Michels Family Financial, LLC Purchases in Q1 2025

Michels Family Financial, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
12
+ 1.09%
$251.87 - $277.95 $3.02K - $3.34K
1.11K $287M
EWX
Spdr S&P Emerging Markets Smal

ETFs
472
+ 2.79%
$55.48 - $59.47 $26.2K - $28.1K
17.4K $986M
SPG
Simon Property Group Inc

Real Estate
117
+ 2.64%
$159.48 - $187.78 $18.7K - $22K
4.56K $757M
XLK
Technology Sector Spdr

ETFs
76
+ 7.75%
$206.38 - $242.18 $15.7K - $18.4K
1.06K $218M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.12%
N/A
834 $226M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$84.5 - $105.05 $254 - $315
5.91K $518M
VOT
Vanguard Mid Cap Growth Index

ETFs
93
+ 2.12%
$237.72 - $276.98 $22.1K - $25.8K
4.48K $1.1B
ET
Energy Transfer LP

Energy
319
+ 1.24%
$17.26 - $21.08 $5.51K - $6.72K
26K $483M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.08%
$92.45 - $106.69 $185 - $213
2.4K $223M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.26%
$217.89 - $252.64 $654 - $758
1.16K $257M
PH
Parker Hannifin Corp

Industrials
5
+ 0.5%
$591.65 - $707.05 $2.96K - $3.54K
1K $608M
FIS
Fidelity National Information Services, Inc.

Technology
103
+ 1.57%
$68.12 - $83.42 $7.02K - $8.59K
6.68K $499M
MSFT
Microsoft Corp

Technology
195
+ 8.29%
$375.39 - $447.2 $73.2K - $87.2K
2.55K $956M
AMZN
Amazon Com Inc

Consumer Cyclical
479
+ 10.92%
$190.26 - $242.06 $91.1K - $116K
4.87K $926M
AAPL
Apple Inc.

Technology
450
+ 9.31%
$209.68 - $247.1 $94.4K - $111K
5.28K $1.17B
SCHA
Schwab Strategic Tr Us Small C

ETFs
35
+ 0.22%
$23.16 - $27.04 $811 - $946
16K $374M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.31%
$170.36 - $201.04 $1.19K - $1.41K
2.26K $389M
ZION
Zions Bancorporation, National Association

Financial Services
178
+ 1.48%
$47.0 - $59.03 $8.37K - $10.5K
12.2K $607M
NVDA
Nvidia Corp

Technology
419
+ 12.08%
$106.98 - $149.43 $44.8K - $62.6K
3.89K $421M
GPN
Global Payments Inc

Industrials
65
+ 1.75%
$92.18 - $113.03 $5.99K - $7.35K
3.78K $370M
VBR
Vanguard Small Cap Value ETF

ETFs
176
+ 2.64%
$183.02 - $207.75 $32.2K - $36.6K
6.85K $1.28B
BXP
Boston Properties Inc

Real Estate
163
+ 1.99%
$63.97 - $74.91 $10.4K - $12.2K
8.35K $561M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
+ 1.33%
$507.05 - $563.67 $28.4K - $31.6K
4.27K $2.19B
ORCL
Oracle Corp

Technology
7
+ 0.22%
$139.81 - $186.47 $979 - $1.31K
3.23K $452M
VBK
Vanguard Small Cap Growth ETF

ETFs
99
+ 2.11%
$247.97 - $296.33 $24.5K - $29.3K
4.79K $1.21B
VUG
Vanguard Growth ETF

ETFs
6
+ 0.21%
$369.1 - $427.61 $2.21K - $2.57K
2.93K $1.08B
GOOGL
Alphabet Inc.

Communication Services
157
+ 3.6%
$154.33 - $206.19 $24.2K - $32.4K
4.51K $698M
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.36%
$554.06 - $615.85 $13.3K - $14.8K
6.62K $3.72B
NOW
Service Now, Inc.

Technology
3
+ 0.47%
$783.83 - $1170.39 $2.35K - $3.51K
646 $514M
VONG
Vanguard Russell 1000 Growth E

ETFs
640
+ 2.34%
$92.71 - $107.38 $59.3K - $68.7K
28K $2.6B
TSLA
Tesla, Inc.

Consumer Cyclical
172
+ 7.45%
$222.15 - $428.22 $38.2K - $73.7K
2.48K $643M
Activity Summary
Buys All Purchases 82 New Holdings 6 Increased Positions 76 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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