Trademark Financial Management, LLC Sells in Q4 2025

Trademark Financial Management, LLC

  • $182 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVSU
American Centy ETF Tr Avantis

ETFs
-38.9K
- 84.79%
$71.72 - $75.5 $2.79M - $2.94M
6.98K $532M
CWS
Advisorshares Tr Advisorshares

ETFs
-28.2K
- 48.59%
$67.03 - $69.86 $1.89M - $1.97M
29.8K $2.05B
MGV
Vanguard Mega Cap Value

ETFs
-13.7K
- 33.61%
$135.26 - $140.13 $1.85M - $1.92M
27.1K $3.82B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.31K
- 9.21%
$656.2 - $690.71 $2.17M - $2.29M
32.7K $22.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.94K
- 17.57%
$589.5 - $635.77 $1.73M - $1.87M
13.8K $8.46B
Pacer Fds Tr
-32.1K
- 66.61%
N/A
16.1K $566M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-9.49K
- 65.9%
$97.52 - $102.52 $925K - $973K
4.91K $480M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-14.6K
- 76.53%
$54.74 - $57.0 $798K - $831K
4.47K $251M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-7.37K
- 19.51%
$116.0 - $122.39 $854K - $902K
30.4K $3.68B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-18.3K
- 65.83%
$42.88 - $45.39 $786K - $832K
9.52K $429M
VRIG
Invesco Actively Managed ETF F

ETFs
-14.2K
- 50.64%
$25.05 - $25.16 $355K - $357K
13.8K $347M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2K
- 19.67%
$191.01 - $199.18 $383K - $399K
8.18K $1.63B
AVSD
American Centy ETF Tr Avantis

ETFs
-4.94K
- 18.45%
$70.41 - $73.26 $348K - $362K
21.8K $1.62B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.68K
- 46.22%
$142.79 - $150.05 $239K - $252K
1.95K $290M
MSFT
Microsoft Corp

Technology
-138
- 3.29%
$496.82 - $542.07 $68.6K - $74.8K
4.05K $1.96B
Global X Fds
-1.62K
- 25.89%
N/A
4.64K $301M
USTB
Victory Portfolios Ii Victorys

ETFs
-2.42K
- 5.57%
$50.79 - $51.05 $123K - $124K
41.1K $2.09B
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 8.58%
$910.94 - $954.99 $68.3K - $71.6K
799 $689M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-882
- 2.94%
$102.72 - $103.6 $90.6K - $91.4K
29.1K $2.98B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.42K
- 16.95%
$49.98 - $50.22 $70.8K - $71.1K
6.94K $343M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-2.02K
- 10.86%
$37.81 - $39.2 $76.3K - $79.1K
16.6K $648M
AMZN
Amazon Com Inc

Consumer Cyclical
-447
- 9.25%
$213.04 - $254.0 $95.2K - $114K
4.39K $1.01B
FVD
First Tr Value Line Divid Inde

ETFs
-364
- 2.78%
$45.0 - $46.25 $16.4K - $16.8K
12.7K $587M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-155
- 4.09%
$92.34 - $95.43 $14.3K - $14.8K
3.63K $342M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 3.33%
$653.02 - $687.39 $41.8K - $44K
1.86K $1.27B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-718
- 5.42%
$46.45 - $49.01 $33.4K - $35.2K
12.5K $603M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-170
- 3.73%
$63.25 - $66.24 $10.8K - $11.3K
4.39K $290M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 2.67%
$475.68 - $513.11 $5.23K - $5.64K
401 $202M
VTV
Vanguard Value ETF

ETFs
-47
- 4.16%
$182.87 - $189.72 $8.59K - $8.92K
1.08K $207M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-59
- 1.83%
$114.27 - $121.15 $6.74K - $7.15K
3.17K $381M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-8
- 0.2%
$50.48 - $50.65 $404 - $405
4.07K $206M
DFSU
Dimensional ETF Tr Dimen Us Su
-115
- 2.01%
N/A
5.6K $243M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-391
- 3.69%
N/A
10.2K $1.06B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-7
- 0.1%
$30.8 - $32.74 $216 - $229
7.1K $231M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.45K
- 4.01%
$55.63 - $58.98 $80.8K - $85.7K
34.8K $2.09B
XOM
Exxon Mobil Corp

Energy
-20
- 0.68%
$110.64 - $119.78 $2.21K - $2.4K
2.9K $349M
AAPL
Apple Inc.

Technology
-77
- 3.03%
$245.27 - $275.25 $18.9K - $21.2K
2.46K $669M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.19K
- 5.38%
$68.28 - $84.44 $81.2K - $100K
20.9K $1.79B
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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