Pfs Partners, LLC Purchases in Q4 2025

Pfs Partners, LLC

  • $219 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
48
+ 0.92%
$71.37 - $77.01 $3.43K - $3.7K
5.26K $386M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 4.24%
$401.99 - $468.37 $9.65K - $11.2K
590 $265M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 0.1%
$235.14 - $271.47 $235 - $271
1.05K $271M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$66.1 - $71.61 $66.1 - $71.6
3.67K $257M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
240
New
$49.98 - $50.59 $12K - $12.1K
240 $12.1M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.8%
$185.98 - $199.58 $744 - $798
507 $105M
NTAP
Net App, Inc.

Technology
102
New
$109.44 - $121.82 $11.2K - $12.4K
102 $10.9M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
64
+ 160.0%
$149.52 - $158.91 $9.57K - $10.2K
104 $15.9M
ADI
Analog Devices Inc

Technology
1
+ 0.27%
$225.32 - $246.37 $225 - $246
374 $101M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
721
New
$12.97 - $13.46 $9.35K - $9.7K
721 $9.72M
Innovator Etfs Trust
232
+ 8.54%
N/A
2.95K $82.2M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
306
+ 4.05%
$14.46 - $15.03 $4.42K - $4.6K
7.86K $120M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 52.38%
$321.8 - $337.95 $7.08K - $7.43K
64 $21.4M
TFC
Truist Financial Corp

Financial Services
121
+ 33.33%
$41.09 - $45.64 $4.97K - $5.52K
484 $23.8M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
128
New
$53.2 - $60.47 $6.81K - $7.74K
128 $6.66M
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.18%
$38.65 - $43.31 $38.7 - $43.3
557 $28.3M
VHT
Vanguard Health Care ETF

ETFs
22
New
$264.7 - $283.93 $5.82K - $6.25K
22 $6.34M
IEMG
Ishares Inc

ETFs
86
+ 86.87%
N/A
185 $12.4M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
189
+ 2.15%
$9.01 - $9.36 $1.7K - $1.77K
8.99K $85.7M
WMT
Walmart Inc.

Consumer Defensive
23
+ 6.61%
$101.18 - $109.03 $2.33K - $2.51K
371 $41.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4804.01 - $5424.55 $4.8K - $5.42K
1 $5.37M
FRBA
First Bank (Nj) Common Stock

Financial Services
10
+ 0.03%
$15.04 - $15.97 $150 - $160
30K $493M
PRU
Prudential Financial Inc

Financial Services
1
+ 0.18%
$99.13 - $107.85 $99.1 - $108
561 $63.3M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.21%
$77.62 - $87.3 $77.6 - $87.3
484 $45.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12
+ 0.79%
$125.45 - $131.1 $1.51K - $1.57K
1.53K $201M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
109
New
$34.7 - $37.35 $3.78K - $4.07K
109 $4.15M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1K
+ 11.93%
$3.36 - $5.47 $3.36K - $5.47K
9.38K $44.3M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.23%
$138.56 - $147.63 $139 - $148
437 $67.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.52%
$600.51 - $631.95 $601 - $632
193 $121M
ITOT
Ishares Core S&P Total U.S. St

ETFs
19
+ 10.98%
$142.79 - $150.05 $2.71K - $2.85K
192 $28.6M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.51%
$157.0 - $179.44 $157 - $179
197 $36.1M
FIW
First Trust Water ETF

ETFs
45
+ 10.04%
$110.5 - $115.7 $4.97K - $5.21K
493 $53.5M
DGS
Wisdomtree Emerging Markets Sm

ETFs
53
New
$55.31 - $57.46 $2.93K - $3.05K
53 $3.01M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
65
New
$41.11 - $43.35 $2.67K - $2.82K
65 $2.8M
EBC
Eastern Bankshares, Inc.

Financial Services
107
+ 5.48%
$16.73 - $18.86 $1.79K - $2.02K
2.06K $37.9M
ORCL
Oracle Corp

Technology
44
+ 61.97%
$217.57 - $313.0 $9.57K - $13.8K
115 $22.4M
DFAE
Dimensional ETF Tr

ETFs
74
New
$30.74 - $33.05 $2.27K - $2.45K
74 $2.41M
EFA
Ishares Tr Msci Eafe ETF

ETFs
23
New
$92.24 - $96.56 $2.12K - $2.22K
23 $2.25M
MAA
Mid America Apartment Communities Inc.

Real Estate
30
+ 1.16%
$126.28 - $138.0 $3.79K - $4.14K
2.61K $362M
NEE
Nextera Energy Inc

Utilities
2
+ 0.52%
$78.18 - $86.03 $156 - $172
386 $31M
EEM
Ishares Msci Emerging Markets

ETFs
36
New
$51.94 - $56.01 $1.87K - $2.02K
36 $1.94M
IEFA
Ishares Tr

ETFs
1
+ 0.12%
$86.09 - $89.88 $86.1 - $89.9
841 $75.2M
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 1.79%
$59.18 - $62.09 $533 - $559
513 $32M
VDE
Vanguard Energy ETF

ETFs
14
New
$120.37 - $129.34 $1.69K - $1.81K
14 $1.78M
Blackrock Inc
3
+ 18.75%
N/A
19 $20.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
50
+ 4.69%
$34.78 - $37.69 $1.74K - $1.88K
1.12K $40.3M
SU
Suncor Energy Inc

Energy
5
+ 0.89%
$38.17 - $44.36 $191 - $222
566 $25.1M
HUBB
Hubbell Inc

Industrials
1
+ 0.93%
$408.46 - $472.57 $408 - $473
109 $48.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
17
New
$83.65 - $86.6 $1.42K - $1.47K
17 $1.47M
Activity Summary
Buys All Purchases 216 New Holdings 43 Increased Positions 173 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 1
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