41 - $160.2 $144 - $160
5.89K $914K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
31
+ 1.0%
$68.24 - $73.73 $2.12K - $2.29K
3.14K $230K
VUSB
Vanguard Bd Index Fds
887
+ 6.63%
N/A
14.3K $0
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$207.7 - $240.4 $208 - $240
2.08K $438K
SBUX
Starbucks Corp

Consumer Cyclical
179
+ 1.16%
$81.9 - $96.86 $14.7K - $17.3K
15.6K $1.32M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.06%
$79.36 - $93.33 $635 - $747
13.6K $1.09M
CMCSA
Comcast Corp

Communication Services
2.71K
+ 3.81%
$31.41 - $36.33 $85.1K - $98.5K
73.8K $2.32M
PAYX
Paychex Inc

Industrials
7
+ 0.06%
$126.69 - $147.99 $887 - $1.04K
12.7K $1.61M
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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