Avantra Family Wealth, Inc. Purchases in Q3 2025

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
13.7K
New
$108.97 - $121.65 $1.49M - $1.66M
13.7K $1.65B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
26.6K
New
$54.35 - $59.32 $1.44M - $1.58M
26.6K $1.57B
IVV
Ishares Core S&P 500 ETF

ETFs
2.3K
New
$620.67 - $670.08 $1.43M - $1.54M
2.3K $1.54B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.67K
New
$182.33 - $194.5 $1.4M - $1.49M
7.67K $1.49B
IVE
Ishares S&P 500 Value ETF

ETFs
5.92K
+ 485.8%
$194.44 - $206.51 $1.15M - $1.22M
7.14K $1.47B
GOOG
Alphabet Inc.

Communication Services
4.23K
New
$175.16 - $255.24 $741K - $1.08M
4.23K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
4.68K
+ 36.06%
$211.65 - $238.24 $991K - $1.11M
17.7K $3.88B
BP
Bp PLC

Energy
28.4K
+ 351.85%
$30.25 - $35.69 $860K - $1.02M
36.5K $1.26B
BDX
Becton Dickinson & CO

Healthcare
4.64K
New
$172.41 - $199.66 $800K - $927K
4.64K $869M
OEF
Ishares S&P 100 ETF

ETFs
1.97K
+ 60.06%
N/A
5.26K $1.75B
APP
App Lovin Corp

Technology
965
New
$335.1 - $718.54 $323K - $693K
965 $693M
Blackrock ETF Trust
19.4K
New
N/A
19.4K $662M
HPQ
Hp Inc

Technology
22.4K
New
$24.45 - $29.35 $548K - $658K
22.4K $611M
HPE
Hewlett Packard Enterprise CO

Technology
23.1K
New
$19.81 - $25.24 $457K - $582K
23.1K $566M
MU
Micron Technology Inc

Technology
3.35K
New
$104.88 - $168.89 $352K - $566K
3.35K $561M
EFV
Msci Eafe Value ETF

ETFs
7.37K
+ 63.01%
$62.79 - $68.42 $463K - $504K
19.1K $1.29B
KHC
Kraft Heinz CO

Consumer Defensive
18.9K
New
$25.63 - $28.94 $485K - $548K
18.9K $493M
DGRO
Ishares Core Dividend Growth E

ETFs
6.61K
+ 66.36%
$64.12 - $68.08 $424K - $450K
16.6K $1.13B
LMT
Lockheed Martin Corp

Industrials
932
New
$410.74 - $499.21 $383K - $465K
932 $465M
IEMG
Ishares Inc

ETFs
5.98K
+ 60.37%
N/A
15.9K $1.05B
PPG
Ppg Industries Inc

Basic Materials
4.28K
New
$103.65 - $119.07 $444K - $510K
4.28K $450M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.71K
New
$236.25 - $257.69 $404K - $441K
1.71K $439M
SEE
Sealed Air Corp

Consumer Cyclical
11.7K
New
$28.47 - $35.35 $333K - $414K
11.7K $414M
SPOT
Spotify Technology S.A.

Communication Services
576
New
$620.01 - $738.53 $357K - $425K
576 $402M
Blackrock ETF Trust
14.1K
New
N/A
14.1K $395M
Blackrock ETF Trust
12.4K
New
N/A
12.4K $393M
C
Citigroup Inc

Financial Services
261
+ 1.2%
$85.57 - $103.49 $22.3K - $27K
22K $2.24B
SRE
Sempra Energy

Utilities
4.22K
New
$74.14 - $89.98 $313K - $380K
4.22K $380M
MSFT
Microsoft Corp

Technology
303
+ 2.9%
$491.09 - $535.64 $149K - $162K
10.8K $5.57B
TECK
Teck Resources LTD

Basic Materials
8.44K
New
$31.27 - $44.1 $264K - $372K
8.44K $370M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.41K
New
$44.82 - $46.28 $332K - $343K
7.41K $341M
CPB
Campbell Soup CO

Consumer Defensive
10.6K
New
$30.41 - $34.03 $322K - $360K
10.6K $334M
KKR
Kkr & Co. Inc.

Financial Services
2.54K
New
$129.95 - $152.16 $330K - $386K
2.54K $330M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
12.1K
New
$25.5 - $35.2 $309K - $426K
12.1K $309M
ITA
Ishares Tr

ETFs
1.44K
New
$184.73 - $209.26 $266K - $302K
1.44K $302M
DIS
Walt Disney CO

Communication Services
2.61K
New
$112.25 - $124.0 $293K - $324K
2.61K $299M
BMY
Bristol Myers Squibb CO

Healthcare
6.45K
New
$43.31 - $48.98 $279K - $316K
6.45K $291M
DHR
Danaher Corp

Healthcare
1.44K
New
$181.46 - $212.2 $261K - $305K
1.44K $285M
META
Meta Platforms, Inc.

Communication Services
394
+ 17.29%
$695.21 - $791.73 $274K - $312K
2.67K $1.96B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 2.1%
$224.68 - $282.71 $22.5K - $28.3K
4.87K $1.36B
RACE
Ferrari N.V.

Consumer Cyclical
571
New
$436.24 - $517.65 $249K - $296K
571 $277M
REXR
Rexford Industrial Realty, Inc.

Real Estate
6.5K
New
$35.43 - $43.53 $230K - $283K
6.5K $267M
WCC
Wesco International Inc

Industrials
1.25K
New
$189.22 - $227.19 $237K - $284K
1.25K $264M
MPC
Marathon Petroleum Corp

Energy
98
+ 1.1%
$158.59 - $198.69 $15.5K - $19.5K
8.98K $1.73B
AVB
Avalonbay Communities Inc

Real Estate
1.31K
New
$182.72 - $204.51 $239K - $268K
1.31K $253M
PFE
Pfizer Inc

Healthcare
9.15K
+ 82.73%
$23.29 - $25.88 $213K - $237K
20.2K $515M
EVRG
Evergy, Inc.

Utilities
3.23K
New
$67.73 - $76.02 $219K - $246K
3.23K $246M
Blackrock ETF Trust
9.7K
New
N/A
9.7K $246M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.55K
New
$28.92 - $32.19 $218K - $243K
7.55K $241M
Activity Summary
Buys All Purchases 98 New Holdings 46 Increased Positions 52 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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