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
PANW
Palo Alto Networks Inc

Technology
122
+ 2.44%
$152.44 - $204.64 $18.6K - $25K
5.13K $1.05M
AXP
American Express CO

Financial Services
91
+ 2.82%
$231.39 - $318.98 $21.1K - $29K
3.32K $1.06M
IBM
International Business Machines Corp

Technology
259
+ 11.55%
$221.03 - $294.78 $57.2K - $76.3K
2.5K $737K
MGK
Vanguard Mega Cap Growth ETF

ETFs
14
+ 0.62%
$273.67 - $366.17 $3.83K - $5.13K
2.26K $828K
GLD
Spdr Gold Trust

ETFs
17
+ 0.25%
$273.71 - $316.29 $4.65K - $5.38K
6.84K $2.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
161
+ 1.06%
$58.41 - $72.69 $9.4K - $11.7K
15.3K $1.11M
ARES
Ares Management Corp

Financial Services
315
+ 14.51%
$118.04 - $175.83 $37.2K - $55.4K
2.49K $430K
HON
Honeywell International Inc

Industrials
1
+ 0.02%
$182.86 - $232.88 $183 - $233
4.69K $1.09M
BAC
Bank Of America Corp

Financial Services
296
+ 2.08%
$34.39 - $47.46 $10.2K - $14K
14.5K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 1.03%
$456.74 - $568.03 $6.85K - $8.52K
1.47K $835K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.61K
+ 3.54%
$51.14 - $57.0 $82.1K - $91.5K
46.9K $2.67M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
302
+ 11.3%
$108.06 - $135.3 $32.6K - $40.9K
2.98K $402K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
235
+ 0.54%
$16.64 - $19.62 $3.91K - $4.61K
43.6K $855K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
118
+ 1.76%
$108.87 - $133.04 $12.8K - $15.7K
6.83K $907K
XLI
Industrial Sector Spdr

ETFs
234
+ 11.02%
$116.42 - $147.52 $27.2K - $34.5K
2.36K $347K
SPMD
Spdr Portfolio

ETFs
65
+ 0.39%
$44.89 - $54.38 $2.92K - $3.53K
16.6K $900K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.27%
$451.58 - $565.94 $1.35K - $1.7K
1.11K $603K
VEA
Vanguard Ftse Developed Market

ETFs
76
+ 1.1%
$45.65 - $57.01 $3.47K - $4.33K
6.96K $396K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.04%
$174.82 - $215.79 $175 - $216
2.56K $551K
MA
Mastercard Inc

Financial Services
17
+ 0.8%
$479.92 - $590.74 $8.16K - $10K
2.15K $1.21M
IWS
Ishares Russell Midcap Value E

ETFs
48
+ 1.15%
$110.58 - $132.14 $5.31K - $6.34K
4.22K $557K
NEAR
Blackrock Short Maturity Bond

ETFs
27
+ 0.02%
$50.41 - $51.17 $1.36K - $1.38K
112K $5.72M
TFC
Truist Financial Corp

Financial Services
37
+ 0.28%
$34.79 - $42.99 $1.29K - $1.59K
13.3K $573K
SCHA
Schwab Strategic Tr Us Small C

ETFs
30
+ 0.31%
$20.42 - $25.3 $613 - $759
9.65K $244K
JNJ
Johnson & Johnson

Healthcare
341
+ 12.75%
$146.36 - $159.82 $49.9K - $54.5K
3.02K $460K
ABT
Abbott Laboratories

Healthcare
62
+ 3.03%
$123.95 - $138.08 $7.68K - $8.56K
2.11K $287K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
5.86K
+ 3.28%
$13.96 - $16.51 $81.8K - $96.7K
184K $3M
VNQ
Vanguard Specialized Funds Van

ETFs
561
+ 2.09%
$79.79 - $91.42 $44.8K - $51.3K
27.5K $2.45M
F
Ford Motor CO

Consumer Cyclical
63
+ 0.59%
$8.69 - $10.85 $547 - $684
10.7K $116K
REET
Ishares Global Reit ETF

ETFs
132
+ 1.13%
$21.59 - $25.16 $2.85K - $3.32K
11.8K $291K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.11%
N/A
18.4K $3.34M
SCI
Service Corp International

Consumer Cyclical
3
+ 0.11%
$73.58 - $81.65 $221 - $245
2.75K $223K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
34
+ 0.45%
$46.41 - $47.7 $1.58K - $1.62K
7.64K $363K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15
+ 0.24%
$85.42 - $94.39 $1.28K - $1.42K
6.15K $576K
UNP
Union Pacific Corp

Industrials
34
+ 2.82%
$208.27 - $238.46 $7.08K - $8.11K
1.24K $285K
O
Realty Income Corp

Real Estate
83
+ 0.91%
$52.27 - $58.52 $4.34K - $4.86K
9.16K $527K
Rocket Lab Corp
15.4K
New
N/A
15.4K $0
SMOT
Vaneck ETF Tr Morningstar Smid
5.86K
+ 1.05%
N/A
561K $0
American Centy ETF Tr
9.95K
+ 9.92%
N/A
110K $0
Vanguard Mun Bd Fds
2.18K
+ 26.1%
N/A
10.5K $0
STXK
Ea Ser Tr Strive 2000 ETF
1.04K
+ 0.91%
N/A
115K $0
Ishares Bitcoin Trust ETF
3.57K
New
N/A
3.57K $0
Thornburg ETF Tr
95.6K
+ 180.8%
N/A
148K $0
CGSD
Capital Grp Core Plus Income E
13.7K
+ 10.21%
N/A
148K $0
STRV
Ea Ser Tr Strive 500 ETF
4.15K
+ 6.58%
N/A
67.3K $0
Goldman Sachs ETF Tr
601
+ 3.24%
N/A
19.1K $0
Fidelity Wise Origin Bitcoin
9.73K
New
N/A
9.73K $0
Blackrock ETF Trust Ii
6.17K
+ 2.29%
N/A
275K $0
Capital Group Conservative E
71.9K
+ 102.89%
N/A
142K $0
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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