Arvest Investments, Inc. Purchases in Q2 2025

Arvest Investments, Inc.

  • $664 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tortoise Capital Series Trus
414K
New
N/A
414K $14.8B
LGOV
First Tr ETF Iv Long Duration

ETFs
249K
New
$20.73 - $21.92 $5.17M - $5.46M
249K $5.34B
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.4K
+ 4.62%
$152.93 - $181.74 $1.74M - $2.07M
257K $46.7B
MSFT
Microsoft Corp

Technology
3.84K
+ 54.72%
$354.56 - $497.45 $1.36M - $1.91M
10.9K $5.4B
AMZN
Amazon Com Inc

Consumer Cyclical
10.4K
+ 145.28%
$167.32 - $223.3 $1.74M - $2.32M
17.5K $3.85B
IVV
Ishares Core S&P 500 ETF

ETFs
568
+ 1.68%
$498.8 - $620.9 $283K - $353K
34.4K $21.4B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
55.9K
+ 26.76%
$29.52 - $35.31 $1.65M - $1.97M
265K $9.33B
GOOGL
Alphabet Inc.

Communication Services
8.93K
+ 55.13%
$144.7 - $178.6 $1.29M - $1.59M
25.1K $4.43B
HYG
Ishares Tr

ETFs
22.9K
New
$75.75 - $80.65 $1.74M - $1.85M
22.9K $1.85B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.3K
+ 31.16%
$61.92 - $81.5 $759K - $999K
51.6K $4.2B
META
Meta Platforms, Inc.

Communication Services
1.95K
New
$484.66 - $738.09 $946K - $1.44M
1.95K $1.44B
NVDA
Nvidia Corp

Technology
2.78K
+ 15.48%
$94.31 - $157.99 $262K - $439K
20.7K $3.27B
HD
Home Depot, Inc.

Consumer Cyclical
3.26K
New
$335.24 - $380.78 $1.09M - $1.24M
3.26K $1.2B
RDVY
First Trust Rising Dividend Ac

ETFs
13.8K
+ 20.14%
$51.6 - $62.74 $712K - $866K
82.3K $5.16B
CPB
Campbell Soup CO

Consumer Defensive
36.8K
New
$30.65 - $39.9 $1.13M - $1.47M
36.8K $1.13B
KEY
Keycorp

Financial Services
54.3K
New
$13.23 - $17.42 $718K - $945K
54.3K $945M
ATO
Atmos Energy Corp

Utilities
5.95K
New
$145.06 - $162.66 $864K - $968K
5.95K $917M
TROW
Price T Rowe Group Inc

Financial Services
9.36K
New
$80.27 - $98.06 $751K - $918K
9.36K $903M
EIX
Edison International

Utilities
16.6K
New
$48.32 - $59.92 $803K - $996K
16.6K $857M
PAVE
Global X Fds Us Infrastructure

ETFs
8.16K
+ 14.37%
$33.78 - $43.68 $276K - $357K
65K $2.83B
ORCL
Oracle Corp

Technology
3.12K
New
$122.82 - $218.63 $383K - $682K
3.12K $682M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
New
$483.48 - $539.8 $677K - $756K
1.4K $680M
VBR
Vanguard Small Cap Value ETF

ETFs
349
+ 0.5%
$162.76 - $195.77 $56.8K - $68.3K
69.6K $13.6B
AIQ
Global X Funds Global X Artifi

ETFs
6.47K
+ 12.33%
$31.5 - $43.69 $204K - $282K
58.9K $2.57B
ES
Eversource Energy

Utilities
10.1K
+ 67.04%
$54.25 - $65.89 $547K - $664K
25.1K $1.6B
NEE
Nextera Energy Inc

Utilities
9.4K
New
$64.11 - $75.0 $603K - $705K
9.4K $653M
PKG
Packaging Corp Of America

Consumer Cyclical
3.43K
New
$175.97 - $201.36 $603K - $690K
3.43K $646M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 3.87%
$81.79 - $99.98 $144K - $176K
47.2K $4.62B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
98
+ 0.61%
$468.22 - $566.51 $45.9K - $55.5K
16.2K $9.16B
CBOE
Cboe Global Markets, Inc.

Financial Services
2.48K
New
$205.81 - $234.23 $511K - $581K
2.48K $579M
CL
Colgate Palmolive CO

Consumer Defensive
6.29K
New
$87.57 - $96.0 $550K - $603K
6.29K $571M
F
Ford Motor CO

Consumer Cyclical
52.2K
New
$8.69 - $10.85 $453K - $566K
52.2K $566M
PNW
Pinnacle West Capital Corp

Utilities
5.72K
New
$88.3 - $95.43 $505K - $546K
5.72K $512M
VOE
Vanguard Mid Cap Value Index F

ETFs
527
+ 0.5%
$141.87 - $164.49 $74.8K - $86.7K
105K $17.3B
AEP
American Electric Power CO Inc

Utilities
4.77K
New
$98.59 - $109.11 $470K - $520K
4.77K $495M
VZ
Verizon Communications Inc

Communication Services
11K
+ 1638.0%
$41.67 - $45.62 $458K - $501K
11.7K $505M
C
Citigroup Inc

Financial Services
5.56K
New
$58.13 - $85.12 $323K - $474K
5.56K $474M
RTX
Raytheon Technologies Corp

Industrials
3.07K
New
$113.75 - $148.48 $349K - $456K
3.07K $448M
IVZ
Invesco Ltd.

Financial Services
22.2K
New
$12.14 - $15.77 $269K - $350K
22.2K $350M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 7.92%
$166.82 - $194.23 $209K - $243K
17K $3.31B
ISRG
Intuitive Surgical Inc

Healthcare
546
New
$451.58 - $565.94 $247K - $309K
546 $297M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
330
+ 4.98%
$376.48 - $440.65 $124K - $145K
6.96K $3.07B
FNF
Fidelity National Financial, Inc.

Financial Services
4.45K
New
$53.62 - $66.59 $239K - $296K
4.45K $249M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.39K
+ 3.59%
$22.4 - $23.8 $121K - $128K
156K $3.71B
KRE
Spdr S&P Regional Banking ETF

ETFs
733
+ 1.98%
$48.81 - $59.48 $35.8K - $43.6K
37.8K $2.25B
IWF
Ishares Russell 1000 Gr ETF

ETFs
96
+ 8.75%
$320.42 - $424.58 $30.8K - $40.8K
1.19K $507M
BSX
Boston Scientific Corp

Healthcare
203
+ 1.57%
$89.7 - $107.41 $18.2K - $21.8K
13.1K $1.41B
LLY
Eli Lilly & CO

Healthcare
200
+ 18.43%
$713.71 - $898.95 $143K - $180K
1.29K $1B
IWM
Ishares Russell 2000 ETF

ETFs
113
+ 5.01%
$174.82 - $215.79 $19.8K - $24.4K
2.37K $511M
Activity Summary
Buys All Purchases 56 New Holdings 25 Increased Positions 31 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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