A4 Wealth Advisors LLC New Holdings in Q3 2025

A4 Wealth Advisors LLC

  • $119 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
72.4K
New
$54.35 - $59.32 $3.94M - $4.3M
72.4K $4.29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52.7K
New
$72.65 - $78.68 $3.83M - $4.15M
52.7K $4.13B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
36.1K
New
$98.52 - $103.93 $3.55M - $3.75M
36.1K $3.72B
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.1K
New
$182.33 - $194.5 $3.12M - $3.33M
17.1K $3.33B
IVW
Ishares S&P 500 Growth ETF

ETFs
27.3K
New
$108.97 - $121.65 $2.98M - $3.32M
27.3K $3.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.82K
New
$567.77 - $614.76 $2.74M - $2.96M
4.82K $2.95B
IVE
Ishares S&P 500 Value ETF

ETFs
13.9K
New
$194.44 - $206.51 $2.7M - $2.87M
13.9K $2.87B
OEF
Ishares S&P 100 ETF

ETFs
8.43K
New
N/A
8.43K $2.8B
IEMG
Ishares Inc

ETFs
40.8K
New
N/A
40.8K $2.69B
NVDA
Nvidia Corp

Technology
12.9K
New
$153.3 - $186.58 $1.98M - $2.42M
12.9K $2.42B
American Healthcare Reit Inc
53.1K
New
N/A
53.1K $2.23B
EFV
Msci Eafe Value ETF

ETFs
30.9K
New
$62.79 - $68.42 $1.94M - $2.12M
30.9K $2.1B
AMZN
Amazon Com Inc

Consumer Cyclical
7.93K
New
$211.65 - $238.24 $1.68M - $1.89M
7.93K $1.74B
Blackrock ETF Trust
45.2K
New
N/A
45.2K $1.71B
GOOG
Alphabet Inc.

Communication Services
6.99K
New
$175.16 - $255.24 $1.22M - $1.78M
6.99K $1.7B
AVDE
American Centy ETF Tr Avantis

ETFs
21.1K
New
$73.24 - $79.04 $1.54M - $1.67M
21.1K $1.66B
JPM
Jpmorgan Chase & CO

Financial Services
5.23K
New
$282.78 - $316.06 $1.48M - $1.65M
5.23K $1.65B
AAPL
Apple Inc.

Technology
6.27K
New
$202.38 - $256.87 $1.27M - $1.61M
6.27K $1.6B
Blackrock ETF Trust
45.4K
New
N/A
45.4K $1.55B
SPYI
Shp ETF Tr Neos S&P 500 High I
29.5K
New
N/A
29.5K $1.54B
TT
Trane Technologies PLC

Industrials
3.58K
New
$398.96 - $472.54 $1.43M - $1.69M
3.58K $1.51B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.8K
New
$39.8 - $42.86 $1.3M - $1.4M
32.8K $1.4B
META
Meta Platforms, Inc.

Communication Services
1.88K
New
$695.21 - $791.73 $1.31M - $1.49M
1.88K $1.38B
JMBS
Janus Detroit Str Tr Henderson

ETFs
30.1K
New
$44.34 - $45.94 $1.33M - $1.38M
30.1K $1.37B
RECS
Columbia ETF Tr I

ETFs
33.8K
New
$36.82 - $40.35 $1.24M - $1.36M
33.8K $1.36B
GLDM
World Gold Trust

ETFs
17.2K
New
$64.73 - $76.45 $1.11M - $1.32M
17.2K $1.32B
Blackrock ETF Trust Ii
24.1K
New
N/A
24.1K $1.29B
AVEM
American Centy ETF Tr Avantis

ETFs
16.9K
New
$68.33 - $75.41 $1.16M - $1.28M
16.9K $1.27B
AVGO
Broadcom Inc.

Technology
3.39K
New
$264.74 - $369.57 $898K - $1.25M
3.39K $1.12B
IAU
Ishares Gold Trust

ETFs
13.8K
New
$61.62 - $72.77 $848K - $1M
13.8K $1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.96K
New
$225.11 - $247.9 $891K - $981K
3.96K $978M
Aim ETF Products Trust
34.3K
New
N/A
34.3K $977M
XBJL
Innovator Etfs Tr Us Equity Ac
26K
New
$36.0 - $37.45 $936K - $974K
26K $973M
Global X Fds
13.7K
New
N/A
13.7K $966M
GS
Goldman Sachs Group Inc

Financial Services
1.18K
New
$696.56 - $806.32 $823K - $952K
1.18K $940M
J P Morgan Exchange Traded F
14.2K
New
N/A
14.2K $923M
MS
Morgan Stanley

Financial Services
5.38K
New
$139.09 - $161.16 $749K - $867K
5.38K $855M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.76K
New
$110.74 - $122.12 $748K - $825K
6.76K $818M
V
Visa Inc.

Financial Services
2.36K
New
$332.09 - $358.86 $784K - $847K
2.36K $806M
CVX
Chevron Corp

Energy
5.12K
New
$145.57 - $161.83 $745K - $828K
5.12K $795M
IETC
Ishares U S ETF Tr

ETFs
7.41K
New
$92.7 - $103.65 $687K - $768K
7.41K $755M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.4K
New
$45.72 - $47.27 $704K - $728K
15.4K $723M
UNH
Unitedhealth Group Inc

Healthcare
2.08K
New
$237.77 - $353.61 $495K - $736K
2.08K $719M
Sila Realty Trust Inc
27.9K
New
N/A
27.9K $701M
MDT
Medtronic PLC

Healthcare
7.1K
New
$87.67 - $95.74 $622K - $680K
7.1K $676M
XLF
Financial Sector Spdr

ETFs
12.5K
New
$51.37 - $54.25 $644K - $680K
12.5K $676M
JNJ
Johnson & Johnson

Healthcare
3.62K
New
$155.17 - $185.42 $562K - $671K
3.62K $671M
Innovator Etfs Trust
22.8K
New
N/A
22.8K $667M
BAC
Bank Of America Corp

Financial Services
12.5K
New
$44.92 - $52.42 $562K - $656K
12.5K $645M
Activity Summary
Buys All Purchases 158 New Holdings 158 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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