Fairman Group, LLC Incresed Positions in Q1 2025

Fairman Group, LLC

  • $109 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
423
+ 87.4%
$74.87 - $79.99 $31.7K - $33.8K
907 $36.7M
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.4%
$251.87 - $277.95 $1.26K - $1.39K
1.25K $327M
VGIT
Vanguard Intermediate Term Tre

ETFs
33
+ 9.3%
$57.44 - $59.4 $1.9K - $1.96K
388 $20.6M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.18%
$369.1 - $427.61 $369 - $428
548 $225M
VEU
Vanguard Ftse All World Ex Us

ETFs
91
+ 14.8%
$56.51 - $62.98 $5.14K - $5.73K
706 $35.3M
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.28%
$170.36 - $201.04 $341 - $402
705 $134M
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.46%
N/A
1.75K $341M
STRV
Ea Ser Tr Strive 500 ETF
54.9K
+ 246.85%
N/A
77.1K $840M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.07%
$23.16 - $27.04 $46.3 - $54.1
2.98K $77.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
8
+ 2.93%
$156.61 - $168.02 $1.25K - $1.34K
281 $44.1M
VGSH
Vanguard

ETFs
268
+ 23.86%
$58.07 - $58.69 $15.6K - $15.7K
1.39K $65.3M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
7
+ 0.4%
$61.2 - $68.24 $428 - $478
1.75K $110M
DGS
Wisdomtree Emerging Markets Sm

ETFs
8
+ 0.15%
$47.4 - $50.24 $379 - $402
5.21K $255M
VZ
Verizon Communications Inc

Communication Services
5
+ 1.61%
$37.81 - $46.49 $189 - $232
315 $12.4M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.18%
$115.08 - $123.97 $115 - $124
542 $63.5M
VTI
Vanguard Total Stock Market Et

ETFs
81
+ 0.89%
$271.18 - $303.12 $22K - $24.6K
9.22K $2.65B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8
+ 0.29%
$58.01 - $64.46 $464 - $516
2.81K $165M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.92%
$183.02 - $207.75 $183 - $208
110 $21.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.11%
$247.97 - $296.33 $496 - $593
1.8K $504M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18
+ 0.11%
$24.91 - $29.02 $448 - $522
16.1K $449M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.07K
+ 53.76%
$21.75 - $24.28 $154K - $172K
20.2K $305M
PFE
Pfizer Inc

Healthcare
12
+ 0.37%
$25.01 - $27.13 $300 - $326
3.22K $85.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26
+ 0.25%
$32.42 - $36.13 $843 - $939
10.6K $364M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.13%
$23.92 - $26.89 $95.7 - $108
3.04K $74.6M
CPB
Campbell Soup CO

Consumer Defensive
1
+ 0.81%
$37.29 - $42.04 $37.3 - $42
124 $5.15M
T
At&T Inc.

Communication Services
4
+ 0.41%
$21.56 - $28.28 $86.2 - $113
982 $22.3M
ACVF
ETF Opportunities Tr American

ETFs
8
+ 0.16%
$42.01 - $46.08 $336 - $369
4.95K $216M
MO
Altria Group, Inc.

Consumer Defensive
10
+ 1.99%
$50.81 - $60.02 $508 - $600
512 $26.8M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.07%
$154.33 - $206.19 $154 - $206
1.38K $262M
PPL
Ppl Corp

Utilities
3
+ 0.65%
$31.68 - $36.11 $95 - $108
467 $15.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.19%
$58.81 - $68.2 $176 - $205
1.56K $101M
F
Ford Motor CO

Consumer Cyclical
2
+ 0.08%
$9.12 - $10.43 $18.2 - $20.9
2.59K $25.6M
IP
International Paper CO

Consumer Cyclical
2
+ 0.92%
$49.38 - $60.09 $98.8 - $120
219 $11.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.23%
$120.29 - $134.6 $120 - $135
444 $57M
DVY
Ishares Tr

ETFs
1
+ 0.27%
$128.58 - $138.1 $129 - $138
376 $49.2M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.61%
$122.59 - $135.24 $123 - $135
164 $21.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.11%
$82.81 - $92.93 $248 - $279
2.67K $236M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.18%
$198.1 - $229.79 $396 - $460
1.13K $249M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22
+ 10.68%
$169.43 - $182.84 $3.73K - $4.02K
228 $36.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
117
+ 0.36%
$39.4 - $42.61 $4.61K - $4.99K
32.3K $1.3B
PRU
Prudential Financial Inc

Financial Services
5
+ 1.31%
$105.04 - $122.33 $525 - $612
387 $45.3M
IVV
Ishares Core S&P 500 ETF

ETFs
2.84K
+ 11.36%
$554.06 - $615.85 $1.57M - $1.75M
27.8K $14.6B
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 57 Reductions 49 Sold out 8 Options Calls 0 Puts 0
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