Allium Financial Advisors, LLC Reduced Holdings in Q3 2025

Allium Financial Advisors, LLC

  • $121 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-66.1K
- 65.2%
$153.3 - $186.58 $10.1M - $12.3M
35.3K $6.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.73K
- 75.58%
$567.77 - $614.76 $3.25M - $3.52M
1.85K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
-11.6K
- 51.61%
$211.65 - $238.24 $2.46M - $2.77M
10.9K $2.39B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.8K
- 52.21%
$617.65 - $666.84 $1.73M - $1.87M
2.56K $1.71B
META
Meta Platforms, Inc.

Communication Services
-2.11K
- 48.9%
$695.21 - $791.73 $1.47M - $1.67M
2.21K $1.62B
COST
Costco Wholesale Corp

Consumer Defensive
-863
- 14.47%
$915.95 - $994.57 $790K - $858K
5.1K $4.72B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.1K
- 81.79%
$87.29 - $93.61 $883K - $947K
2.25K $210M
RWAY
Runway Growth Finance Corp.

Financial Services
-7.37K
- 0.76%
$10.16 - $11.31 $74.9K - $83.4K
957K $9.72B
AVGO
Broadcom Inc.

Technology
-2.83K
- 48.74%
$264.74 - $369.57 $750K - $1.05M
2.98K $983M
CSCO
Cisco Systems, Inc.

Technology
-6.93K
- 64.07%
$66.2 - $71.79 $458K - $497K
3.88K $266M
LLY
Eli Lilly & CO

Healthcare
-174
- 12.78%
$625.65 - $812.69 $109K - $141K
1.19K $906M
NOW
Service Now, Inc.

Technology
-99
- 29.03%
$850.86 - $1044.69 $84.2K - $103K
242 $223M
XOM
Exxon Mobil Corp

Energy
-609
- 22.1%
$105.83 - $117.22 $64.5K - $71.4K
2.15K $242M
ADBE
Adobe Inc.

Technology
-65
- 7.89%
$333.65 - $392.1 $21.7K - $25.5K
759 $268M
NKE
Nike, Inc.

Consumer Cyclical
-525
- 7.06%
$69.24 - $79.24 $36.4K - $41.6K
6.91K $482M
EXEL
Exelixis, Inc.

Healthcare
-500
- 7.28%
$36.22 - $46.25 $18.1K - $23.1K
6.37K $263M
IWD
Ishares Russell 1000 Val ETF

ETFs
-260
- 16.76%
$192.76 - $203.86 $50.1K - $53K
1.29K $263M
UNH
Unitedhealth Group Inc

Healthcare
-225
- 17.32%
$237.77 - $353.61 $53.5K - $79.6K
1.07K $371M
CVX
Chevron Corp

Energy
-247
- 14.94%
$145.57 - $161.83 $36K - $40K
1.41K $218M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-315
- 8.99%
$131.47 - $143.64 $41.4K - $45.2K
3.19K $451M
AMD
Advanced Micro Devices Inc

Technology
-200
- 8.87%
$134.8 - $184.42 $27K - $36.9K
2.05K $332M
ALL
Allstate Corp

Financial Services
-1
- 0.08%
$192.0 - $214.65 $192 - $215
1.21K $260M
HD
Home Depot, Inc.

Consumer Cyclical
-113
- 6.83%
$357.4 - $423.42 $40.4K - $47.8K
1.54K $625M
WMT
Walmart Inc.

Consumer Defensive
-40
- 0.88%
$94.4 - $104.27 $3.78K - $4.17K
4.49K $463M
BAC
Bank Of America Corp

Financial Services
-368
- 3.48%
$44.92 - $52.42 $16.5K - $19.3K
10.2K $526M
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 2.23%
$215.01 - $273.02 $6.02K - $7.64K
1.23K $308M
ORCL
Oracle Corp

Technology
-18
- 1.91%
$218.96 - $328.33 $3.94K - $5.91K
922 $259M
GE
General Electric CO

Industrials
-13
- 0.9%
$244.75 - $305.63 $3.18K - $3.97K
1.43K $432M
GOOGL
Alphabet Inc.

Communication Services
-1.43K
- 23.35%
$174.36 - $254.72 $249K - $364K
4.69K $1.14B
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.1%
$282.78 - $316.06 $848 - $948
3.02K $954M
JNJ
Johnson & Johnson

Healthcare
-70
- 1.96%
$155.17 - $185.42 $10.9K - $13K
3.51K $650M
MU
Micron Technology Inc

Technology
-2
- 0.08%
$104.88 - $168.89 $210 - $338
2.54K $425M
ABBV
Abb Vie Inc.

Healthcare
-77
- 1.97%
$184.85 - $231.54 $14.2K - $17.8K
3.83K $887M
GOOG
Alphabet Inc.

Communication Services
-17
- 0.54%
$175.16 - $255.24 $2.98K - $4.34K
3.14K $764M
TSLA
Tesla, Inc.

Consumer Cyclical
-55
- 1.92%
$293.94 - $444.72 $16.2K - $24.5K
2.81K $1.25B
AAPL
Apple Inc.

Technology
-1.62K
- 6.47%
$202.38 - $256.87 $328K - $417K
23.5K $5.97B
Activity Summary
Buys All Purchases 19 New Holdings 6 Increased Positions 13 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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