Blueprint Financial Advisors LLC New Holdings in Q3 2025

Blueprint Financial Advisors LLC

  • $463 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FYT
First Trust Small Cap

ETFs
176K
New
$50.45 - $57.45 $8.89M - $10.1M
176K $9.85B
MPLX
Mplx LP

Energy
158K
New
$49.42 - $52.71 $7.8M - $8.32M
158K $7.88B
VUG
Vanguard Growth ETF

ETFs
12.8K
New
$433.97 - $484.08 $5.56M - $6.2M
12.8K $6.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.8K
New
$459.11 - $506.91 $4.96M - $5.47M
10.8K $5.43B
OCIO
ETF Ser Solutions Clearshares

ETFs
119K
New
$35.22 - $37.33 $4.2M - $4.45M
119K $4.41B
JPM
Jpmorgan Chase & CO

Financial Services
10.5K
New
$282.78 - $316.06 $2.98M - $3.33M
10.5K $3.32B
AMZN
Amazon Com Inc

Consumer Cyclical
12K
New
$211.65 - $238.24 $2.53M - $2.85M
12K $2.63B
VT
Vanguard Total World Stk Index

ETFs
16.9K
New
$128.41 - $138.03 $2.17M - $2.33M
16.9K $2.33B
CGGR
Capital Group Growth ETF Shs C

ETFs
48.8K
New
$40.2 - $44.58 $1.96M - $2.18M
48.8K $2.14B
Capital Group Core Balanced
59.3K
New
N/A
59.3K $2.06B
Capital Group Global Equity
51.5K
New
N/A
51.5K $1.58B
PIZ
Invesco Exchange Traded Fd Tr
31.2K
New
N/A
31.2K $1.49B
CGGO
Capital Group Global Growth Eq

ETFs
41K
New
$31.71 - $34.17 $1.3M - $1.4M
41K $1.4B
Capital Group Dividend Growe
39.3K
New
N/A
39.3K $1.36B
XOM
Exxon Mobil Corp

Energy
11.3K
New
$105.83 - $117.22 $1.19M - $1.32M
11.3K $1.27B
PULS
Pgim ETF Tr

ETFs
22.6K
New
$49.58 - $49.83 $1.12M - $1.13M
22.6K $1.13B
FVD
First Tr Value Line Divid Inde

ETFs
23.7K
New
$44.73 - $46.86 $1.06M - $1.11M
23.7K $1.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.2K
New
$85.01 - $90.35 $1.04M - $1.1M
12.2K $1.09B
ETF Opportunities Trust
43.9K
New
N/A
43.9K $1.02B
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.8K
New
$28.92 - $32.19 $891K - $992K
30.8K $984M
Capital Grp Fixed Incm ETF T
33.7K
New
N/A
33.7K $895M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19K
New
$42.67 - $46.91 $812K - $893K
19K $891M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17.7K
New
$42.26 - $47.16 $749K - $836K
17.7K $821M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
30K
New
$25.43 - $27.31 $764K - $820K
30K $820M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.7K
New
$26.38 - $27.95 $785K - $831K
29.7K $812M
Proshares Tr
34.6K
New
N/A
34.6K $745M
CGMS
Capital Grp Core Plus Income E
25.5K
New
N/A
25.5K $707M
Capital Group Equity ETF Tr
23.4K
New
N/A
23.4K $665M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.8K
New
$48.5 - $50.19 $620K - $642K
12.8K $640M
ET
Energy Transfer LP

Energy
37.1K
New
$17.11 - $18.16 $634K - $673K
37.1K $636M
CGDV
Capital Group Divid Value ETF

ETFs
14.8K
New
$39.59 - $42.21 $584K - $623K
14.8K $620M
QDPL
Pacer Fds Tr Metaurus Us Large
14.3K
New
$39.4 - $42.1 $563K - $602K
14.3K $599M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.4K
New
$45.6 - $46.92 $564K - $580K
12.4K $578M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
23.3K
New
N/A
23.3K $545M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
20.2K
New
$26.05 - $27.27 $526K - $551K
20.2K $544M
CTA
Simplify Exch Traded Fds Simpl

ETFs
19.4K
New
$26.46 - $28.43 $514K - $552K
19.4K $543M
VZ
Verizon Communications Inc

Communication Services
11.6K
New
$40.84 - $45.06 $475K - $524K
11.6K $511M
CGCP
Capital Group Core Plus Income

ETFs
21.4K
New
$22.27 - $22.95 $476K - $491K
21.4K $486M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
25K
New
$14.45 - $16.7 $361K - $418K
25K $361M
Capital Group New Geography
11.7K
New
N/A
11.7K $360M
DBE
Invesco Db Energy Fund

ETFs
16.3K
New
$18.5 - $20.04 $301K - $327K
16.3K $310M
DLY
Double Line Yield Opportunities Fund

N/A
18K
New
$15.08 - $15.65 $271K - $282K
18K $271M
DSL
Double Line Income Solutions Fund

Financial Services
20K
New
$11.99 - $12.67 $240K - $253K
20K $246M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.2K
New
$19.61 - $19.79 $220K - $222K
11.2K $221M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.4K
New
$20.41 - $20.67 $213K - $215K
10.4K $214M
Activity Summary
Buys All Purchases 86 New Holdings 46 Increased Positions 40 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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