Facet Wealth, Inc. Purchases in Q2 2025

Facet Wealth, Inc.

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.44K
+ 28.74%
$51.16 - $62.02 $73.8K - $89.5K
6.46K $400K
LUMN
Lumen Technologies, Inc.

Communication Services
24.4K
New
$3.07 - $4.51 $74.8K - $110K
24.4K $106K
ABT
Abbott Laboratories

Healthcare
680
+ 39.84%
$123.95 - $138.08 $84.3K - $93.9K
2.39K $324K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
507
+ 5.79%
$55.54 - $69.09 $28.2K - $35K
9.26K $639K
VIG
Vanguard Dividend Appreciation

ETFs
523
+ 15.91%
N/A
3.81K $694K
BX
Blackstone Inc.

Financial Services
503
+ 30.34%
$120.07 - $151.11 $60.4K - $76K
2.16K $323K
VEEV
Veeva Systems Inc

Healthcare
43
+ 3.31%
$209.39 - $289.94 $9K - $12.5K
1.34K $386K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.44K
+ 2.44%
$22.43 - $23.23 $54.6K - $56.6K
102K $2.38M
HON
Honeywell International Inc

Industrials
219
+ 20.84%
$182.86 - $232.88 $40K - $51K
1.27K $295K
VNQ
Vanguard Specialized Funds Van

ETFs
854
+ 22.06%
$79.79 - $91.42 $68.1K - $78.1K
4.73K $420K
NEE
Nextera Energy Inc

Utilities
1.07K
+ 19.87%
$64.11 - $75.0 $68.4K - $80K
6.44K $446K
SCHA
Schwab Strategic Tr Us Small C

ETFs
596
+ 2.37%
$20.42 - $25.3 $12.2K - $15.1K
25.7K $651K
COP
Conocophillips

Energy
1.15K
+ 39.55%
$82.66 - $106.1 $95.3K - $122K
4.07K $365K
DFAX
Dimensional ETF Tr
116
+ 0.75%
$23.37 - $29.39 $2.71K - $3.41K
15.6K $459K
WM
Waste Management Inc

Industrials
218
+ 20.57%
$216.47 - $242.1 $47.2K - $52.8K
1.28K $292K
AMGN
Amgen Inc

Healthcare
232
+ 31.61%
$262.28 - $309.85 $60.8K - $71.9K
966 $269K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
98
+ 1.2%
$30.87 - $39.17 $3.03K - $3.84K
8.28K $324K
HCA
Hca Healthcare, Inc.

Healthcare
37
+ 6.11%
$317.61 - $387.52 $11.8K - $14.3K
643 $246K
ACN
Accenture PLC

Technology
158
+ 18.59%
$279.23 - $323.21 $44.1K - $51.1K
1.01K $301K
PEP
Pepsico Inc

Consumer Defensive
491
+ 29.56%
$128.02 - $151.37 $62.9K - $74.3K
2.15K $284K
VT
Vanguard Total World Stk Index

ETFs
79
+ 4.69%
$103.16 - $128.52 $8.15K - $10.2K
1.76K $226K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
97
+ 3.62%
$90.56 - $109.49 $8.78K - $10.6K
2.77K $303K
SYY
Sysco Corp

Consumer Defensive
131
+ 1.24%
$68.0 - $75.91 $8.91K - $9.94K
10.7K $808K
SPYI
Shp ETF Tr Neos S&P 500 High I
5.02K
New
N/A
5.02K $0
PHG
Koninklijke Philips Nv

Healthcare
1
+ 0.01%
$21.67 - $25.64 $21.7 - $25.6
9.08K $217K
MRK
Merck & Co., Inc.

Healthcare
397
+ 8.57%
$73.47 - $87.12 $29.2K - $34.6K
5.03K $398K
UNH
Unitedhealth Group Inc

Healthcare
170
+ 17.84%
$274.35 - $599.47 $46.6K - $102K
1.12K $350K
AAPL
Apple Inc.

Technology
3.99K
+ 3.24%
$172.42 - $223.89 $689K - $894K
127K $26.1M
Activity Summary
Buys All Purchases 129 New Holdings 40 Increased Positions 89 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Facet Wealth, Inc. Portfolio

Follow Facet Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Facet Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Facet Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email