Fi3 Financial Advisors, LLC New Holdings in Q2 2025

Fi3 Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
3.37K
New
$103.16 - $128.52 $348K - $433K
3.37K $433K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.12K
New
$149.76 - $186.42 $317K - $395K
2.12K $394K
RWO
Spdr Dow Jones Global Real Est

ETFs
7.79K
New
$38.85 - $45.0 $302K - $350K
7.79K $343K
KMX
Carmax Inc

Consumer Cyclical
4.71K
New
$62.27 - $82.77 $293K - $390K
4.71K $316K
AMAT
Applied Materials Inc

Technology
1.68K
New
$126.95 - $183.52 $214K - $309K
1.68K $308K
COF
Capital One Financial Corp

Financial Services
1.44K
New
$150.57 - $212.76 $217K - $307K
1.44K $307K
FCX
Freeport Mcmoran Inc

Basic Materials
7.06K
New
$29.15 - $44.46 $206K - $314K
7.06K $305K
CGDV
Capital Group Divid Value ETF

ETFs
7.35K
New
$31.93 - $39.49 $235K - $290K
7.35K $290K
APH
Amphenol Corp

Technology
2.86K
New
$59.09 - $98.75 $169K - $282K
2.86K $282K
MNST
Monster Beverage Corp

Consumer Defensive
4.48K
New
$55.01 - $64.24 $247K - $288K
4.48K $280K
ADI
Analog Devices Inc

Technology
1.15K
New
$164.6 - $238.02 $188K - $273K
1.15K $272K
INTU
Intuit Inc

Technology
344
New
$544.07 - $787.63 $187K - $271K
344 $270K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.17K
New
$141.37 - $228.57 $165K - $267K
1.17K $264K
DAL
Delta Air Lines, Inc.

Industrials
5.33K
New
$35.88 - $52.99 $191K - $282K
5.33K $261K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.34K
New
$30.53 - $40.65 $193K - $258K
6.34K $257K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.47K
New
$136.63 - $176.62 $200K - $259K
1.47K $247K
ILMN
Illumina, Inc.

Healthcare
2.57K
New
$70.3 - $95.41 $180K - $245K
2.57K $244K
LYFT
Lyft, Inc.

Technology
15.5K
New
$9.97 - $17.21 $155K - $267K
15.5K $244K
DHR
Danaher Corp

Healthcare
1.22K
New
$174.64 - $205.16 $214K - $251K
1.22K $241K
FDX
Fedex Corp

Industrials
1.06K
New
$198.07 - $245.17 $210K - $259K
1.06K $240K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.54K
New
$31.67 - $42.89 $175K - $237K
5.54K $237K
NDAQ
Nasdaq, Inc.

Financial Services
2.62K
New
$66.4 - $89.42 $174K - $235K
2.62K $234K
ETN
Eaton Corp PLC

Industrials
653
New
$246.52 - $356.99 $161K - $233K
653 $233K
CRWD
Crowd Strike Holdings, Inc.

Technology
456
New
$321.63 - $509.31 $147K - $232K
456 $232K
XLK
Technology Sector Spdr

ETFs
900
New
$179.73 - $253.23 $162K - $228K
900 $227K
INTC
Intel Corp

Technology
10.1K
New
$18.13 - $22.69 $183K - $229K
10.1K $226K
INCY
Incyte Corp

Healthcare
3.31K
New
$55.17 - $71.22 $182K - $236K
3.31K $225K
HWM
Howmet Aerospace Inc.

Industrials
1.2K
New
$112.33 - $186.13 $135K - $223K
1.2K $222K
FIX
Comfort Systems Usa Inc

Industrials
412
New
$296.51 - $536.21 $122K - $221K
412 $220K
AXS
Axis Capital Holdings LTD

Financial Services
2.13K
New
$87.23 - $106.93 $185K - $227K
2.13K $220K
ZS
Zscaler, Inc.

Technology
699
New
$174.67 - $315.32 $122K - $220K
699 $219K
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
LMT
Lockheed Martin Corp

Industrials
446
New
$430.82 - $486.45 $192K - $217K
446 $206K
JCI
Johnson Controls International PLC

Industrials
1.95K
New
$71.14 - $105.62 $139K - $206K
1.95K $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
ADSK
Autodesk, Inc.

Technology
718
New
N/A
718 $176K
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
Capital Group Core Balanced ETF
7.35K
New
N/A
7.35K $0
Ge Vernova LLC Wi When
468
New
N/A
468 $0
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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