Financial Advisors, LLC Purchases and Sells in Q3 2025

Financial Advisors, LLC

$563 Million
Q3 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	3.61K + 0.69%	$108.46 - $120.63 $392K - $436K	528K $62.7M
AAPL	630 + 2.49%	$202.38 - $256.87 $127K - $162K	26K $6.61M
IWF	1 + 0.01%	$420.11 - $472.68 $420 - $473	16.9K $7.92M
QQQ	1K + 48.95%	$546.99 - $602.2 $547K - $602K	3.04K $1.83M
ESGU	314 + 0.56%	$134.94 - $145.86 $42.4K - $45.8K	56.4K $8.21M
NVDA	1.69K + 61.92%	$153.3 - $186.58 $260K - $316K	4.43K $825K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	8.11K New	$19.31 - $35.5 $157K - $288K	8.11K $271K
GS	270 New	$696.56 - $806.32 $188K - $218K	270 $215K
VYM	1.47K New	$132.9 - $142.03 $195K - $208K	1.47K $206K
VUG	427 New	$433.97 - $484.08 $185K - $207K	427 $204K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	-20.9K - 9.43%	$24.46 - $26.5 $512K - $555K	201K $5.29M
IBM	-166 - 6.9%	$234.77 - $292.47 $39K - $48.6K	2.24K $632K
T	-402 - 2.38%	$26.94 - $29.62 $10.8K - $11.9K	16.5K $465K
VZ	-270 - 1.41%	$40.84 - $45.06 $11K - $12.2K	18.9K $830K
JPM	-670 - 5.52%	$282.78 - $316.06 $189K - $212K	11.5K $3.62M
USMV	-13.1K - 1.19%	$92.18 - $95.14 $1.21M - $1.25M	1.09M $103M

Activity Summary All Purchases 25 New Holdings 4 Increased Positions 21 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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