Financial Life Planners Purchases in Q2 2025

Financial Life Planners

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.61K
+ 7.9%
$416.06 - $551.64 $1.5M - $1.99M
49.3K $27.2B
IVV
Ishares Core S&P 500 ETF

ETFs
2.97K
+ 8.13%
$498.8 - $620.9 $1.48M - $1.84M
39.4K $24.5B
NVDA
Nvidia Corp

Technology
147
+ 0.19%
$94.31 - $157.99 $13.9K - $23.2K
78.6K $12.4B
PLTR
Palantir Technologies Inc.

Technology
26.7K
New
$74.01 - $144.25 $1.98M - $3.85M
26.7K $3.64B
HOOD
Robinhood Markets, Inc.

Technology
38K
New
$34.17 - $93.63 $1.3M - $3.56M
38K $3.56B
AXON
Axon Enterprise, Inc.

Industrials
3.86K
+ 336.82%
$497.13 - $827.94 $1.92M - $3.2M
5.01K $4.14B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
38K
New
$29.19 - $50.24 $1.11M - $1.91M
38K $1.91B
NFLX
Netflix Inc

Communication Services
644
+ 200.62%
$855.86 - $1339.13 $551K - $862K
965 $1.29B
Wisdomtree Bitcoin Fd
5.31K
+ 109.92%
N/A
10.1K $1.16B
MGK
Vanguard Mega Cap Growth ETF

ETFs
177
+ 2.49%
$273.67 - $366.17 $48.4K - $64.8K
7.3K $2.67B
V
Visa Inc.

Financial Services
1.14K
+ 395.49%
$308.27 - $373.31 $351K - $425K
1.43K $507M
AMZN
Amazon Com Inc

Consumer Cyclical
17
+ 0.2%
$167.32 - $223.3 $2.84K - $3.8K
8.55K $1.88B
HWM
Howmet Aerospace Inc.

Industrials
923
+ 83.38%
$112.33 - $186.13 $104K - $172K
2.03K $378M
NRG
Nrg Energy, Inc.

Utilities
444
+ 18.8%
$83.61 - $162.67 $37.1K - $72.2K
2.81K $451M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.17%
$484.66 - $738.09 $969 - $1.48K
1.16K $855M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.04K
+ 14.93%
$483.48 - $539.8 $502K - $561K
8K $3.89B
ORCL
Oracle Corp

Technology
6
+ 0.42%
$122.82 - $218.63 $737 - $1.31K
1.44K $314M
GS
Goldman Sachs Group Inc

Financial Services
64
+ 15.61%
$462.22 - $707.75 $29.6K - $45.3K
474 $336M
IGV
Ishares Expanded Tech Software

ETFs
298
+ 17.27%
$80.15 - $109.5 $23.9K - $32.6K
2.02K $222M
IBM
International Business Machines Corp

Technology
119
+ 18.83%
$221.03 - $294.78 $26.3K - $35.1K
751 $221M
JPM
Jpmorgan Chase & CO

Financial Services
77
+ 9.7%
$210.28 - $289.91 $16.2K - $22.3K
871 $252M
XLF
Financial Sector Spdr

ETFs
229
+ 1.61%
$43.92 - $52.37 $10.1K - $12K
14.4K $755M
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.48%
$113.75 - $148.48 $1.82K - $2.38K
3.36K $491M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.92K
+ 3.51%
$20.16 - $20.49 $38.7K - $39.4K
56.6K $1.16B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.08K
+ 5.66%
$20.66 - $20.74 $43K - $43.1K
38.8K $803M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.35K
+ 4.05%
$19.44 - $19.56 $26.3K - $26.4K
34.7K $678M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.26K
+ 6.47%
$19.49 - $19.66 $24.6K - $24.8K
20.7K $407M
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.44%
$166.82 - $194.23 $1.5K - $1.75K
2.07K $402M
CI
Cigna Corp

Healthcare
5
+ 0.57%
$301.89 - $340.04 $1.51K - $1.7K
882 $291M
FSK
Fs Kkr Capital Corp

Financial Services
180
+ 1.9%
$17.95 - $21.5 $3.23K - $3.87K
9.66K $200M
XOM
Exxon Mobil Corp

Energy
18
+ 0.95%
$99.93 - $119.04 $1.8K - $2.14K
1.92K $207M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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