Financial & Tax Architects, LLC Sells in Q4 2025

Financial & Tax Architects, LLC

  • $445 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-72.1K
- 7.51%
$21.43 - $22.74 $1.54M - $1.64M
887K $17.3B
GBIL
Goldman Sachs Access Treasury

ETFs
-27.8K
- 42.55%
$99.91 - $100.24 $2.77M - $2.78M
37.5K $3.75B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-23K
- 16.66%
$99.87 - $101.27 $2.3M - $2.33M
115K $11.5B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-20.3K
- 18.65%
$100.8 - $103.83 $2.05M - $2.11M
88.7K $9.23B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-23.2K
- 21.78%
$74.09 - $75.1 $1.72M - $1.74M
83.2K $6.16B
USRT
Ishares Core U.S. Reit ETF

ETFs
-19.2K
- 5.52%
$56.64 - $59.67 $1.09M - $1.14M
328K $18.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-21K
- 8.85%
$92.24 - $96.56 $1.94M - $2.03M
217K $20.8B
IEF
Ishares Barclays

ETFs
-13K
- 6.21%
$96.12 - $97.72 $1.25M - $1.27M
196K $18.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.52K
- 7.66%
$653.02 - $687.39 $1.65M - $1.73M
30.4K $20.7B
TIP
Ishares Tr Tips Bd ETF

ETFs
-9.06K
- 17.36%
$110.58 - $112.2 $1M - $1.02M
43.1K $4.74B
ABBV
Abb Vie Inc.

Healthcare
-3.37K
- 8.66%
$211.96 - $244.38 $715K - $824K
35.6K $8.13B
ABT
Abbott Laboratories

Healthcare
-1.21K
- 2.02%
$123.62 - $134.59 $150K - $163K
58.9K $7.37B
GD
General Dynamics Corp

Industrials
-1.28K
- 5.35%
$330.59 - $353.77 $423K - $452K
22.6K $7.62B
SHW
Sherwin Williams CO

Basic Materials
-205
- 1.0%
$330.74 - $354.45 $67.8K - $72.7K
20.4K $6.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-862
- 56.67%
$589.5 - $635.77 $508K - $548K
659 $405M
LOW
Lowes Companies Inc

Consumer Cyclical
-730
- 2.38%
$225.0 - $247.99 $164K - $181K
30K $7.23B
CVX
Chevron Corp

Energy
-1.48K
- 2.98%
$148.9 - $157.72 $220K - $233K
48.1K $7.33B
IBM
International Business Machines Corp

Technology
-2.6K
- 8.35%
$275.97 - $314.98 $719K - $820K
28.6K $8.46B
MDT
Medtronic PLC

Healthcare
-3.93K
- 4.78%
$90.06 - $98.43 $354K - $387K
78.3K $7.52B
NVDA
Nvidia Corp

Technology
-1.03K
- 2.86%
$179.83 - $207.04 $185K - $213K
34.9K $6.52B
SGOL
Abrdn Gold ETF Trust

ETFs
-9.1K
- 18.76%
$36.75 - $41.74 $334K - $380K
39.4K $1.62B
AVGO
Broadcom Inc.

Technology
-810
- 10.99%
$324.63 - $385.98 $263K - $313K
6.56K $2.27B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.28K
- 6.08%
$102.72 - $103.6 $132K - $133K
19.8K $2.03B
SONY
Sony Group Corp

Technology
-1.66K
- 5.49%
$27.71 - $30.26 $45.9K - $50.2K
28.5K $731M
MCD
Mcdonalds Corp

Consumer Cyclical
-489
- 2.0%
$293.81 - $310.11 $144K - $152K
24K $7.33B
ALLE
Allegion PLC

Industrials
-127
- 2.72%
$161.25 - $179.47 $20.5K - $22.8K
4.54K $722M
JNJ
Johnson & Johnson

Healthcare
-5.17K
- 11.49%
$185.98 - $199.58 $962K - $1.03M
39.8K $8.24B
NEE
Nextera Energy Inc

Utilities
-7.18K
- 7.08%
$78.18 - $86.03 $561K - $618K
94.3K $7.57B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-757
- 4.98%
$91.46 - $91.76 $69.2K - $69.5K
14.4K $1.32B
PEP
Pepsico Inc

Consumer Defensive
-1.61K
- 3.17%
$138.84 - $153.71 $223K - $247K
49.2K $7.06B
IYR
Ishares Tr

ETFs
-341
- 2.93%
$93.69 - $98.5 $31.9K - $33.6K
11.3K $1.06B
ENB
Enbridge Inc

Energy
-343
- 2.02%
$46.39 - $50.07 $15.9K - $17.2K
16.6K $795M
IMO
Imperial Oil LTD

Energy
-257
- 2.96%
$84.68 - $98.93 $21.8K - $25.4K
8.41K $726M
ASML
Asml Holding Nv

Technology
-273
- 10.98%
$936.19 - $1075.45 $256K - $294K
2.21K $2.37B
Te Connectivity PLC
-231
- 6.08%
N/A
3.57K $811M
IVV
Ishares Core S&P 500 ETF

ETFs
-38
- 5.73%
$656.2 - $690.71 $24.9K - $26.2K
625 $428M
SPYI
Shp ETF Tr Neos S&P 500 High I
-32
- 0.56%
N/A
5.64K $296M
NVS
Novartis Ag

Healthcare
-353
- 5.08%
$121.8 - $132.39 $43K - $46.7K
6.6K $910M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-621
- 3.93%
$50.39 - $55.82 $31.3K - $34.7K
15.2K $860M
BAC
Bank Of America Corp

Financial Services
-80
- 0.92%
$48.65 - $54.11 $3.89K - $4.33K
8.61K $474M
WMT
Walmart Inc.

Consumer Defensive
-6.08K
- 7.14%
$101.18 - $109.03 $615K - $663K
79.1K $8.81B
GOOG
Alphabet Inc.

Communication Services
-2.12K
- 20.69%
$237.49 - $291.74 $503K - $618K
8.11K $2.55B
VLUE
Ishares Msci Usa Value Factor

ETFs
-633
- 3.61%
$122.29 - $132.67 $77.4K - $84K
16.9K $2.31B
KO
Coca Cola CO

Consumer Defensive
-3.2K
- 2.95%
$66.1 - $71.61 $211K - $229K
105K $7.36B
XOM
Exxon Mobil Corp

Energy
-2.29K
- 3.48%
$110.64 - $119.78 $253K - $274K
63.4K $7.63B
IAU
Ishares Gold Trust

ETFs
-926
- 1.82%
$72.65 - $82.5 $67.3K - $76.4K
50K $4.06B
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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