Cordatus Wealth Management LLC Purchases in Q3 2025

Cordatus Wealth Management LLC

  • $417 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
78.4K
New
$98.99 - $112.2 $7.76M - $8.8M
78.4K $8.67M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
43.4K
New
$122.57 - $132.57 $5.32M - $5.76M
43.4K $5.64M
AAPL
Apple Inc.

Technology
36
+ 0.04%
$202.38 - $256.87 $7.29K - $9.25K
97.8K $24.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
91
+ 0.11%
$420.11 - $472.68 $38.2K - $43K
85.4K $40M
GOOG
Alphabet Inc.

Communication Services
287
+ 0.57%
$175.16 - $255.24 $50.3K - $73.3K
50.5K $12.3M
META
Meta Platforms, Inc.

Communication Services
4.32K
+ 84.24%
$695.21 - $791.73 $3M - $3.42M
9.44K $6.94M
EMR
Emerson Electric CO

Industrials
18.3K
New
$128.6 - $149.63 $2.36M - $2.74M
18.3K $2.4M
SHW
Sherwin Williams CO

Basic Materials
5.74K
+ 149.43%
$330.88 - $375.23 $1.9M - $2.16M
9.59K $3.32M
MRK
Merck & Co., Inc.

Healthcare
15.9K
+ 91.81%
$77.6 - $87.37 $1.23M - $1.39M
33.2K $2.78M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 1.09%
$293.94 - $444.72 $25.6K - $38.7K
8.09K $3.6M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 0.22%
$282.78 - $316.06 $22.6K - $25.3K
36.6K $11.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
25.3K
+ 20.33%
$30.67 - $32.13 $775K - $812K
150K $4.73M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.73K
+ 42.49%
$82.29 - $90.77 $636K - $701K
25.9K $2.35M
ABBV
Abb Vie Inc.

Healthcare
102
+ 0.62%
$184.85 - $231.54 $18.9K - $23.6K
16.6K $3.84M
VCIT
Vanguard Intermediate Term Cor

ETFs
9K
+ 43.97%
$81.75 - $84.54 $736K - $761K
29.5K $2.48M
GE
General Electric CO

Industrials
11
+ 0.06%
$244.75 - $305.63 $2.69K - $3.36K
17K $5.12M
ABT
Abbott Laboratories

Healthcare
5.11K
+ 21.54%
$120.51 - $136.62 $615K - $698K
28.8K $3.86M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.66K
+ 38.17%
$96.22 - $98.19 $544K - $556K
20.5K $2.01M
CAT
Caterpillar Inc

Industrials
40
+ 0.69%
$390.92 - $477.15 $15.6K - $19.1K
5.87K $2.8M
RTX
Raytheon Technologies Corp

Industrials
85
+ 0.48%
$144.19 - $167.33 $12.3K - $14.2K
17.9K $3M
BAC
Bank Of America Corp

Financial Services
498
+ 0.6%
$44.92 - $52.42 $22.4K - $26.1K
83.8K $4.32M
XLK
Technology Sector Spdr

ETFs
1.35K
New
$250.97 - $282.66 $339K - $382K
1.35K $380K
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 1.23%
$357.4 - $423.42 $36.1K - $42.8K
8.29K $3.36M
FXI
Ishares Tr

ETFs
6.8K
+ 124.09%
$36.18 - $41.62 $246K - $283K
12.3K $505K
GOOGL
Alphabet Inc.

Communication Services
53
+ 1.23%
$174.36 - $254.72 $9.24K - $13.5K
4.35K $1.06M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.88K
+ 41.07%
$87.29 - $93.61 $252K - $270K
9.91K $924K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 0.38%
$224.68 - $282.71 $4.49K - $5.65K
5.34K $1.49M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.2K
+ 80.0%
$185.88 - $207.44 $223K - $249K
2.7K $542K
IWY
Ishares Tr Russell 200 Growth

ETFs
799
New
$243.93 - $275.62 $195K - $220K
799 $218K
XLU
Utilities Sector Spdr

ETFs
147
+ 0.4%
$81.14 - $87.32 $11.9K - $12.8K
37K $3.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.13K
New
$181.56 - $190.33 $204K - $214K
1.13K $213K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.35K
New
$83.04 - $87.88 $195K - $207K
2.35K $206K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.08%
$291.67 - $316.99 $3.79K - $4.12K
17.1K $5.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.74K
New
$49.43 - $54.52 $185K - $204K
3.74K $202K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.1K
+ 36.95%
$18.61 - $18.94 $189K - $192K
37.6K $707K
ASML
Asml Holding Nv

Technology
2
+ 0.21%
$689.63 - $968.09 $1.38K - $1.94K
962 $931K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.81K
+ 40.16%
$19.49 - $19.61 $152K - $153K
27.2K $532K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.74K
+ 39.4%
$19.61 - $19.79 $152K - $153K
27.4K $539K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.9K
+ 22.83%
$20.41 - $20.67 $141K - $143K
37.1K $763K
UTHR
United Therapeutics Corp

Healthcare
4
+ 0.38%
$274.7 - $438.75 $1.1K - $1.76K
1.07K $447K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 0.81%
$459.11 - $506.91 $23.4K - $25.9K
6.36K $3.2M
PSTG
Pure Storage, Inc.

Technology
17
+ 0.35%
$54.47 - $88.29 $926 - $1.5K
4.9K $410K
HSBC
Hsbc Holdings PLC

Financial Services
25
+ 0.21%
$60.27 - $70.98 $1.51K - $1.77K
11.9K $842K
VONG
Vanguard Russell 1000 Growth E

ETFs
115
+ 1.55%
$108.08 - $121.73 $12.4K - $14K
7.54K $908K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
106
+ 0.25%
$13.29 - $16.05 $1.41K - $1.7K
43.3K $689K
UBS
Ubs Group Ag

Financial Services
72
+ 0.55%
$33.77 - $42.38 $2.43K - $3.05K
13.1K $538K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.97K
+ 21.84%
$20.66 - $20.74 $82.1K - $82.4K
22.2K $458K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.22%
$696.56 - $806.32 $1.39K - $1.61K
902 $718K
BHP
Bhp Group LTD

Basic Materials
42
+ 0.41%
$48.67 - $56.22 $2.04K - $2.36K
10.4K $579K
Activity Summary
Buys All Purchases 92 New Holdings 8 Increased Positions 84 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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