Fi3 Financial Advisors, LLC Incresed Positions 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
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
MU
Micron Technology Inc

Technology
709
+ 25.06%
$104.88 - $168.89 $74.4K - $120K
3.54K $591K
RBLX
Roblox Corp

Communication Services
240
+ 4.84%
$100.65 - $141.56 $24.2K - $34K
5.2K $719K
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
INCY
Incyte Corp

Healthcare
165
+ 4.99%
$67.27 - $86.96 $11.1K - $14.3K
3.47K $294K
EXPE
Expedia Group, Inc.

Consumer Cyclical
16
+ 1.09%
$171.01 - $228.24 $2.74K - $3.65K
1.48K $316K
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
FITB
Fifth Third Bancorp

Financial Services
280
+ 2.71%
$40.91 - $46.28 $11.5K - $13K
10.6K $473K
BAC
Bank Of America Corp

Financial Services
103
+ 1.03%
$44.92 - $52.42 $4.63K - $5.4K
10.1K $518K
DHR
Danaher Corp

Healthcare
211
+ 17.25%
$181.46 - $212.2 $38.3K - $44.8K
1.43K $284K
PFE
Pfizer Inc

Healthcare
1.24K
+ 14.65%
$23.29 - $25.88 $28.9K - $32.2K
9.73K $247K
VEEV
Veeva Systems Inc

Healthcare
102
+ 10.49%
$269.2 - $297.91 $27.5K - $30.4K
1.07K $319K
ACN
Accenture PLC

Technology
394
+ 36.21%
$232.56 - $304.78 $91.6K - $120K
1.48K $365K
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 3.77%
$215.01 - $273.02 $8.39K - $10.6K
1.07K $269K
SNOW
Snowflake Inc.

Technology
167
+ 9.99%
$191.73 - $241.0 $32K - $40.2K
1.84K $414K
BA
Boeing CO

Industrials
91
+ 3.99%
$209.79 - $237.38 $19.1K - $21.6K
2.37K $511K
LKFN
Lakeland Financial Corp

Financial Services
53
+ 0.47%
$60.25 - $68.73 $3.19K - $3.64K
11.3K $724K
CB
Chubb LTD

Financial Services
137
+ 14.7%
$265.99 - $289.59 $36.4K - $39.7K
1.07K $301K
LRMR
Larimar Therapeutics, Inc.

Healthcare
5.07K
+ 20.97%
$2.88 - $5.1 $14.6K - $25.8K
29.2K $94K
IXUS
Ishares Tr

ETFs
49
+ 1.6%
$76.35 - $82.58 $3.74K - $4.05K
3.11K $256K
ZS
Zscaler, Inc.

Technology
91
+ 13.02%
$267.68 - $316.5 $24.4K - $28.8K
790 $236K
WFC
Wells Fargo & Company

Financial Services
38
+ 1.08%
$77.05 - $85.16 $2.93K - $3.24K
3.54K $296K
NDAQ
Nasdaq, Inc.

Financial Services
204
+ 7.78%
$86.73 - $96.94 $17.7K - $19.8K
2.83K $250K
MMM
3 M CO

Industrials
64
+ 3.51%
$144.41 - $160.2 $9.24K - $10.3K
1.89K $292K
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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