J.M. Arbour, LLC Purchases in Q4 2025

J.M. Arbour, LLC

  • $100 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
123K
New
$46.57 - $47.16 $5.71M - $5.79M
123K $5.71B
IVE
Ishares S&P 500 Value ETF

ETFs
17.9K
New
$202.52 - $212.07 $3.62M - $3.79M
17.9K $3.79B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
58.5K
New
$57.9 - $61.26 $3.39M - $3.59M
58.5K $3.56B
IVV
Ishares Core S&P 500 ETF

ETFs
4.73K
New
$656.2 - $690.71 $3.1M - $3.26M
4.73K $3.24B
IVW
Ishares S&P 500 Growth ETF

ETFs
25.1K
New
$118.29 - $126.28 $2.97M - $3.17M
25.1K $3.1B
IEMG
Ishares Inc

ETFs
41.8K
New
N/A
41.8K $2.81B
OEF
Ishares S&P 100 ETF

ETFs
7.57K
New
N/A
7.57K $2.6B
AFIF
Two Rds Shared Tr

ETFs
274K
New
$9.36 - $9.48 $2.57M - $2.6M
274K $2.58B
EFV
Msci Eafe Value ETF

ETFs
32K
New
$66.73 - $70.99 $2.13M - $2.27M
32K $2.28B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
19.9K
New
$102.37 - $105.36 $2.04M - $2.1M
19.9K $2.03B
MBB
Ishares Tr

ETFs
20.2K
New
$94.9 - $96.23 $1.92M - $1.94M
20.2K $1.92B
AESR
Two Rds Shared Tranfield Us Eq

ETFs
105K
New
$20.06 - $21.2 $2.1M - $2.22M
105K $1.77B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.46K
New
$191.01 - $199.18 $1.62M - $1.69M
8.46K $1.68B
AAPL
Apple Inc.

Technology
6.02K
New
$245.27 - $275.25 $1.48M - $1.66M
6.02K $1.64B
MSFT
Microsoft Corp

Technology
3.33K
New
$496.82 - $542.07 $1.65M - $1.8M
3.33K $1.61B
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
151K
New
$10.88 - $11.45 $1.65M - $1.73M
151K $1.54B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.02K
New
$245.79 - $258.02 $1.48M - $1.55M
6.02K $1.51B
META
Meta Platforms, Inc.

Communication Services
2.21K
New
$609.01 - $751.67 $1.34M - $1.66M
2.21K $1.46B
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
170K
New
$8.57 - $8.69 $1.46M - $1.48M
170K $1.46B
Blackrock ETF Trust
41.9K
New
N/A
41.9K $1.4B
Blackrock ETF Trust Ii
25.1K
New
N/A
25.1K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.62K
New
$475.68 - $513.11 $1.25M - $1.34M
2.62K $1.32B
HTGC
Hercules Capital, Inc.

Financial Services
69.6K
New
$16.7 - $18.75 $1.16M - $1.31M
69.6K $1.31B
Blackrock ETF Trust
33.7K
New
N/A
33.7K $1.3B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
24.3K
New
$51.27 - $51.8 $1.24M - $1.26M
24.3K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
5.2K
New
$213.04 - $254.0 $1.11M - $1.32M
5.2K $1.2B
IAU
Ishares Gold Trust

ETFs
14.5K
New
$72.65 - $82.5 $1.05M - $1.19M
14.5K $1.17B
XOM
Exxon Mobil Corp

Energy
9.67K
New
$110.64 - $119.78 $1.07M - $1.16M
9.67K $1.16B
ARCC
Ares Capital Corp

Financial Services
56.4K
New
$18.9 - $20.61 $1.07M - $1.16M
56.4K $1.14B
GOOG
Alphabet Inc.

Communication Services
3.55K
New
$237.49 - $291.74 $842K - $1.03M
3.55K $1.11B
POWL
Powell Industries Inc

Industrials
3.23K
New
$301.06 - $408.37 $971K - $1.32M
3.23K $1.03B
GBDC
Golub Capital Bdc, Inc.

Financial Services
73.2K
New
$13.33 - $14.31 $976K - $1.05M
73.2K $994M
IRM
Iron Mountain Inc

Real Estate
10.9K
New
$91.37 - $106.46 $992K - $1.16M
10.9K $901M
JPM
Jpmorgan Chase & CO

Financial Services
2.74K
New
$294.11 - $320.41 $806K - $878K
2.74K $883M
ITRN
Ituran Location & Control Ltd.

Technology
20.5K
New
$35.35 - $38.9 $724K - $797K
20.5K $881M
VTI
Vanguard Total Stock Market Et

ETFs
2.57K
New
$321.8 - $337.95 $826K - $867K
2.57K $860M
INCY
Incyte Corp

Healthcare
8.49K
New
$83.8 - $108.26 $711K - $919K
8.49K $838M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11K
New
$72.17 - $75.74 $796K - $835K
11K $832M
SF
Stifel Financial Corp

Financial Services
6.33K
New
$107.06 - $125.02 $678K - $792K
6.33K $793M
SLB
Schlumberger Limited

Energy
20.5K
New
$31.72 - $37.61 $650K - $770K
20.5K $786M
WRB
Berkley W R Corp

Financial Services
11.1K
New
$71.34 - $78.46 $795K - $874K
11.1K $781M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.59K
New
$210.33 - $273.65 $545K - $710K
2.59K $735M
GOOGL
Alphabet Inc.

Communication Services
2.28K
New
$236.57 - $291.31 $540K - $665K
2.28K $714M
VZ
Verizon Communications Inc

Communication Services
17.5K
New
$38.4 - $43.83 $672K - $768K
17.5K $713M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.37K
New
$74.09 - $75.1 $695K - $704K
9.37K $694M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.81K
New
$126.92 - $139.12 $610K - $669K
4.81K $693M
NFG
National Fuel Gas CO

Energy
8.63K
New
$77.99 - $92.46 $673K - $797K
8.63K $691M
STAG
Stag Industrial, Inc.

Real Estate
18.3K
New
$35.5 - $39.43 $651K - $723K
18.3K $674M
SPY
Spdr S&P 500 ETF Trust

ETFs
978
New
$653.02 - $687.39 $639K - $672K
978 $667M
Activity Summary
Buys All Purchases 112 New Holdings 112 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track J.M. Arbour, LLC Portfolio

Follow J.M. Arbour, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.M. Arbour, LLC, based on Form 13F filings with the SEC.

News

Stay updated on J.M. Arbour, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email