Financial & Tax Architects, LLC Sells in Q1 2025

Financial & Tax Architects, LLC

  • $398 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-398K
- 93.71%
$91.45 - $91.75 $36.4M - $36.5M
26.7K $2.45B
CAT
Caterpillar Inc

Industrials
-16.5K
- 91.83%
$326.75 - $407.63 $5.38M - $6.71M
1.47K $483M
T
At&T Inc.

Communication Services
-262K
- 97.32%
$21.56 - $28.28 $5.66M - $7.42M
7.23K $205M
VTWO
Vanguard Russell 2000 ETF

ETFs
-41.8K
- 83.45%
$80.08 - $92.93 $3.35M - $3.88M
8.29K $668M
SPY
Spdr S&P 500 ETF Trust

ETFs
-965
- 2.53%
$551.42 - $612.93 $532K - $591K
37.2K $20.8B
AVGO
Broadcom Inc.

Technology
-2.1K
- 22.64%
$167.43 - $244.7 $352K - $514K
7.18K $1.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.6K
- 6.45%
$95.85 - $99.25 $1.02M - $1.05M
154K $15.2B
VO
Vanguard Mid Cap ETF

ETFs
-2.29K
- 71.38%
$251.87 - $277.95 $578K - $638K
920 $238M
WMT
Walmart Inc.

Consumer Defensive
-3.75K
- 4.46%
$84.5 - $105.05 $317K - $394K
80.3K $7.05B
GOOG
Alphabet Inc.

Communication Services
-626
- 6.79%
$156.06 - $207.71 $97.7K - $130K
8.6K $1.34B
META
Meta Platforms, Inc.

Communication Services
-383
- 12.94%
$576.36 - $736.67 $221K - $282K
2.58K $1.49B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-4.4K
- 23.71%
$68.32 - $75.06 $300K - $330K
14.2K $1.06B
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.43K
- 7.04%
$106.22 - $111.09 $470K - $492K
58.5K $6.5B
KXI
Ishares Tr Global Consumer Sta

ETFs
-3.66K
- 48.89%
$58.57 - $64.8 $214K - $237K
3.83K $245M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.85K
- 8.96%
$104.89 - $113.56 $194K - $210K
18.8K $2B
ASML
Asml Holding Nv

Technology
-167
- 7.9%
$662.63 - $776.99 $111K - $130K
1.95K $1.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-173
- 18.91%
$468.34 - $539.52 $81K - $93.3K
742 $348M
COST
Costco Wholesale Corp

Consumer Defensive
-146
- 8.37%
$890.62 - $1076.86 $130K - $157K
1.6K $1.51B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-5.5K
- 5.44%
$24.05 - $24.86 $132K - $137K
95.7K $2.38B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.51K
- 6.28%
$97.25 - $104.79 $147K - $158K
22.5K $2.33B
VB
Vanguard Small Cap ETF

ETFs
-66
- 3.21%
$217.89 - $252.64 $14.4K - $16.7K
1.99K $442M
MA
Mastercard Inc

Financial Services
-115
- 20.87%
$504.67 - $576.31 $58K - $66.3K
436 $239M
NFLX
Netflix Inc

Communication Services
-122
- 7.06%
$828.4 - $1058.6 $101K - $129K
1.61K $1.5B
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.23%
$461.52 - $548.18 $923 - $1.1K
869 $455M
VDE
Vanguard Energy ETF

ETFs
-25
- 1.07%
$119.14 - $132.76 $2.98K - $3.32K
2.31K $300M
SAP
Sap Se

Technology
-83
- 3.15%
$241.4 - $293.69 $20K - $24.4K
2.55K $685M
OUNZ
Van Eck Merk Gold Trust

ETFs
-29
- 0.25%
$25.41 - $30.14 $737 - $874
11.4K $343M
IBM
International Business Machines Corp

Technology
-3.28K
- 9.73%
$217.4 - $264.74 $714K - $869K
30.5K $7.58B
IEF
Ishares Barclays

ETFs
-4.02K
- 2.04%
$91.17 - $95.39 $366K - $383K
193K $18.4B
ADP
Automatic Data Processing Inc

Industrials
-263
- 1.12%
$286.85 - $318.64 $75.4K - $83.8K
23.2K $7.08B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-243
- 0.19%
$97.38 - $104.52 $23.7K - $25.4K
128K $13.1B
IAU
Ishares Gold Trust

ETFs
-905
- 1.68%
$49.74 - $58.96 $45K - $53.4K
53K $3.13B
ABT
Abbott Laboratories

Healthcare
-2.26K
- 3.82%
$111.1 - $140.22 $251K - $316K
56.8K $7.54B
ABBV
Abb Vie Inc.

Healthcare
-292
- 0.79%
$169.2 - $216.66 $49.4K - $63.3K
36.8K $7.71B
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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