Farrell Financial LLC Purchases and Sells in Q4 2025

Farrell Financial LLC

$170 Billion
Q4 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD INSTL INDEX FD	20.4K + 600.03%	N/A	23.8K $1.79B
ESGV	9.41K + 10.4%	$116.0 - $122.39 $1.09M - $1.15M	99.9K $12.1B
VSGX	7.32K + 8.56%	$68.22 - $71.43 $499K - $523K	92.7K $6.64B
IAU	858 + 1.73%	$72.65 - $82.5 $62.3K - $70.8K	50.3K $4.08B
VEA	2.76K + 2.3%	$59.18 - $62.09 $163K - $171K	122K $7.65B
VCIT	5.42K + 6.17%	$83.45 - $84.82 $452K - $460K	93.2K $7.81B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	21.6K New	N/A	21.6K $1.69B
J P MORGAN EXCHANGE TRADED F	5.46K New	N/A	5.46K $295M
IGLB	4.84K New	$50.67 - $52.58 $245K - $255K	4.84K $244M
VTV	1.28K New	$182.87 - $189.72 $233K - $242K	1.28K $244M
GOOG	765 New	$237.49 - $291.74 $182K - $223K	765 $240M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	-2.54K - 8.71%	$110.25 - $112.92 $279K - $286K	26.6K $2.93B
CEMB	-843 - 5.02%	$45.78 - $46.3 $38.6K - $39K	16K $732M
FEX	-177 - 2.04%	$113.91 - $118.65 $20.2K - $21K	8.51K $1.01B
MTB	-45 - 1.27%	$178.63 - $195.63 $8.04K - $8.8K	3.51K $708M
ESGU	-4 - 0.07%	$142.82 - $150.36 $571 - $601	5.68K $847M
CB	-26 - 1.13%	$268.2 - $296.22 $6.97K - $7.7K	2.28K $711M

Activity Summary All Purchases 61 New Holdings 5 Increased Positions 56 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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