Fi3 Financial Advisors, LLC Purchases and Sells in Q2 2025

Fi3 Financial Advisors, LLC

$275 Million
Q2 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.52K + 5.13%	$498.8 - $620.9 $1.75M - $2.18M	72.1K $44.8M
VTI	6.8K + 36.21%	$243.75 - $303.93 $1.66M - $2.07M	25.6K $7.77M
IJR	6.62K + 2.31%	$90.56 - $109.49 $600K - $725K	293K $32.1M
NVDA	1.66K + 5.14%	$94.31 - $157.99 $156K - $261K	33.8K $5.35M
GOOG	9.26K + 155.81%	$146.58 - $180.01 $1.36M - $1.67M	15.2K $2.7M
MSFT	739 + 7.47%	$354.56 - $497.45 $262K - $368K	10.6K $5.29M

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	3.37K New	$103.16 - $128.52 $348K - $433K	3.37K $433K
PNC	2.12K New	$149.76 - $186.42 $317K - $395K	2.12K $394K
RWO	7.79K New	$38.85 - $45.0 $302K - $350K	7.79K $343K
KMX	4.71K New	$62.27 - $82.77 $293K - $390K	4.71K $316K
AMAT	1.68K New	$126.95 - $183.52 $214K - $309K	1.68K $308K
COF	1.44K New	$150.57 - $212.76 $217K - $307K	1.44K $307K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HI	-24.6K - 8.68%	$18.62 - $24.76 $458K - $609K	259K $5.19M
SCZ	-21.5K - 74.96%	$57.14 - $72.68 $1.23M - $1.56M	7.17K $520K
VNQ	-10.7K - 38.59%	$79.79 - $91.42 $852K - $976K	17K $1.51M
LLY	-297 - 1.98%	$713.71 - $898.95 $212K - $267K	14.7K $11.5M
AGG	-8.11K - 52.06%	$96.84 - $99.46 $786K - $807K	7.47K $741K
UNH	-285 - 24.3%	$274.35 - $599.47 $78.2K - $171K	888 $277K

Activity Summary All Purchases 103 New Holdings 44 Increased Positions 59 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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