Financial Management Network Inc Purchases in Q3 2025

Financial Management Network Inc

  • $508 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.46K
+ 2.85%
$117.65 - $120.08 $171K - $175K
52.4K $6.27M
AMD
Advanced Micro Devices Inc

Technology
1.21K
New
$134.8 - $184.42 $163K - $223K
1.21K $195K
SNOW
Snowflake Inc.

Technology
841
New
$191.73 - $241.0 $161K - $203K
841 $189K
AXP
American Express CO

Financial Services
396
+ 11.95%
$294.27 - $342.31 $117K - $136K
3.71K $1.23M
SLB
Schlumberger Limited

Energy
4.2K
+ 17.54%
$32.37 - $37.31 $136K - $157K
28.2K $967K
SCI
Service Corp International

Consumer Cyclical
1.61K
+ 58.42%
$75.63 - $83.25 $122K - $134K
4.36K $362K
META
Meta Platforms, Inc.

Communication Services
182
+ 9.02%
$695.21 - $791.73 $127K - $144K
2.2K $1.62M
VRT
Vertiv Holdings CO

Industrials
1.36K
New
N/A
1.36K $117K
PANW
Palo Alto Networks Inc

Technology
592
+ 11.55%
$167.06 - $208.19 $98.9K - $123K
5.72K $1.16M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
8.62K
+ 8.24%
$10.08 - $11.67 $86.8K - $101K
113K $1.23M
MA
Mastercard Inc

Financial Services
143
+ 6.64%
$550.18 - $598.96 $78.7K - $85.7K
2.3K $1.31M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.49K
+ 2.25%
N/A
158K $4.03M
VUG
Vanguard Growth ETF

ETFs
84
+ 7.26%
$433.97 - $484.08 $36.5K - $40.7K
1.24K $595K
IWM
Ishares Russell 2000 ETF

ETFs
81
+ 3.17%
$214.92 - $244.84 $17.4K - $19.8K
2.64K $637K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22
+ 1.5%
$567.77 - $614.76 $12.5K - $13.5K
1.49K $913K
ABT
Abbott Laboratories

Healthcare
605
+ 28.66%
$120.51 - $136.62 $72.9K - $82.7K
2.72K $363K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.64K
+ 12.59%
$42.75 - $43.37 $69.9K - $71K
14.6K $633K
PEP
Pepsico Inc

Consumer Defensive
386
+ 17.44%
$133.81 - $152.16 $51.7K - $58.7K
2.6K $365K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.13%
$696.56 - $806.32 $697 - $806
799 $636K
ROK
Rockwell Automation, Inc

Industrials
27
+ 1.0%
$328.67 - $358.52 $8.87K - $9.68K
2.73K $953K
CRM
Salesforce, Inc.

Technology
420
+ 34.04%
$231.66 - $273.65 $97.3K - $115K
1.65K $391K
SPMD
Spdr Portfolio

ETFs
39
+ 0.24%
$54.43 - $58.29 $2.12K - $2.27K
16.6K $949K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.15%
$291.67 - $316.99 $1.75K - $1.9K
4.01K $1.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 3.65%
$404.94 - $499.99 $7.29K - $9K
511 $247K
SCHX
Schwab Strategic Tr Us Large C

ETFs
58
+ 0.26%
$24.46 - $26.5 $1.42K - $1.54K
22.3K $587K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
61
+ 2.67%
$148.97 - $165.88 $9.09K - $10.1K
2.35K $386K
KO
Coca Cola CO

Consumer Defensive
783
+ 25.62%
$65.67 - $71.67 $51.4K - $56.1K
3.84K $254K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.24%
$134.94 - $145.86 $945 - $1.02K
2.98K $434K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
953
+ 2.18%
$19.19 - $20.37 $18.3K - $19.4K
44.6K $886K
AMGN
Amgen Inc

Healthcare
85
+ 3.62%
$271.18 - $309.22 $23.1K - $26.3K
2.43K $685K
XLE
Energy Sector Spdr

ETFs
23
+ 0.39%
$84.25 - $91.99 $1.94K - $2.12K
5.85K $522K
SCHA
Schwab Strategic Tr Us Small C

ETFs
30
+ 0.31%
$25.29 - $28.33 $759 - $850
9.68K $270K
OXY
Occidental Petroleum Corp

Energy
6
+ 0.13%
$42.54 - $48.1 $255 - $289
4.8K $226K
VEA
Vanguard Ftse Developed Market

ETFs
72
+ 1.03%
$56.02 - $60.3 $4.03K - $4.34K
7.03K $421K
QCOM
Qualcomm Inc

Technology
6
+ 0.25%
$145.84 - $173.55 $875 - $1.04K
2.4K $398K
VIG
Vanguard Dividend Appreciation

ETFs
89
+ 0.49%
N/A
18.4K $3.36M
XLI
Industrial Sector Spdr

ETFs
2
+ 0.08%
$147.94 - $154.99 $296 - $310
2.36K $363K
QDPL
Pacer Fds Tr Metaurus Us Large
8
+ 0.14%
$39.4 - $42.1 $315 - $337
5.56K $232K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.19%
$435.72 - $463.74 $436 - $464
518 $240K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
30
+ 0.43%
$28.15 - $30.13 $845 - $904
7.08K $209K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
+ 0.28%
$92.18 - $95.14 $1.57K - $1.62K
6.16K $586K
VZ
Verizon Communications Inc

Communication Services
53
+ 0.91%
$40.84 - $45.06 $2.16K - $2.39K
5.85K $256K
STXK
Ea Ser Tr Strive 2000 ETF
2.95K
+ 2.56%
N/A
118K $0
Goldman Sachs ETF Tr
2.73K
+ 12.8%
N/A
24K $0
Goldman Sachs ETF Tr
7.05K
+ 36.86%
N/A
26.2K $0
Vanguard Mun Bd Fds
1.15K
+ 10.87%
N/A
11.7K $0
STRV
Ea Ser Tr Strive 500 ETF
1.56K
+ 2.33%
N/A
68.8K $0
Vaneck ETF Trust
41.2K
New
N/A
41.2K $0
Ea Series Trust
108
+ 0.41%
N/A
26.4K $0
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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