Client 1 St Advisory Group, LLC Sells in Q4 2025

Client 1 St Advisory Group, LLC

  • $320 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-7.93K
- 8.4%
$142.82 - $150.36 $1.13M - $1.19M
86.5K $12.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-16.9K
- 1.42%
$37.61 - $39.41 $637K - $668K
1.17M $45.4M
MSTR
Microstrategy Inc

Technology
-65
- 1.74%
$199.75 - $359.69 $13K - $23.4K
3.68K $735K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-18.1K
- 4.13%
$32.24 - $33.72 $582K - $609K
420K $14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.27K
- 15.17%
$92.34 - $95.43 $117K - $121K
7.09K $668K
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 1.73%
$225.0 - $247.99 $5.63K - $6.2K
1.42K $319K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.34K
- 11.11%
$27.17 - $28.65 $36.4K - $38.4K
10.7K $293K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.81K
- 4.81%
$23.04 - $23.36 $41.8K - $42.4K
35.9K $828K
IEMG
Ishares Inc

ETFs
-554
- 2.55%
N/A
21.2K $1.14M
HEFA
Ishares Currency Hedged Msci E

ETFs
-987
- 11.75%
$39.63 - $41.86 $39.1K - $41.3K
7.41K $305K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-165
- 5.18%
$102.37 - $105.36 $16.9K - $17.4K
3.02K $310K
ACWI
Ishares Msci Acwi ETF

ETFs
-112
- 2.37%
$135.71 - $142.56 $15.2K - $16K
4.61K $645K
ELV
Elevance Health, Inc.

Healthcare
-31
- 2.64%
$303.78 - $362.34 $9.42K - $11.2K
1.15K $373K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-38
- 0.36%
$25.75 - $26.12 $979 - $993
10.5K $270K
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.01%
N/A
20.4K $3.71M
Dimensional ETF Trust
-6.36K
- 31.6%
N/A
13.8K $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-22
- 0.65%
$280.66 - $305.09 $6.17K - $6.71K
3.38K $952K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-20
- 0.25%
$45.45 - $48.31 $909 - $966
7.88K $373K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-93
- 1.15%
$219.27 - $238.71 $20.4K - $22.2K
7.97K $1.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-556
- 1.5%
$37.0 - $39.93 $20.6K - $22.2K
36.5K $1.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-45
- 0.27%
$42.26 - $44.28 $1.9K - $1.99K
16.5K $723K
VLUE
Ishares Msci Usa Value Factor

ETFs
-104
- 1.02%
$122.29 - $132.67 $12.7K - $13.8K
10.1K $1.31M
IQV
Iqvia Holdings Inc.

Healthcare
-83
- 2.13%
$198.17 - $223.55 $16.4K - $18.6K
3.82K $842K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.26K
- 1.58%
$31.28 - $33.46 $102K - $109K
203K $6.73M
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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