Financial & Tax Architects, LLC Incresed Positions 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
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
NVDA
Nvidia Corp

Technology
1.27K
+ 3.55%
$94.31 - $157.99 $120K - $200K
37K $5.84B
IEF
Ishares Barclays

ETFs
10.5K
+ 5.42%
$93.15 - $96.56 $975K - $1.01M
204K $19.5B
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
571
+ 7.11%
$167.32 - $223.3 $95.5K - $128K
8.6K $1.89B
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
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
NEE
Nextera Energy Inc

Utilities
5.02K
+ 5.55%
$64.11 - $75.0 $322K - $376K
95.4K $6.62B
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
OUNZ
Van Eck Merk Gold Trust

ETFs
1.85K
+ 16.23%
$28.68 - $33.09 $53K - $61.1K
13.2K $422M
NVS
Novartis Ag

Healthcare
48
+ 0.8%
$101.96 - $121.01 $4.89K - $5.81K
6.08K $735M
BAC
Bank Of America Corp

Financial Services
135
+ 1.64%
$34.39 - $47.46 $4.64K - $6.41K
8.36K $395M
PEP
Pepsico Inc

Consumer Defensive
5.89K
+ 14.02%
$128.02 - $151.37 $753K - $891K
47.9K $6.32B
UL
Unilever PLC

Consumer Defensive
80
+ 0.71%
$57.9 - $65.43 $4.63K - $5.23K
11.4K $699M
T
At&T Inc.

Communication Services
356
+ 4.92%
$26.33 - $28.94 $9.37K - $10.3K
7.59K $220M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
160
+ 3.51%
$77.74 - $78.78 $12.4K - $12.6K
4.72K $371M
Linde PLC
13
+ 0.89%
N/A
1.47K $692M
LOW
Lowes Companies Inc

Consumer Cyclical
1.37K
+ 4.98%
$210.83 - $235.28 $289K - $323K
28.9K $6.42B
VDE
Vanguard Energy ETF

ETFs
133
+ 5.76%
$105.87 - $130.56 $14.1K - $17.4K
2.44K $291M
MDT
Medtronic PLC

Healthcare
2.19K
+ 2.87%
$80.68 - $88.86 $177K - $195K
78.7K $6.86B
CB
Chubb LTD

Financial Services
8
+ 0.34%
$274.32 - $302.46 $2.19K - $2.42K
2.35K $680M
AAPL
Apple Inc.

Technology
865
+ 6.51%
$172.42 - $223.89 $149K - $194K
14.2K $2.9B
SHW
Sherwin Williams CO

Basic Materials
162
+ 0.86%
$313.51 - $363.51 $50.8K - $58.9K
19K $6.54B
SNY
Sanofi

Healthcare
390
+ 3.11%
$47.62 - $55.44 $18.6K - $21.6K
12.9K $625M
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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