Nautilus Advisors LLC Reduced Holdings in Q3 2025

Nautilus Advisors LLC

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.07K
- 48.03%
$55.61 - $57.37 $226K - $234K
4.41K $252M
AMZN
Amazon Com Inc

Consumer Cyclical
-920
- 2.59%
$211.65 - $238.24 $195K - $219K
34.6K $7.59B
VNLA
Janus Henderson Short Duration

ETFs
-3.22K
- 12.64%
$48.99 - $49.29 $158K - $159K
22.2K $1.1B
PWZ
Invesco California Amt Free Mu

ETFs
-6.71K
- 17.88%
$22.77 - $24.07 $153K - $161K
30.8K $737M
SBUX
Starbucks Corp

Consumer Cyclical
-424
- 4.0%
$81.9 - $96.86 $34.7K - $41.1K
10.2K $862M
IBM
International Business Machines Corp

Technology
-198
- 8.99%
$234.77 - $292.47 $46.5K - $57.9K
2K $565M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-41
- 5.85%
$366.54 - $479.53 $15K - $19.7K
660 $258M
DIS
Walt Disney CO

Communication Services
-235
- 10.58%
$112.25 - $124.0 $26.4K - $29.1K
1.99K $227M
KO
Coca Cola CO

Consumer Defensive
-19
- 0.24%
$65.67 - $71.67 $1.25K - $1.36K
7.87K $522M
KMB
Kimberly Clark Corp

Consumer Defensive
-167
- 5.32%
$121.72 - $136.77 $20.3K - $22.8K
2.97K $370M
Vanguard Calif Tax Free Fds
-365
- 8.41%
N/A
3.98K $397M
FXE
Invesco Currency Shares Euro Trust

ETFs
-200
- 1.89%
$105.31 - $109.29 $21.1K - $21.9K
10.4K $1.13B
MINO
Pimco ETF Tr Municipal Income

ETFs
-590
- 10.01%
$43.6 - $45.33 $25.7K - $26.7K
5.31K $240M
META
Meta Platforms, Inc.

Communication Services
-10
- 0.68%
$695.21 - $791.73 $6.95K - $7.92K
1.47K $1.08B
MCD
Mcdonalds Corp

Consumer Cyclical
-66
- 8.63%
$291.67 - $316.99 $19.3K - $20.9K
699 $212M
PANW
Palo Alto Networks Inc

Technology
-10
- 0.62%
$167.06 - $208.19 $1.67K - $2.08K
1.61K $327M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-324
- 3.34%
$26.38 - $27.95 $8.55K - $9.06K
9.38K $256M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-930
- 5.5%
$53.81 - $57.52 $50K - $53.5K
16K $918M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-107
- 5.21%
$109.47 - $119.06 $11.7K - $12.7K
1.95K $230M
CVX
Chevron Corp

Energy
-130
- 5.75%
$145.57 - $161.83 $18.9K - $21K
2.13K $331M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-82
- 2.87%
$181.56 - $190.33 $14.9K - $15.6K
2.77K $526M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-85
- 1.62%
$55.15 - $58.11 $4.69K - $4.94K
5.17K $297M
NEE
Nextera Energy Inc

Utilities
-145
- 4.48%
$69.77 - $77.54 $10.1K - $11.2K
3.09K $233M
USB
Us Bancorp \De\

Financial Services
-50
- 1.04%
$43.94 - $50.41 $2.2K - $2.52K
4.76K $230M
AXP
American Express CO

Financial Services
-23
- 1.22%
$294.27 - $342.31 $6.77K - $7.87K
1.86K $618M
GS
Goldman Sachs Group Inc

Financial Services
-20
- 5.33%
$696.56 - $806.32 $13.9K - $16.1K
355 $283M
MDT
Medtronic PLC

Healthcare
-87
- 2.22%
$87.67 - $95.74 $7.63K - $8.33K
3.84K $366M
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 1.08%
$282.78 - $316.06 $3.39K - $3.79K
1.1K $345M
JGRO
J P Morgan Exchange Traded Fd
-100
- 2.28%
N/A
4.29K $402M
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 2.27%
$357.4 - $423.42 $8.58K - $10.2K
1.03K $419M
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.13%
N/A
3.85K $831M
SYY
Sysco Corp

Consumer Defensive
-35
- 0.46%
$76.33 - $82.51 $2.67K - $2.89K
7.5K $617M
QCOM
Qualcomm Inc

Technology
-80
- 0.93%
$145.84 - $173.55 $11.7K - $13.9K
8.55K $1.42B
SCHW
Schwab Charles Corp

Financial Services
-50
- 0.4%
$91.03 - $98.69 $4.55K - $4.93K
12.4K $1.19B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-78
- 0.58%
$39.37 - $44.24 $3.07K - $3.45K
13.4K $585M
TDVG
T Rowe Price Exchange Traded F

Technology
-839
- 1.36%
$42.05 - $43.96 $35.3K - $36.9K
60.6K $2.67B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.3%
$546.99 - $602.2 $2.19K - $2.41K
1.35K $809M
AVGO
Broadcom Inc.

Technology
-34
- 1.89%
$264.74 - $369.57 $9K - $12.6K
1.76K $581M
JNJ
Johnson & Johnson

Healthcare
-154
- 3.35%
$155.17 - $185.42 $23.9K - $28.6K
4.45K $825M
SHOP
Shopify Inc.

Technology
-7
- 0.18%
$112.11 - $157.12 $785 - $1.1K
3.81K $567M
NVDA
Nvidia Corp

Technology
-414
- 3.33%
$153.3 - $186.58 $63.5K - $77.2K
12K $2.24B
SPY
Spdr S&P 500 ETF Trust

ETFs
-291
- 2.96%
$617.65 - $666.84 $180K - $194K
9.52K $6.34B
Reddit Inc
-268
- 5.8%
N/A
4.35K $1B
AAPL
Apple Inc.

Technology
-521
- 1.92%
$202.38 - $256.87 $105K - $134K
26.6K $6.77B
GOOGL
Alphabet Inc.

Communication Services
-98
- 0.47%
$174.36 - $254.72 $17.1K - $25K
20.6K $5.01B
Activity Summary
Buys All Purchases 71 New Holdings 12 Increased Positions 59 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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