A4 Wealth Advisors LLC Purchases in Q3 2025

A4 Wealth Advisors LLC

  • $119 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.27K
New
$132.9 - $142.03 $301K - $322K
2.27K $319M
EFG
Msci Eafe Growth ETF

ETFs
2.79K
New
$106.99 - $114.46 $299K - $319K
2.79K $318M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.22K
New
$50.08 - $50.37 $311K - $313K
6.22K $312M
WFC
Wells Fargo & Company

Financial Services
3.72K
New
$77.05 - $85.16 $286K - $316K
3.72K $311M
DUK
Duke Energy Corp

Utilities
2.52K
New
$116.31 - $125.93 $293K - $317K
2.52K $311M
AEP
American Electric Power CO Inc

Utilities
2.76K
New
$103.26 - $115.0 $285K - $317K
2.76K $310M
TGT
Target Corp

Consumer Defensive
3.4K
New
$86.56 - $107.43 $295K - $366K
3.4K $305M
ALL
Allstate Corp

Financial Services
1.42K
New
$192.0 - $214.65 $273K - $305K
1.42K $305M
ECL
Ecolab Inc.

Basic Materials
1.11K
New
$259.39 - $285.47 $288K - $317K
1.11K $304M
NOW
Service Now, Inc.

Technology
329
New
$850.86 - $1044.69 $280K - $344K
329 $303M
XOM
Exxon Mobil Corp

Energy
2.68K
New
$105.83 - $117.22 $283K - $314K
2.68K $302M
USB
Us Bancorp \De\

Financial Services
6.25K
New
$43.94 - $50.41 $274K - $315K
6.25K $302M
SJM
J M Smucker CO

Consumer Defensive
2.77K
New
$102.24 - $113.2 $284K - $314K
2.77K $301M
PRU
Prudential Financial Inc

Financial Services
2.9K
New
$100.68 - $109.89 $292K - $319K
2.9K $301M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.77K
New
$167.28 - $188.45 $296K - $334K
1.77K $298M
Cohen & Steers ETF Trust
10.2K
New
N/A
10.2K $297M
COP
Conocophillips

Energy
3.09K
New
$91.0 - $98.99 $281K - $305K
3.09K $292M
ROK
Rockwell Automation, Inc

Industrials
831
New
$328.67 - $358.52 $273K - $298K
831 $290M
KMI
Kinder Morgan, Inc.

Energy
10.2K
New
$26.23 - $28.5 $269K - $292K
10.2K $290M
IYW
Ishares Dj Us Tech ETF

ETFs
1.47K
New
$171.38 - $197.01 $252K - $289K
1.47K $288M
AMGN
Amgen Inc

Healthcare
1.02K
New
$271.18 - $309.22 $276K - $314K
1.02K $287M
NEAR
Blackrock Short Maturity Bond

ETFs
5.57K
New
$50.8 - $51.32 $283K - $286K
5.57K $285M
CME
Cme Group Inc.

Financial Services
1.05K
New
$258.83 - $287.1 $271K - $301K
1.05K $283M
BKR
Baker Hughes CO

Energy
5.8K
New
$38.68 - $50.55 $224K - $293K
5.8K $282M
BSX
Boston Scientific Corp

Healthcare
2.88K
New
$97.03 - $108.14 $279K - $311K
2.88K $281M
PZZA
Papa Johns International Inc

Consumer Cyclical
5.77K
New
$40.08 - $50.41 $231K - $291K
5.77K $278M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.14K
New
$65.64 - $78.22 $272K - $324K
4.14K $278M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.2K
New
$25.67 - $27.21 $262K - $278K
10.2K $276M
GIS
General Mills Inc

Consumer Defensive
5.44K
New
$48.44 - $53.83 $263K - $293K
5.44K $274M
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
6.24K
New
N/A
6.24K $274M
TOLZ
Dj Brookfield Global

ETFs
5.05K
New
$52.67 - $54.58 $266K - $276K
5.05K $273M
DIS
Walt Disney CO

Communication Services
2.36K
New
$112.25 - $124.0 $265K - $293K
2.36K $270M
MOS
Mosaic CO

Basic Materials
7.78K
New
$30.93 - $37.81 $241K - $294K
7.78K $270M
WCN
Waste Connections, Inc.

Industrials
1.53K
New
$171.32 - $191.84 $261K - $293K
1.53K $268M
HON
Honeywell International Inc

Industrials
1.27K
New
$207.7 - $240.4 $264K - $306K
1.27K $268M
MCO
Moodys Corp

Financial Services
555
New
$472.69 - $521.32 $262K - $289K
555 $264M
SNPS
Synopsys Inc

Technology
533
New
$387.78 - $645.35 $207K - $344K
533 $263M
EQIX
Equinix Inc

Real Estate
328
New
$756.7 - $811.13 $248K - $266K
328 $257M
IBM
International Business Machines Corp

Technology
903
New
$234.77 - $292.47 $212K - $264K
903 $255M
Innovator Etfs Trust
12.3K
New
N/A
12.3K $252M
TXN
Texas Instruments Inc

Technology
1.36K
New
N/A
1.36K $250M
AVY
Avery Dennison Corp

Industrials
1.51K
New
$158.71 - $184.63 $240K - $279K
1.51K $245M
BALL
Ball Corp

Consumer Cyclical
4.83K
New
$48.47 - $59.71 $234K - $289K
4.83K $244M
UBER
Uber Technologies, Inc

Technology
2.45K
New
$86.91 - $99.57 $213K - $244K
2.45K $240M
UYLD
Angel Oak Fds Tr Ultrashort In
4.69K
New
N/A
4.69K $240M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.1K
New
$29.12 - $29.34 $236K - $238K
8.1K $238M
Innovator Etfs Trust
8.17K
New
N/A
8.17K $237M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.38K
New
$90.62 - $107.71 $215K - $256K
2.38K $234M
ACN
Accenture PLC

Technology
942
New
$232.56 - $304.78 $219K - $287K
942 $232M
Activity Summary
Buys All Purchases 158 New Holdings 158 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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