A&I Financial Services, LLC Purchases in Q3 2025

A&I Financial Services, LLC

  • $205 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Virtus ETF Tr Ii
375K
New
N/A
375K $8.75B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
107K
+ 47.97%
$25.43 - $27.31 $2.71M - $2.91M
329K $9.01B
2023 ETF Series Trust
19.1K
+ 4.28%
N/A
465K $16.3B
CGGR
Capital Group Growth ETF Shs C

ETFs
16.2K
+ 15.63%
$40.2 - $44.58 $650K - $721K
120K $5.28B
CGUS
Capital Group Core Equity ETF
15.6K
+ 14.47%
$36.89 - $39.72 $576K - $621K
124K $4.92B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.03K
+ 3.66%
$135.0 - $146.02 $274K - $296K
57.3K $8.38B
EMBC
Embecta Corp.

Healthcare
62K
New
$9.58 - $15.31 $594K - $949K
62K $912M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
12.5K
New
$48.04 - $60.86 $602K - $763K
12.5K $777M
Harris Oakmark ETF Trust
5.9K
+ 0.99%
N/A
601K $16B
ORCL
Oracle Corp

Technology
2.2K
New
$218.96 - $328.33 $481K - $721K
2.2K $635M
NXST
Nexstar Media Group, Inc.

Communication Services
2.93K
New
$176.71 - $211.31 $518K - $619K
2.93K $575M
CGGO
Capital Group Global Growth Eq

ETFs
11.5K
+ 15.91%
$31.71 - $34.17 $364K - $393K
83.7K $2.88B
WEN
Wendy'S CO

Consumer Cyclical
57.6K
New
$9.09 - $11.88 $524K - $684K
57.6K $545M
Capital Group Global Equity
10K
+ 24.74%
N/A
50.5K $1.56B
Capital Group Equity ETF Tr
10.4K
+ 19.83%
N/A
63K $1.78B
VEA
Vanguard Ftse Developed Market

ETFs
1.02K
+ 1.12%
$56.02 - $60.3 $56.9K - $61.3K
91.9K $5.55B
CGDV
Capital Group Divid Value ETF

ETFs
2.53K
+ 3.33%
$39.59 - $42.21 $100K - $107K
78.3K $3.31B
VOTE
Engine No 1 ETF Tr

ETFs
268
+ 0.62%
$72.69 - $78.67 $19.5K - $21.1K
43.5K $3.43B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
386
+ 0.88%
$49.43 - $54.52 $19.1K - $21K
44.4K $2.42B
Rocket Lab Corp
5K
New
N/A
5K $240M
Capital Group New Geography
5.36K
+ 18.41%
N/A
34.4K $1.07B
LMT
Lockheed Martin Corp

Industrials
424
New
$410.74 - $499.21 $174K - $212K
424 $212M
HD
Home Depot, Inc.

Consumer Cyclical
513
New
$357.4 - $423.42 $183K - $217K
513 $204M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.66K
New
$108.08 - $121.73 $179K - $202K
1.66K $201M
VFC
V F Corp

Consumer Cyclical
871
+ 1.88%
$11.66 - $15.56 $10.2K - $13.6K
47.3K $725M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
685
+ 2.28%
$41.34 - $45.65 $28.3K - $31.3K
30.8K $1.39B
FSCO
Fs Cr Opportunities Corp Com
18.8K
New
N/A
18.8K $129M
SEE
Sealed Air Corp

Consumer Cyclical
1.11K
+ 6.21%
$28.47 - $35.35 $31.5K - $39.1K
18.9K $672M
AFG
American Financial Group Inc

Financial Services
155
+ 3.43%
$122.42 - $145.72 $19K - $22.6K
4.67K $684M
Capital Group Dividend Growe
1.96K
+ 7.37%
N/A
28.5K $993M
Capital Group Conservative E
2.22K
+ 13.96%
N/A
18.1K $547M
Capital Group International
2.07K
+ 15.28%
N/A
15.6K $486M
OMC
Omnicom Group Inc.

Communication Services
568
+ 7.88%
$70.41 - $81.53 $40K - $46.3K
7.78K $602M
ORI
Old Republic International Corp

Financial Services
6
+ 0.04%
$35.74 - $42.47 $214 - $255
16.7K $713M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
35
+ 0.26%
$87.05 - $93.19 $3.05K - $3.26K
13.6K $1.28B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.59K
+ 3.2%
$21.91 - $22.57 $34.8K - $35.9K
51.2K $1.15B
Sealsq Corp
10K
New
N/A
10K $39.9M
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.5K
+ 12.39%
$35.77 - $43.8 $53.6K - $65.7K
13.6K $502M
UVE
Universal Insurance Holdings, Inc.

Financial Services
2.11K
+ 10.49%
$22.93 - $27.36 $48.4K - $57.8K
22.2K $574M
Litman Gregory Fds Tr
5.05K
+ 4.34%
N/A
121K $1.14B
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 1.12%
$915.95 - $994.57 $3.66K - $3.98K
362 $332M
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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