Custom Index Systems, LLC Purchases in Q3 2025

Custom Index Systems, LLC

  • $337 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.8K
+ 90.08%
$420.11 - $472.68 $4.12M - $4.63M
20.7K $9.69B
AAPL
Apple Inc.

Technology
6.21K
+ 12.48%
$202.38 - $256.87 $1.26M - $1.6M
56K $14.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
29.6K
+ 98.65%
$108.97 - $121.65 $3.23M - $3.6M
59.6K $7.2B
NVDA
Nvidia Corp

Technology
13.5K
+ 28.59%
$153.3 - $186.58 $2.07M - $2.52M
60.6K $11.3B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
9.93K
+ 113.71%
$284.45 - $324.95 $2.82M - $3.23M
18.7K $5.97B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
74K
New
$46.51 - $50.07 $3.44M - $3.7M
74K $3.47B
MLPX
Global X Mlp & Energy Infrastr

ETFs
54K
New
$59.5 - $62.99 $3.22M - $3.4M
54K $3.39B
IWD
Ishares Russell 1000 Val ETF

ETFs
15.8K
+ 88.54%
$192.76 - $203.86 $3.04M - $3.21M
33.6K $6.83B
EFV
Msci Eafe Value ETF

ETFs
40.2K
+ 57.14%
$62.79 - $68.42 $2.53M - $2.75M
111K $7.5B
SCHV
Schwab Strategic Tr Us Large C

ETFs
92.5K
+ 87.59%
$27.61 - $29.15 $2.55M - $2.7M
198K $5.77B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
55.1K
+ 57.52%
$45.07 - $47.56 $2.48M - $2.62M
151K $6.94B
MSFT
Microsoft Corp

Technology
4.16K
+ 45.08%
$491.09 - $535.64 $2.04M - $2.23M
13.4K $6.94B
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
22.5K
+ 253.94%
N/A
31.3K $2.64B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.9K
+ 55.54%
$89.32 - $107.82 $1.24M - $1.5M
38.9K $4.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31K
+ 57.34%
$49.43 - $54.52 $1.53M - $1.69M
84.9K $4.6B
FNDE
Schwab Fundamental Emerging Mk

ETFs
45.4K
+ 57.35%
$33.13 - $36.31 $1.5M - $1.65M
125K $4.5B
PAVE
Global X Fds Us Infrastructure

ETFs
38.3K
New
$44.02 - $47.63 $1.69M - $1.83M
38.3K $1.83B
APPF
Appfolio Inc

Technology
5.74K
+ 134.62%
$229.81 - $321.25 $1.32M - $1.84M
10K $2.76B
SOFI
So Fi Technologies, Inc.

Financial Services
66.7K
New
$17.64 - $29.81 $1.18M - $1.99M
66.7K $1.76B
GII
Spdr S&P Global Infrasture ETF

ETFs
24.2K
New
$66.35 - $69.9 $1.61M - $1.69M
24.2K $1.69B
AVAV
Aero Vironment Inc

Industrials
5.17K
New
$226.08 - $314.89 $1.17M - $1.63M
5.17K $1.63B
AN
Autonation, Inc.

Consumer Cyclical
7.06K
+ 262.24%
$189.27 - $227.18 $1.34M - $1.6M
9.75K $2.13B
AVGO
Broadcom Inc.

Technology
3.06K
+ 29.79%
$264.74 - $369.57 $810K - $1.13M
13.3K $4.4B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
52.3K
+ 57.5%
N/A
143K $3.64B
META
Meta Platforms, Inc.

Communication Services
2.02K
+ 50.65%
$695.21 - $791.73 $1.41M - $1.6M
6.02K $4.42B
AGX
Argan Inc

Industrials
3.85K
+ 47.59%
$202.53 - $271.07 $779K - $1.04M
11.9K $3.22B
AMZN
Amazon Com Inc

Consumer Cyclical
5.6K
+ 38.71%
$211.65 - $238.24 $1.19M - $1.33M
20.1K $4.41B
GOOGL
Alphabet Inc.

Communication Services
2.06K
+ 19.09%
$174.36 - $254.72 $359K - $525K
12.9K $3.12B
VST
Vistra Corp.

Utilities
6.17K
+ 102.31%
$182.0 - $217.92 $1.12M - $1.34M
12.2K $2.39B
NFLX
Netflix Inc

Communication Services
1.24K
+ 62.88%
$1147.87 - $1297.18 $1.42M - $1.61M
3.21K $3.85B
FYC
First Trust Small Cap Growth A

ETFs
12.7K
+ 354.0%
$77.98 - $92.23 $994K - $1.18M
16.3K $1.48B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
28.8K
+ 58.16%
$32.53 - $35.69 $936K - $1.03M
78.2K $2.78B
SIVR
Abrdn Silver ETF Trust

ETFs
19.3K
+ 118.61%
$34.34 - $44.62 $662K - $860K
35.5K $1.58B
MCK
Mckesson Corp

Healthcare
1.19K
+ 55.46%
$659.01 - $772.54 $787K - $922K
3.35K $2.59B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.48K
+ 82.48%
$339.37 - $366.46 $841K - $908K
5.48K $2B
IWX
Ishares Tr Russell 200 Value E

ETFs
11.1K
New
$83.04 - $87.88 $924K - $978K
11.1K $978M
IVE
Ishares S&P 500 Value ETF

ETFs
4.43K
+ 87.38%
$194.44 - $206.51 $862K - $915K
9.5K $1.96B
XSMO
Invesco S&P Smallcap Momentum

ETFs
12.6K
+ 173.77%
$67.1 - $74.29 $846K - $937K
19.9K $1.46B
Spinnaker ETF Series
18.9K
+ 92.28%
N/A
39.4K $1.85B
HDV
Ishares Core High Dividend ETF

ETFs
7.86K
New
$118.16 - $123.66 $929K - $972K
7.86K $962M
TTWO
Take Two Interactive Software Inc

Communication Services
3.33K
+ 56.68%
$217.37 - $259.96 $724K - $866K
9.21K $2.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.42K
+ 68.92%
$546.99 - $602.2 $774K - $852K
3.47K $2.08B
IGV
Ishares Expanded Tech Software

ETFs
7.99K
+ 161.74%
$105.96 - $117.79 $847K - $941K
12.9K $1.49B
Lam Research Corp
4.59K
+ 52.42%
N/A
13.3K $1.79B
APH
Amphenol Corp

Technology
5.62K
+ 59.15%
$97.39 - $125.4 $547K - $705K
15.1K $1.87B
DGX
Quest Diagnostics Inc

Healthcare
4.45K
+ 61.8%
N/A
11.7K $2.22B
ACM
Aecom

Industrials
5.48K
+ 54.76%
$111.08 - $132.99 $608K - $728K
15.5K $2.02B
ORCL
Oracle Corp

Technology
2.46K
+ 78.25%
$218.96 - $328.33 $539K - $808K
5.61K $1.58B
CBRE
Cbre Group, Inc.

Real Estate
4.54K
+ 50.32%
$137.04 - $165.9 $622K - $753K
13.6K $2.14B
Activity Summary
Buys All Purchases 215 New Holdings 52 Increased Positions 163 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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