Financial Management Network Inc Purchases in Q2 2025

Financial Management Network Inc

  • $471 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
172K
New
$45.07 - $52.57 $7.77M - $9.07M
172K $8.43M
IVV
Ishares Core S&P 500 ETF

ETFs
4.3K
+ 4.96%
$498.8 - $620.9 $2.15M - $2.67M
91.2K $56.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
47.9K
+ 32.08%
$79.56 - $82.92 $3.81M - $3.97M
197K $16.4M
NVDA
Nvidia Corp

Technology
303
+ 0.48%
$94.31 - $157.99 $28.6K - $47.9K
63.1K $9.97M
AVUV
American Centy ETF Tr Avantis

ETFs
25K
+ 13.96%
$75.17 - $91.21 $1.88M - $2.28M
204K $18.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.1K
+ 4.62%
$51.16 - $62.02 $876K - $1.06M
388K $24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.5K
+ 8.66%
$90.56 - $109.49 $1.31M - $1.59M
182K $19.9M
AVDV
American Centy ETF Tr Avantis

ETFs
4.32K
+ 2.07%
$61.76 - $79.32 $267K - $343K
213K $16.9M
MSFT
Microsoft Corp

Technology
463
+ 2.89%
$354.56 - $497.45 $164K - $230K
16.5K $8.21M
CGGR
Capital Group Growth ETF Shs C

ETFs
33.8K
+ 89.73%
$30.53 - $40.65 $1.03M - $1.37M
71.4K $2.9M
AMZN
Amazon Com Inc

Consumer Cyclical
361
+ 1.31%
$167.32 - $223.3 $60.4K - $80.6K
28K $6.14M
SLB
Schlumberger Limited

Energy
24K
New
$31.95 - $42.2 $765K - $1.01M
24K $809K
CGGO
Capital Group Global Growth Eq

ETFs
3.78K
+ 2.1%
$25.31 - $32.17 $95.6K - $122K
184K $5.87M
KKR
Kkr & Co. Inc.

Financial Services
3.04K
+ 18.07%
$92.79 - $134.29 $282K - $408K
19.9K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 15.09%
$210.28 - $289.91 $241K - $332K
8.73K $2.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14.1K
+ 17.83%
$44.68 - $45.96 $630K - $648K
93.1K $4.26M
FGRO
Fidelity Covington Tr

ETFs
25.6K
+ 10.66%
N/A
266K $5.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 4.82%
$416.06 - $551.64 $104K - $138K
5.45K $3.01M
CGCP
Capital Group Core Plus Income

ETFs
19K
+ 24.6%
$21.92 - $22.56 $416K - $428K
96.1K $2.16M
GOOG
Alphabet Inc.

Communication Services
47
+ 0.27%
$146.58 - $180.01 $6.89K - $8.46K
17.6K $3.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.88K
New
$72.96 - $90.39 $283K - $350K
3.88K $346K
CRM
Salesforce, Inc.

Technology
1.23K
New
$236.26 - $291.15 $292K - $359K
1.23K $336K
NFLX
Netflix Inc

Communication Services
106
+ 25.85%
$855.86 - $1339.13 $90.7K - $142K
516 $690K
CAT
Caterpillar Inc

Industrials
346
+ 11.76%
$273.94 - $388.21 $94.8K - $134K
3.29K $1.28M
WFC
Wells Fargo & Company

Financial Services
3.77K
New
$60.98 - $80.12 $230K - $302K
3.77K $302K
ORCL
Oracle Corp

Technology
1.38K
New
$122.82 - $218.63 $169K - $301K
1.38K $301K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
11.7K
+ 8.21%
N/A
155K $3.95M
UBER
Uber Technologies, Inc

Technology
3.01K
New
$64.62 - $93.3 $195K - $281K
3.01K $280K
UWM
Proshares Ultra Russell 2000

ETFs
7.04K
New
$25.35 - $37.67 $178K - $265K
7.04K $265K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.91K
+ 15.0%
$43.28 - $50.37 $212K - $247K
37.6K $1.89M
OSCR
Oscar Health, Inc.

Healthcare
12.3K
New
$11.6 - $21.44 $143K - $265K
12.3K $264K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.42K
New
$28.98 - $37.18 $186K - $239K
6.42K $238K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
517
New
$376.48 - $440.65 $195K - $228K
517 $227K
DE
Deere & CO

Industrials
437
New
$412.99 - $531.48 $180K - $232K
437 $222K
PLTR
Palantir Technologies Inc.

Technology
534
+ 18.62%
$74.01 - $144.25 $39.5K - $77K
3.4K $463K
QDPL
Pacer Fds Tr Metaurus Us Large
5.55K
New
$32.46 - $39.77 $180K - $221K
5.55K $219K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.59K
New
$30.87 - $39.17 $173K - $219K
5.59K $218K
KO
Coca Cola CO

Consumer Defensive
3.06K
New
$68.37 - $73.9 $209K - $226K
3.06K $216K
KEYS
Keysight Technologies, Inc.

Technology
1.3K
New
$127.02 - $165.4 $165K - $215K
1.3K $212K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.23K
New
$96.11 - $173.53 $118K - $213K
1.23K $212K
PM
Philip Morris International Inc.

Consumer Defensive
1.16K
New
$149.23 - $184.95 $174K - $215K
1.16K $211K
XLK
Technology Sector Spdr

ETFs
814
New
$179.73 - $253.23 $146K - $206K
814 $206K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.76K
New
$45.88 - $54.4 $172K - $204K
3.76K $204K
OXY
Occidental Petroleum Corp

Energy
4.8K
New
$36.11 - $49.33 $173K - $237K
4.8K $201K
GS
Goldman Sachs Group Inc

Financial Services
130
+ 19.46%
$462.22 - $707.75 $60.1K - $92K
798 $564K
BA
Boeing CO

Industrials
127
+ 2.85%
$136.59 - $217.51 $17.3K - $27.6K
4.58K $959K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.04%
$218.97 - $332.17 $219 - $332
2.7K $896K
TMO
Thermo Fisher Scientific Inc.

Healthcare
493
New
$390.26 - $489.06 $192K - $241K
493 $199K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.05K
New
$22.92 - $28.05 $162K - $198K
7.05K $197K
Activity Summary
Buys All Purchases 110 New Holdings 26 Increased Positions 84 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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