Frazier Financial Advisors, LLC Purchases in Q3 2025

Frazier Financial Advisors, LLC

  • $163 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
2
+ 0.51%
$10.82 - $12.09 $21.6 - $24.2
393 $4.71M
MGY
Magnolia Oil & Gas Corp

Energy
19
New
$22.5 - $25.26 $428 - $480
19 $457K
PUK
Prudential PLC

Financial Services
15
New
$24.27 - $28.15 $364 - $422
15 $420K
BCS
Barclays PLC

Financial Services
20
New
$17.88 - $21.05 $358 - $421
20 $417K
JXN
Jackson Financial Inc.

Financial Services
4
New
$84.06 - $103.8 $336 - $415
4 $405K
Brookfield Asset Managmt LTD
7
New
N/A
7 $399K
TASK
Task Us, Inc.

Technology
22
New
$16.73 - $18.21 $368 - $401
22 $393K
CAE
Cae Inc

Industrials
13
New
$26.19 - $29.96 $340 - $389
13 $386K
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.78%
$28.84 - $31.84 $28.8 - $31.8
130 $4.1M
CAH
Cardinal Health Inc

Healthcare
2
New
$146.04 - $167.63 $292 - $335
2 $361K
Digitalbridge Group Inc
1
+ 0.4%
N/A
252 $2.94M
CNQ
Canadian Natural Resources LTD

Energy
10
New
$29.31 - $32.93 $293 - $329
10 $324K
SLB
Schlumberger Limited

Energy
9
New
$32.37 - $37.31 $291 - $336
9 $312K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1
+ 0.83%
$49.0 - $52.0 $49 - $52
122 $6.29M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1
+ 0.85%
$53.93 - $57.58 $53.9 - $57.6
118 $6.66M
SYF
Synchrony Financial

Financial Services
4
New
$67.53 - $76.86 $270 - $307
4 $291K
Capital Group International
2
+ 0.75%
N/A
268 $9.05M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1
+ 0.57%
$47.07 - $50.11 $47.1 - $50.1
176 $8.74M
Fidelity Covington Trust
7
New
N/A
7 $257K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
7
+ 2.12%
$13.62 - $14.27 $95.3 - $99.9
337 $4.8M
PSA
Public Storage

Real Estate
1
New
$271.94 - $298.09 $272 - $298
1 $193K
CCL
Carnival Corp

Consumer Cyclical
6
New
$28.37 - $32.49 $170 - $195
6 $165K
U
Unity Software Inc.

Technology
3
New
$24.01 - $46.53 $72 - $140
3 $121K
Fidelity Covington Trust
3
New
N/A
3 $103K
SNAP
Snap Inc

Communication Services
10
New
$6.99 - $10.35 $69.9 - $104
10 $78K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1
+ 1.67%
$25.39 - $26.21 $25.4 - $26.2
61 $1.59M
Middlefield Banc Corp
1
+ 0.44%
N/A
230 $6.91M
AI
C3.Ai, Inc.

Technology
1
New
$15.46 - $29.16 $15.5 - $29.2
1 $18K
MUB
Ishares National Muni Bond ETF

ETFs
0
New
$103.24 - $106.68 $0 - $0
0 $27K
AINV
Apollo Investment Corp

Financial Services
1
New
N/A
1 $7K
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 2.63%
$18.04 - $21.14 $18 - $21.1
39 $709K
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.69%
N/A
587 $46M
OKTA
Okta, Inc.

Technology
50
+ 6.64%
$88.51 - $101.1 $4.43K - $5.06K
803 $73.6M
HDB
Hdfc Bank LTD

Financial Services
273
+ 100.0%
$34.14 - $78.94 $9.32K - $21.6K
546 $18.7M
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 0.59%
$79.36 - $93.33 $476 - $560
1.02K $81.8M
CRM
Salesforce, Inc.

Technology
1
+ 0.21%
$231.66 - $273.65 $232 - $274
468 $111M
NVO
Novo Nordisk A S

Healthcare
200
+ 7.33%
$45.38 - $71.7 $9.08K - $14.3K
2.93K $162M
WOR
Worthington Industries Inc

Industrials
541
+ 3.99%
$52.79 - $67.39 $28.6K - $36.5K
14.1K $783M
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 99 Reductions 98 Sold out 1 Options Calls 0 Puts 0
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