Financial Life Planners Purchases in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.64K
+ 3.33%
$546.99 - $602.2 $898K - $988K
50.9K $30.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 3.94%
$620.67 - $670.08 $963K - $1.04M
41K $27.4B
HOOD
Robinhood Markets, Inc.

Technology
2.68K
+ 7.05%
$91.27 - $143.18 $244K - $383K
40.7K $5.83B
PLTR
Palantir Technologies Inc.

Technology
2.22K
+ 8.3%
$130.68 - $186.97 $290K - $414K
28.9K $5.28B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
11.6K
+ 30.45%
$49.31 - $57.77 $571K - $669K
49.6K $2.82B
Wisdomtree Bitcoin Fd
3.86K
+ 38.1%
N/A
14K $1.7B
MGK
Vanguard Mega Cap Growth ETF

ETFs
8
+ 0.11%
$362.31 - $405.74 $2.9K - $3.25K
7.31K $2.94B
SLV
I Shares Silver Trust

ETFs
5.88K
New
$32.73 - $42.5 $192K - $250K
5.88K $249M
DHI
Horton D R Inc

Consumer Cyclical
1.4K
New
$129.82 - $184.04 $182K - $258K
1.4K $237M
GE
General Electric CO

Industrials
762
New
$244.75 - $305.63 $186K - $233K
762 $229M
GOOGL
Alphabet Inc.

Communication Services
864
New
$174.36 - $254.72 $151K - $220K
864 $210M
APP
App Lovin Corp

Technology
290
New
$335.1 - $718.54 $97.2K - $208K
290 $208M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
603
New
$284.45 - $324.95 $172K - $196K
603 $193M
VST
Vistra Corp.

Utilities
939
New
$182.0 - $217.92 $171K - $205K
939 $184M
IYE
Ishares Tr

ETFs
3.68K
New
$44.83 - $48.91 $165K - $180K
3.68K $175M
SRCE
1 St Source Corp

Financial Services
2.82K
New
$58.3 - $65.7 $164K - $185K
2.82K $173M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
609
New
$224.68 - $282.71 $137K - $172K
609 $170M
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 1.96%
$617.65 - $666.84 $33.4K - $36K
2.81K $1.87B
GLD
Spdr Gold Trust

ETFs
450
New
$300.96 - $355.47 $135K - $160K
450 $160M
CARR
Carrier Global Corp

Industrials
2.68K
New
$58.75 - $80.73 $157K - $216K
2.68K $160M
RSP
Invesco S&P 500 Equal Weight E

ETFs
820
New
$181.56 - $190.33 $149K - $156K
820 $156M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.62K
New
$87.29 - $93.61 $142K - $152K
1.62K $151M
GS
Goldman Sachs Group Inc

Financial Services
134
+ 28.27%
$696.56 - $806.32 $93.3K - $108K
608 $484M
NET
Cloudflare, Inc.

Technology
670
New
$181.39 - $228.28 $122K - $153K
670 $144M
MS
Morgan Stanley

Financial Services
899
New
$139.09 - $161.16 $125K - $145K
899 $143M
AVGO
Broadcom Inc.

Technology
433
New
$264.74 - $369.57 $115K - $160K
433 $143M
Arm Holdings PLC
991
New
N/A
991 $140M
IWB
Ishares Tr Russell 1000 ETF

ETFs
383
New
$339.37 - $366.46 $130K - $140K
383 $140M
QLD
Proshares Ultra Qqq

ETFs
1.02K
New
$115.66 - $138.31 $118K - $141K
1.02K $139M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.24K
New
$98.99 - $112.2 $123K - $139K
1.24K $137M
HWM
Howmet Aerospace Inc.

Industrials
593
+ 29.21%
$171.0 - $196.23 $101K - $116K
2.62K $515M
WMT
Walmart Inc.

Consumer Defensive
1.32K
New
$94.4 - $104.27 $125K - $138K
1.32K $136M
AMD
Advanced Micro Devices Inc

Technology
820
New
$134.8 - $184.42 $111K - $151K
820 $133M
XLE
Energy Sector Spdr

ETFs
1.46K
New
$84.25 - $91.99 $123K - $135K
1.46K $131M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.39K
New
$91.44 - $91.77 $127K - $127K
1.39K $127M
OTIS
Otis Worldwide Corp

Industrials
1.36K
New
$84.93 - $101.07 $115K - $137K
1.36K $124M
DVY
Ishares Tr

ETFs
870
New
$133.88 - $142.57 $116K - $124K
870 $124M
IVE
Ishares S&P 500 Value ETF

ETFs
550
New
$194.44 - $206.51 $107K - $114K
550 $114M
PM
Philip Morris International Inc.

Consumer Defensive
697
New
$157.77 - $183.27 $110K - $128K
697 $113M
TDG
Trans Digm Group Inc

Industrials
86
New
$1271.04 - $1620.83 $109K - $139K
86 $113M
TJX
Tjx Companies Inc

Consumer Cyclical
778
New
$121.35 - $144.54 $94.4K - $112K
778 $113M
CAT
Caterpillar Inc

Industrials
230
New
$390.92 - $477.15 $89.9K - $110K
230 $110M
WFC
Wells Fargo & Company

Financial Services
1.25K
New
$77.05 - $85.16 $96K - $106K
1.25K $104M
XT
Ishares Tr Exponential Technol

ETFs
1.45K
New
$65.04 - $71.97 $94.2K - $104K
1.45K $104M
HD
Home Depot, Inc.

Consumer Cyclical
256
New
$357.4 - $423.42 $91.5K - $108K
256 $104M
TRV
Travelers Companies, Inc.

Financial Services
357
New
$250.62 - $279.43 $89.5K - $99.8K
357 $99.7M
ACN
Accenture PLC

Technology
380
New
$232.56 - $304.78 $88.4K - $116K
380 $93.8M
XLK
Technology Sector Spdr

ETFs
332
New
$250.97 - $282.66 $83.3K - $93.8K
332 $93.5M
EW
Edwards Lifesciences Corp

Healthcare
1.2K
New
$73.75 - $81.83 $88.5K - $98.2K
1.2K $93.3M
Activity Summary
Buys All Purchases 337 New Holdings 308 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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