Financial Management Network Inc Incresed Positions in Q4 2025

Financial Management Network Inc

  • $516 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
33.3K
+ 13.62%
$95.19 - $100.66 $3.17M - $3.35M
278K $27.1M
AVIV
American Centy ETF Tr Avantis
19.2K
+ 16.14%
$66.39 - $70.06 $1.27M - $1.34M
138K $9.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.8K
+ 20.31%
$46.2 - $46.85 $961K - $975K
123K $5.7M
CLOI
Vaneck ETF Tr

ETFs
17.9K
+ 20.57%
$52.83 - $53.07 $948K - $952K
105K $5.57M
GOOG
Alphabet Inc.

Communication Services
655
+ 3.9%
$237.49 - $291.74 $156K - $191K
17.4K $4.98M
GOOGL
Alphabet Inc.

Communication Services
638
+ 3.22%
$236.57 - $291.31 $151K - $186K
20.5K $5.66M
AVDV
American Centy ETF Tr Avantis

ETFs
5.82K
+ 2.5%
$87.37 - $90.92 $509K - $529K
239K $21.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.4K
+ 13.16%
$23.04 - $23.36 $701K - $710K
262K $6.04M
IGF
Ishares Global Infrastructure

ETFs
10.4K
+ 140.32%
$60.97 - $62.49 $632K - $647K
17.7K $1.1M
VHT
Vanguard Health Care ETF

ETFs
23
+ 0.08%
$264.7 - $283.93 $6.09K - $6.53K
27.4K $7.74M
AMZN
Amazon Com Inc

Consumer Cyclical
302
+ 1.03%
$213.04 - $254.0 $64.3K - $76.7K
29.6K $6.94M
CGCP
Capital Group Core Plus Income

ETFs
20.4K
+ 20.39%
$22.64 - $22.98 $462K - $469K
120K $2.73M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.5K
+ 11.87%
$43.04 - $45.68 $493K - $524K
108K $4.66M
AVLV
American Centy ETF Tr Avantis
5.11K
+ 4.55%
$70.14 - $73.74 $359K - $377K
117K $8.53M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.4%
$799.57 - $1025.28 $4K - $5.13K
1.25K $1.28M
XLK
Technology Sector Spdr

ETFs
1.08K
+ 132.19%
$278.39 - $304.13 $300K - $327K
1.89K $544K
CAT
Caterpillar Inc

Industrials
5
+ 0.13%
$480.82 - $585.49 $2.4K - $2.93K
3.94K $2.17M
AMD
Advanced Micro Devices Inc

Technology
676
+ 55.87%
$164.01 - $264.33 $111K - $179K
1.89K $453K
CGXU
Capital Group Intl Focus Equit

ETFs
2.42K
+ 0.55%
$29.32 - $31.03 $70.8K - $75K
439K $13.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
+ 11.63%
$401.99 - $468.37 $683K - $796K
16.3K $6.67M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.61K
+ 17.92%
$92.24 - $96.56 $149K - $155K
10.6K $1.01M
GLD
Spdr Gold Trust

ETFs
70
+ 1.03%
$354.79 - $403.15 $24.8K - $28.2K
6.85K $2.57M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.84K
+ 3.69%
N/A
164K $4.18M
AMGN
Amgen Inc

Healthcare
3
+ 0.12%
$290.13 - $341.71 $870 - $1.03K
2.43K $831K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.8K
+ 5.05%
$56.0 - $57.6 $157K - $161K
58.3K $3.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 12.58%
$653.02 - $687.39 $106K - $111K
1.45K $965K
CGGO
Capital Group Global Growth Eq

ETFs
2.7K
+ 1.44%
$33.63 - $35.51 $90.6K - $95.7K
189K $6.47M
SLB
Schlumberger Limited

Energy
309
+ 1.1%
$31.72 - $37.61 $9.8K - $11.6K
28.5K $1.05M
EW
Edwards Lifesciences Corp

Healthcare
2
+ 0.02%
$72.65 - $86.3 $145 - $173
8.64K $745K
EOSE
Eos Energy Enterprises, Inc.

Industrials
75
+ 0.42%
$12.36 - $19.19 $927 - $1.44K
18.1K $255K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
+ 5.23%
$600.51 - $631.95 $46.8K - $49.3K
1.57K $969K
XOM
Exxon Mobil Corp

Energy
216
+ 3.96%
$110.64 - $119.78 $23.9K - $25.9K
5.68K $667K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
114
+ 0.32%
$76.15 - $82.04 $8.68K - $9.35K
35.8K $2.81M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
613
+ 5.26%
$56.88 - $60.06 $34.9K - $36.8K
12.3K $703K
AXP
American Express CO

Financial Services
29
+ 0.78%
$316.26 - $372.77 $9.17K - $10.8K
3.74K $1.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.39%
$524.58 - $588.02 $1.05K - $1.18K
513 $290K
IBM
International Business Machines Corp

Technology
8
+ 0.32%
$275.97 - $314.98 $2.21K - $2.52K
2.53K $751K
LMT
Lockheed Martin Corp

Industrials
103
+ 23.04%
$452.1 - $514.24 $46.6K - $53K
550 $258K
VTI
Vanguard Total Stock Market Et

ETFs
70
+ 1.69%
$321.8 - $337.95 $22.5K - $23.7K
4.21K $1.39M
VEA
Vanguard Ftse Developed Market

ETFs
347
+ 4.93%
$59.18 - $62.09 $20.5K - $21.5K
7.38K $452K
CVX
Chevron Corp

Energy
192
+ 1.58%
$148.9 - $157.72 $28.6K - $30.3K
12.3K $1.91M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.31%
$138.84 - $153.71 $1.11K - $1.23K
2.61K $385K
KO
Coca Cola CO

Consumer Defensive
12
+ 0.31%
$66.1 - $71.61 $793 - $859
3.85K $272K
WFC
Wells Fargo & Company

Financial Services
180
+ 5.86%
$77.62 - $87.3 $14K - $15.7K
3.25K $271K
SBUX
Starbucks Corp

Consumer Cyclical
128
+ 4.9%
$78.46 - $87.26 $10K - $11.2K
2.74K $232K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.54%
$157.0 - $179.44 $1.1K - $1.26K
1.3K $228K
FGRO
Fidelity Covington Tr

ETFs
508
+ 0.18%
N/A
280K $6.29M
ITOT
Ishares Core S&P Total U.S. St

ETFs
61
+ 3.03%
$142.79 - $150.05 $8.71K - $9.15K
2.07K $303K
KEYS
Keysight Technologies, Inc.

Technology
3
+ 0.23%
$159.49 - $186.18 $478 - $559
1.3K $233K
Activity Summary
Buys All Purchases 107 New Holdings 14 Increased Positions 93 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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