Grantvest Financial Group LLC Reduced Holdings in Q1 2025

Grantvest Financial Group LLC

  • $123 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-165
- 1.34%
$190.26 - $242.06 $31.4K - $39.9K
12.1K $2.31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-213
- 7.33%
$468.34 - $539.52 $99.8K - $115K
2.69K $1.26B
First Tr Exchng Traded Fd Vi
-5.8K
- 17.34%
N/A
27.7K $876M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.11K
- 11.07%
$23.16 - $27.04 $95.3K - $111K
33K $774M
Ishares Tr
-6.3K
- 8.34%
N/A
69.2K $1.73B
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-2.54K
- 7.41%
$39.11 - $41.9 $99.4K - $106K
31.7K $1.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
-180
- 14.53%
$551.42 - $612.93 $99.3K - $110K
1.06K $592M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.16K
- 9.5%
$27.01 - $28.54 $166K - $176K
58.7K $1.64B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-41
- 1.22%
$333.37 - $384.99 $13.7K - $15.8K
3.31K $1.11B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.55K
- 6.9%
$23.32 - $23.84 $106K - $108K
61.4K $1.44B
Aim ETF Products Trust
-3.08K
- 14.63%
N/A
18K $513M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-908
- 2.41%
$25.58 - $29.24 $23.2K - $26.5K
36.7K $962M
Aim ETF Products Trust
-2.59K
- 21.64%
N/A
9.39K $271M
DAUG
First Tr ETF Viii Cboe Vest Us
-1.37K
- 4.87%
N/A
26.8K $1.04B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.41K
- 10.74%
$41.51 - $44.56 $58.4K - $62.7K
11.7K $491M
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 0.98%
$198.1 - $229.79 $5.94K - $6.89K
3.05K $608M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-229
- 9.42%
$131.2 - $160.72 $30K - $36.8K
2.2K $291M
Ishares Tr
-2.38K
- 11.55%
N/A
18.2K $470M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-883
- 3.67%
$42.86 - $45.92 $37.8K - $40.5K
23.2K $1.01B
First Tr Exchng Traded Fd Vi
-2.85K
- 16.71%
N/A
14.2K $279M
Aim ETF Products Trust
-1.21K
- 4.57%
N/A
25.3K $646M
JPM
Jpmorgan Chase & CO

Financial Services
-253
- 15.76%
$225.19 - $279.95 $57K - $70.8K
1.35K $332M
FTCS
First Trust Capital Strength E

ETFs
-678
- 15.99%
$86.39 - $91.35 $58.6K - $61.9K
3.56K $319M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.27K
- 17.39%
$36.57 - $37.91 $46.4K - $48.1K
6.03K $225M
Aim ETF Products Trust
-1.33K
- 5.36%
N/A
23.5K $700M
Aim ETF Products Trust
-1.25K
- 10.35%
N/A
10.8K $281M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-350
- 1.56%
$45.66 - $48.85 $16K - $17.1K
22.1K $1.02B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-562
- 5.34%
$49.36 - $53.08 $27.7K - $29.8K
9.96K $497M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-724
- 10.27%
$46.06 - $49.24 $33.3K - $35.6K
6.33K $295M
RDVY
First Trust Rising Dividend Ac

ETFs
-477
- 2.16%
$57.22 - $63.39 $27.3K - $30.2K
21.6K $1.26B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-743
- 8.68%
$41.35 - $44.46 $30.7K - $33K
7.82K $330M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-782
- 4.19%
$21.75 - $24.28 $17K - $19K
17.9K $394M
First Tr Exchng Traded Fd Vi
-945
- 4.47%
N/A
20.2K $420M
First Tr Exchng Traded Fd Vi
-167
- 0.68%
N/A
24.3K $569M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-67
- 4.94%
$408.78 - $448.82 $27.4K - $30.1K
1.29K $542M
First Tr Exchng Traded Fd Vi
-106
- 0.35%
N/A
30.3K $682M
CAT
Caterpillar Inc

Industrials
-7
- 0.88%
$326.75 - $407.63 $2.29K - $2.85K
790 $261M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-583
- 9.54%
$39.33 - $41.52 $22.9K - $24.2K
5.53K $219M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-209
- 1.04%
$41.55 - $43.98 $8.68K - $9.19K
19.9K $834M
Aim ETF Products Trust
-530
- 4.29%
N/A
11.8K $354M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-246
- 10.41%
$97.38 - $104.52 $24K - $25.7K
2.12K $216M
WMT
Walmart Inc.

Consumer Defensive
-126
- 4.57%
$84.5 - $105.05 $10.6K - $13.2K
2.63K $231M
First Tr Exchng Traded Fd Vi
-507
- 6.45%
N/A
7.35K $223M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-172
- 4.4%
$100.32 - $100.76 $17.3K - $17.3K
3.74K $376M
First Tr Exchng Traded Fd Vi
-255
- 3.37%
N/A
7.31K $251M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-150
- 2.24%
$40.44 - $43.17 $6.07K - $6.48K
6.55K $268M
XLE
Energy Sector Spdr

ETFs
-477
- 11.1%
$85.7 - $93.96 $40.9K - $44.8K
3.82K $357M
First Tr Exchng Traded Fd Vi
-208
- 1.74%
N/A
11.8K $438M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-143
- 1.66%
N/A
8.49K $298M
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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