Brogan Financial, Inc. Incresed Positions in Q3 2025

Brogan Financial, Inc.

  • $235 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OSCV
Opus Small Cap Value ETF

ETFs
3.8K
+ 0.46%
$35.98 - $38.73 $137K - $147K
830K $31.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.65K
+ 1.22%
$181.56 - $190.33 $300K - $314K
136K $25.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.49K
+ 4.95%
$72.65 - $78.68 $253K - $274K
73.9K $5.79B
LDOS
Leidos Holdings, Inc.

Technology
17
+ 0.22%
$159.2 - $188.96 $2.71K - $3.21K
7.69K $1.45B
ABBV
Abb Vie Inc.

Healthcare
74
+ 2.45%
$184.85 - $231.54 $13.7K - $17.1K
3.09K $715M
CAT
Caterpillar Inc

Industrials
33
+ 2.85%
$390.92 - $477.15 $12.9K - $15.7K
1.19K $568M
DRSK
ETF Ser Solutions Aptus Define

ETFs
846
+ 0.08%
$28.26 - $29.29 $23.9K - $24.8K
1M $28.9B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$420.11 - $472.68 $420 - $473
1.86K $871M
BX
Blackstone Inc.

Financial Services
72
+ 2.54%
$152.77 - $188.68 $11K - $13.6K
2.9K $496M
VMC
Vulcan Materials CO

Basic Materials
26
+ 1.94%
$260.62 - $307.62 $6.78K - $8K
1.37K $421M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
667
+ 5.97%
$48.07 - $51.26 $32.1K - $34.2K
11.8K $604M
Jacobs Solutions Inc
7
+ 0.22%
N/A
3.15K $471M
DFUS
Dimensional ETF Tr U S Equity

ETFs
24
+ 0.25%
$67.01 - $72.84 $1.61K - $1.75K
9.53K $690M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 1.12%
$282.78 - $316.06 $5.66K - $6.32K
1.81K $572M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.45%
$498.9 - $609.32 $998 - $1.22K
445 $271M
CVX
Chevron Corp

Energy
109
+ 4.14%
$145.57 - $161.83 $15.9K - $17.6K
2.74K $425M
Fidelity Wise Origin Bitcoin
280
+ 8.97%
N/A
3.4K $340M
NEE
Nextera Energy Inc

Utilities
46
+ 0.79%
$69.77 - $77.54 $3.21K - $3.57K
5.88K $444M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.49%
$215.01 - $273.02 $1.29K - $1.64K
1.24K $312M
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 1.98%
$620.67 - $670.08 $7.45K - $8.04K
618 $414M
XOM
Exxon Mobil Corp

Energy
43
+ 0.76%
$105.83 - $117.22 $4.55K - $5.04K
5.7K $642M
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.32%
$280.68 - $303.97 $1.12K - $1.22K
1.26K $382M
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.46%
$192.76 - $203.86 $2.31K - $2.45K
2.64K $537M
DGRO
Ishares Core Dividend Growth E

ETFs
19
+ 0.53%
$64.12 - $68.08 $1.22K - $1.29K
3.59K $244M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.35%
$62.09 - $66.51 $745 - $798
3.46K $226M
ABT
Abbott Laboratories

Healthcare
13
+ 0.43%
$120.51 - $136.62 $1.57K - $1.78K
3.04K $407M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.62%
$65.67 - $71.67 $1.97K - $2.15K
4.85K $322M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.75%
$150.47 - $161.22 $6.02K - $6.45K
5.36K $823M
NOW
Service Now, Inc.

Technology
7
+ 2.3%
$850.86 - $1044.69 $5.96K - $7.31K
311 $286M
TXN
Texas Instruments Inc

Technology
2
+ 0.04%
N/A
4.45K $818M
ELV
Elevance Health, Inc.

Healthcare
9
+ 0.54%
$274.66 - $395.76 $2.47K - $3.56K
1.69K $545M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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