Financially Speaking Inc Purchases and Sells in Q2 2025

Financially Speaking Inc

$152 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	247K + 90103.28%	$22.27 - $29.21 $5.5M - $7.21M	247K $7.22B
FLDR	139K + 297.38%	$49.82 - $50.25 $6.91M - $6.97M	185K $9.28B
JPIN	104K + 13571.52%	$52.18 - $64.25 $5.45M - $6.71M	105K $6.74B
XLC	46.4K + 165700.0%	$86.13 - $108.53 $4M - $5.04M	46.4K $5.04B
PLTR	3.35K + 44.14%	$74.01 - $144.25 $248K - $483K	10.9K $1.49B
NVDA	4.88K + 657.82%	$94.31 - $157.99 $460K - $771K	5.62K $888M

New Holdings

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPMORGAN U S TECH LEADERS ETF IV	199K New	N/A	199K $16.8B
JPST	183K New	$50.36 - $50.68 $9.22M - $9.28M	183K $9.28B
GLOBAL X DEFENSE TECH ETF	88.6K New	N/A	88.6K $5.34B
ITA	26.7K New	$135.31 - $188.64 $3.62M - $5.04M	26.7K $5.04B
MCK	800 New	$652.83 - $732.78 $522K - $586K	800 $586M
SDY	3.34K New	$121.58 - $136.74 $406K - $456K	3.34K $453M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHWAB TREASURY OBLIG MONEY INV	-13.6M - 19.3%	N/A	57.1M $57.1B
ICON FLEXIBLE BD FD INV	-1.11M - 42.92%	N/A	1.47M $12.5B
NYLI MACKAY SHORT DURATION HIGH INC CL A	-892K - 99.92%	N/A	709 $6.75M
RNMBY	-29.1K - 99.93%	$258.5 - $433.54 $7.52M - $12.6M	21 $8.87M
BRK-B	-9.89K - 98.98%	$483.48 - $539.8 $4.78M - $5.34M	102 $49.5M
SCHWAB TREASURY OBLIG MONEY ULTRA	-155K - 5.81%	N/A	2.52M $2.52B

Activity Summary All Purchases 123 New Holdings 103 Increased Positions 20 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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