Client 1 St Advisory Group, LLC Purchases in Q3 2025

Client 1 St Advisory Group, LLC

  • $306 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.1K
+ 5.02%
$72.65 - $78.68 $1.82M - $1.98M
526K $41.2M
EFV
Msci Eafe Value ETF

ETFs
13.8K
+ 11.74%
$62.79 - $68.42 $864K - $941K
131K $8.88M
GOOG
Alphabet Inc.

Communication Services
84
+ 0.44%
$175.16 - $255.24 $14.7K - $21.4K
19K $4.64M
DFSV
Dimensional ETF Tr Dimensional

ETFs
25.9K
+ 27.38%
$29.2 - $32.74 $757K - $848K
121K $3.84M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.9K
+ 11.6%
$54.35 - $59.32 $538K - $587K
95.2K $5.64M
NVDA
Nvidia Corp

Technology
81
+ 0.25%
$153.3 - $186.58 $12.4K - $15.1K
33K $6.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.28K
+ 6.51%
$182.33 - $194.5 $415K - $443K
37.3K $7.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.21K
+ 13.12%
$108.97 - $121.65 $458K - $512K
36.3K $4.38M
IXC
Ishares Tr Global Energy ETF

ETFs
15.7K
+ 26.78%
$39.45 - $42.95 $620K - $675K
74.4K $3.11M
AAPL
Apple Inc.

Technology
346
+ 2.74%
$202.38 - $256.87 $70K - $88.9K
13K $3.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.75K
+ 2.28%
$41.8 - $43.15 $324K - $334K
347K $14.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.8K
+ 4.99%
$22.9 - $23.58 $339K - $349K
311K $7.31M
MSTR
Microstrategy Inc

Technology
1.78K
+ 90.29%
$300.7 - $455.9 $534K - $810K
3.75K $1.21M
IYW
Ishares Dj Us Tech ETF

ETFs
459
+ 3.27%
$171.38 - $197.01 $78.7K - $90.4K
14.5K $2.84M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
687
+ 25.32%
$224.68 - $282.71 $154K - $194K
3.4K $949K
IFRA
Ishares Tr

ETFs
4.39K
+ 16.5%
$49.77 - $52.82 $219K - $232K
31K $1.64M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.73K
+ 2.0%
$47.86 - $48.43 $274K - $277K
292K $14.1M
MSFT
Microsoft Corp

Technology
489
+ 14.29%
$491.09 - $535.64 $240K - $262K
3.91K $2.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.85K
+ 2.81%
$45.6 - $46.92 $221K - $227K
177K $8.28M
SBUX
Starbucks Corp

Consumer Cyclical
3.18K
New
$81.9 - $96.86 $260K - $308K
3.18K $268K
CRM
Salesforce, Inc.

Technology
1.09K
New
$231.66 - $273.65 $252K - $298K
1.09K $258K
HD
Home Depot, Inc.

Consumer Cyclical
483
+ 34.67%
$357.4 - $423.42 $173K - $205K
1.88K $760K
IQV
Iqvia Holdings Inc.

Healthcare
782
+ 25.05%
$157.68 - $200.82 $123K - $157K
3.9K $741K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.36K
New
$116.14 - $168.56 $158K - $229K
1.36K $229K
ADSK
Autodesk, Inc.

Technology
931
New
N/A
931 $228K
APD
Air Products & Chemicals, Inc.

Basic Materials
837
New
$265.78 - $299.3 $222K - $251K
837 $228K
ABBV
Abb Vie Inc.

Healthcare
976
New
$184.85 - $231.54 $180K - $226K
976 $225K
SCHW
Schwab Charles Corp

Financial Services
2.17K
+ 50.78%
$91.03 - $98.69 $198K - $214K
6.45K $615K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
96
+ 1.21%
$195.29 - $223.85 $18.7K - $21.5K
8.06K $1.79M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.65K
New
$74.93 - $80.73 $198K - $214K
2.65K $213K
UNH
Unitedhealth Group Inc

Healthcare
612
New
$237.77 - $353.61 $146K - $216K
612 $211K
SPMD
Spdr Portfolio

ETFs
3.67K
New
$54.43 - $58.29 $200K - $214K
3.67K $210K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.57K
New
$121.81 - $137.24 $191K - $215K
1.57K $207K
XOM
Exxon Mobil Corp

Energy
440
+ 1.39%
$105.83 - $117.22 $46.6K - $51.6K
32.2K $3.63M
VEEV
Veeva Systems Inc

Healthcare
676
New
$269.2 - $297.91 $182K - $201K
676 $201K
MPC
Marathon Petroleum Corp

Energy
1.04K
New
$158.59 - $198.69 $166K - $207K
1.04K $201K
GOOGL
Alphabet Inc.

Communication Services
305
+ 16.92%
$174.36 - $254.72 $53.2K - $77.7K
2.11K $512K
AMZN
Amazon Com Inc

Consumer Cyclical
868
+ 11.38%
$211.65 - $238.24 $184K - $207K
8.49K $1.87M
MBB
Ishares Tr

ETFs
1.35K
+ 3.66%
$92.46 - $95.73 $125K - $129K
38.3K $3.64M
AMAT
Applied Materials Inc

Technology
619
+ 53.73%
$156.25 - $204.95 $96.7K - $127K
1.77K $362K
JPM
Jpmorgan Chase & CO

Financial Services
224
+ 8.71%
$282.78 - $316.06 $63.3K - $70.8K
2.8K $882K
BA
Boeing CO

Industrials
584
+ 50.13%
$209.79 - $237.38 $123K - $139K
1.75K $377K
QCOM
Qualcomm Inc

Technology
695
+ 49.89%
$145.84 - $173.55 $101K - $121K
2.09K $347K
AVGO
Broadcom Inc.

Technology
110
+ 6.69%
$264.74 - $369.57 $29.1K - $40.7K
1.76K $578K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
44
+ 0.2%
$62.54 - $68.42 $2.75K - $3.01K
21.9K $1.48M
CHKP
Check Point Software Technologies LTD

Technology
527
+ 48.62%
$180.73 - $231.23 $95.2K - $122K
1.61K $333K
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 4.12%
$617.65 - $666.84 $30.9K - $33.3K
1.26K $842K
DIS
Walt Disney CO

Communication Services
1.04K
+ 36.42%
$112.25 - $124.0 $116K - $129K
3.88K $444K
XLE
Energy Sector Spdr

ETFs
563
+ 8.26%
$84.25 - $91.99 $47.4K - $51.8K
7.38K $659K
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 1 Puts 1
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