Fi3 Financial Advisors, LLC Reduced Holdings in Q1 2025

Fi3 Financial Advisors, LLC

  • $245 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-23K
- 7.44%
$102.49 - $119.96 $2.36M - $2.76M
287K $30M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.98K
- 2.81%
$554.06 - $615.85 $1.1M - $1.22M
68.6K $38.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-49.8K
- 63.48%
$59.28 - $66.1 $2.95M - $3.29M
28.6K $1.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-28.7K
- 64.82%
$95.85 - $99.25 $2.75M - $2.85M
15.6K $1.54M
HI
Hillenbrand, Inc.

Industrials
-33
- 0.01%
$24.14 - $35.33 $797 - $1.17K
283K $6.84M
AAPL
Apple Inc.

Technology
-1.56K
- 3.72%
$209.68 - $247.1 $326K - $384K
40.2K $8.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.05K
- 3.74%
$551.42 - $612.93 $580K - $644K
27.1K $15.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-13K
- 31.94%
$85.55 - $94.34 $1.11M - $1.23M
27.7K $2.51M
NVDA
Nvidia Corp

Technology
-2.04K
- 5.96%
$106.98 - $149.43 $218K - $305K
32.2K $3.49M
AVGO
Broadcom Inc.

Technology
-2.23K
- 26.38%
$167.43 - $244.7 $373K - $546K
6.22K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-1K
- 5.39%
$190.26 - $242.06 $191K - $243K
17.6K $3.35M
VB
Vanguard Small Cap ETF

ETFs
-673
- 2.14%
$217.89 - $252.64 $147K - $170K
30.7K $6.81M
MSFT
Microsoft Corp

Technology
-572
- 5.46%
$375.39 - $447.2 $215K - $256K
9.9K $3.71M
GOOG
Alphabet Inc.

Communication Services
-1.9K
- 24.18%
$156.06 - $207.71 $296K - $394K
5.95K $928K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-484
- 6.4%
$507.05 - $563.67 $245K - $273K
7.08K $3.64M
PANW
Palo Alto Networks Inc

Technology
-2.13K
- 55.61%
$167.82 - $208.28 $358K - $444K
1.7K $290K
GOOGL
Alphabet Inc.

Communication Services
-465
- 4.82%
$154.33 - $206.19 $71.8K - $95.9K
9.18K $1.42M
IEMG
Ishares Inc

ETFs
-6.38K
- 28.69%
N/A
15.9K $851K
VUG
Vanguard Growth ETF

ETFs
-670
- 36.65%
$369.1 - $427.61 $247K - $286K
1.16K $429K
VTI
Vanguard Total Stock Market Et

ETFs
-97
- 0.51%
$271.18 - $303.12 $26.3K - $29.4K
18.8K $5.16M
IEFA
Ishares Tr

ETFs
-7.87K
- 13.48%
$69.57 - $78.65 $547K - $619K
50.5K $3.82M
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.37K
- 28.59%
$55.14 - $60.29 $241K - $263K
10.9K $627K
NFLX
Netflix Inc

Communication Services
-277
- 22.36%
$828.4 - $1058.6 $229K - $293K
962 $897K
CRM
Salesforce, Inc.

Technology
-79
- 3.86%
$268.36 - $359.95 $21.2K - $28.4K
1.97K $528K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.76K
- 4.79%
$24.91 - $29.02 $43.9K - $51.2K
35K $877K
PFE
Pfizer Inc

Healthcare
-4.62K
- 36.36%
$25.01 - $27.13 $115K - $125K
8.08K $204K
MRK
Merck & Co., Inc.

Healthcare
-1.03K
- 31.48%
$83.01 - $101.02 $85.3K - $104K
2.24K $200K
COIN
Coinbase Global, Inc.

Technology
-32
- 2.32%
$172.23 - $301.3 $5.51K - $9.64K
1.35K $231K
HD
Home Depot, Inc.

Consumer Cyclical
-193
- 13.01%
$347.25 - $424.87 $67K - $82K
1.29K $473K
GS
Goldman Sachs Group Inc

Financial Services
-127
- 14.32%
$524.81 - $672.19 $66.7K - $85.4K
760 $415K
VTV
Vanguard Value ETF

ETFs
-542
- 26.03%
$167.73 - $179.21 $90.9K - $97.1K
1.54K $266K
AMD
Advanced Micro Devices Inc

Technology
-233
- 10.51%
$96.63 - $129.55 $22.5K - $30.2K
1.98K $203K
ORCL
Oracle Corp

Technology
-73
- 3.69%
$139.81 - $186.47 $10.2K - $13.6K
1.91K $266K
FITB
Fifth Third Bancorp

Financial Services
-721
- 6.55%
$37.48 - $44.96 $27K - $32.4K
10.3K $403K
AXP
American Express CO

Financial Services
-111
- 11.54%
$255.39 - $325.87 $28.3K - $36.2K
851 $228K
HUBS
Hubspot Inc

Technology
-3
- 0.77%
$571.29 - $819.71 $1.71K - $2.46K
385 $219K
ACN
Accenture PLC

Technology
-9
- 0.8%
$300.91 - $398.25 $2.71K - $3.58K
1.12K $349K
FISV
Fiserv Inc

Technology
-338
- 24.98%
N/A
1.02K $127K
WMT
Walmart Inc.

Consumer Defensive
-242
- 3.18%
$84.5 - $105.05 $20.4K - $25.4K
7.36K $646K
ISRG
Intuitive Surgical Inc

Healthcare
-50
- 10.46%
$476.63 - $610.45 $23.8K - $30.5K
428 $211K
MDT
Medtronic PLC

Healthcare
-1.21K
- 16.84%
$79.84 - $94.5 $96.7K - $114K
5.98K $537K
MU
Micron Technology Inc

Technology
-467
- 16.22%
$86.89 - $109.38 $40.6K - $51.1K
2.41K $209K
NEE
Nextera Energy Inc

Utilities
-337
- 8.44%
$66.96 - $76.16 $22.6K - $25.7K
3.66K $259K
PG
Procter & Gamble CO

Consumer Defensive
-243
- 3.98%
$158.56 - $176.26 $38.5K - $42.8K
5.86K $998K
LOW
Lowes Companies Inc

Consumer Cyclical
-21
- 1.9%
$222.66 - $268.42 $4.68K - $5.64K
1.09K $253K
CVX
Chevron Corp

Energy
-272
- 14.68%
$146.71 - $167.97 $39.9K - $45.7K
1.58K $264K
PGR
Progressive Corp

Financial Services
-154
- 16.49%
$235.61 - $291.22 $36.3K - $44.8K
780 $220K
JPM
Jpmorgan Chase & CO

Financial Services
-153
- 2.37%
$225.19 - $279.95 $34.5K - $42.8K
6.3K $1.55M
Black Rock Inc New
-5
- 2.02%
N/A
243 $0
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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