Oldfather Financial Services, LLC Purchases in Q3 2025

Oldfather Financial Services, LLC

  • $320 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.31K
+ 1.96%
$567.77 - $614.76 $1.31M - $1.42M
120K $73.6M
IWM
Ishares Russell 2000 ETF

ETFs
4.46K
+ 3.96%
$214.92 - $244.84 $958K - $1.09M
117K $28.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.68K
+ 3.14%
$567.09 - $607.37 $950K - $1.02M
55K $32.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
864
+ 3.28%
$284.45 - $324.95 $246K - $281K
27.2K $8.71M
IWN
Ishares Russell2000 Val ETF

ETFs
1.49K
+ 4.07%
$157.1 - $178.94 $234K - $266K
38K $6.72M
EEM
Ishares Msci Emerging Markets

ETFs
9.17K
+ 10.24%
$48.07 - $53.4 $441K - $490K
98.7K $5.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.57K
+ 3.88%
$87.29 - $93.61 $399K - $428K
122K $11.4M
AAPL
Apple Inc.

Technology
582
+ 4.9%
$202.38 - $256.87 $118K - $149K
12.5K $3.17M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.43K
+ 4.59%
$91.28 - $97.59 $313K - $334K
78.1K $7.49M
GLD
Spdr Gold Trust

ETFs
1.78K
New
$300.96 - $355.47 $535K - $632K
1.78K $631K
VB
Vanguard Small Cap ETF

ETFs
14
+ 0.04%
$237.58 - $259.17 $3.33K - $3.63K
32K $8.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
380
+ 0.87%
$192.76 - $203.86 $73.2K - $77.5K
44.2K $9.01M
IBDV
Ishares Tr

Technology
17.8K
New
$21.75 - $22.22 $387K - $396K
17.8K $394K
NVDA
Nvidia Corp

Technology
1.63K
New
$153.3 - $186.58 $250K - $304K
1.63K $303K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.64K
+ 11.12%
$72.57 - $74.72 $264K - $272K
36.4K $2.71M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 61.94%
$211.65 - $238.24 $281K - $316K
3.47K $762K
GOOG
Alphabet Inc.

Communication Services
801
+ 66.64%
$175.16 - $255.24 $140K - $204K
2K $487K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.08%
$155.17 - $185.42 $931 - $1.11K
7.68K $1.42M
XLK
Technology Sector Spdr

ETFs
480
+ 13.69%
$250.97 - $282.66 $120K - $136K
3.99K $1.12M
C
Citigroup Inc

Financial Services
2.28K
New
$85.57 - $103.49 $195K - $236K
2.28K $231K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.0%
$77.05 - $85.16 $231 - $255
61.8K $5.18M
XLV
Select Sector Spdr Fund Health

ETFs
1.62K
New
$129.01 - $139.72 $208K - $226K
1.62K $224K
DVY
Ishares Tr

ETFs
1.42K
New
$133.88 - $142.57 $190K - $202K
1.42K $201K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.02K
+ 1.48%
$24.46 - $26.5 $25K - $27.1K
70.2K $1.85M
SCHA
Schwab Strategic Tr Us Small C

ETFs
34
+ 0.06%
$25.29 - $28.33 $860 - $963
61K $1.7M
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 0.65%
$282.78 - $316.06 $9.9K - $11.1K
5.38K $1.7M
GOOGL
Alphabet Inc.

Communication Services
32
+ 1.76%
$174.36 - $254.72 $5.58K - $8.15K
1.85K $449K
IVW
Ishares S&P 500 Growth ETF

ETFs
806
+ 36.77%
$108.97 - $121.65 $87.8K - $98K
3K $361K
MSFT
Microsoft Corp

Technology
106
+ 4.11%
$491.09 - $535.64 $52.1K - $56.8K
2.68K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.79%
$293.94 - $444.72 $1.76K - $2.67K
770 $342K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
214
+ 0.4%
$28.15 - $30.13 $6.02K - $6.45K
53.7K $1.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.67K
+ 14.84%
$28.92 - $32.19 $48.2K - $53.7K
12.9K $411K
ETN
Eaton Corp PLC

Industrials
11
+ 0.26%
$342.99 - $392.76 $3.77K - $4.32K
4.24K $1.59M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.2%
$184.85 - $231.54 $555 - $695
1.53K $353K
XLF
Financial Sector Spdr

ETFs
1.07K
+ 20.99%
$51.37 - $54.25 $54.7K - $57.8K
6.14K $330K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$546.99 - $602.2 $547 - $602
1.32K $789K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
532
+ 3.81%
$30.13 - $33.37 $16K - $17.8K
14.5K $483K
IYW
Ishares Dj Us Tech ETF

ETFs
61
+ 3.3%
$171.38 - $197.01 $10.5K - $12K
1.91K $373K
META
Meta Platforms, Inc.

Communication Services
66
+ 23.91%
$695.21 - $791.73 $45.9K - $52.3K
342 $251K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.14%
$215.01 - $273.02 $430 - $546
1.43K $359K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
257
+ 0.92%
$21.69 - $23.34 $5.57K - $6K
28.2K $656K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
383
+ 16.72%
$91.44 - $91.77 $35K - $35.1K
2.67K $245K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
70
+ 0.07%
$22.9 - $23.58 $1.6K - $1.65K
97.2K $2.28M
FDL
First Tr Morningstar Dividend

ETFs
372
+ 4.31%
$41.96 - $44.59 $15.6K - $16.6K
9.01K $391K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.08%
$291.67 - $316.99 $583 - $634
2.38K $724K
XOM
Exxon Mobil Corp

Energy
25
+ 0.66%
$105.83 - $117.22 $2.65K - $2.93K
3.79K $427K
PEP
Pepsico Inc

Consumer Defensive
28
+ 1.37%
$133.81 - $152.16 $3.75K - $4.26K
2.07K $290K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
63
+ 3.16%
$136.48 - $142.97 $8.6K - $9.01K
2.06K $288K
VFH
Vanguard Financial ETF

ETFs
21
+ 1.03%
$125.23 - $132.78 $2.63K - $2.79K
2.07K $271K
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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