Financial Advisors, LLC Purchases in Q2 2025

Financial Advisors, LLC

  • $535 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.3K
+ 3.0%
$90.56 - $109.49 $1.38M - $1.67M
524K $57.3M
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$354.56 - $497.45 $355 - $497
14.9K $7.42M
USXF
Ishares Esg Advanced Msci Usa

Technology
21.6K
+ 56.81%
$41.54 - $53.93 $896K - $1.16M
59.5K $3.21M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
8.31K
+ 163.63%
$59.98 - $74.92 $499K - $623K
13.4K $997K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.07%
$210.28 - $289.91 $1.89K - $2.61K
12.1K $3.52M
SCHX
Schwab Strategic Tr Us Large C

ETFs
251
+ 0.11%
$19.6 - $24.44 $4.92K - $6.13K
222K $5.42M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.03%
$146.58 - $180.01 $879 - $1.08K
22.9K $4.07M
AMZN
Amazon Com Inc

Consumer Cyclical
114
+ 1.17%
$167.32 - $223.3 $19.1K - $25.5K
9.83K $2.16M
IGV
Ishares Expanded Tech Software

ETFs
2.13K
New
$80.15 - $109.5 $170K - $233K
2.13K $232K
CYBR
Cyber Ark Software Ltd.

Technology
500
New
$305.98 - $406.88 $153K - $203K
500 $203K
CSCO
Cisco Systems, Inc.

Technology
1.8K
+ 37.58%
$53.19 - $69.38 $95.8K - $125K
6.59K $457K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$144.7 - $178.6 $145 - $179
6.62K $1.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24
+ 0.04%
$20.42 - $25.3 $490 - $607
62.8K $1.59M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$113.75 - $148.48 $114 - $148
5.6K $818K
DIS
Walt Disney CO

Communication Services
7
+ 0.34%
$81.72 - $124.01 $572 - $868
2.06K $255K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
26
+ 0.18%
$107.61 - $119.09 $2.8K - $3.1K
14.3K $1.7M
T
At&T Inc.

Communication Services
8
+ 0.05%
$26.33 - $28.94 $211 - $232
16.9K $488K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.29%
$276.76 - $326.81 $1.66K - $1.96K
2.05K $630K
SO
Southern CO

Utilities
33
+ 0.84%
$84.91 - $92.56 $2.8K - $3.05K
3.95K $362K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$285.55 - $321.23 $286 - $321
1.7K $495K
VZ
Verizon Communications Inc

Communication Services
17
+ 0.09%
$41.67 - $45.62 $708 - $776
19.2K $829K
CVX
Chevron Corp

Energy
1
+ 0.04%
$133.73 - $168.51 $134 - $169
2.24K $320K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.46%
$483.48 - $539.8 $2.9K - $3.24K
1.32K $642K
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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