Financial & Tax Architects, LLC Purchases in Q2 2025

Financial & Tax Architects, LLC

  • $412 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
417K
+ 1561.68%
$91.43 - $91.74 $38.2M - $38.3M
444K $40.7B
VTI
Vanguard Total Stock Market Et

ETFs
52.5K
+ 639.86%
$243.75 - $303.93 $12.8M - $15.9M
60.7K $18.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
283K
New
$49.57 - $50.27 $14M - $14.2M
283K $14.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
118K
New
$72.02 - $73.82 $8.52M - $8.74M
118K $8.72B
CAT
Caterpillar Inc

Industrials
18.1K
+ 1233.92%
$273.94 - $388.21 $4.95M - $7.02M
19.5K $7.59B
CL
Colgate Palmolive CO

Consumer Defensive
65.6K
+ 1716.63%
$87.57 - $96.0 $5.74M - $6.29M
69.4K $6.31B
GBIL
Goldman Sachs Access Treasury

ETFs
52.7K
+ 167.75%
$99.83 - $100.19 $5.26M - $5.28M
84.2K $8.43B
VTWO
Vanguard Russell 2000 ETF

ETFs
35.4K
+ 426.86%
$70.56 - $87.22 $2.5M - $3.08M
43.7K $3.81B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
117K
+ 336.26%
$24.98 - $25.66 $2.92M - $3M
151K $3.88B
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.03K
+ 3.98%
$72.96 - $90.39 $659K - $816K
236K $21.1B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19.1K
New
$102.02 - $103.5 $1.95M - $1.97M
19.1K $1.96B
TMUS
T Mobile Us, Inc.

Communication Services
5.78K
New
$220.99 - $268.54 $1.28M - $1.55M
5.78K $1.38B
EWO
Ishares Inc Msci Austria ETF

ETFs
45K
New
$22.32 - $29.66 $1M - $1.34M
45K $1.32B
IEF
Ishares Barclays

ETFs
10.5K
+ 5.42%
$93.15 - $96.56 $975K - $1.01M
204K $19.5B
CTAS
Cintas Corp

Industrials
1.91K
+ 6.32%
$190.11 - $227.66 $364K - $436K
32.2K $7.17B
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.76K
+ 1.46%
$71.86 - $82.66 $126K - $145K
122K $10.1B
WMT
Walmart Inc.

Consumer Defensive
726
+ 0.9%
$81.79 - $99.98 $59.4K - $72.6K
81K $7.92B
MSFT
Microsoft Corp

Technology
297
+ 5.41%
$354.56 - $497.45 $105K - $148K
5.78K $2.88B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.29K
+ 173.58%
$416.06 - $551.64 $536K - $711K
2.03K $1.12B
SONY
Sony Group Corp

Technology
25.5K
New
$21.24 - $26.88 $542K - $686K
25.5K $664M
RELX
Relx PLC

Communication Services
12.2K
New
$45.31 - $55.66 $553K - $679K
12.2K $663M
ENB
Enbridge Inc

Energy
14.3K
New
$41.09 - $47.16 $586K - $673K
14.3K $646M
META
Meta Platforms, Inc.

Communication Services
218
+ 8.46%
$484.66 - $738.09 $106K - $161K
2.8K $2.06B
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.4K
+ 17.18%
$24.54 - $25.07 $403K - $412K
112K $2.81B
GREK
Global X Msci Greece ETF

ETFs
6.54K
New
$40.77 - $59.31 $266K - $388K
6.54K $379M
AMZN
Amazon Com Inc

Consumer Cyclical
571
+ 7.11%
$167.32 - $223.3 $95.5K - $128K
8.6K $1.89B
SPYG
Spdr Portfolio

ETFs
3.52K
New
$71.83 - $95.32 $253K - $336K
3.52K $336M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.38K
New
N/A
6.38K $321M
SPGI
S&P Global Inc.

Financial Services
46
+ 0.33%
$438.31 - $527.29 $20.2K - $24.3K
14K $7.4B
JFR
Nuveen Floating Rate Income Fund

Financial Services
34.3K
+ 182.74%
$7.51 - $8.49 $257K - $291K
53K $449M
GOOG
Alphabet Inc.

Communication Services
572
+ 6.65%
$146.58 - $180.01 $83.8K - $103K
9.17K $1.63B
VEA
Vanguard Ftse Developed Market

ETFs
3.4K
+ 32.61%
$45.65 - $57.01 $155K - $194K
13.8K $787M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.37K
New
$37.77 - $46.15 $203K - $248K
5.37K $248M
GLD
Spdr Gold Trust

ETFs
642
+ 23.04%
$273.71 - $316.29 $176K - $203K
3.43K $1.04B
IEFA
Ishares Tr

ETFs
2.21K
+ 31.81%
$67.83 - $84.09 $150K - $185K
9.14K $763M
DIS
Walt Disney CO

Communication Services
1.76K
New
$81.72 - $124.01 $144K - $219K
1.76K $218M
NEE
Nextera Energy Inc

Utilities
5.02K
+ 5.55%
$64.11 - $75.0 $322K - $376K
95.4K $6.62B
Direxion Shs ETF Tr
4.77K
New
N/A
4.77K $207M
Ark 21 Shares Bitcoin ETF
5.69K
New
N/A
5.69K $204M
XLK
Technology Sector Spdr

ETFs
94
+ 2.49%
$179.73 - $253.23 $16.9K - $23.8K
3.87K $980M
XLF
Financial Sector Spdr

ETFs
2.3K
+ 13.24%
$43.92 - $52.37 $101K - $120K
19.6K $1.03B
XLU
Utilities Sector Spdr

ETFs
1.44K
+ 11.74%
$73.09 - $82.77 $105K - $119K
13.7K $1.12B
VOX
Vanguard Communication Service

ETFs
6
+ 0.11%
$133.12 - $171.03 $799 - $1.03K
5.39K $922M
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 3.19%
$908.13 - $1056.85 $46.3K - $53.9K
1.65K $1.63B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.39K
+ 26.17%
$49.98 - $50.26 $119K - $120K
11.5K $577M
MA
Mastercard Inc

Financial Services
176
+ 40.37%
$479.92 - $590.74 $84.5K - $104K
612 $344M
XLY
Select Sector Spdr Consumer Di

ETFs
119
+ 3.03%
$176.34 - $218.59 $21K - $26K
4.05K $880M
VO
Vanguard Mid Cap ETF

ETFs
298
+ 32.39%
$228.54 - $279.83 $68.1K - $83.4K
1.22K $341M
XLP
Consumer Staples Sector Spdr

ETFs
1.25K
+ 11.95%
N/A
11.7K $948M
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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