Frazier Financial Advisors, LLC Purchases in Q2 2025

Frazier Financial Advisors, LLC

  • $142 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
5.01K
+ 2.59%
N/A
198K $40.6B
CGGO
Capital Group Global Growth Eq

ETFs
35.7K
+ 41.77%
$25.31 - $32.17 $904K - $1.15M
121K $3.87B
VTI
Vanguard Total Stock Market Et

ETFs
912
+ 2.79%
$243.75 - $303.93 $222K - $277K
33.6K $10.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
247
+ 1.46%
$496.48 - $617.85 $123K - $153K
17.2K $10.6B
Ea Series Trust
25.9K
New
N/A
25.9K $724M
MSFT
Microsoft Corp

Technology
380
+ 10.02%
$354.56 - $497.45 $135K - $189K
4.17K $2.08B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.61K
+ 1.15%
$32.86 - $40.05 $53K - $64.6K
142K $5.63B
WOR
Worthington Industries Inc

Industrials
3.68K
+ 37.23%
$44.09 - $63.81 $162K - $235K
13.6K $863M
Root Inc
1.89K
+ 4976.32%
N/A
1.93K $247M
NVDA
Nvidia Corp

Technology
650
+ 59.91%
$94.31 - $157.99 $61.3K - $103K
1.74K $274M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.32K
+ 3.01%
$50.29 - $50.56 $116K - $117K
79.1K $4B
CINF
Cincinnati Financial Corp

Financial Services
750
New
$126.6 - $151.6 $95K - $114K
750 $112M
Federal Agric Mtg Corp
750
New
N/A
750 $107M
DWM
Wisdomtree Tr

ETFs
36
+ 0.22%
$52.06 - $63.91 $1.87K - $2.3K
16.4K $1.04B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
26
+ 0.56%
$104.23 - $134.39 $2.71K - $3.49K
4.65K $625M
OKTA
Okta, Inc.

Technology
753
New
$91.24 - $127.3 $68.7K - $95.9K
753 $75.3M
AVGO
Broadcom Inc.

Technology
89
+ 19.18%
$146.29 - $275.65 $13K - $24.5K
553 $152M
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 83.08%
$416.06 - $551.64 $44.9K - $59.6K
238 $131M
Ge Vernova Inc
91
+ 95.79%
N/A
186 $98.4M
Worthington Stl Inc
1.62K
+ 35.96%
N/A
6.13K $183M
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 3.11%
$167.32 - $223.3 $9.54K - $12.7K
1.89K $414M
GOOG
Alphabet Inc.

Communication Services
202
+ 16.5%
$146.58 - $180.01 $29.6K - $36.4K
1.43K $253M
GE
General Electric CO

Industrials
163
+ 57.6%
$166.81 - $257.39 $27.2K - $42K
446 $115M
DFAI
Dimensional ETF Tr

ETFs
974
+ 14.64%
$28.02 - $34.71 $27.3K - $33.8K
7.63K $264M
GOOGL
Alphabet Inc.

Communication Services
117
+ 8.11%
$144.7 - $178.6 $16.9K - $20.9K
1.56K $275M
O
Realty Income Corp

Real Estate
888
New
$52.27 - $58.52 $46.4K - $52K
888 $51.2M
FRT
Federal Realty Investment Trust

Real Estate
506
New
$83.56 - $99.08 $42.3K - $50.1K
506 $48.1M
GS
Goldman Sachs Group Inc

Financial Services
60
+ 230.77%
$462.22 - $707.75 $27.7K - $42.5K
86 $60.9M
Blackrock Inc
43
+ 430.0%
N/A
53 $55.6M
Wisdomtree Bitcoin Fd
229
+ 30.99%
N/A
968 $111M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
817
New
$50.36 - $50.68 $41.1K - $41.4K
817 $41.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
450
+ 3.23%
$45.11 - $52.34 $20.3K - $23.6K
14.4K $753M
V
Visa Inc.

Financial Services
112
+ 39.86%
$308.27 - $373.31 $34.5K - $41.8K
393 $139M
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 8.63%
$221.86 - $362.89 $8.65K - $14.2K
491 $156M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
43
+ 9.07%
$141.37 - $228.57 $6.08K - $9.83K
517 $117M
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 8.83%
$335.24 - $380.78 $32.5K - $36.9K
1.2K $438M
LMT
Lockheed Martin Corp

Industrials
74
New
$430.82 - $486.45 $31.9K - $36K
74 $34.3M
AIG
American International Group, Inc.

Financial Services
400
+ 173.91%
$77.56 - $87.72 $31K - $35.1K
630 $53.9M
IEFA
Ishares Tr

ETFs
49
+ 1.32%
$67.83 - $84.09 $3.32K - $4.12K
3.76K $314M
AMGN
Amgen Inc

Healthcare
158
+ 44.51%
$262.28 - $309.85 $41.4K - $49K
513 $143M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
30
+ 0.91%
$57.14 - $72.68 $1.71K - $2.18K
3.32K $241M
CSCO
Cisco Systems, Inc.

Technology
344
+ 55.39%
$53.19 - $69.38 $18.3K - $23.9K
965 $67M
PLTR
Palantir Technologies Inc.

Technology
205
New
$74.01 - $144.25 $15.2K - $29.6K
205 $27.9M
TXN
Texas Instruments Inc

Technology
111
+ 76.55%
N/A
256 $53.2M
TDG
Trans Digm Group Inc

Industrials
13
+ 26.0%
$1231.75 - $1520.64 $16K - $19.8K
63 $95.8M
KO
Coca Cola CO

Consumer Defensive
378
+ 80.08%
$68.37 - $73.9 $25.8K - $27.9K
850 $60.2M
ITW
Illinois Tool Works Inc

Industrials
100
New
$218.41 - $252.43 $21.8K - $25.2K
100 $24.7M
NVO
Novo Nordisk A S

Healthcare
371
+ 15.74%
$58.08 - $81.05 $21.5K - $30.1K
2.73K $188M
EA
Electronic Arts Inc.

Communication Services
148
+ 328.89%
$132.53 - $159.7 $19.6K - $23.6K
193 $30.8M
Activity Summary
Buys All Purchases 186 New Holdings 63 Increased Positions 123 Sells All Sells 78 Reductions 76 Sold out 2 Options Calls 0 Puts 0
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