Fonville Wealth Management LLC Sells in Q3 2025

Fonville Wealth Management LLC

  • $444 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.89K
- 48.09%
$85.01 - $90.35 $246K - $261K
3.12K $279M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.28K
- 8.94%
$181.56 - $190.33 $415K - $435K
23.2K $4.41B
DKNG
Draft Kings Inc.

Consumer Cyclical
-200
- 0.57%
$37.4 - $48.23 $7.48K - $9.65K
35K $1.31B
ACN
Accenture PLC

Technology
-12
- 0.97%
$232.56 - $304.78 $2.79K - $3.66K
1.23K $303M
NFLX
Netflix Inc

Communication Services
-1
- 0.4%
$1147.87 - $1297.18 $1.15K - $1.3K
250 $300M
V
Visa Inc.

Financial Services
-20
- 1.28%
$332.09 - $358.86 $6.64K - $7.18K
1.54K $526M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-438
- 7.53%
N/A
5.38K $251M
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.14%
$150.47 - $161.22 $301 - $322
1.46K $224M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-54
- 4.84%
$459.11 - $506.91 $24.8K - $27.4K
1.06K $534M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-167
- 2.75%
$107.66 - $112.36 $18K - $18.8K
5.9K $658M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-205
- 4.36%
$48.5 - $50.19 $9.94K - $10.3K
4.5K $225M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-128
- 0.86%
$52.39 - $53.11 $6.71K - $6.8K
14.7K $781M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-50
- 1.28%
$78.96 - $80.04 $3.95K - $4K
3.87K $309M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-97
- 3.72%
$87.29 - $93.61 $8.47K - $9.08K
2.51K $235M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-483
- 6.75%
$28.92 - $32.19 $14K - $15.5K
6.67K $213M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-46
- 0.23%
$22.9 - $24.1 $1.05K - $1.11K
20.3K $484M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6
- 0.03%
$20.76 - $21.78 $125 - $131
19.1K $412M
VGT
Vanguard Information Technolog

ETFs
-136
- 10.09%
$656.44 - $753.15 $89.3K - $102K
1.21K $905M
WMT
Walmart Inc.

Consumer Defensive
-105
- 2.47%
$94.4 - $104.27 $9.91K - $10.9K
4.15K $427M
SO
Southern CO

Utilities
-3
- 0.07%
$90.83 - $96.0 $272 - $288
4.45K $422M
MSFT
Microsoft Corp

Technology
-341
- 3.66%
$491.09 - $535.64 $167K - $183K
8.98K $4.65B
VEU
Vanguard Ftse All World Ex Us

ETFs
-40
- 0.79%
$66.38 - $71.68 $2.66K - $2.87K
5.03K $359M
TFC
Truist Financial Corp

Financial Services
-7
- 0.1%
$42.83 - $47.07 $300 - $329
6.83K $312M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-355
- 1.75%
$27.61 - $29.15 $9.8K - $10.3K
19.9K $579M
DVY
Ishares Tr

ETFs
-166
- 3.59%
$133.88 - $142.57 $22.2K - $23.7K
4.46K $634M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.41K
- 2.68%
$21.69 - $23.34 $30.6K - $33K
51.3K $1.19B
XLK
Technology Sector Spdr

ETFs
-16
- 1.01%
$250.97 - $282.66 $4.02K - $4.52K
1.56K $440M
IVE
Ishares S&P 500 Value ETF

ETFs
-170
- 2.4%
$194.44 - $206.51 $33.1K - $35.1K
6.93K $1.43B
EFV
Msci Eafe Value ETF

ETFs
-319
- 1.94%
$62.79 - $68.42 $20K - $21.8K
16.2K $1.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-14
- 0.36%
$195.41 - $212.37 $2.74K - $2.97K
3.89K $813M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.22K
- 3.63%
$23.82 - $25.84 $52.9K - $57.4K
58.9K $1.51B
WTW
Willis Towers Watson PLC

Financial Services
-1
- 0.06%
$301.83 - $345.45 $302 - $345
1.55K $537M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-490
- 2.89%
$132.9 - $142.03 $65.1K - $69.6K
16.5K $2.32B
EEM
Ishares Msci Emerging Markets

ETFs
-101
- 0.79%
$48.07 - $53.4 $4.86K - $5.39K
12.7K $678M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-388
- 1.86%
$68.24 - $73.73 $26.5K - $28.6K
20.4K $1.5B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-84
- 0.34%
$30.13 - $33.37 $2.53K - $2.8K
24.3K $810M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.4K
- 2.92%
$25.29 - $28.33 $35.4K - $39.6K
46.6K $1.3B
IWM
Ishares Russell 2000 ETF

ETFs
-248
- 3.57%
$214.92 - $244.84 $53.3K - $60.7K
6.7K $1.62B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-92
- 0.16%
$41.91 - $44.87 $3.86K - $4.13K
55.7K $2.49B
NVDA
Nvidia Corp

Technology
-461
- 5.86%
$153.3 - $186.58 $70.7K - $86K
7.4K $1.38B
IWV
Ishares Russell 3000 ETF

ETFs
-81
- 1.11%
$351.04 - $379.81 $28.4K - $30.8K
7.23K $2.74B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.98K
- 3.29%
$72.65 - $78.68 $144K - $156K
58.3K $4.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
-208
- 0.82%
$108.97 - $121.65 $22.7K - $25.3K
25.1K $3.02B
GOOG
Alphabet Inc.

Communication Services
-59
- 1.04%
$175.16 - $255.24 $10.3K - $15.1K
5.62K $1.37B
VO
Vanguard Mid Cap ETF

ETFs
-78
- 0.28%
$279.83 - $293.74 $21.8K - $22.9K
28.2K $8.29B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-250
- 1.48%
$567.77 - $614.76 $142K - $154K
16.6K $10.2B
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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