A4 Wealth Advisors LLC New Holdings in Q3 2025

A4 Wealth Advisors LLC

  • $119 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
4.75K
New
$120.51 - $136.62 $573K - $649K
4.75K $636M
SIVR
Abrdn Silver ETF Trust

ETFs
14.3K
New
$34.34 - $44.62 $490K - $637K
14.3K $635M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
New
$459.11 - $506.91 $557K - $615K
1.21K $610M
IVV
Ishares Core S&P 500 ETF

ETFs
909
New
$620.67 - $670.08 $564K - $609K
909 $608M
MCD
Mcdonalds Corp

Consumer Cyclical
1.97K
New
$291.67 - $316.99 $575K - $625K
1.97K $599M
ETN
Eaton Corp PLC

Industrials
1.6K
New
$342.99 - $392.76 $548K - $628K
1.6K $598M
WMT
Walmart Inc.

Consumer Defensive
5.52K
New
$94.4 - $104.27 $521K - $575K
5.52K $568M
Aim ETF Products Trust
15.2K
New
N/A
15.2K $561M
KO
Coca Cola CO

Consumer Defensive
8.39K
New
$65.67 - $71.67 $551K - $601K
8.39K $556M
PG
Procter & Gamble CO

Consumer Defensive
3.53K
New
$150.47 - $161.22 $531K - $569K
3.53K $543M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.78K
New
$91.44 - $91.77 $528K - $530K
5.78K $530M
URI
United Rentals, Inc.

Industrials
549
New
$774.14 - $975.23 $425K - $535K
549 $524M
SBUX
Starbucks Corp

Consumer Cyclical
6.08K
New
$81.9 - $96.86 $498K - $589K
6.08K $515M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.51K
New
$59.81 - $60.11 $509K - $512K
8.51K $510M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.37K
New
$52.55 - $54.37 $492K - $509K
9.37K $507M
LOW
Lowes Companies Inc

Consumer Cyclical
2.01K
New
$215.01 - $273.02 $432K - $548K
2.01K $504M
Pimco ETF Tr
9.72K
New
N/A
9.72K $504M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.62K
New
$50.53 - $50.82 $486K - $489K
9.62K $489M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.63K
New
$48.5 - $50.19 $467K - $483K
9.63K $482M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16.5K
New
$28.38 - $29.05 $468K - $479K
16.5K $477M
APH
Amphenol Corp

Technology
3.78K
New
$97.39 - $125.4 $368K - $474K
3.78K $468M
PANW
Palo Alto Networks Inc

Technology
2.29K
New
$167.06 - $208.19 $383K - $478K
2.29K $467M
SMOT
Vaneck ETF Tr Morningstar Smid
12.2K
New
N/A
12.2K $440M
Ishares Bitcoin Trust ETF
6.56K
New
N/A
6.56K $427M
NFLX
Netflix Inc

Communication Services
350
New
$1147.87 - $1297.18 $402K - $454K
350 $420M
Lam Research Corp
3.11K
New
N/A
3.11K $417M
SHV
Ishares Tr

ETFs
3.74K
New
$110.06 - $110.49 $412K - $414K
3.74K $414M
ORCL
Oracle Corp

Technology
1.46K
New
$218.96 - $328.33 $319K - $479K
1.46K $410M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.03K
New
$187.97 - $199.47 $382K - $406K
2.03K $406M
RTX
Raytheon Technologies Corp

Industrials
2.4K
New
$144.19 - $167.33 $345K - $401K
2.4K $401M
Blackrock ETF Trust Ii
8.1K
New
N/A
8.1K $398M
Doubleline ETF Trust
7.64K
New
N/A
7.64K $390M
MAR
Marriott International Inc

Consumer Cyclical
1.46K
New
$255.35 - $282.87 $374K - $414K
1.46K $381M
PWR
Quanta Services, Inc.

Industrials
915
New
$372.29 - $421.68 $341K - $386K
915 $379M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.81K
New
$45.6 - $46.92 $356K - $366K
7.81K $365M
T
At&T Inc.

Communication Services
12.8K
New
$26.94 - $29.62 $346K - $380K
12.8K $363M
ABBV
Abb Vie Inc.

Healthcare
1.56K
New
$184.85 - $231.54 $289K - $362K
1.56K $362M
LHX
L3 Harris Technologies, Inc.

Industrials
1.17K
New
$252.18 - $305.41 $294K - $356K
1.17K $356M
MO
Altria Group, Inc.

Consumer Defensive
5.38K
New
$57.75 - $67.68 $311K - $364K
5.38K $355M
NOC
Northrop Grumman Corp

Industrials
571
New
$498.9 - $609.32 $285K - $348K
571 $348M
Doubleline ETF Trust
6.97K
New
N/A
6.97K $346M
EXR
Extra Space Storage Inc.

Real Estate
2.41K
New
$134.36 - $152.88 $324K - $369K
2.41K $340M
Peakstone Realty Trust
25.9K
New
N/A
25.9K $340M
WELL
Welltower Inc.

Real Estate
1.88K
New
$150.71 - $178.14 $284K - $335K
1.88K $335M
HD
Home Depot, Inc.

Consumer Cyclical
824
New
$357.4 - $423.42 $294K - $349K
824 $334M
CSHI
Shp ETF Tr Neos Enhanced Incom
6.66K
New
N/A
6.66K $331M
TSLA
Tesla, Inc.

Consumer Cyclical
740
New
$293.94 - $444.72 $218K - $329K
740 $329M
MLM
Martin Marietta Materials Inc

Basic Materials
511
New
$546.36 - $631.12 $279K - $323K
511 $322M
VGSH
Vanguard

ETFs
5.47K
New
$58.43 - $58.88 $320K - $322K
5.47K $322M
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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