Financial & Tax Architects, LLC Purchases in Q1 2025

Financial & Tax Architects, LLC

  • $398 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
913K
+ 5120.84%
$19.66 - $21.64 $18M - $19.8M
931K $20B
EFA
Ishares Tr Msci Eafe ETF

ETFs
222K
+ 3931.51%
$74.85 - $84.89 $16.6M - $18.8M
227K $18.6B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
18.5K
New
$522.96 - $601.18 $9.69M - $11.1M
18.5K $9.88B
CTAS
Cintas Corp

Industrials
30.2K
New
$182.09 - $208.14 $5.51M - $6.3M
30.2K $6.22B
ITW
Illinois Tool Works Inc

Industrials
24.9K
New
$244.9 - $274.48 $6.09M - $6.83M
24.9K $6.17B
ECL
Ecolab Inc.

Basic Materials
22.2K
New
$229.72 - $269.82 $5.11M - $6M
22.2K $5.64B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
120K
New
$27.64 - $28.58 $3.31M - $3.42M
120K $3.42B
CVX
Chevron Corp

Energy
1.12K
+ 2.66%
$146.71 - $167.97 $164K - $187K
43K $7.2B
KO
Coca Cola CO

Consumer Defensive
2.04K
+ 2.02%
$60.81 - $72.32 $124K - $147K
103K $7.35B
JNJ
Johnson & Johnson

Healthcare
1.09K
+ 2.62%
$142.06 - $167.7 $155K - $182K
42.6K $7.07B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
34.7K
New
$24.73 - $25.62 $859K - $889K
34.7K $887M
MDT
Medtronic PLC

Healthcare
1.28K
+ 1.71%
$79.84 - $94.5 $103K - $121K
76.5K $6.87B
GLD
Spdr Gold Trust

ETFs
2.79K
New
$243.19 - $288.14 $678K - $803K
2.79K $803M
MCD
Mcdonalds Corp

Consumer Cyclical
304
+ 1.32%
$279.74 - $321.29 $85K - $97.7K
23.3K $7.27B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.79K
+ 2.74%
$44.41 - $45.98 $346K - $358K
292K $13.3B
GBIL
Goldman Sachs Access Treasury

ETFs
5.58K
+ 21.6%
$99.85 - $100.19 $557K - $559K
31.4K $3.15B
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
New
$47.4 - $52.99 $493K - $552K
10.4K $529M
IEFA
Ishares Tr

ETFs
6.93K
New
$69.57 - $78.65 $482K - $545K
6.93K $524M
PEP
Pepsico Inc

Consumer Defensive
3.57K
+ 9.3%
$142.64 - $156.42 $510K - $559K
42K $6.3B
SHW
Sherwin Williams CO

Basic Materials
575
+ 3.14%
$330.16 - $365.55 $190K - $210K
18.9K $6.59B
BAC
Bank Of America Corp

Financial Services
8.22K
New
$39.61 - $47.74 $326K - $393K
8.22K $343M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.03K
+ 1.32%
$55.14 - $60.29 $222K - $243K
309K $17.8B
SGOL
Abrdn Gold ETF Trust

ETFs
2.64K
+ 5.38%
$25.14 - $29.82 $66.4K - $78.7K
51.7K $1.54B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.44K
+ 1.92%
$77.7 - $78.94 $189K - $192K
129K $10.2B
NEE
Nextera Energy Inc

Utilities
5.28K
+ 6.21%
$66.96 - $76.16 $354K - $402K
90.4K $6.41B
PG
Procter & Gamble CO

Consumer Defensive
992
+ 2.58%
$158.56 - $176.26 $157K - $175K
39.5K $6.73B
XLE
Energy Sector Spdr

ETFs
1.82K
+ 24.76%
$85.7 - $93.96 $156K - $171K
9.17K $857M
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.07K
+ 9.68%
$90.09 - $90.89 $186K - $188K
23.4K $2.12B
EWS
Ishares Inc Msci Singapore ETF

ETFs
6.14K
+ 23.63%
$21.65 - $24.17 $133K - $148K
32.1K $763M
EWM
Ishs Msci Malaysia ETF

ETFs
8.57K
+ 75.35%
$22.53 - $24.43 $193K - $209K
19.9K $460M
XLU
Utilities Sector Spdr

ETFs
1.84K
+ 17.62%
$74.7 - $80.27 $137K - $147K
12.3K $966M
HYG
Ishares Tr

ETFs
2K
+ 4.47%
$78.51 - $80.11 $157K - $160K
46.8K $3.69B
VNQ
Vanguard Specialized Funds Van

ETFs
1.42K
+ 5.16%
$85.55 - $94.34 $121K - $134K
28.9K $2.62B
XLV
Select Sector Spdr Fund Health

ETFs
859
+ 18.66%
$137.61 - $149.68 $118K - $129K
5.46K $798M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.76K
+ 5.02%
$93.32 - $95.35 $164K - $168K
36.7K $3.44B
XLP
Consumer Staples Sector Spdr

ETFs
1.59K
+ 17.99%
N/A
10.5K $854M
IVV
Ishares Core S&P 500 ETF

ETFs
326
+ 32.12%
$554.06 - $615.85 $181K - $201K
1.34K $753M
IYR
Ishares Tr

ETFs
1.4K
+ 19.29%
$89.49 - $98.98 $125K - $139K
8.66K $830M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.01K
+ 4.37%
$36.63 - $37.45 $147K - $150K
95.6K $3.52B
SPGI
S&P Global Inc.

Financial Services
2
+ 0.01%
$478.26 - $543.77 $957 - $1.09K
14K $7.11B
NVS
Novartis Ag

Healthcare
508
+ 9.2%
$97.14 - $115.57 $49.3K - $58.7K
6.03K $672M
XLF
Financial Sector Spdr

ETFs
2.09K
+ 13.68%
$47.32 - $52.19 $98.8K - $109K
17.4K $864M
SNY
Sanofi

Healthcare
726
+ 6.14%
$48.15 - $59.42 $35K - $43.1K
12.6K $696M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.05K
+ 6.49%
$35.35 - $42.74 $37.2K - $44.9K
17.3K $714M
Linde PLC
135
+ 10.18%
N/A
1.46K $680M
XLI
Industrial Sector Spdr

ETFs
938
+ 17.43%
$128.78 - $141.67 $121K - $133K
6.32K $828M
CB
Chubb LTD

Financial Services
176
+ 8.14%
$257.71 - $301.99 $45.4K - $53.2K
2.34K $706M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.33K
+ 2.84%
$75.99 - $81.58 $253K - $271K
121K $9.25B
UL
Unilever PLC

Consumer Defensive
1.01K
+ 9.75%
$54.72 - $60.29 $55.2K - $60.8K
11.3K $675M
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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