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
RTX
Raytheon Technologies Corp

Industrials
136
+ 48.4%
$113.75 - $148.48 $15.5K - $20.2K
417 $60.9M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
10
+ 0.4%
$59.57 - $75.11 $596 - $751
2.51K $188M
ATO
Atmos Energy Corp

Utilities
147
New
$145.06 - $162.66 $21.3K - $23.9K
147 $22.7M
MRVL
Marvell Technology, Inc.

Technology
275
New
$49.38 - $79.97 $13.6K - $22K
275 $21.3M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
29
+ 27.1%
$177.93 - $313.14 $5.16K - $9.08K
136 $42.6M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
20.5K
New
$4.85 - $5.95 $99.4K - $122K
20.5K $20.5M
GBIL
Goldman Sachs Access Treasury

ETFs
200
New
$99.83 - $100.19 $20K - $20K
200 $20M
NOC
Northrop Grumman Corp

Industrials
43
+ 33.59%
$456.3 - $540.39 $19.6K - $23.2K
171 $85.4M
EXAS
Exact Sciences Corp

Healthcare
147
+ 11.96%
$40.31 - $58.08 $5.93K - $8.54K
1.38K $73.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
309
+ 7.34%
$26.66 - $33.09 $8.24K - $10.2K
4.52K $149M
MCD
Mcdonalds Corp

Consumer Cyclical
106
+ 17.55%
$285.55 - $321.23 $30.3K - $34.1K
710 $207M
MA
Mastercard Inc

Financial Services
30
+ 22.56%
$479.92 - $590.74 $14.4K - $17.7K
163 $91.6M
HON
Honeywell International Inc

Industrials
66
+ 48.18%
$182.86 - $232.88 $12.1K - $15.4K
203 $47.3M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
267
New
$49.85 - $64.51 $13.3K - $17.2K
267 $17.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
434
+ 18.69%
$19.1 - $23.83 $8.29K - $10.3K
2.76K $65.7M
SPYG
Spdr Portfolio

ETFs
156
+ 866.67%
$71.83 - $95.32 $11.2K - $14.9K
174 $16.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
14
+ 0.72%
$54.19 - $67.22 $759 - $941
1.96K $132M
PM
Philip Morris International Inc.

Consumer Defensive
48
+ 23.19%
$149.23 - $184.95 $7.16K - $8.88K
255 $46.4M
PEP
Pepsico Inc

Consumer Defensive
122
+ 85.31%
$128.02 - $151.37 $15.6K - $18.5K
265 $35M
LOW
Lowes Companies Inc

Consumer Cyclical
73
+ 30.8%
$210.83 - $235.28 $15.4K - $17.2K
310 $68.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.13%
$82.96 - $110.1 $83 - $110
757 $83.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.09%
$51.16 - $62.02 $153 - $186
3.44K $213M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
147
+ 5.55%
N/A
2.79K $183M
CEG
Constellation Energy Corp

Utilities
17
+ 28.81%
$170.96 - $322.76 $2.91K - $5.49K
76 $24.5M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
143
New
$70.44 - $86.87 $10.1K - $12.4K
143 $12.5M
DELL
Dell Technologies Inc.

Technology
101
New
$71.63 - $125.98 $7.23K - $12.7K
101 $12.4M
FNDX
Schwab Fundamental U S Large C

ETFs
501
New
$20.84 - $24.54 $10.4K - $12.3K
501 $12.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
29
+ 27.1%
$201.28 - $266.34 $5.84K - $7.72K
136 $36.2M
JNJ
Johnson & Johnson

Healthcare
120
+ 23.53%
$146.36 - $159.82 $17.6K - $19.2K
630 $96.2M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
141
New
$66.87 - $79.47 $9.43K - $11.2K
141 $11.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.24%
$108.12 - $135.04 $216 - $270
831 $112M
PFG
Principal Financial Group Inc

Financial Services
142
+ 215.15%
$69.56 - $86.19 $9.88K - $12.2K
208 $16.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
116
New
$72.61 - $88.75 $8.42K - $10.3K
116 $10.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
125
+ 178.57%
$67.03 - $80.35 $8.38K - $10K
195 $15.6M
HEIA
Heico Crp Cl A
16
+ 13.33%
N/A
136 $35.2M
CARR
Carrier Global Corp

Industrials
66
+ 12.92%
$55.55 - $75.83 $3.67K - $5K
577 $42.2M
SPGI
S&P Global Inc.

Financial Services
14
+ 11.38%
$438.31 - $527.29 $6.14K - $7.38K
137 $72.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
10
+ 0.28%
$44.8 - $53.97 $448 - $540
3.61K $195M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.57%
$174.82 - $215.79 $524 - $647
525 $113M
BSX
Boston Scientific Corp

Healthcare
56
+ 11.55%
$89.7 - $107.41 $5.02K - $6.01K
541 $58.1M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
183
+ 26.48%
$19.5 - $30.4 $3.57K - $5.56K
874 $25.6M
EXEL
Exelixis, Inc.

Healthcare
188
New
$34.13 - $46.26 $6.42K - $8.7K
188 $8.29M
FNDA
Schwab Fundamental U S Small C

ETFs
271
New
$23.85 - $28.69 $6.46K - $7.77K
271 $7.77M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
110
New
$55.54 - $69.09 $6.11K - $7.6K
110 $7.6M
FCX
Freeport Mcmoran Inc

Basic Materials
70
+ 8.44%
$29.15 - $44.46 $2.04K - $3.11K
899 $39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.62%
$114.78 - $133.31 $1.03K - $1.2K
1.45K $194M
FNDF
Schwab Fundamental Intl Large

ETFs
185
New
$32.25 - $40.02 $5.97K - $7.4K
185 $7.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
334
New
$17.76 - $22.1 $5.93K - $7.38K
334 $7.38M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.31%
$176.34 - $218.59 $176 - $219
321 $69.7M
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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