Financial Council Asset Management Inc Purchases in Q2 2025

Financial Council Asset Management Inc

  • $206 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
56.9K
+ 4.28%
$25.31 - $32.17 $1.44M - $1.83M
1.39M $44.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.88K
+ 1.14%
$30.53 - $40.65 $149K - $198K
433K $17.6M
SPYG
Spdr Portfolio

ETFs
1.59K
+ 2.0%
$71.83 - $95.32 $114K - $152K
81.2K $7.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.96K
+ 3.13%
$29.12 - $35.84 $145K - $178K
163K $5.86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.26K
+ 2.42%
$45.11 - $52.34 $237K - $275K
223K $11.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
342
+ 0.32%
$51.16 - $62.02 $17.5K - $21.2K
107K $6.66M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
158
+ 0.17%
$81.46 - $94.63 $12.9K - $15K
91.4K $8.65M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
197
+ 0.38%
$49.48 - $61.22 $9.75K - $12.1K
51.6K $3.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
926
New
$187.5 - $246.51 $174K - $228K
926 $228K
WMT
Walmart Inc.

Consumer Defensive
2.25K
New
$81.79 - $99.98 $184K - $225K
2.25K $220K
INTU
Intuit Inc

Technology
274
New
$544.07 - $787.63 $149K - $216K
274 $215K
PM
Philip Morris International Inc.

Consumer Defensive
1.14K
New
$149.23 - $184.95 $170K - $210K
1.14K $207K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.04K
New
$139.8 - $197.22 $145K - $204K
1.04K $204K
QCOM
Qualcomm Inc

Technology
1.26K
New
$124.66 - $159.48 $157K - $201K
1.26K $200K
VTI
Vanguard Total Stock Market Et

ETFs
141
+ 2.8%
$243.75 - $303.93 $34.4K - $42.9K
5.17K $1.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.07%
$496.48 - $617.85 $993 - $1.24K
2.68K $1.66M
GOOG
Alphabet Inc.

Communication Services
61
+ 0.92%
$146.58 - $180.01 $8.94K - $11K
6.66K $1.18M
GOOGL
Alphabet Inc.

Communication Services
60
+ 1.05%
$144.7 - $178.6 $8.68K - $10.7K
5.8K $1.02M
IXUS
Ishares Tr

ETFs
67
+ 0.66%
$62.37 - $77.63 $4.18K - $5.2K
10.2K $790K
ETN
Eaton Corp PLC

Industrials
2
+ 0.26%
$246.52 - $356.99 $493 - $714
764 $272K
BAC
Bank Of America Corp

Financial Services
6
+ 0.06%
$34.39 - $47.46 $206 - $285
10.7K $507K
CSX
Csx Corp

Industrials
24
+ 0.22%
$26.69 - $32.91 $641 - $790
10.7K $350K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4
+ 0.08%
$34.28 - $41.6 $137 - $166
5.31K $220K
VGIT
Vanguard Intermediate Term Tre

ETFs
47
+ 1.04%
$58.63 - $59.9 $2.76K - $2.82K
4.55K $271K
Ge Vernova Inc
451
New
N/A
451 $0
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.03%
$157.66 - $172.39 $631 - $690
13.4K $2.13M
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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