Fi3 Financial Advisors, LLC Reduced Holdings in Q2 2025

Fi3 Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HI
Hillenbrand, Inc.

Industrials
-24.6K
- 8.68%
$18.62 - $24.76 $458K - $609K
259K $5.19M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-21.5K
- 74.96%
$57.14 - $72.68 $1.23M - $1.56M
7.17K $520K
VNQ
Vanguard Specialized Funds Van

ETFs
-10.7K
- 38.59%
$79.79 - $91.42 $852K - $976K
17K $1.51M
LLY
Eli Lilly & CO

Healthcare
-297
- 1.98%
$713.71 - $898.95 $212K - $267K
14.7K $11.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.11K
- 52.06%
$96.84 - $99.46 $786K - $807K
7.47K $741K
UNH
Unitedhealth Group Inc

Healthcare
-285
- 24.3%
$274.35 - $599.47 $78.2K - $171K
888 $277K
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.86K
- 44.56%
$50.37 - $57.97 $245K - $282K
6.04K $341K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.05K
- 14.86%
$456.74 - $568.03 $480K - $598K
6.03K $3.42M
JNJ
Johnson & Johnson

Healthcare
-922
- 19.7%
$146.36 - $159.82 $135K - $147K
3.76K $574K
IEMG
Ishares Inc

ETFs
-2.34K
- 14.74%
N/A
13.5K $725K
XOM
Exxon Mobil Corp

Energy
-271
- 3.58%
$99.93 - $119.04 $27.1K - $32.3K
7.3K $786K
QCOM
Qualcomm Inc

Technology
-625
- 30.31%
$124.66 - $159.48 $77.9K - $99.7K
1.44K $228K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.74K
- 29.18%
$49.57 - $50.27 $86.1K - $87.3K
4.22K $211K
KO
Coca Cola CO

Consumer Defensive
-1.11K
- 24.08%
$68.37 - $73.9 $76K - $82.2K
3.51K $247K
CRM
Salesforce, Inc.

Technology
-187
- 9.5%
$236.26 - $291.15 $44.2K - $54.4K
1.78K $485K
NOTV
Inotiv, Inc.

Healthcare
-3.13K
- 3.87%
$1.41 - $3.01 $4.41K - $9.42K
77.7K $141K
ACN
Accenture PLC

Technology
-33
- 2.94%
$279.23 - $323.21 $9.21K - $10.7K
1.09K $325K
LOW
Lowes Companies Inc

Consumer Cyclical
-52
- 4.78%
$210.83 - $235.28 $11K - $12.2K
1.04K $229K
DE
Deere & CO

Industrials
-78
- 13.24%
$412.99 - $531.48 $32.2K - $41.5K
511 $259K
VTV
Vanguard Value ETF

ETFs
-122
- 7.92%
$153.67 - $176.74 $18.7K - $21.6K
1.42K $250K
T
At&T Inc.

Communication Services
-630
- 4.65%
$26.33 - $28.94 $16.6K - $18.2K
12.9K $373K
WFC
Wells Fargo & Company

Financial Services
-531
- 13.16%
$60.98 - $80.12 $32.4K - $42.5K
3.5K $280K
MAPS
Wm Technology, Inc.

Technology
-861
- 4.13%
$0.88 - $1.29 $758 - $1.11K
20K $18K
WM
Waste Management Inc

Industrials
-5
- 0.51%
$216.47 - $242.1 $1.08K - $1.21K
976 $223K
Black Rock Inc New
-13
- 5.35%
N/A
230 $0
Arista Networks Inc
-307
- 9.08%
N/A
3.07K $0
ABT
Abbott Laboratories

Healthcare
-76
- 1.76%
$123.95 - $138.08 $9.42K - $10.5K
4.23K $575K
MMM
3 M CO

Industrials
-17
- 0.92%
$126.09 - $154.15 $2.14K - $2.62K
1.82K $277K
AMD
Advanced Micro Devices Inc

Technology
-480
- 24.21%
$78.21 - $143.81 $37.5K - $69K
1.5K $213K
RTX
Raytheon Technologies Corp

Industrials
-71
- 3.08%
$113.75 - $148.48 $8.08K - $10.5K
2.23K $325K
IEFA
Ishares Tr

ETFs
-4.49K
- 8.89%
$67.83 - $84.09 $304K - $377K
46K $3.84M
IXUS
Ishares Tr

ETFs
-8
- 0.26%
$62.37 - $77.63 $499 - $621
3.06K $236K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-215
- 2.65%
$39.89 - $49.46 $8.58K - $10.6K
7.91K $391K
IBM
International Business Machines Corp

Technology
-38
- 4.5%
$221.03 - $294.78 $8.4K - $11.2K
807 $237K
FTNT
Fortinet, Inc.

Technology
-8
- 0.26%
$84.71 - $108.69 $678 - $870
3.1K $328K
AXP
American Express CO

Financial Services
-31
- 3.64%
$231.39 - $318.98 $7.17K - $9.89K
820 $261K
PANW
Palo Alto Networks Inc

Technology
-87
- 5.11%
$152.44 - $204.64 $13.3K - $17.8K
1.61K $330K
NOW
Service Now, Inc.

Technology
-89
- 15.67%
$721.65 - $1040.18 $64.2K - $92.6K
479 $492K
CSCO
Cisco Systems, Inc.

Technology
-107
- 1.65%
$53.19 - $69.38 $5.69K - $7.42K
6.38K $442K
MS
Morgan Stanley

Financial Services
-107
- 4.25%
$99.83 - $140.86 $10.7K - $15.1K
2.41K $339K
VUG
Vanguard Growth ETF

ETFs
-68
- 5.87%
$329.49 - $438.4 $22.4K - $29.8K
1.09K $477K
BAC
Bank Of America Corp

Financial Services
-3
- 0.03%
$34.39 - $47.46 $103 - $142
9.95K $470K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 6.9%
$4164.15 - $5789.24 $25K - $34.7K
81 $468K
GE
General Electric CO

Industrials
-112
- 4.57%
$166.81 - $257.39 $18.7K - $28.8K
2.34K $601K
SPNT
Sirius Point LTD

Financial Services
-71
- 0.19%
$15.16 - $20.88 $1.08K - $1.48K
37.3K $759K
SNOW
Snowflake Inc.

Technology
-47
- 2.73%
$130.53 - $223.77 $6.13K - $10.5K
1.67K $374K
COIN
Coinbase Global, Inc.

Technology
-68
- 5.06%
$151.47 - $375.07 $10.3K - $25.5K
1.28K $447K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.05K
- 3.27%
$72.96 - $90.39 $149K - $185K
60.6K $5.42M
PLTR
Palantir Technologies Inc.

Technology
-89
- 1.26%
$74.01 - $144.25 $6.59K - $12.8K
6.97K $949K
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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