Financial Consulate, Inc Purchases in Q3 2025

Financial Consulate, Inc

  • $678 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
430K
+ 9.14%
$24.46 - $26.5 $10.5M - $11.4M
5.13M $135M
AAPL
Apple Inc.

Technology
78.6K
New
$202.38 - $256.87 $15.9M - $20.2M
78.6K $20M
MKC
Mccormick & CO Inc

Consumer Defensive
184K
New
$64.3 - $77.17 $11.8M - $14.2M
184K $12.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
347K
+ 41.68%
$28.69 - $30.59 $9.96M - $10.6M
1.18M $35.8M
MSFT
Microsoft Corp

Technology
16.2K
New
$491.09 - $535.64 $7.95M - $8.67M
16.2K $8.39M
DUHP
Dimensional ETF Tr Dimensional

ETFs
102K
+ 5.44%
$35.76 - $37.93 $3.65M - $3.87M
1.98M $74.6M
PULS
Pgim ETF Tr

ETFs
131K
+ 110.38%
$49.58 - $49.83 $6.51M - $6.55M
250K $12.5M
PATK
Patrick Industries Inc

Consumer Cyclical
53.3K
New
$95.3 - $116.04 $5.08M - $6.19M
53.3K $5.52M
NVDA
Nvidia Corp

Technology
28.5K
New
$153.3 - $186.58 $4.37M - $5.32M
28.5K $5.32M
DFAS
Dimensional ETF Tr U S Small C

ETFs
19.3K
+ 4.84%
$63.41 - $69.69 $1.22M - $1.34M
417K $28.5M
FNDF
Schwab Fundamental Intl Large

ETFs
51.8K
+ 27.6%
$39.84 - $43.15 $2.07M - $2.24M
240K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
12.3K
New
$211.65 - $238.24 $2.61M - $2.94M
12.3K $2.71M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
33.5K
+ 52.72%
$52.8 - $56.25 $1.77M - $1.88M
97K $5.46M
GOOG
Alphabet Inc.

Communication Services
7.72K
New
$175.16 - $255.24 $1.35M - $1.97M
7.72K $1.88M
TXG
10x Genomics, Inc.

Healthcare
156K
New
$11.34 - $14.64 $1.77M - $2.29M
156K $1.83M
JPM
Jpmorgan Chase & CO

Financial Services
5.51K
New
$282.78 - $316.06 $1.56M - $1.74M
5.51K $1.74M
LMT
Lockheed Martin Corp

Industrials
3.43K
New
$410.74 - $499.21 $1.41M - $1.71M
3.43K $1.71M
MA
Mastercard Inc

Financial Services
2.81K
New
$550.18 - $598.96 $1.55M - $1.68M
2.81K $1.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.7K
+ 5.27%
$49.78 - $50.75 $1.23M - $1.25M
493K $25M
RTX
Raytheon Technologies Corp

Industrials
7.91K
New
$144.19 - $167.33 $1.14M - $1.32M
7.91K $1.32M
PG
Procter & Gamble CO

Consumer Defensive
8.22K
New
$150.47 - $161.22 $1.24M - $1.33M
8.22K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
1.28K
New
$915.95 - $994.57 $1.18M - $1.28M
1.28K $1.19M
DOCU
Docusign, Inc.

Technology
15.7K
New
$67.14 - $85.01 $1.05M - $1.33M
15.7K $1.13M
CEG
Constellation Energy Corp

Utilities
3.42K
New
$298.82 - $354.89 $1.02M - $1.21M
3.42K $1.12M
V
Visa Inc.

Financial Services
3.27K
New
$332.09 - $358.86 $1.08M - $1.17M
3.27K $1.11M
XOM
Exxon Mobil Corp

Energy
9.55K
New
$105.83 - $117.22 $1.01M - $1.12M
9.55K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
2.42K
New
$293.94 - $444.72 $711K - $1.08M
2.42K $1.08M
SCHW
Schwab Charles Corp

Financial Services
11.2K
New
$91.03 - $98.69 $1.02M - $1.1M
11.2K $1.07M
CAT
Caterpillar Inc

Industrials
2.19K
New
$390.92 - $477.15 $857K - $1.05M
2.19K $1.05M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
4.58K
+ 1.27%
$53.93 - $57.58 $247K - $264K
364K $20.6M
FAST
Fastenal CO

Industrials
20.5K
New
$42.47 - $50.39 $872K - $1.03M
20.5K $1.01M
LLY
Eli Lilly & CO

Healthcare
1.23K
New
$625.65 - $812.69 $769K - $999K
1.23K $937K
TJX
Tjx Companies Inc

Consumer Cyclical
6.42K
New
$121.35 - $144.54 $779K - $927K
6.42K $927K
UBER
Uber Technologies, Inc

Technology
9.09K
New
$86.91 - $99.57 $790K - $905K
9.09K $890K
HD
Home Depot, Inc.

Consumer Cyclical
2.11K
New
$357.4 - $423.42 $754K - $893K
2.11K $854K
UPS
United Parcel Service Inc

Industrials
9.06K
New
$82.58 - $105.54 $748K - $956K
9.06K $756K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754K
DHR
Danaher Corp

Healthcare
3.75K
New
$181.46 - $212.2 $681K - $796K
3.75K $744K
MRK
Merck & Co., Inc.

Healthcare
8.87K
New
$77.6 - $87.37 $688K - $775K
8.87K $744K
MCD
Mcdonalds Corp

Consumer Cyclical
2.44K
New
$291.67 - $316.99 $713K - $774K
2.44K $742K
ABBV
Abb Vie Inc.

Healthcare
3.16K
New
$184.85 - $231.54 $584K - $731K
3.16K $731K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.2K
New
$28.15 - $30.13 $653K - $699K
23.2K $688K
HPE
Hewlett Packard Enterprise CO

Technology
27.2K
New
$19.81 - $25.24 $539K - $687K
27.2K $668K
VEEV
Veeva Systems Inc

Healthcare
2.15K
New
$269.2 - $297.91 $577K - $639K
2.15K $639K
JNJ
Johnson & Johnson

Healthcare
3.36K
New
$155.17 - $185.42 $522K - $624K
3.36K $623K
META
Meta Platforms, Inc.

Communication Services
847
New
$695.21 - $791.73 $589K - $671K
847 $622K
VMC
Vulcan Materials CO

Basic Materials
1.99K
New
$260.62 - $307.62 $519K - $613K
1.99K $612K
CSX
Csx Corp

Industrials
17.2K
New
$32.05 - $36.52 $552K - $629K
17.2K $611K
T
At&T Inc.

Communication Services
21.2K
New
$26.94 - $29.62 $572K - $629K
21.2K $599K
Activity Summary
Buys All Purchases 1131 New Holdings 1117 Increased Positions 14 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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