Financial Advisors, LLC Purchases in Q3 2025

Financial Advisors, LLC

  • $563 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.61K
+ 0.69%
$108.46 - $120.63 $392K - $436K
528K $62.7M
AAPL
Apple Inc.

Technology
630
+ 2.49%
$202.38 - $256.87 $127K - $162K
26K $6.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.01%
$420.11 - $472.68 $420 - $473
16.9K $7.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 48.95%
$546.99 - $602.2 $547K - $602K
3.04K $1.83M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
314
+ 0.56%
$134.94 - $145.86 $42.4K - $45.8K
56.4K $8.21M
NVDA
Nvidia Corp

Technology
1.69K
+ 61.92%
$153.3 - $186.58 $260K - $316K
4.43K $825K
MSFT
Microsoft Corp

Technology
91
+ 0.61%
$491.09 - $535.64 $44.7K - $48.7K
15K $7.77M
INTC
Intel Corp

Technology
8.11K
New
$19.31 - $35.5 $157K - $288K
8.11K $271K
GS
Goldman Sachs Group Inc

Financial Services
270
New
$696.56 - $806.32 $188K - $218K
270 $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.47K
New
$132.9 - $142.03 $195K - $208K
1.47K $206K
USXF
Ishares Esg Advanced Msci Usa

Technology
13
+ 0.02%
$53.69 - $57.31 $698 - $745
59.5K $3.41M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.11K
+ 4.8%
$87.05 - $93.19 $96.2K - $103K
24.1K $2.24M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24
+ 0.04%
$25.29 - $28.33 $607 - $680
62.9K $1.75M
XOM
Exxon Mobil Corp

Energy
265
+ 1.28%
$105.83 - $117.22 $28K - $31.1K
20.9K $2.36M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 2.59%
$293.94 - $444.72 $6.47K - $9.78K
873 $388K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 7.56%
$459.11 - $506.91 $45.9K - $50.7K
1.42K $715K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 1.38%
$567.77 - $614.76 $9.08K - $9.84K
1.18K $719K
VGT
Vanguard Information Technolog

ETFs
10
+ 1.67%
$656.44 - $753.15 $6.56K - $7.53K
610 $455K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$291.67 - $316.99 $292 - $317
1.7K $516K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
368
+ 3.75%
$26.38 - $27.95 $9.71K - $10.3K
10.2K $277K
SO
Southern CO

Utilities
32
+ 0.81%
$90.83 - $96.0 $2.91K - $3.07K
3.98K $376K
Lam Research Corp
162
+ 2.49%
N/A
6.66K $0
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.03%
$66.2 - $71.79 $132 - $144
6.6K $451K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$65.67 - $71.67 $65.7 - $71.7
3.9K $258K
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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