Financial Council Asset Management Inc Purchases in Q3 2025

Financial Council Asset Management Inc

  • $224 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
14.9K
+ 1.07%
$31.71 - $34.17 $471K - $508K
1.4M $47.9M
AAPL
Apple Inc.

Technology
164
+ 0.35%
$202.38 - $256.87 $33.2K - $42.1K
47.6K $12.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.63K
+ 0.61%
$40.2 - $44.58 $106K - $117K
435K $19.1M
SPYG
Spdr Portfolio

ETFs
1.24K
+ 1.52%
$94.33 - $105.31 $117K - $130K
82.4K $8.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.36K
+ 1.51%
$52.12 - $55.33 $175K - $186K
226K $12.5M
NVDA
Nvidia Corp

Technology
240
+ 1.25%
$153.3 - $186.58 $36.8K - $44.8K
19.5K $3.64M
GOOG
Alphabet Inc.

Communication Services
51
+ 0.77%
$175.16 - $255.24 $8.93K - $13K
6.71K $1.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82
+ 0.08%
$62.09 - $66.51 $5.09K - $5.45K
107K $7.01M
ACWI
Ishares Msci Acwi ETF

ETFs
12
+ 0.03%
$128.32 - $138.41 $1.54K - $1.66K
35.1K $4.86M
ABBV
Abb Vie Inc.

Healthcare
124
+ 2.11%
$184.85 - $231.54 $22.9K - $28.7K
6.01K $1.39M
TXN
Texas Instruments Inc

Technology
1.18K
New
N/A
1.18K $229K
MU
Micron Technology Inc

Technology
1.21K
New
$104.88 - $168.89 $127K - $205K
1.21K $202K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.01K
New
$83.08 - $100.2 $167K - $201K
2.01K $201K
MMM
3 M CO

Industrials
1.29K
New
$144.41 - $160.2 $187K - $207K
1.29K $200K
CGDV
Capital Group Divid Value ETF

ETFs
1.89K
+ 4.77%
$39.59 - $42.21 $74.8K - $79.8K
41.5K $1.75M
ORCL
Oracle Corp

Technology
10
+ 0.39%
$218.96 - $328.33 $2.19K - $3.28K
2.6K $731K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.27%
$282.78 - $316.06 $4.24K - $4.74K
5.57K $1.76M
CAT
Caterpillar Inc

Industrials
13
+ 1.53%
$390.92 - $477.15 $5.08K - $6.2K
863 $411K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
26
+ 0.14%
$64.58 - $69.94 $1.68K - $1.82K
18K $1.25M
META
Meta Platforms, Inc.

Communication Services
84
+ 5.75%
$695.21 - $791.73 $58.4K - $66.5K
1.55K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
243
+ 3.53%
$211.65 - $238.24 $51.4K - $57.9K
7.12K $1.56M
BAC
Bank Of America Corp

Financial Services
83
+ 0.77%
$44.92 - $52.42 $3.73K - $4.35K
10.8K $557K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.68%
$404.94 - $499.99 $1.62K - $2K
595 $288K
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.91%
$144.19 - $167.33 $2.6K - $3.01K
1.99K $332K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.99%
$357.4 - $423.42 $3.57K - $4.23K
1.03K $415K
PEP
Pepsico Inc

Consumer Defensive
63
+ 1.84%
$133.81 - $152.16 $8.43K - $9.59K
3.48K $489K
CSX
Csx Corp

Industrials
24
+ 0.22%
$32.05 - $36.52 $769 - $876
10.8K $382K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 1.11%
$459.11 - $506.91 $6.43K - $7.1K
1.28K $641K
PNC
Pnc Financial Services Group, Inc.

Financial Services
12
+ 0.93%
$185.88 - $207.44 $2.23K - $2.49K
1.3K $260K
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.33%
$77.6 - $87.37 $1.01K - $1.14K
4K $336K
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 4.14%
$291.67 - $316.99 $8.46K - $9.19K
729 $221K
AXP
American Express CO

Financial Services
17
+ 2.03%
$294.27 - $342.31 $5K - $5.82K
855 $283K
WMT
Walmart Inc.

Consumer Defensive
33
+ 1.46%
$94.4 - $104.27 $3.12K - $3.44K
2.29K $235K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
3
+ 0.06%
$41.58 - $44.7 $125 - $134
5.32K $233K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
31
+ 1.27%
$87.05 - $93.19 $2.7K - $2.89K
2.47K $229K
MA
Mastercard Inc

Financial Services
7
+ 0.82%
$550.18 - $598.96 $3.85K - $4.19K
856 $486K
VGIT
Vanguard Intermediate Term Tre

ETFs
12
+ 0.26%
$58.97 - $60.36 $708 - $724
4.56K $273K
CSCO
Cisco Systems, Inc.

Technology
88
+ 1.41%
$66.2 - $71.79 $5.83K - $6.32K
6.32K $432K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 3.72%
$915.95 - $994.57 $11.9K - $12.9K
362 $335K
V
Visa Inc.

Financial Services
20
+ 1.5%
$332.09 - $358.86 $6.64K - $7.18K
1.35K $461K
ADBE
Adobe Inc.

Technology
27
+ 4.25%
$333.65 - $392.1 $9.01K - $10.6K
662 $233K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.72%
$625.65 - $812.69 $5.63K - $7.31K
1.26K $958K
DIS
Walt Disney CO

Communication Services
1
+ 0.05%
$112.25 - $124.0 $112 - $124
2.13K $243K
SBUX
Starbucks Corp

Consumer Cyclical
268
+ 3.86%
$81.9 - $96.86 $21.9K - $26K
7.21K $609K
NFLX
Netflix Inc

Communication Services
20
+ 4.89%
$1147.87 - $1297.18 $23K - $25.9K
429 $514K
KO
Coca Cola CO

Consumer Defensive
144
+ 0.59%
$65.67 - $71.67 $9.46K - $10.3K
24.5K $1.63M
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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