Fi3 Financial Advisors, LLC Purchases in Q3 2025

Fi3 Financial Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.63K
+ 2.26%
$108.46 - $120.63 $719K - $800K
300K $35.6M
VEA
Vanguard Ftse Developed Market

ETFs
3.79K
+ 0.57%
$56.02 - $60.3 $212K - $228K
666K $39.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
39.8K
+ 11.91%
$26.44 - $27.1 $1.05M - $1.08M
374K $10.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.59K
+ 6.21%
$303.93 - $329.86 $483K - $524K
27.2K $8.92M
GOOG
Alphabet Inc.

Communication Services
79
+ 0.52%
$175.16 - $255.24 $13.8K - $20.2K
15.3K $3.72M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 0.77%
$293.94 - $444.72 $11.8K - $17.8K
5.21K $2.32M
VRT
Vertiv Holdings CO

Industrials
3.4K
New
N/A
3.4K $294K
MSFT
Microsoft Corp

Technology
117
+ 1.1%
$491.09 - $535.64 $57.5K - $62.7K
10.8K $5.57M
INTC
Intel Corp

Technology
4.54K
+ 44.97%
$19.31 - $35.5 $87.7K - $161K
14.6K $491K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
541
New
$311.12 - $482.13 $168K - $261K
541 $246K
TPR
Tapestry, Inc.

Consumer Cyclical
2.13K
New
$86.48 - $116.14 $184K - $248K
2.13K $241K
WDC
Western Digital Corp

Technology
1.94K
New
$63.84 - $120.06 $124K - $233K
1.94K $233K
APP
App Lovin Corp

Technology
325
New
$335.1 - $718.54 $109K - $234K
325 $233K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.65K
New
$113.78 - $148.0 $187K - $244K
1.65K $227K
MOH
Molina Healthcare, Inc.

Healthcare
1.17K
New
$152.31 - $306.29 $179K - $359K
1.17K $224K
MEDP
Medpace Holdings, Inc.

Healthcare
431
New
$308.88 - $514.16 $133K - $222K
431 $221K
AME
Ametek Inc

Industrials
1.17K
New
$176.44 - $192.03 $206K - $225K
1.17K $219K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.81K
New
$118.3 - $142.16 $214K - $257K
1.81K $219K
PCG
Pg&E Corp

Utilities
14.5K
New
$13.0 - $15.73 $188K - $227K
14.5K $218K
MCD
Mcdonalds Corp

Consumer Cyclical
715
New
$291.67 - $316.99 $209K - $227K
715 $217K
NET
Cloudflare, Inc.

Technology
972
New
$181.39 - $228.28 $176K - $222K
972 $208K
MANH
Manhattan Associates Inc

Technology
1.01K
New
$196.16 - $227.94 $197K - $229K
1.01K $206K
GRMN
Garmin LTD

Technology
814
New
$211.13 - $246.22 $172K - $200K
814 $200K
RBLX
Roblox Corp

Communication Services
240
+ 4.84%
$100.65 - $141.56 $24.2K - $34K
5.2K $719K
WMT
Walmart Inc.

Consumer Defensive
1.45K
+ 18.58%
$94.4 - $104.27 $137K - $151K
9.24K $951K
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 18.71%
$133.81 - $152.16 $135K - $153K
6.39K $897K
UNH
Unitedhealth Group Inc

Healthcare
452
+ 50.9%
$237.77 - $353.61 $107K - $160K
1.34K $462K
ORCL
Oracle Corp

Technology
191
+ 9.67%
$218.96 - $328.33 $41.8K - $62.7K
2.17K $609K
JNJ
Johnson & Johnson

Healthcare
224
+ 5.96%
$155.17 - $185.42 $34.8K - $41.5K
3.98K $738K
CVX
Chevron Corp

Energy
800
+ 47.34%
$145.57 - $161.83 $116K - $129K
2.49K $386K
FIX
Comfort Systems Usa Inc

Industrials
28
+ 6.8%
$521.66 - $825.18 $14.6K - $23.1K
440 $363K
GE
General Electric CO

Industrials
77
+ 3.29%
$244.75 - $305.63 $18.8K - $23.5K
2.41K $726K
PG
Procter & Gamble CO

Consumer Defensive
1.01K
+ 18.27%
$150.47 - $161.22 $153K - $163K
6.56K $1.01M
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$390.92 - $477.15 $391 - $477
1.34K $640K
GM
General Motors CO

Consumer Cyclical
325
+ 4.5%
$48.89 - $61.24 $15.9K - $19.9K
7.55K $460K
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 7.82%
$357.4 - $423.42 $39.7K - $47K
1.53K $620K
C
Citigroup Inc

Financial Services
9
+ 0.18%
$85.57 - $103.49 $770 - $931
4.97K $504K
XOM
Exxon Mobil Corp

Energy
404
+ 5.54%
$105.83 - $117.22 $42.8K - $47.4K
7.7K $868K
PNC
Pnc Financial Services Group, Inc.

Financial Services
236
+ 11.15%
$185.88 - $207.44 $43.9K - $49K
2.35K $472K
IQV
Iqvia Holdings Inc.

Healthcare
176
+ 13.5%
$157.68 - $200.82 $27.8K - $35.3K
1.48K $281K
FDX
Fedex Corp

Industrials
273
+ 25.8%
$217.1 - $243.2 $59.3K - $66.4K
1.33K $313K
EXPE
Expedia Group, Inc.

Consumer Cyclical
16
+ 1.09%
$171.01 - $228.24 $2.74K - $3.65K
1.48K $316K
INCY
Incyte Corp

Healthcare
165
+ 4.99%
$67.27 - $86.96 $11.1K - $14.3K
3.47K $294K
ADBE
Adobe Inc.

Technology
276
+ 30.77%
$333.65 - $392.1 $92.1K - $108K
1.17K $413K
MS
Morgan Stanley

Financial Services
96
+ 3.98%
$139.09 - $161.16 $13.4K - $15.5K
2.51K $398K
MDT
Medtronic PLC

Healthcare
99
+ 1.64%
$87.67 - $95.74 $8.68K - $9.48K
6.15K $585K
AMD
Advanced Micro Devices Inc

Technology
147
+ 9.78%
$134.8 - $184.42 $19.8K - $27.1K
1.65K $266K
BAC
Bank Of America Corp

Financial Services
103
+ 1.03%
$44.92 - $52.42 $4.63K - $5.4K
10.1K $518K
FITB
Fifth Third Bancorp

Financial Services
280
+ 2.71%
$40.91 - $46.28 $11.5K - $13K
10.6K $473K
Activity Summary
Buys All Purchases 82 New Holdings 16 Increased Positions 66 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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