Financial Management Network Inc Incresed Positions in Q2 2025

Financial Management Network Inc

  • $471 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
AVIV
American Centy ETF Tr Avantis
11.7K
+ 13.88%
$50.27 - $62.84 $588K - $735K
96K $5.97M
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
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
WINN
Harbor ETF Tr Harbor Long Term

ETFs
11.7K
+ 8.21%
N/A
155K $3.95M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.91K
+ 15.0%
$43.28 - $50.37 $212K - $247K
37.6K $1.89M
PLTR
Palantir Technologies Inc.

Technology
534
+ 18.62%
$74.01 - $144.25 $39.5K - $77K
3.4K $463K
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
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
SPYG
Spdr Portfolio

ETFs
9
+ 0.17%
$71.83 - $95.32 $646 - $858
5.29K $503K
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
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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