Financial Management Network Inc Incresed Positions in Q3 2025

Financial Management Network Inc

  • $508 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
40.7K
+ 19.92%
$90.37 - $102.12 $3.67M - $4.15M
245K $24.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 1.24%
$620.67 - $670.08 $701K - $757K
92.3K $61.8M
AVDV
American Centy ETF Tr Avantis

ETFs
19.6K
+ 9.19%
$79.24 - $89.03 $1.55M - $1.74M
233K $20.7M
AAPL
Apple Inc.

Technology
2.06K
+ 3.12%
$202.38 - $256.87 $417K - $529K
68.1K $17.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.13K
+ 4.47%
$108.46 - $120.63 $881K - $980K
190K $22.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
25.2K
+ 12.77%
$81.75 - $84.54 $2.06M - $2.13M
222K $18.7M
TSLA
Tesla, Inc.

Consumer Cyclical
937
+ 6.85%
$293.94 - $444.72 $275K - $417K
14.6K $6.5M
NVDA
Nvidia Corp

Technology
1.52K
+ 2.41%
$153.3 - $186.58 $233K - $284K
64.6K $12.1M
AVIV
American Centy ETF Tr Avantis
22.7K
+ 23.7%
$61.83 - $67.44 $1.41M - $1.53M
119K $8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.19K
+ 2.11%
$62.09 - $66.51 $508K - $545K
396K $25.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
25.1K
+ 35.2%
$40.2 - $44.58 $1.01M - $1.12M
96.6K $4.24M
AVGO
Broadcom Inc.

Technology
3.36K
+ 129.87%
$264.74 - $369.57 $890K - $1.24M
5.95K $1.96M
IAU
Ishares Gold Trust

ETFs
1.83K
+ 2.69%
$61.62 - $72.77 $113K - $133K
69.8K $5.08M
NEAR
Blackrock Short Maturity Bond

ETFs
12.6K
+ 11.24%
$50.8 - $51.32 $639K - $646K
125K $6.39M
CAT
Caterpillar Inc

Industrials
643
+ 19.55%
$390.92 - $477.15 $251K - $307K
3.93K $1.88M
SPG
Simon Property Group Inc

Real Estate
944
+ 6.36%
$159.93 - $187.67 $151K - $177K
15.8K $2.96M
CGGO
Capital Group Global Growth Eq

ETFs
2.96K
+ 1.61%
$31.71 - $34.17 $94K - $101K
187K $6.38M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20.6K
+ 9.76%
$22.64 - $23.22 $465K - $477K
231K $5.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.58K
+ 18.28%
$55.61 - $57.37 $477K - $492K
55.5K $3.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.11K
+ 131.7%
$87.29 - $93.61 $446K - $478K
8.98K $838K
MSFT
Microsoft Corp

Technology
278
+ 1.68%
$491.09 - $535.64 $137K - $149K
16.8K $8.69M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.29K
+ 9.98%
$45.26 - $46.63 $421K - $433K
102K $4.74M
CLOI
Vaneck ETF Tr

ETFs
7.92K
+ 9.99%
$52.8 - $53.1 $418K - $421K
87.2K $4.63M
ORCL
Oracle Corp

Technology
1.09K
+ 78.68%
$218.96 - $328.33 $238K - $356K
2.46K $692K
ABBV
Abb Vie Inc.

Healthcare
1.21K
+ 50.19%
$184.85 - $231.54 $224K - $281K
3.63K $839K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.26K
+ 12.27%
$82.38 - $83.0 $351K - $354K
39K $3.24M
FGRO
Fidelity Covington Tr

ETFs
14.3K
+ 5.39%
N/A
280K $6.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 0.92%
$546.99 - $602.2 $27.3K - $30.1K
5.5K $3.3M
SHV
Ishares Tr

ETFs
2.61K
+ 5.27%
$110.06 - $110.49 $287K - $289K
52.1K $5.76M
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 4.46%
$211.65 - $238.24 $264K - $297K
29.3K $6.42M
JPM
Jpmorgan Chase & CO

Financial Services
148
+ 1.69%
$282.78 - $316.06 $41.9K - $46.8K
8.88K $2.8M
URI
United Rentals, Inc.

Industrials
92
+ 10.26%
$774.14 - $975.23 $71.2K - $89.7K
989 $944K
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 2.52%
$357.4 - $423.42 $45.7K - $54.2K
5.21K $2.11M
NFLX
Netflix Inc

Communication Services
227
+ 43.99%
$1147.87 - $1297.18 $261K - $294K
743 $890K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.46K
+ 2.85%
$117.65 - $120.08 $171K - $175K
52.4K $6.27M
AXP
American Express CO

Financial Services
396
+ 11.95%
$294.27 - $342.31 $117K - $136K
3.71K $1.23M
SLB
Schlumberger Limited

Energy
4.2K
+ 17.54%
$32.37 - $37.31 $136K - $157K
28.2K $967K
SCI
Service Corp International

Consumer Cyclical
1.61K
+ 58.42%
$75.63 - $83.25 $122K - $134K
4.36K $362K
META
Meta Platforms, Inc.

Communication Services
182
+ 9.02%
$695.21 - $791.73 $127K - $144K
2.2K $1.62M
PANW
Palo Alto Networks Inc

Technology
592
+ 11.55%
$167.06 - $208.19 $98.9K - $123K
5.72K $1.16M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
8.62K
+ 8.24%
$10.08 - $11.67 $86.8K - $101K
113K $1.23M
CGCP
Capital Group Core Plus Income

ETFs
3.88K
+ 4.04%
$22.27 - $22.95 $86.4K - $89.1K
100K $2.27M
MA
Mastercard Inc

Financial Services
143
+ 6.64%
$550.18 - $598.96 $78.7K - $85.7K
2.3K $1.31M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.49K
+ 2.25%
N/A
158K $4.03M
VUG
Vanguard Growth ETF

ETFs
84
+ 7.26%
$433.97 - $484.08 $36.5K - $40.7K
1.24K $595K
IWM
Ishares Russell 2000 ETF

ETFs
81
+ 3.17%
$214.92 - $244.84 $17.4K - $19.8K
2.64K $637K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22
+ 1.5%
$567.77 - $614.76 $12.5K - $13.5K
1.49K $913K
ABT
Abbott Laboratories

Healthcare
605
+ 28.66%
$120.51 - $136.62 $72.9K - $82.7K
2.72K $363K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.64K
+ 12.59%
$42.75 - $43.37 $69.9K - $71K
14.6K $633K
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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