A&I Financial Services, LLC Purchases in Q2 2025

A&I Financial Services, LLC

  • $177 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Touchstone ETF Trust
336K
+ 43.74%
N/A
1.1M $31.5B
IWM
Ishares Russell 2000 ETF

ETFs
1.35K
+ 0.8%
$174.82 - $215.79 $236K - $291K
170K $36.7B
NVDA
Nvidia Corp

Technology
751
+ 3.22%
$94.31 - $157.99 $70.8K - $119K
24.1K $3.8B
Harris Oakmark ETF Trust
20.3K
+ 3.53%
N/A
595K $15.3B
Capital Group Global Equity
40.5K
New
N/A
40.5K $1.18B
CGGR
Capital Group Growth ETF Shs C

ETFs
11K
+ 11.87%
$30.53 - $40.65 $335K - $446K
103K $4.2B
CGUS
Capital Group Core Equity ETF
15.9K
+ 17.24%
$29.93 - $36.93 $475K - $587K
108K $3.99B
2023 ETF Series Trust
16K
+ 3.72%
N/A
446K $14.9B
ITOT
Ishares Core S&P Total U.S. St

ETFs
595
+ 1.09%
$108.12 - $135.04 $64.3K - $80.3K
55.3K $7.47B
PAHC
Phibro Animal Health Corp

Healthcare
29.4K
New
$16.53 - $25.66 $485K - $753K
29.4K $750M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5.77K
New
$99.97 - $129.69 $576K - $748K
5.77K $600M
VEA
Vanguard Ftse Developed Market

ETFs
179
+ 0.2%
$45.65 - $57.01 $8.17K - $10.2K
90.9K $5.18B
UVE
Universal Insurance Holdings, Inc.

Financial Services
20.1K
New
$21.25 - $28.47 $428K - $573K
20.1K $558M
LEG
Leggett & Platt Inc

Consumer Cyclical
61.3K
New
$6.56 - $9.72 $402K - $596K
61.3K $547M
VFC
V F Corp

Consumer Cyclical
46.4K
New
$9.74 - $16.39 $452K - $761K
46.4K $545M
SON
Sonoco Products CO

Consumer Cyclical
11.6K
New
$40.6 - $47.93 $470K - $555K
11.6K $504M
CGDV
Capital Group Divid Value ETF

ETFs
5K
+ 7.07%
$31.93 - $39.49 $160K - $198K
75.8K $2.99B
VOTE
Engine No 1 ETF Tr

ETFs
1.96K
+ 4.75%
$58.2 - $72.74 $114K - $143K
43.3K $3.15B
CGGO
Capital Group Global Growth Eq

ETFs
2.7K
+ 3.88%
$25.31 - $32.17 $68.2K - $86.7K
72.2K $2.31B
PLTR
Palantir Technologies Inc.

Technology
2K
New
$74.01 - $144.25 $148K - $289K
2K $273M
AMZN
Amazon Com Inc

Consumer Cyclical
410
+ 7.58%
$167.32 - $223.3 $68.6K - $91.6K
5.82K $1.28B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.38K
+ 2.48%
$24.61 - $25.89 $133K - $139K
222K $5.72B
MSFT
Microsoft Corp

Technology
17
+ 0.9%
$354.56 - $497.45 $6.03K - $8.46K
1.91K $951M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.14K
New
$82.96 - $110.1 $177K - $235K
2.14K $235M
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
New
$416.06 - $551.64 $166K - $221K
400 $221M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
426
+ 0.98%
$39.89 - $49.46 $17K - $21.1K
44.1K $2.18B
Morgan Stanley ETF Trust
688
+ 3.39%
N/A
21K $1.37B
DAN
Dana Inc

Consumer Cyclical
558
+ 1.23%
$10.38 - $17.71 $5.79K - $9.88K
45.8K $786M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.85K
+ 6.55%
$33.46 - $41.33 $61.8K - $76.4K
30.1K $1.24B
Litman Gregory Fds Tr
6.92K
+ 6.32%
N/A
116K $1.15B
Capital Group Dividend Growe
2.16K
+ 8.84%
N/A
26.5K $892M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
414
+ 3.14%
$73.02 - $90.22 $30.2K - $37.4K
13.6K $1.21B
Capital Group Conservative E
4.05K
+ 34.32%
N/A
15.9K $454M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 1.55%
$498.8 - $620.9 $15K - $18.6K
1.97K $1.22B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
5.25K
+ 11.82%
$21.71 - $22.3 $114K - $117K
49.6K $1.1B
Capital Group International
2.68K
+ 24.63%
N/A
13.6K $395M
RCI
Rogers Communications Inc

Communication Services
1.29K
+ 6.57%
$23.54 - $29.66 $30.4K - $38.3K
20.9K $621M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
541
+ 3.99%
$30.87 - $39.17 $16.7K - $21.2K
14.1K $552M
GOOG
Alphabet Inc.

Communication Services
170
+ 7.66%
$146.58 - $180.01 $24.9K - $30.6K
2.39K $424M
SEE
Sealed Air Corp

Consumer Cyclical
1.12K
+ 6.73%
$23.93 - $32.95 $26.8K - $37K
17.8K $552M
CNHI
Cnh Industrial N.V.

Industrials
2.74K
+ 5.86%
N/A
49.4K $641M
VOYA
Voya Financial, Inc.

Financial Services
478
+ 5.9%
$54.27 - $71.0 $25.9K - $33.9K
8.58K $609M
ADT
Adt Inc.

Industrials
3.64K
+ 4.73%
$7.54 - $8.6 $27.4K - $31.3K
80.6K $683M
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.47%
$144.7 - $178.6 $1.59K - $1.96K
2.35K $414M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 8.16%
$908.13 - $1056.85 $24.5K - $28.5K
358 $354M
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.41K
+ 13.15%
$36.24 - $43.32 $51K - $60.9K
12.1K $481M
VTWO
Vanguard Russell 2000 ETF

ETFs
87
+ 3.25%
$70.56 - $87.22 $6.14K - $7.59K
2.76K $241M
AFG
American Financial Group Inc

Financial Services
348
+ 8.35%
$116.9 - $132.12 $40.7K - $46K
4.51K $570M
ORI
Old Republic International Corp

Financial Services
878
+ 5.56%
$35.25 - $39.79 $30.9K - $34.9K
16.7K $640M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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