Stage Harbor Financial, LLC Purchases and Sells in Q3 2025

Stage Harbor Financial, LLC

$137 Billion
Q3 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.61K + 82.02%	$620.67 - $670.08 $2.24M - $2.42M	8.01K $5.36B
VUG	585 + 1.36%	$433.97 - $484.08 $254K - $283K	43.7K $21B
DIMENSIONAL ETF TRUST	20.8K + 3.55%	N/A	606K $19.9B
DIMENSIONAL ETF TRUST	7K + 15.43%	N/A	52.4K $3.06B
VOO	897 + 171.51%	$567.77 - $614.76 $509K - $551K	1.42K $870M
ACWX	3.04K + 3.57%	$60.01 - $65.01 $182K - $198K	88.2K $5.73B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	1.84K New	$175.16 - $255.24 $323K - $470K	1.84K $449M
VOT	1.02K New	$282.75 - $294.19 $287K - $299K	1.02K $298M
GOOGL	1.09K New	$174.36 - $254.72 $190K - $277K	1.09K $265M
AVGO	659 New	$264.74 - $369.57 $174K - $244K	659 $217M
SCHF	8.59K New	$21.69 - $23.34 $186K - $201K	8.59K $200M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	-17 - 5.76%	$1147.87 - $1297.18 $19.5K - $22.1K	278 $333M
V	-79 - 7.25%	$332.09 - $358.86 $26.2K - $28.3K	1.01K $345M
META	-32 - 3.87%	$695.21 - $791.73 $22.2K - $25.3K	794 $583M
BND	-565 - 1.86%	$72.57 - $74.72 $41K - $42.2K	29.8K $2.22B
DFAT	-684 - 9.85%	$53.36 - $59.69 $36.5K - $40.8K	6.26K $365M
AMZN	-17 - 0.64%	$211.65 - $238.24 $3.6K - $4.05K	2.66K $584M

Activity Summary All Purchases 21 New Holdings 5 Increased Positions 16 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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