Esg Planning Incresed Positions in Q3 2025

Esg Planning

  • $205 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
4.34K
+ 18.19%
$174.36 - $254.72 $757K - $1.11M
28.2K $6.86M
MUB
Ishares National Muni Bond ETF

ETFs
21.9K
+ 20.03%
$103.24 - $106.68 $2.26M - $2.33M
131K $14M
VEA
Vanguard Ftse Developed Market

ETFs
38.2K
+ 54.72%
$56.02 - $60.3 $2.14M - $2.31M
108K $6.48M
AAPL
Apple Inc.

Technology
2.39K
+ 7.93%
$202.38 - $256.87 $483K - $613K
32.5K $8.27M
VGT
Vanguard Information Technolog

ETFs
1.5K
+ 13.0%
$656.44 - $753.15 $982K - $1.13M
13K $9.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.1K
+ 11.48%
$72.57 - $74.72 $1.75M - $1.8M
235K $17.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
14K
+ 16.6%
$96.22 - $98.19 $1.35M - $1.38M
98.5K $9.65M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.8K
+ 21.71%
$63.41 - $69.69 $1M - $1.1M
88.8K $6.08M
APP
App Lovin Corp

Technology
5
+ 0.14%
$335.1 - $718.54 $1.68K - $3.59K
3.47K $2.49M
VCR
Vanguard Consumer Discretionar

ETFs
2.02K
+ 14.4%
$359.61 - $401.35 $727K - $812K
16.1K $6.37M
VIS
Vanguard Industrial ETF

ETFs
2.95K
+ 19.15%
$281.0 - $296.29 $828K - $873K
18.3K $5.43M
MRK
Merck & Co., Inc.

Healthcare
10.8K
+ 33.52%
$77.6 - $87.37 $841K - $947K
43.2K $3.62M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.78K
+ 11.61%
$66.38 - $71.68 $583K - $629K
84.4K $6.02M
VHT
Vanguard Health Care ETF

ETFs
3K
+ 31.84%
$239.12 - $259.95 $717K - $780K
12.4K $3.22M
AMZN
Amazon Com Inc

Consumer Cyclical
3.94K
+ 15.83%
$211.65 - $238.24 $834K - $938K
28.8K $6.33M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.7K
+ 56.68%
$49.43 - $54.52 $676K - $746K
37.8K $2.05M
VFH
Vanguard Financial ETF

ETFs
5.53K
+ 19.87%
$125.23 - $132.78 $693K - $734K
33.4K $4.38M
GLD
Spdr Gold Trust

ETFs
1.18K
+ 14.61%
$300.96 - $355.47 $356K - $420K
9.27K $3.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.4K
+ 23.24%
$40.94 - $42.85 $712K - $746K
92.3K $3.89M
VDC
Vanguard Consumer Staples ETF

ETFs
3.22K
+ 21.68%
$212.64 - $225.25 $684K - $725K
18.1K $3.86M
XLK
Technology Sector Spdr

ETFs
1.29K
+ 18.76%
$250.97 - $282.66 $324K - $365K
8.17K $2.3M
VOX
Vanguard Communication Service

ETFs
1.97K
+ 18.93%
$169.0 - $192.17 $333K - $379K
12.4K $2.32M
MSFT
Microsoft Corp

Technology
826
+ 17.74%
$491.09 - $535.64 $406K - $442K
5.48K $2.84M
XLU
Utilities Sector Spdr

ETFs
4.29K
+ 20.21%
$81.14 - $87.32 $348K - $374K
25.5K $2.22M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
9.8K
+ 22.48%
$37.98 - $39.81 $372K - $390K
53.4K $2.07M
EQIX
Equinix Inc

Real Estate
466
+ 27.74%
$756.7 - $811.13 $353K - $378K
2.15K $1.68M
TMO
Thermo Fisher Scientific Inc.

Healthcare
385
+ 20.25%
$404.94 - $499.99 $156K - $192K
2.29K $1.11M
MA
Mastercard Inc

Financial Services
558
+ 18.97%
$550.18 - $598.96 $307K - $334K
3.5K $1.99M
VTI
Vanguard Total Stock Market Et

ETFs
140
+ 1.33%
$303.93 - $329.86 $42.6K - $46.2K
10.7K $3.5M
LOW
Lowes Companies Inc

Consumer Cyclical
774
+ 28.27%
$215.01 - $273.02 $166K - $211K
3.51K $882K
CRWD
Crowd Strike Holdings, Inc.

Technology
714
+ 16.78%
$412.46 - $514.1 $294K - $367K
4.97K $2.44M
V
Visa Inc.

Financial Services
986
+ 19.94%
$332.09 - $358.86 $327K - $354K
5.93K $2.02M
UNP
Union Pacific Corp

Industrials
937
+ 35.39%
$214.91 - $237.16 $201K - $222K
3.59K $847K
DHR
Danaher Corp

Healthcare
1.19K
+ 40.27%
$181.46 - $212.2 $215K - $251K
4.13K $818K
IGV
Ishares Expanded Tech Software

ETFs
1.54K
+ 18.71%
$105.96 - $117.79 $163K - $181K
9.76K $1.12M
VAW
Vanguard Materials ETF

ETFs
925
+ 29.27%
$193.21 - $210.15 $179K - $194K
4.09K $836K
ORCL
Oracle Corp

Technology
123
+ 8.31%
$218.96 - $328.33 $26.9K - $40.4K
1.6K $450K
HON
Honeywell International Inc

Industrials
889
+ 24.41%
$207.7 - $240.4 $185K - $214K
4.53K $953K
QCOM
Qualcomm Inc

Technology
255
+ 12.51%
$145.84 - $173.55 $37.2K - $44.3K
2.29K $381K
AOA
Ishares Tr Core Aggressive All

ETFs
163
+ 3.19%
$82.71 - $88.14 $13.5K - $14.4K
5.27K $464K
AOR
Ishares Tr Core Growth Allocat

ETFs
316
+ 5.91%
$60.99 - $64.39 $19.3K - $20.3K
5.67K $364K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.21%
$87.69 - $96.0 $438 - $480
2.44K $229K
Ishares Bitcoin Trust ETF
8.79K
+ 42.58%
N/A
29.4K $0
IBM
International Business Machines Corp

Technology
20
+ 2.53%
$234.77 - $292.47 $4.7K - $5.85K
812 $229K
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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