Portfolio Design Labs, LLC Sells in Q3 2025

Portfolio Design Labs, LLC

  • $582 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-358K
- 65.79%
$81.76 - $86.36 $29.3M - $31M
186K $15.8B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-246K
- 66.61%
$92.18 - $95.14 $22.7M - $23.4M
123K $11.7B
GLD
Spdr Gold Trust

ETFs
-34.4K
- 24.63%
$300.96 - $355.47 $10.4M - $12.2M
105K $37.4B
KR
Kroger CO

Consumer Defensive
-59K
- 77.99%
$64.52 - $74.35 $3.81M - $4.39M
16.6K $1.12B
SEIC
Sei Investments CO

Financial Services
-42K
- 70.22%
$84.85 - $93.8 $3.56M - $3.94M
17.8K $1.51B
TFLO
Ishares Treasury Floating Rate

ETFs
-75.5K
- 23.58%
$50.45 - $50.65 $3.81M - $3.82M
245K $12.4B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-41.9K
- 22.26%
$82.38 - $83.0 $3.45M - $3.48M
146K $12.1B
MO
Altria Group, Inc.

Consumer Defensive
-58.9K
- 93.82%
$57.75 - $67.68 $3.4M - $3.98M
3.88K $256M
NFLX
Netflix Inc

Communication Services
-1.93K
- 27.19%
$1147.87 - $1297.18 $2.21M - $2.5M
5.16K $6.19B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-16.9K
- 89.54%
$158.24 - $191.13 $2.67M - $3.22M
1.97K $327M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-12.8K
- 82.89%
$224.68 - $282.71 $2.88M - $3.63M
2.65K $740M
RSG
Republic Services, Inc.

Industrials
-10.8K
- 66.08%
$225.33 - $246.01 $2.43M - $2.65M
5.54K $1.27B
K
Kellogg CO

Consumer Defensive
-33.4K
- 89.59%
$76.96 - $82.02 $2.57M - $2.74M
3.88K $318M
ROP
Roper Technologies Inc

Industrials
-4.06K
- 53.81%
$495.03 - $573.0 $2.01M - $2.33M
3.48K $1.74B
CHD
Church & Dwight CO Inc

Consumer Defensive
-25K
- 71.84%
$85.84 - $99.09 $2.15M - $2.48M
9.8K $859M
CME
Cme Group Inc.

Financial Services
-8.9K
- 66.45%
$258.83 - $287.1 $2.3M - $2.56M
4.5K $1.21B
BMY
Bristol Myers Squibb CO

Healthcare
-52.3K
- 88.3%
$43.31 - $48.98 $2.26M - $2.56M
6.92K $312M
MCK
Mckesson Corp

Healthcare
-3.09K
- 49.55%
$659.01 - $772.54 $2.04M - $2.39M
3.15K $2.43B
VST
Vistra Corp.

Utilities
-10.7K
- 61.97%
$182.0 - $217.92 $1.95M - $2.33M
6.56K $1.29B
FOX
Fox Corp Cl B (De)

Communication Services
-41.1K
- 70.77%
$49.06 - $57.29 $2.02M - $2.36M
17K $973M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-16.8K
- 20.28%
$117.65 - $120.08 $1.98M - $2.02M
66.1K $7.9B
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.51K
- 39.19%
$412.46 - $514.1 $1.45M - $1.81M
5.45K $2.67B
CTSH
Cognizant Technology Solutions Corp

Technology
-21.1K
- 50.26%
$66.67 - $80.98 $1.41M - $1.71M
20.9K $1.4B
TYL
Tyler Technologies Inc

Technology
-2.93K
- 69.4%
$522.22 - $611.76 $1.53M - $1.79M
1.29K $676M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-17.5K
- 15.34%
$102.4 - $103.88 $1.8M - $1.82M
96.7K $10B
UPS
United Parcel Service Inc

Industrials
-16.2K
- 70.41%
$82.58 - $105.54 $1.34M - $1.71M
6.82K $569M
AME
Ametek Inc

Industrials
-9.75K
- 51.65%
$176.44 - $192.03 $1.72M - $1.87M
9.12K $1.72B
PG
Procter & Gamble CO

Consumer Defensive
-9.6K
- 25.13%
$150.47 - $161.22 $1.44M - $1.55M
28.6K $4.4B
PM
Philip Morris International Inc.

Consumer Defensive
-6.78K
- 23.71%
$157.77 - $183.27 $1.07M - $1.24M
21.8K $3.54B
NDAQ
Nasdaq, Inc.

Financial Services
-18K
- 48.32%
$86.73 - $96.94 $1.56M - $1.75M
19.3K $1.71B
Linde PLC
-3.17K
- 34.4%
N/A
6.04K $2.87B
GIS
General Mills Inc

Consumer Defensive
-25.3K
- 32.8%
$48.44 - $53.83 $1.23M - $1.36M
51.9K $2.62B
TJX
Tjx Companies Inc

Consumer Cyclical
-16.7K
- 33.54%
$121.35 - $144.54 $2.03M - $2.41M
33.1K $4.79B
JNJ
Johnson & Johnson

Healthcare
-14.5K
- 32.78%
$155.17 - $185.42 $2.25M - $2.69M
29.7K $5.51B
PKG
Packaging Corp Of America

Consumer Cyclical
-7.3K
- 52.72%
$191.41 - $220.25 $1.4M - $1.61M
6.55K $1.43B
USFR
Wisdomtree Floating Rate Treas

ETFs
-23.4K
- 57.05%
$50.23 - $50.48 $1.17M - $1.18M
17.6K $884M
BSX
Boston Scientific Corp

Healthcare
-5.87K
- 15.56%
$97.03 - $108.14 $569K - $634K
31.8K $3.11B
T
At&T Inc.

Communication Services
-23.9K
- 20.5%
$26.94 - $29.62 $644K - $708K
92.7K $2.62B
V
Visa Inc.

Financial Services
-918
- 4.02%
$332.09 - $358.86 $305K - $329K
21.9K $7.48B
EA
Electronic Arts Inc.

Communication Services
-4.06K
- 77.92%
$147.79 - $202.05 $600K - $821K
1.15K $232M
INTU
Intuit Inc

Technology
-583
- 57.89%
$646.03 - $807.39 $377K - $471K
424 $290M
ABT
Abbott Laboratories

Healthcare
-3.29K
- 14.72%
$120.51 - $136.62 $396K - $449K
19.1K $2.55B
PCG
Pg&E Corp

Utilities
-34.9K
- 58.48%
$13.0 - $15.73 $454K - $549K
24.8K $374M
CI
Cigna Corp

Healthcare
-1.25K
- 63.64%
$262.23 - $334.39 $329K - $419K
716 $206M
CSCO
Cisco Systems, Inc.

Technology
-5.1K
- 12.89%
$66.2 - $71.79 $337K - $366K
34.5K $2.36B
MEAR
Blackrock Short Maturity Munic

ETFs
-7.64K
- 6.18%
$50.17 - $50.56 $383K - $386K
116K $5.86B
CAH
Cardinal Health Inc

Healthcare
-1.14K
- 44.17%
$146.04 - $167.63 $167K - $192K
1.45K $227M
ESMV
Ishares Tr Ishares Esg Msci Us
-5.06K
- 41.16%
N/A
7.23K $211M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.91K
- 33.62%
$71.6 - $76.11 $137K - $145K
3.77K $285M
Activity Summary
Buys All Purchases 132 New Holdings 81 Increased Positions 51 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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