Tounjian Advisory Partners, LLC Reduced Holdings in Q3 2025

Tounjian Advisory Partners, LLC

  • $299 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-13.9K
- 28.33%
$57.75 - $67.68 $801K - $939K
35.1K $2.32B
JBHT
Hunt J B Transport Services Inc

Industrials
-3.14K
- 22.15%
$130.65 - $154.66 $410K - $485K
11K $1.48B
OKE
Oneok Inc

Energy
-2.83K
- 21.15%
$71.36 - $83.47 $202K - $236K
10.6K $770M
ABBV
Abb Vie Inc.

Healthcare
-3.89K
- 24.38%
$184.85 - $231.54 $718K - $900K
12.1K $2.79B
FNF
Fidelity National Financial, Inc.

Financial Services
-7.38K
- 45.72%
$51.22 - $61.07 $378K - $451K
8.76K $530M
MA
Mastercard Inc

Financial Services
-930
- 20.01%
$550.18 - $598.96 $512K - $557K
3.72K $2.11B
AEP
American Electric Power CO Inc

Utilities
-4.23K
- 29.16%
$103.26 - $115.0 $437K - $486K
10.3K $1.16B
NEE
Nextera Energy Inc

Utilities
-6.51K
- 44.37%
$69.77 - $77.54 $454K - $505K
8.17K $617M
IBM
International Business Machines Corp

Technology
-2.16K
- 37.83%
$234.77 - $292.47 $507K - $632K
3.55K $1B
CMS
Cms Energy Corp

Utilities
-4.95K
- 24.16%
$69.37 - $74.67 $343K - $369K
15.5K $1.14B
VZ
Verizon Communications Inc

Communication Services
-6.37K
- 14.04%
$40.84 - $45.06 $260K - $287K
39K $1.71B
PPL
Ppl Corp

Utilities
-9.83K
- 26.48%
$33.54 - $37.24 $330K - $366K
27.3K $1.01B
LLY
Eli Lilly & CO

Healthcare
-52
- 1.15%
$625.65 - $812.69 $32.5K - $42.3K
4.48K $3.42B
CNP
Centerpoint Energy Inc

Utilities
-11.8K
- 21.42%
$35.77 - $39.16 $420K - $460K
43.1K $1.67B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-6.54K
- 57.56%
N/A
4.82K $232M
CFG
Citizens Financial Group Inc

Financial Services
-14.2K
- 36.34%
$46.1 - $53.65 $656K - $763K
24.9K $1.32B
TJX
Tjx Companies Inc

Consumer Cyclical
-5.77K
- 23.44%
$121.35 - $144.54 $700K - $834K
18.8K $2.72B
NKE
Nike, Inc.

Consumer Cyclical
-6.49K
- 22.24%
$69.24 - $79.24 $450K - $514K
22.7K $1.58B
IP
International Paper CO

Consumer Cyclical
-2.01K
- 8.69%
$45.32 - $55.68 $90.9K - $112K
21.1K $978M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.86K
- 44.82%
$87.07 - $93.06 $336K - $359K
4.75K $435M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-5.53K
- 47.79%
$52.31 - $56.47 $289K - $312K
6.04K $341M
DTE
Dte Energy CO

Utilities
-1.88K
- 21.03%
$130.26 - $141.49 $245K - $266K
7.06K $998M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.38K
- 43.71%
$78.88 - $85.2 $266K - $288K
4.35K $363M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-3.56K
- 45.8%
$93.41 - $104.11 $333K - $371K
4.22K $434M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-5.9K
- 28.06%
$77.92 - $81.94 $459K - $483K
15.1K $1.24B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-4.38K
- 10.08%
$48.06 - $50.98 $210K - $223K
39K $1.97B
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-8.23K
- 9.94%
$28.77 - $29.79 $237K - $245K
74.5K $2.21B
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-5.25K
- 25.59%
$49.48 - $53.78 $260K - $282K
15.3K $800M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.74K
- 8.5%
$22.64 - $23.22 $198K - $203K
94.1K $2.18B
CSX
Csx Corp

Industrials
-18.7K
- 23.64%
$32.05 - $36.52 $601K - $685K
60.5K $2.15B
OGE
Oge Energy Corp.

Utilities
-3.97K
- 14.3%
$43.46 - $46.27 $173K - $184K
23.8K $1.1B
WEC
Wec Energy Group, Inc.

Utilities
-2.11K
- 16.05%
$103.66 - $114.59 $219K - $242K
11K $1.26B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-970
- 40.59%
$284.45 - $324.95 $276K - $315K
1.42K $454M
USB
Us Bancorp \De\

Financial Services
-8.16K
- 20.8%
$43.94 - $50.41 $359K - $411K
31.1K $1.5B
FITB
Fifth Third Bancorp

Financial Services
-6.79K
- 23.37%
$40.91 - $46.28 $278K - $314K
22.3K $991M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-3.26K
- 7.07%
$48.34 - $49.39 $157K - $161K
42.8K $2.11B
WFC
Wells Fargo & Company

Financial Services
-2.01K
- 37.77%
$77.05 - $85.16 $155K - $171K
3.31K $278M
RTX
Raytheon Technologies Corp

Industrials
-1.43K
- 35.54%
$144.19 - $167.33 $206K - $239K
2.59K $433M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-1.63K
- 9.94%
$50.05 - $50.36 $81.5K - $82K
14.8K $741M
WTS
Watts Water Technologies Inc

Industrials
-726
- 44.54%
$247.02 - $285.86 $179K - $208K
904 $252M
BAC
Bank Of America Corp

Financial Services
-4.27K
- 28.14%
$44.92 - $52.42 $192K - $224K
10.9K $563M
PFG
Principal Financial Group Inc

Financial Services
-650
- 5.93%
$75.53 - $82.95 $49.1K - $53.9K
10.3K $855M
CMBS
Ishares Cmbs ETF

ETFs
-1.7K
- 11.8%
$48.14 - $49.26 $82K - $83.9K
12.7K $625M
TFC
Truist Financial Corp

Financial Services
-4.57K
- 13.71%
$42.83 - $47.07 $196K - $215K
28.7K $1.31B
UNP
Union Pacific Corp

Industrials
-218
- 17.25%
$214.91 - $237.16 $46.9K - $51.7K
1.05K $247M
OMC
Omnicom Group Inc.

Communication Services
-304
- 1.8%
$70.41 - $81.53 $21.4K - $24.8K
16.5K $1.35B
BBY
Best Buy CO Inc

Consumer Cyclical
-822
- 6.63%
$64.12 - $78.46 $52.7K - $64.5K
11.6K $875M
D
Dominion Energy, Inc

Utilities
-2.52K
- 10.05%
$56.32 - $62.1 $142K - $156K
22.5K $1.38B
XLE
Energy Sector Spdr

ETFs
-174
- 6.88%
$84.25 - $91.99 $14.7K - $16K
2.36K $210M
Activity Summary
Buys All Purchases 27 New Holdings 14 Increased Positions 13 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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