Fi3 Financial Advisors, LLC Incresed Positions in Q1 2025

Fi3 Financial Advisors, LLC

  • $245 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
66.1K
+ 28.27%
$25.69 - $26.89 $1.7M - $1.78M
300K $8.07M
LLY
Eli Lilly & CO

Healthcare
102
+ 0.68%
$725.72 - $929.72 $74K - $94.8K
15K $12.4M
JNJ
Johnson & Johnson

Healthcare
1.95K
+ 71.55%
$142.06 - $167.7 $277K - $327K
4.68K $776K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
179
+ 5.47%
$442.66 - $534.52 $79.2K - $95.7K
3.45K $1.84M
V
Visa Inc.

Financial Services
267
+ 7.22%
$306.92 - $362.71 $81.9K - $96.8K
3.96K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
344
+ 41.5%
$461.52 - $548.18 $159K - $189K
1.17K $614K
GE
General Electric CO

Industrials
586
+ 31.45%
$168.59 - $212.13 $98.8K - $124K
2.45K $490K
CME
Cme Group Inc.

Financial Services
502
+ 58.64%
$225.82 - $266.54 $113K - $134K
1.36K $360K
ABT
Abbott Laboratories

Healthcare
535
+ 14.18%
$111.1 - $140.22 $59.4K - $75K
4.31K $571K
MKL
Markel Corp

Financial Services
1
+ 0.14%
$1660.14 - $2059.83 $1.66K - $2.06K
706 $1.32M
FTNT
Fortinet, Inc.

Technology
944
+ 43.56%
$92.49 - $114.57 $87.3K - $108K
3.11K $299K
KO
Coca Cola CO

Consumer Defensive
632
+ 15.86%
$60.81 - $72.32 $38.4K - $45.7K
4.62K $330K
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 8.07%
$890.62 - $1076.86 $50.8K - $61.4K
763 $721K
COP
Conocophillips

Energy
569
+ 26.63%
$88.6 - $105.85 $50.4K - $60.2K
2.71K $284K
LNG
Cheniere Energy, Inc.

Energy
211
+ 17.11%
$209.32 - $253.66 $44.2K - $53.5K
1.44K $334K
PLTR
Palantir Technologies Inc.

Technology
49
+ 0.7%
$64.98 - $124.62 $3.18K - $6.11K
7.06K $595K
PEP
Pepsico Inc

Consumer Defensive
468
+ 20.4%
$142.64 - $156.42 $66.8K - $73.2K
2.76K $414K
CSCO
Cisco Systems, Inc.

Technology
781
+ 13.68%
$58.74 - $64.87 $45.9K - $50.7K
6.49K $400K
WMB
Williams Companies, Inc.

Energy
435
+ 7.1%
$54.02 - $61.09 $23.5K - $26.6K
6.56K $392K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
564
+ 25.77%
$100.32 - $100.76 $56.6K - $56.8K
2.75K $277K
GM
General Motors CO

Consumer Cyclical
1.79K
+ 40.31%
$45.22 - $54.92 $80.9K - $98.3K
6.23K $293K
GILD
Gilead Sciences, Inc.

Healthcare
69
+ 2.89%
$89.14 - $117.41 $6.15K - $8.1K
2.46K $275K
SCHW
Schwab Charles Corp

Financial Services
450
+ 10.04%
$71.24 - $83.64 $32.1K - $37.6K
4.93K $385K
TJX
Tjx Companies Inc

Consumer Cyclical
360
+ 14.93%
$112.81 - $126.16 $40.6K - $45.4K
2.77K $337K
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 20.83%
$4295.4 - $5141.88 $64.4K - $77.1K
87 $400K
MA
Mastercard Inc

Financial Services
47
+ 6.39%
$504.67 - $576.31 $23.7K - $27.1K
783 $429K
BMY
Bristol Myers Squibb CO

Healthcare
330
+ 9.28%
$53.9 - $63.11 $17.8K - $20.8K
3.89K $236K
BA
Boeing CO

Industrials
215
+ 11.33%
$148.15 - $186.25 $31.9K - $40K
2.11K $360K
WFC
Wells Fargo & Company

Financial Services
182
+ 4.72%
$66.78 - $81.42 $12.2K - $14.8K
4.04K $289K
CMCSA
Comcast Corp

Communication Services
580
+ 9.53%
$33.19 - $38.23 $19.3K - $22.2K
6.67K $245K
C
Citigroup Inc

Financial Services
138
+ 3.32%
$67.23 - $84.63 $9.28K - $11.7K
4.3K $305K
QCOM
Qualcomm Inc

Technology
78
+ 3.93%
$151.94 - $175.86 $11.9K - $13.7K
2.06K $316K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
30
+ 0.37%
$42.5 - $46.71 $1.28K - $1.4K
8.12K $367K
META
Meta Platforms, Inc.

Communication Services
80
+ 2.43%
$576.36 - $736.67 $46.1K - $58.9K
3.37K $1.94M
MAPS
Wm Technology, Inc.

Technology
861
+ 4.31%
$1.13 - $1.48 $973 - $1.27K
20.9K $23K
MS
Morgan Stanley

Financial Services
37
+ 1.49%
$111.68 - $141.08 $4.13K - $5.22K
2.52K $294K
BAC
Bank Of America Corp

Financial Services
44
+ 0.44%
$39.61 - $47.74 $1.74K - $2.1K
9.96K $415K
DIS
Walt Disney CO

Communication Services
51
+ 2.53%
$96.87 - $114.0 $4.94K - $5.81K
2.07K $204K
LRMR
Larimar Therapeutics, Inc.

Healthcare
172
+ 0.72%
$2.15 - $4.18 $370 - $719
24K $51K
CAT
Caterpillar Inc

Industrials
3
+ 0.23%
$326.75 - $407.63 $980 - $1.22K
1.33K $438K
NOW
Service Now, Inc.

Technology
79
+ 16.16%
$783.83 - $1170.39 $61.9K - $92.5K
568 $452K
LKFN
Lakeland Financial Corp

Financial Services
10
+ 0.09%
$59.44 - $69.54 $594 - $695
11K $654K
Activity Summary
Buys All Purchases 65 New Holdings 22 Increased Positions 43 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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