Valtinson Bruner Financial Planning LLC Incresed Positions in Q3 2025

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.6K
+ 11.62%
$72.65 - $78.68 $1.64M - $1.78M
217K $17M
SRLN
Ssga Active Trust

ETFs
64.7K
+ 681.12%
$41.28 - $41.65 $2.67M - $2.7M
74.2K $3.09M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.1K
+ 2.34%
$31.79 - $33.42 $480K - $505K
659K $22M
VB
Vanguard Small Cap ETF

ETFs
4.71K
+ 32.31%
$237.58 - $259.17 $1.12M - $1.22M
19.3K $4.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12K
+ 5.05%
$52.12 - $55.33 $623K - $661K
249K $13.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.7K
+ 11.09%
$39.8 - $42.86 $783K - $844K
197K $8.44M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.3K
+ 5.7%
$42.67 - $46.91 $440K - $483K
191K $8.95M
EDV
Vanguard Extended Duration Tre

ETFs
8.64K
+ 2.94%
$63.28 - $69.5 $547K - $601K
303K $20.7M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.58K
+ 1.62%
$33.07 - $34.84 $218K - $229K
414K $14.4M
AAPL
Apple Inc.

Technology
50
+ 0.28%
$202.38 - $256.87 $10.1K - $12.8K
17.7K $4.51M
NVDA
Nvidia Corp

Technology
374
+ 6.01%
$153.3 - $186.58 $57.3K - $69.8K
6.6K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
1.09K
+ 19.87%
$211.65 - $238.24 $231K - $260K
6.58K $1.44M
GOOGL
Alphabet Inc.

Communication Services
26
+ 0.8%
$174.36 - $254.72 $4.53K - $6.62K
3.26K $792K
VTI
Vanguard Total Stock Market Et

ETFs
130
+ 1.8%
$303.93 - $329.86 $39.5K - $42.9K
7.34K $2.41M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
533
+ 3.51%
$133.48 - $144.38 $71.1K - $77K
15.7K $2.24M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.23K
+ 1.14%
$25.53 - $26.94 $31.3K - $33K
109K $2.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.41%
$617.65 - $666.84 $6.79K - $7.34K
2.72K $1.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
636
+ 20.89%
$134.94 - $145.86 $85.8K - $92.8K
3.68K $535K
GLD
Spdr Gold Trust

ETFs
55
+ 4.31%
$300.96 - $355.47 $16.6K - $19.6K
1.33K $473K
SLV
I Shares Silver Trust

ETFs
320
+ 4.57%
$32.73 - $42.5 $10.5K - $13.6K
7.32K $310K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
678
+ 12.99%
$67.21 - $72.65 $45.6K - $49.3K
5.9K $428K
WFC
Wells Fargo & Company

Financial Services
55
+ 0.31%
$77.05 - $85.16 $4.24K - $4.68K
17.9K $1.5M
UNH
Unitedhealth Group Inc

Healthcare
10
+ 0.57%
$237.77 - $353.61 $2.38K - $3.54K
1.76K $606K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.07%
$459.11 - $506.91 $918 - $1.01K
2.85K $1.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
154
+ 5.65%
$108.97 - $121.65 $16.8K - $18.7K
2.88K $347K
DSI
Ishares Msci Kld 400 Social Et

ETFs
183
+ 7.85%
$115.96 - $125.95 $21.2K - $23K
2.51K $316K
IWF
Ishares Russell 1000 Gr ETF

ETFs
35
+ 5.38%
$420.11 - $472.68 $14.7K - $16.5K
686 $321K
IYW
Ishares Dj Us Tech ETF

ETFs
40
+ 2.69%
$171.38 - $197.01 $6.86K - $7.88K
1.53K $299K
BSJR
Invesco Indx Tr

ETFs
1.77K
+ 8.67%
$22.64 - $22.85 $40.1K - $40.4K
22.2K $504K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.8K
+ 9.26%
$21.89 - $22.2 $39.5K - $40K
21.3K $469K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.07%
$282.78 - $316.06 $283 - $316
1.49K $469K
PAUG
Innovator U.S. Equity Power Bu

ETFs
217
+ 2.89%
$40.45 - $42.49 $8.78K - $9.22K
7.73K $328K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
36
+ 4.22%
$236.25 - $257.69 $8.51K - $9.28K
889 $227K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
768
+ 4.42%
$23.27 - $23.51 $17.9K - $18.1K
18.1K $424K
VIG
Vanguard Dividend Appreciation

ETFs
91
+ 7.07%
N/A
1.38K $251K
SPIB
Spdr Portfolio Intermediate Te

ETFs
362
+ 4.78%
$33.26 - $34.01 $12K - $12.3K
7.94K $268K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.12%
$250.62 - $279.43 $251 - $279
869 $242K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
77
+ 0.67%
$21.35 - $21.7 $1.64K - $1.67K
11.6K $250K
Spdr Series Trust
1.7K
+ 3.59%
N/A
48.9K $0
Rbb Fd Inc
30
+ 0.46%
N/A
6.52K $0
Rbb Fd Inc
36
+ 0.8%
N/A
4.53K $0
Innovator Etfs Trust
652
+ 7.9%
N/A
8.91K $0
XTWY
Bondbloxx ETF Tr Bloomberg 20
16.1K
+ 3.36%
N/A
494K $0
PSEP
Innovator U.S. Equity Power Bu
177
+ 0.36%
N/A
48.7K $0
Rbb Fd Inc
30
+ 0.45%
N/A
6.68K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
23
+ 0.41%
N/A
5.58K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
10
+ 0.1%
N/A
10K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
11
+ 0.07%
N/A
16.1K $0
ABT
Abbott Laboratories

Healthcare
31
+ 1.29%
$120.51 - $136.62 $3.74K - $4.24K
2.44K $326K
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 2 Puts 0
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