Headinvest, LLC Purchases in Q3 2025

Headinvest, LLC

  • $472 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
760
+ 1.93%
$174.36 - $254.72 $133K - $194K
40.2K $9.78M
GLD
Spdr Gold Trust

ETFs
2.71K
+ 18.9%
$300.96 - $355.47 $815K - $962K
17K $6.05M
VTI
Vanguard Total Stock Market Et

ETFs
993
+ 2.19%
$303.93 - $329.86 $302K - $328K
46.2K $15.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
28.3K
New
$44.34 - $45.94 $1.25M - $1.3M
28.3K $1.29M
IEFA
Ishares Tr

ETFs
14.2K
+ 121.6%
$81.7 - $87.53 $1.16M - $1.24M
25.8K $2.25M
VEA
Vanguard Ftse Developed Market

ETFs
8.48K
+ 5.69%
$56.02 - $60.3 $475K - $511K
158K $9.44M
DSI
Ishares Msci Kld 400 Social Et

ETFs
990
+ 1.89%
$115.96 - $125.95 $115K - $125K
53.3K $6.71M
AVGO
Broadcom Inc.

Technology
1.12K
+ 41.05%
$264.74 - $369.57 $297K - $414K
3.85K $1.27M
GOOG
Alphabet Inc.

Communication Services
610
+ 11.18%
$175.16 - $255.24 $107K - $156K
6.07K $1.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.65K
+ 5.72%
$81.75 - $84.54 $380K - $393K
86.1K $7.24M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.11K
+ 14.91%
$91.44 - $91.77 $467K - $469K
39.4K $3.61M
BEAM
Beam Therapeutics Inc.

Healthcare
18.6K
New
$16.01 - $25.1 $297K - $466K
18.6K $450K
ABBV
Abb Vie Inc.

Healthcare
288
+ 3.55%
$184.85 - $231.54 $53.2K - $66.7K
8.4K $1.95M
AMZN
Amazon Com Inc

Consumer Cyclical
1.63K
+ 9.49%
$211.65 - $238.24 $345K - $389K
18.8K $4.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
215
+ 4.95%
$567.77 - $614.76 $122K - $132K
4.56K $2.79M
MPC
Marathon Petroleum Corp

Energy
1.55K
New
$158.59 - $198.69 $245K - $307K
1.55K $297K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.6K
+ 6.81%
$100.37 - $100.74 $261K - $262K
40.8K $4.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.18K
New
$89.32 - $107.82 $194K - $235K
2.18K $234K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
500
New
$311.12 - $482.13 $156K - $241K
500 $228K
INTC
Intel Corp

Technology
6.61K
New
$19.31 - $35.5 $128K - $234K
6.61K $221K
MU
Micron Technology Inc

Technology
1.24K
New
$104.88 - $168.89 $130K - $209K
1.24K $206K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.37K
+ 16.67%
$76.16 - $78.59 $180K - $186K
16.5K $1.29M
TMO
Thermo Fisher Scientific Inc.

Healthcare
153
+ 10.3%
$404.94 - $499.99 $62K - $76.5K
1.64K $794K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.05K
+ 1.59%
$78.11 - $79.07 $160K - $162K
131K $10.3M
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
+ 3.14%
N/A
33.6K $6.13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.21K
+ 8.29%
$49.78 - $50.75 $160K - $163K
41.9K $2.12M
ASML
Asml Holding Nv

Technology
84
+ 16.22%
$689.63 - $968.09 $57.9K - $81.3K
602 $582K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.25K
+ 6.86%
$64.58 - $69.94 $80.7K - $87.4K
19.5K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
120
+ 5.14%
$357.4 - $423.42 $42.9K - $50.8K
2.46K $994K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 1.72%
$459.11 - $506.91 $39.9K - $44.1K
5.15K $2.59M
NEE
Nextera Energy Inc

Utilities
576
+ 4.15%
$69.77 - $77.54 $40.2K - $44.7K
14.4K $1.09M
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.06%
$134.8 - $184.42 $539 - $738
6.3K $1.02M
CDNS
Cadence Design Systems Inc

Technology
23
+ 0.9%
$309.46 - $373.37 $7.12K - $8.59K
2.58K $905K
MA
Mastercard Inc

Financial Services
78
+ 1.59%
$550.18 - $598.96 $42.9K - $46.7K
4.98K $2.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
675
+ 12.93%
$66.38 - $71.68 $44.8K - $48.4K
5.9K $420K
FISV
Fiserv Inc

Technology
547
+ 0.99%
N/A
55.6K $6.96M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.24%
$291.67 - $316.99 $3.5K - $3.8K
5.03K $1.53M
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 2.88%
$215.01 - $273.02 $8.6K - $10.9K
1.43K $358K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.8K
+ 9.89%
$25.0 - $25.33 $45K - $45.6K
20K $506K
PWR
Quanta Services, Inc.

Industrials
35
+ 3.71%
$372.29 - $421.68 $13K - $14.8K
979 $405K
XJR
Ishares Tresg Screened S&P Sma

ETFs
280
+ 2.65%
$39.17 - $43.37 $11K - $12.1K
10.8K $460K
DUK
Duke Energy Corp

Utilities
74
+ 1.4%
$116.31 - $125.93 $8.61K - $9.32K
5.35K $662K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
250
+ 4.49%
$75.26 - $80.19 $18.8K - $20K
5.82K $464K
ITOT
Ishares Core S&P Total U.S. St

ETFs
57
+ 2.69%
$135.0 - $146.02 $7.7K - $8.32K
2.18K $316K
IEMG
Ishares Inc

ETFs
530
+ 1.39%
N/A
38.6K $2.07M
SNPS
Synopsys Inc

Technology
76
+ 9.83%
$387.78 - $645.35 $29.5K - $49K
849 $418K
KMB
Kimberly Clark Corp

Consumer Defensive
218
+ 9.74%
$121.72 - $136.77 $26.5K - $29.8K
2.46K $305K
LLY
Eli Lilly & CO

Healthcare
50
+ 3.32%
$625.65 - $812.69 $31.3K - $40.6K
1.55K $1.19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
50
+ 0.16%
$82.38 - $83.0 $4.12K - $4.15K
31.8K $2.63M
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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