Facet Wealth, Inc. Incresed Positions in Q3 2025

Facet Wealth, Inc.

  • $4.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
124
+ 9.7%
$150.71 - $178.14 $18.7K - $22.1K
1.4K $249K
BA
Boeing CO

Industrials
200
+ 14.3%
$209.79 - $237.38 $42K - $47.5K
1.6K $345K
PG
Procter & Gamble CO

Consumer Defensive
406
+ 16.37%
$150.47 - $161.22 $61.1K - $65.5K
2.89K $443K
DELL
Dell Technologies Inc.

Technology
37
+ 1.81%
$120.96 - $141.77 $4.48K - $5.25K
2.08K $294K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
137
+ 4.94%
$108.46 - $120.63 $14.9K - $16.5K
2.91K $345K
HCA
Hca Healthcare, Inc.

Healthcare
35
+ 5.44%
$334.32 - $426.2 $11.7K - $14.9K
678 $288K
UNH
Unitedhealth Group Inc

Healthcare
12
+ 1.07%
$237.77 - $353.61 $2.85K - $4.24K
1.14K $391K
DIS
Walt Disney CO

Communication Services
557
+ 22.61%
$112.25 - $124.0 $62.5K - $69.1K
3.02K $345K
CRM
Salesforce, Inc.

Technology
360
+ 28.08%
$231.66 - $273.65 $83.4K - $98.5K
1.64K $389K
UNP
Union Pacific Corp

Industrials
138
+ 12.44%
$214.91 - $237.16 $29.7K - $32.7K
1.25K $294K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
62
+ 5.24%
$225.11 - $247.9 $14K - $15.4K
1.25K $307K
DGRO
Ishares Core Dividend Growth E

ETFs
280
+ 7.07%
$64.12 - $68.08 $18K - $19.1K
4.24K $288K
DFAX
Dimensional ETF Tr
85
+ 0.54%
$29.25 - $31.56 $2.49K - $2.68K
15.7K $493K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
158
+ 29.64%
$366.54 - $479.53 $57.9K - $75.8K
691 $270K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
179
+ 2.77%
$62.09 - $66.51 $11.1K - $11.9K
6.64K $433K
VOE
Vanguard Mid Cap Value Index F

ETFs
59
+ 2.59%
$164.63 - $174.58 $9.71K - $10.3K
2.34K $408K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
69
+ 7.78%
$301.44 - $365.84 $20.8K - $25.2K
956 $309K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
265
+ 3.7%
$30.13 - $33.37 $7.98K - $8.84K
7.42K $247K
IWD
Ishares Russell 1000 Val ETF

ETFs
87
+ 6.58%
$192.76 - $203.86 $16.8K - $17.7K
1.41K $287K
COP
Conocophillips

Energy
104
+ 2.56%
$91.0 - $98.99 $9.46K - $10.3K
4.17K $394K
PEP
Pepsico Inc

Consumer Defensive
69
+ 3.21%
$133.81 - $152.16 $9.23K - $10.5K
2.22K $311K
IJS
Ishares S&P Smallcap 600 Value

ETFs
20
+ 0.99%
$98.99 - $112.2 $1.98K - $2.24K
2.03K $224K
VEEV
Veeva Systems Inc

Healthcare
31
+ 2.31%
$269.2 - $297.91 $8.35K - $9.24K
1.37K $409K
CB
Chubb LTD

Financial Services
87
+ 11.49%
$265.99 - $289.59 $23.1K - $25.2K
844 $238K
IBM
International Business Machines Corp

Technology
288
+ 4.93%
$234.77 - $292.47 $67.6K - $84.2K
6.13K $1.73M
JBL
Jabil Inc

Technology
24
+ 1.05%
$202.08 - $234.45 $4.85K - $5.63K
2.31K $501K
SPYI
Shp ETF Tr Neos S&P 500 High I
75
+ 1.5%
N/A
5.09K $0
ISRG
Intuitive Surgical Inc

Healthcare
113
+ 20.36%
$433.66 - $544.47 $49K - $61.5K
668 $298K
NFLX
Netflix Inc

Communication Services
172
+ 10.82%
$1147.87 - $1297.18 $197K - $223K
1.76K $2.11M
AXON
Axon Enterprise, Inc.

Industrials
13
+ 4.56%
$698.02 - $870.97 $9.07K - $11.3K
298 $213K
HON
Honeywell International Inc

Industrials
26
+ 2.05%
$207.7 - $240.4 $5.4K - $6.25K
1.3K $272K
Activity Summary
Buys All Purchases 175 New Holdings 43 Increased Positions 132 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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