Facet Wealth, Inc. Purchases in Q4 2025

Facet Wealth, Inc.

  • $5.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
2.26K
New
$110.56 - $125.2 $250K - $283K
2.26K $280K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.2K
+ 41.83%
$26.44 - $27.53 $269K - $280K
34.5K $939K
LHX
L3 Harris Technologies, Inc.

Industrials
953
New
$283.87 - $306.76 $271K - $292K
953 $275K
GLD
Spdr Gold Trust

ETFs
729
New
$354.79 - $403.15 $259K - $294K
729 $274K
AMGN
Amgen Inc

Healthcare
640
+ 70.87%
$290.13 - $341.71 $186K - $219K
1.54K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.38K
+ 81.69%
$114.27 - $121.15 $272K - $288K
5.29K $618K
XLI
Industrial Sector Spdr

ETFs
1.78K
New
$149.9 - $155.79 $267K - $278K
1.78K $271K
RTX
Raytheon Technologies Corp

Industrials
1.35K
+ 38.96%
$157.0 - $179.44 $211K - $241K
4.8K $842K
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.18K
New
$50.56 - $50.76 $262K - $263K
5.18K $262K
AXP
American Express CO

Financial Services
725
+ 47.48%
$316.26 - $372.77 $229K - $270K
2.25K $768K
FVD
First Tr Value Line Divid Inde

ETFs
5.57K
New
$45.0 - $46.25 $251K - $258K
5.57K $255K
ISRG
Intuitive Surgical Inc

Healthcare
341
+ 51.05%
$429.59 - $576.2 $146K - $196K
1.01K $551K
WMB
Williams Companies, Inc.

Energy
4.1K
New
$56.51 - $64.48 $231K - $264K
4.1K $249K
INTC
Intel Corp

Technology
7.13K
New
$34.71 - $41.53 $247K - $296K
7.13K $247K
IWB
Ishares Tr Russell 1000 ETF

ETFs
649
+ 23.56%
$358.39 - $376.54 $233K - $244K
3.4K $1.25M
EMB
Ishares Tr

ETFs
2.55K
New
$94.63 - $97.03 $241K - $247K
2.55K $244K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.1K
New
$78.65 - $79.19 $244K - $245K
3.1K $244K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.09K
New
$56.5 - $60.52 $231K - $248K
4.09K $239K
CVS
Cvs Health Corp

Healthcare
3.03K
New
$76.69 - $83.04 $232K - $251K
3.03K $237K
QCOM
Qualcomm Inc

Technology
1.43K
New
$153.59 - $187.68 $219K - $267K
1.43K $237K
IVE
Ishares S&P 500 Value ETF

ETFs
1.06K
+ 31.03%
$202.52 - $212.07 $215K - $225K
4.49K $940K
XLF
Financial Sector Spdr

ETFs
4.45K
New
$51.76 - $53.77 $230K - $239K
4.45K $233K
AVEM
American Centy ETF Tr Avantis

ETFs
3.01K
New
$73.09 - $78.36 $220K - $236K
3.01K $233K
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
+ 117.89%
$228.75 - $242.18 $238K - $252K
1.92K $444K
WELL
Welltower Inc.

Real Estate
1.08K
+ 76.98%
$165.94 - $193.82 $179K - $209K
2.48K $481K
IEF
Ishares Barclays

ETFs
2.39K
New
$96.12 - $97.72 $230K - $233K
2.39K $230K
PGR
Progressive Corp

Financial Services
1.02K
New
$203.7 - $246.46 $208K - $252K
1.02K $230K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
489
New
$454.87 - $482.76 $222K - $236K
489 $230K
SBUX
Starbucks Corp

Consumer Cyclical
2.7K
New
$78.46 - $87.26 $212K - $235K
2.7K $228K
BAC
Bank Of America Corp

Financial Services
4.44K
+ 27.64%
$48.65 - $54.11 $216K - $240K
20.5K $1.06M
EFV
Msci Eafe Value ETF

ETFs
3.04K
+ 57.42%
$66.73 - $70.99 $203K - $216K
8.33K $585K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.84K
New
$46.57 - $47.16 $225K - $228K
4.84K $225K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.77K
New
$59.84 - $60.54 $225K - $228K
3.77K $225K
AVDE
American Centy ETF Tr Avantis

ETFs
2.79K
New
$77.65 - $81.2 $217K - $227K
2.79K $223K
UNH
Unitedhealth Group Inc

Healthcare
780
+ 68.72%
$320.52 - $369.92 $250K - $289K
1.92K $613K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.91K
New
$43.57 - $45.71 $214K - $225K
4.91K $221K
JCI
Johnson Controls International PLC

Industrials
1.86K
New
$105.55 - $122.66 $197K - $228K
1.86K $221K
DIS
Walt Disney CO

Communication Services
2.33K
+ 77.16%
$105.69 - $116.65 $246K - $272K
5.35K $565K
GLDM
World Gold Trust

ETFs
2.69K
New
$76.32 - $86.69 $205K - $233K
2.69K $217K
AZN
Astrazeneca PLC

Healthcare
2.43K
New
$81.15 - $89.4 $197K - $217K
2.43K $216K
PANW
Palo Alto Networks Inc

Technology
1.05K
+ 85.46%
$204.77 - $221.38 $214K - $232K
2.27K $465K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.43K
New
$87.0 - $90.6 $211K - $220K
2.43K $215K
NEE
Nextera Energy Inc

Utilities
1.7K
+ 25.36%
$78.18 - $86.03 $133K - $146K
8.38K $718K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.87K
+ 9.31%
$23.38 - $23.82 $231K - $235K
116K $2.71M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.76K
New
$117.68 - $124.18 $207K - $218K
1.76K $207K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
713
+ 48.34%
$280.66 - $305.09 $200K - $218K
2.19K $617K
DFIV
Dimensional ETF Tr

ETFs
4.31K
New
$45.13 - $48.25 $195K - $208K
4.31K $206K
VGT
Vanguard Information Technolog

ETFs
262
+ 45.33%
$736.33 - $801.52 $193K - $210K
840 $635K
MDT
Medtronic PLC

Healthcare
2.12K
New
$90.06 - $98.43 $191K - $209K
2.12K $204K
Activity Summary
Buys All Purchases 259 New Holdings 90 Increased Positions 169 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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