Michels Family Financial, LLC Sells in Q1 2025

Michels Family Financial, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-297
- 0.44%
$24.91 - $29.02 $7.4K - $8.62K
67.1K $1.68B
WSM
Williams Sonoma Inc

Consumer Cyclical
-130
- 2.85%
$158.1 - $217.71 $20.6K - $28.3K
4.43K $700M
WFRD
Weatherford International PLC

Energy
-129
- 1.91%
$51.89 - $74.8 $6.69K - $9.65K
6.64K $356M
PSEP
Innovator U.S. Equity Power Bu
-2.43K
- 5.02%
N/A
45.9K $1.76B
ASC
Ardmore Shipping Corp

Industrials
-721
- 2.5%
$9.06 - $13.6 $6.53K - $9.81K
28.1K $275M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-23
- 0.79%
$185.73 - $221.19 $4.27K - $5.09K
2.9K $541M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.73K
- 4.95%
$71.17 - $73.66 $123K - $128K
33.3K $2.44B
IYW
Ishares Dj Us Tech ETF

ETFs
-19
- 0.55%
$140.44 - $166.79 $2.67K - $3.17K
3.44K $483M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.57K
- 3.15%
$50.44 - $50.7 $79.4K - $79.8K
48.4K $2.45B
STLA
Stellantis N.V.

Consumer Cyclical
-416
- 1.45%
$11.21 - $14.21 $4.66K - $5.91K
28.4K $318M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-38
- 0.85%
$131.51 - $149.24 $5K - $5.67K
4.44K $591M
VONE
Vanguard Russell 1000 ETF

ETFs
-16
- 0.61%
$250.16 - $278.79 $4K - $4.46K
2.61K $662M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-19
- 0.22%
$69.69 - $79.99 $1.32K - $1.52K
8.52K $608M
ESAB
Esab Corp

Industrials
-111
- 1.84%
$115.08 - $131.54 $12.8K - $14.6K
5.92K $689M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-63
- 0.75%
$32.49 - $37.99 $2.05K - $2.39K
8.34K $279M
IWL
Ishares Tr Russell 200 ETF

ETFs
-17
- 0.7%
$135.83 - $151.73 $2.31K - $2.58K
2.42K $332M
VV
Vanguard Large Cap ETF

ETFs
-19
- 2.32%
$253.32 - $282.66 $4.81K - $5.37K
800 $206M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-72
- 0.62%
$21.23 - $23.75 $1.53K - $1.71K
11.6K $249M
RDVY
First Trust Rising Dividend Ac

ETFs
-67
- 0.67%
$57.22 - $63.39 $3.83K - $4.25K
9.87K $578M
NEAR
Blackrock Short Maturity Bond

ETFs
-373
- 1.46%
$50.4 - $50.89 $18.8K - $19K
25.2K $1.28B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-314
- 3.29%
$97.38 - $104.52 $30.6K - $32.8K
9.23K $943M
DGRO
Ishares Core Dividend Growth E

ETFs
-154
- 1.61%
$60.46 - $64.42 $9.31K - $9.92K
9.39K $580M
IVE
Ishares S&P 500 Value ETF

ETFs
-13
- 0.23%
$185.78 - $198.58 $2.42K - $2.58K
5.67K $1.08B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-32
- 0.68%
$100.56 - $108.28 $3.22K - $3.46K
4.66K $480M
Tcw ETF Trust
-60
- 0.77%
N/A
7.72K $302M
DGT
Spdr Global Dow ETF
-177
- 4.88%
N/A
3.45K $482M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-123
- 0.26%
$9.47 - $11.46 $1.16K - $1.41K
46.9K $503M
IWD
Ishares Russell 1000 Val ETF

ETFs
-20
- 0.51%
$182.82 - $196.21 $3.66K - $3.92K
3.91K $737M
SBLK
Star Bulk Carriers Corp.

Industrials
-475
- 1.84%
$14.35 - $17.15 $6.82K - $8.15K
25.3K $394M
VLO
Valero Energy Corp

Energy
-13
- 0.58%
$121.76 - $142.99 $1.58K - $1.86K
2.25K $297M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-69
- 0.91%
$51.39 - $57.43 $3.55K - $3.96K
7.49K $415M
FISV
Fiserv Inc

Technology
-70
- 2.05%
N/A
3.34K $738M
EFV
Msci Eafe Value ETF

ETFs
-33
- 0.41%
$51.88 - $60.73 $1.71K - $2K
8.05K $474M
DVN
Devon Energy Corp

Energy
-20
- 0.18%
$33.15 - $38.55 $663 - $771
11K $411M
IDV
Ishares Tr

ETFs
-41
- 0.28%
$27.0 - $31.7 $1.11K - $1.3K
14.5K $451M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-51
- 0.59%
$46.15 - $63.53 $2.35K - $3.24K
8.54K $526M
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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