Aire Advisors, LLC Reduced Holdings in Q3 2025

Aire Advisors, LLC

  • $513 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-6.18K
- 68.33%
$390.92 - $477.15 $2.42M - $2.95M
2.86K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
-154
- 3.2%
$915.95 - $994.57 $141K - $153K
4.66K $4.32M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.5K
- 15.48%
$100.37 - $100.74 $251K - $252K
13.7K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
-909
- 3.08%
$211.65 - $238.24 $192K - $217K
28.6K $6.27M
NFLX
Netflix Inc

Communication Services
-54
- 6.48%
$1147.87 - $1297.18 $62K - $70K
779 $933K
LLY
Eli Lilly & CO

Healthcare
-190
- 9.78%
$625.65 - $812.69 $119K - $154K
1.75K $1.34M
META
Meta Platforms, Inc.

Communication Services
-187
- 2.47%
$695.21 - $791.73 $130K - $148K
7.39K $5.43M
KO
Coca Cola CO

Consumer Defensive
-506
- 2.95%
$65.67 - $71.67 $33.2K - $36.3K
16.6K $1.1M
T
At&T Inc.

Communication Services
-111
- 0.07%
$26.94 - $29.62 $2.99K - $3.29K
149K $4.2M
MPLX
Mplx LP

Energy
-1.43K
- 12.67%
$49.42 - $52.71 $70.4K - $75.1K
9.83K $490K
IBM
International Business Machines Corp

Technology
-175
- 6.98%
$234.77 - $292.47 $41.1K - $51.2K
2.33K $658K
DIS
Walt Disney CO

Communication Services
-253
- 5.21%
$112.25 - $124.0 $28.4K - $31.4K
4.61K $527K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-565
- 34.33%
$224.68 - $282.71 $127K - $160K
1.08K $301K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.43K
- 9.37%
$30.67 - $32.13 $74.5K - $78.1K
23.5K $743K
IGV
Ishares Expanded Tech Software

ETFs
-543
- 16.49%
$105.96 - $117.79 $57.5K - $64K
2.75K $316K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.78K
- 1.08%
$23.54 - $23.97 $65.5K - $66.7K
254K $6.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-403
- 3.91%
$459.11 - $506.91 $185K - $204K
9.91K $4.98M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-3.66K
- 4.59%
$33.4 - $34.78 $122K - $127K
76.2K $2.65M
AVGO
Broadcom Inc.

Technology
-185
- 18.74%
$264.74 - $369.57 $49K - $68.4K
802 $264K
CSCO
Cisco Systems, Inc.

Technology
-45
- 1.01%
$66.2 - $71.79 $2.98K - $3.23K
4.43K $303K
MRK
Merck & Co., Inc.

Healthcare
-213
- 6.79%
$77.6 - $87.37 $16.5K - $18.6K
2.93K $245K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-65
- 1.2%
$46.67 - $49.54 $3.03K - $3.22K
5.34K $260K
Grayscale Bitcoin Mini Tr Et
-2K
- 19.07%
N/A
8.49K $0
Fortuna Mng Corp
-6K
- 10.91%
N/A
49K $0
Ishares Bitcoin Trust ETF
-2.28K
- 40.09%
N/A
3.4K $0
Nebius Group N.V.
-3.15K
- 61.26%
N/A
1.99K $0
Rbb Fund Trust
-139
- 0.04%
N/A
346K $0
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-54
- 0.55%
$28.77 - $29.79 $1.55K - $1.61K
9.79K $289K
XOM
Exxon Mobil Corp

Energy
-330
- 3.83%
$105.83 - $117.22 $34.9K - $38.7K
8.29K $934K
USXF
Ishares Esg Advanced Msci Usa

Technology
-111
- 2.75%
$53.69 - $57.31 $5.96K - $6.36K
3.93K $225K
ABBV
Abb Vie Inc.

Healthcare
-311
- 15.53%
$184.85 - $231.54 $57.5K - $72K
1.69K $391K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-489
- 13.04%
$86.72 - $111.84 $42.4K - $54.7K
3.26K $364K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-58
- 0.21%
$45.22 - $48.34 $2.62K - $2.8K
27.9K $1.33M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-292
- 0.92%
$79.89 - $83.25 $23.3K - $24.3K
31.4K $2.59M
DFAE
Dimensional ETF Tr

ETFs
-114
- 0.48%
$28.84 - $31.84 $3.29K - $3.63K
23.7K $746K
GFI
Gold Fields LTD

Basic Materials
-5.36K
- 28.21%
$23.36 - $42.3 $125K - $227K
13.6K $572K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-582
- 0.98%
$29.2 - $32.74 $17K - $19.1K
58.7K $1.87M
MP
Mp Materials Corp.

Basic Materials
-1.71K
- 22.89%
$30.03 - $77.13 $51.3K - $132K
5.75K $385K
ORCL
Oracle Corp

Technology
-339
- 8.7%
$218.96 - $328.33 $74.2K - $111K
3.56K $1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-691
- 1.05%
$42.28 - $45.71 $29.2K - $31.6K
65K $2.96M
AVDE
American Centy ETF Tr Avantis

ETFs
-112
- 0.3%
$73.24 - $79.04 $8.2K - $8.85K
37.5K $2.96M
NEM
Newmont Corp

Basic Materials
-941
- 8.55%
$57.35 - $85.25 $54K - $80.2K
10.1K $848K
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.03%
$276.51 - $305.12 $830 - $915
10.9K $3.24M
SBSW
Sibanye Stillwater LTD

Basic Materials
-6.86K
- 8.57%
$7.27 - $11.24 $49.9K - $77.1K
73.1K $822K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.08K
- 0.89%
$28.92 - $32.19 $31.3K - $34.9K
121K $3.86M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.7K
- 0.89%
$39.8 - $42.86 $67.7K - $72.9K
190K $8.14M
AVDV
American Centy ETF Tr Avantis

ETFs
-94
- 0.24%
$79.24 - $89.03 $7.45K - $8.37K
38.9K $3.47M
KGC
Kinross Gold Corp

Basic Materials
-7.7K
- 12.22%
$15.19 - $24.85 $117K - $191K
55.3K $1.37M
VTV
Vanguard Value ETF

ETFs
-811
- 1.25%
$175.51 - $186.57 $142K - $151K
63.9K $11.9M
Activity Summary
Buys All Purchases 74 New Holdings 9 Increased Positions 65 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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