Financial & Tax Architects, LLC Incresed Positions in Q3 2025

Financial & Tax Architects, LLC

  • $453 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.22K
+ 3.84%
$617.65 - $666.84 $752K - $812K
32.9K $21.9B
ABBV
Abb Vie Inc.

Healthcare
1.74K
+ 4.66%
$184.85 - $231.54 $321K - $402K
38.9K $9.02B
JNJ
Johnson & Johnson

Healthcare
1.77K
+ 4.09%
$155.17 - $185.42 $274K - $328K
45K $8.35B
AAPL
Apple Inc.

Technology
2.67K
+ 18.83%
$202.38 - $256.87 $539K - $685K
16.8K $4.28B
LOW
Lowes Companies Inc

Consumer Cyclical
1.78K
+ 6.16%
$215.01 - $273.02 $383K - $487K
30.7K $7.72B
MSFT
Microsoft Corp

Technology
2.1K
+ 36.32%
$491.09 - $535.64 $1.03M - $1.13M
7.89K $4.08B
CVX
Chevron Corp

Energy
3.66K
+ 7.97%
$145.57 - $161.83 $533K - $592K
49.6K $7.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.39K
+ 0.59%
$87.29 - $93.61 $122K - $130K
238K $22.2B
NEE
Nextera Energy Inc

Utilities
6.07K
+ 6.36%
$69.77 - $77.54 $424K - $471K
101K $7.66B
MDT
Medtronic PLC

Healthcare
3.52K
+ 4.47%
$87.67 - $95.74 $309K - $337K
82.2K $7.83B
WMT
Walmart Inc.

Consumer Defensive
4.09K
+ 5.05%
$94.4 - $104.27 $386K - $427K
85.1K $8.77B
PEP
Pepsico Inc

Consumer Defensive
2.91K
+ 6.07%
$133.81 - $152.16 $389K - $442K
50.8K $7.13B
MCD
Mcdonalds Corp

Consumer Cyclical
1.54K
+ 6.73%
$291.67 - $316.99 $450K - $489K
24.5K $7.44B
XOM
Exxon Mobil Corp

Energy
3.43K
+ 5.5%
$105.83 - $117.22 $363K - $402K
65.7K $7.41B
IEF
Ishares Barclays

ETFs
5.39K
+ 2.64%
$93.91 - $97.26 $506K - $524K
209K $20.2B
SHW
Sherwin Williams CO

Basic Materials
1.52K
+ 7.98%
$330.88 - $375.23 $503K - $570K
20.6K $7.12B
PG
Procter & Gamble CO

Consumer Defensive
5.25K
+ 13.03%
$150.47 - $161.22 $790K - $846K
45.5K $7B
IAU
Ishares Gold Trust

ETFs
671
+ 1.34%
$61.62 - $72.77 $41.3K - $48.8K
50.9K $3.71B
AVGO
Broadcom Inc.

Technology
482
+ 7.0%
$264.74 - $369.57 $128K - $178K
7.37K $2.43B
ABT
Abbott Laboratories

Healthcare
3.29K
+ 5.8%
$120.51 - $136.62 $397K - $450K
60.1K $8.05B
SGOL
Abrdn Gold ETF Trust

ETFs
1.28K
+ 2.72%
$31.18 - $36.81 $40K - $47.3K
48.5K $1.78B
OUNZ
Van Eck Merk Gold Trust

ETFs
5.93K
+ 44.84%
$31.49 - $37.19 $187K - $221K
19.2K $712M
XLK
Technology Sector Spdr

ETFs
619
+ 15.99%
$250.97 - $282.66 $155K - $175K
4.49K $1.27B
VOX
Vanguard Communication Service

ETFs
1.04K
+ 19.24%
$169.0 - $192.17 $175K - $199K
6.43K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 14.4%
$211.65 - $238.24 $262K - $295K
9.84K $2.16B
XLY
Select Sector Spdr Consumer Di

ETFs
710
+ 17.53%
$216.09 - $242.18 $153K - $172K
4.76K $1.14B
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.7K
+ 8.65%
$24.69 - $25.26 $239K - $245K
122K $3.06B
COST
Costco Wholesale Corp

Consumer Defensive
371
+ 22.48%
$915.95 - $994.57 $340K - $369K
2.02K $1.87B
XLU
Utilities Sector Spdr

ETFs
1.65K
+ 12.03%
$81.14 - $87.32 $134K - $144K
15.3K $1.34B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.03K
+ 10.66%
$102.4 - $103.88 $208K - $211K
21.1K $2.18B
ENB
Enbridge Inc

Energy
2.71K
+ 18.99%
$43.79 - $50.46 $119K - $137K
17K $857M
XLI
Industrial Sector Spdr

ETFs
1.07K
+ 17.38%
$147.94 - $154.99 $158K - $166K
7.21K $1.11B
SONY
Sony Group Corp

Technology
4.69K
+ 18.37%
$23.92 - $30.07 $112K - $141K
30.2K $870M
ADP
Automatic Data Processing Inc

Industrials
1.82K
+ 8.2%
$288.69 - $310.94 $526K - $567K
24K $7.06B
XLF
Financial Sector Spdr

ETFs
2.53K
+ 12.86%
$51.37 - $54.25 $130K - $137K
22.2K $1.19B
NVS
Novartis Ag

Healthcare
877
+ 14.43%
$113.5 - $129.73 $99.5K - $114K
6.96K $892M
XLP
Consumer Staples Sector Spdr

ETFs
2.25K
+ 19.25%
N/A
14K $1.09B
Linde PLC Shs
250
+ 16.96%
N/A
1.72K $819M
BTI
British American Tobacco P.L.C.

Consumer Defensive
81
+ 0.51%
$46.69 - $59.27 $3.78K - $4.8K
15.8K $840M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
623
+ 1.76%
$94.11 - $95.78 $58.6K - $59.7K
36K $3.45B
NFLX
Netflix Inc

Communication Services
227
+ 16.68%
$1147.87 - $1297.18 $261K - $294K
1.59K $1.9B
BAC
Bank Of America Corp

Financial Services
336
+ 4.02%
$44.92 - $52.42 $15.1K - $17.6K
8.69K $448M
META
Meta Platforms, Inc.

Communication Services
84
+ 3.01%
$695.21 - $791.73 $58.4K - $66.5K
2.88K $2.11B
VDE
Vanguard Energy ETF

ETFs
236
+ 9.66%
$118.37 - $129.65 $27.9K - $30.6K
2.68K $337M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
75
+ 0.08%
$37.14 - $37.85 $2.79K - $2.84K
92.6K $3.5B
SAP
Sap Se

Technology
427
+ 17.56%
$252.42 - $311.93 $108K - $133K
2.86K $764M
KO
Coca Cola CO

Consumer Defensive
6.97K
+ 6.87%
$65.67 - $71.67 $458K - $500K
108K $7.2B
MA
Mastercard Inc

Financial Services
14
+ 2.29%
$550.18 - $598.96 $7.7K - $8.39K
626 $356M
IBM
International Business Machines Corp

Technology
1.22K
+ 4.08%
$234.77 - $292.47 $287K - $358K
31.2K $8.79B
Activity Summary
Buys All Purchases 81 New Holdings 29 Increased Positions 52 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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