Fi3 Financial Advisors, LLC Purchases in Q2 2025

Fi3 Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.15K
New
$153.22 - $199.8 $176K - $230K
1.15K $215K
A
Agilent Technologies, Inc.

Healthcare
1.81K
New
$99.29 - $120.52 $180K - $218K
1.81K $213K
HOOD
Robinhood Markets, Inc.

Technology
2.26K
New
$34.17 - $93.63 $77.3K - $212K
2.26K $211K
JCI
Johnson Controls International PLC

Industrials
1.95K
New
$71.14 - $105.62 $139K - $206K
1.95K $206K
LMT
Lockheed Martin Corp

Industrials
446
New
$430.82 - $486.45 $192K - $217K
446 $206K
IQV
Iqvia Holdings Inc.

Healthcare
1.3K
New
$137.0 - $174.37 $179K - $227K
1.3K $205K
GWRE
Guidewire Software, Inc.

Technology
855
New
$172.73 - $257.37 $148K - $220K
855 $201K
DASH
Door Dash, Inc.

Communication Services
494
+ 42.81%
$163.16 - $246.51 $80.6K - $122K
1.65K $406K
ADSK
Autodesk, Inc.

Technology
718
New
N/A
718 $176K
ORCL
Oracle Corp

Technology
70
+ 3.67%
$122.82 - $218.63 $8.6K - $15.3K
1.98K $432K
MU
Micron Technology Inc

Technology
417
+ 17.29%
$64.72 - $127.91 $27K - $53.3K
2.83K $348K
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.03%
$462.22 - $707.75 $10.6K - $16.3K
783 $554K
DIS
Walt Disney CO

Communication Services
533
+ 25.79%
$81.72 - $124.01 $43.6K - $66.1K
2.6K $322K
BA
Boeing CO

Industrials
169
+ 8.0%
$136.59 - $217.51 $23.1K - $36.8K
2.28K $477K
C
Citigroup Inc

Financial Services
662
+ 15.4%
$58.13 - $85.12 $38.5K - $56.3K
4.96K $422K
WMT
Walmart Inc.

Consumer Defensive
426
+ 5.79%
$81.79 - $99.98 $34.8K - $42.6K
7.79K $761K
MKL
Markel Corp

Financial Services
11
+ 1.56%
$1678.5 - $1997.36 $18.5K - $22K
717 $1.43M
SCHW
Schwab Charles Corp

Financial Services
410
+ 8.32%
$69.06 - $91.24 $28.3K - $37.4K
5.34K $487K
PM
Philip Morris International Inc.

Consumer Defensive
284
+ 18.22%
$149.23 - $184.95 $42.4K - $52.5K
1.84K $335K
UBER
Uber Technologies, Inc

Technology
138
+ 3.81%
$64.62 - $93.3 $8.92K - $12.9K
3.76K $350K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 6.68%
$908.13 - $1056.85 $46.3K - $53.9K
814 $805K
CAT
Caterpillar Inc

Industrials
11
+ 0.83%
$273.94 - $388.21 $3.01K - $4.27K
1.34K $520K
WMB
Williams Companies, Inc.

Energy
744
+ 11.34%
$54.33 - $62.87 $40.4K - $46.8K
7.3K $458K
GM
General Motors CO

Consumer Cyclical
997
+ 16.0%
$42.48 - $50.46 $42.4K - $50.3K
7.23K $355K
ISRG
Intuitive Surgical Inc

Healthcare
74
+ 17.29%
$451.58 - $565.94 $33.4K - $41.9K
502 $272K
HD
Home Depot, Inc.

Consumer Cyclical
129
+ 9.99%
$335.24 - $380.78 $43.2K - $49.1K
1.42K $520K
LNG
Cheniere Energy, Inc.

Energy
120
+ 8.31%
$197.25 - $244.33 $23.7K - $29.3K
1.56K $380K
V
Visa Inc.

Financial Services
76
+ 1.92%
$308.27 - $373.31 $23.4K - $28.4K
4.04K $1.43M
MCK
Mckesson Corp

Healthcare
25
+ 7.81%
$652.83 - $732.78 $16.3K - $18.3K
345 $252K
LKFN
Lakeland Financial Corp

Financial Services
224
+ 2.03%
$51.45 - $61.84 $11.5K - $13.9K
11.2K $690K
CB
Chubb LTD

Financial Services
139
+ 17.53%
$274.32 - $302.46 $38.1K - $42K
932 $270K
NEE
Nextera Energy Inc

Utilities
513
+ 14.02%
$64.11 - $75.0 $32.9K - $38.5K
4.17K $289K
MA
Mastercard Inc

Financial Services
25
+ 3.19%
$479.92 - $590.74 $12K - $14.8K
808 $454K
TJX
Tjx Companies Inc

Consumer Cyclical
150
+ 5.41%
$119.13 - $135.03 $17.9K - $20.3K
2.92K $360K
FITB
Fifth Third Bancorp

Financial Services
51
+ 0.5%
$33.32 - $41.51 $1.7K - $2.12K
10.3K $425K
LRMR
Larimar Therapeutics, Inc.

Healthcare
202
+ 0.84%
$1.71 - $3.25 $345 - $657
24.2K $69K
CME
Cme Group Inc.

Financial Services
9
+ 0.66%
$252.37 - $290.71 $2.27K - $2.62K
1.37K $376K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$51.16 - $62.02 $51.2 - $62
4.05K $251K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
76
+ 2.76%
$100.04 - $100.54 $7.6K - $7.64K
2.83K $284K
PGR
Progressive Corp

Financial Services
67
+ 8.59%
$255.27 - $288.74 $17.1K - $19.3K
847 $226K
PFE
Pfizer Inc

Healthcare
404
+ 5.0%
$21.59 - $24.84 $8.72K - $10K
8.48K $205K
I Shares Bitcoin ETF
3.54K
New
N/A
3.54K $0
CGMU
Capital Group Core Plus Income
12.4K
New
N/A
12.4K $0
Ge Vernova LLC Wi When
468
New
N/A
468 $0
Capital Group Core Balanced ETF
7.35K
New
N/A
7.35K $0
Linde PLC Com
52
+ 11.26%
N/A
514 $0
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.12%
$96.91 - $113.0 $291 - $339
2.46K $272K
MDT
Medtronic PLC

Healthcare
70
+ 1.17%
$80.68 - $88.86 $5.65K - $6.22K
6.05K $527K
CVX
Chevron Corp

Energy
109
+ 6.89%
$133.73 - $168.51 $14.6K - $18.4K
1.69K $241K
Activity Summary
Buys All Purchases 103 New Holdings 44 Increased Positions 59 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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