Financial & Tax Architects, LLC Sells in Q2 2025

Financial & Tax Architects, LLC

  • $412 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-13.4K
- 10.44%
$90.85 - $102.31 $1.22M - $1.37M
115K $11.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.49K
- 14.77%
$496.48 - $617.85 $2.73M - $3.39M
31.7K $19.6B
MCD
Mcdonalds Corp

Consumer Cyclical
-360
- 1.55%
$285.55 - $321.23 $103K - $116K
22.9K $6.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.07K
- 2.65%
$96.84 - $99.46 $395K - $405K
150K $14.8B
IVV
Ishares Core S&P 500 ETF

ETFs
-652
- 48.62%
$498.8 - $620.9 $325K - $405K
689 $428M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.61K
- 2.75%
$107.93 - $110.97 $174K - $179K
56.9K $6.26B
ADP
Automatic Data Processing Inc

Industrials
-956
- 4.13%
$276.76 - $326.81 $265K - $312K
22.2K $6.85B
VB
Vanguard Small Cap ETF

ETFs
-866
- 43.47%
$193.73 - $237.37 $168K - $206K
1.13K $267M
KO
Coca Cola CO

Consumer Defensive
-1.14K
- 1.11%
$68.37 - $73.9 $78K - $84.3K
102K $7.18B
HYG
Ishares Tr

ETFs
-2.35K
- 5.02%
$75.75 - $80.65 $178K - $189K
44.4K $3.58B
SGOL
Abrdn Gold ETF Trust

ETFs
-4.51K
- 8.73%
$28.39 - $32.75 $128K - $148K
47.2K $1.49B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.12K
- 3.26%
$35.3 - $37.51 $110K - $117K
92.5K $3.47B
IAU
Ishares Gold Trust

ETFs
-2.78K
- 5.24%
$56.1 - $64.74 $156K - $180K
50.2K $3.13B
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.51K
- 8.77%
$39.43 - $49.34 $59.7K - $74.7K
15.7K $745M
VLUE
Ishares Msci Usa Value Factor

ETFs
-735
- 3.91%
$93.5 - $113.21 $68.7K - $83.2K
18.1K $2.04B
SAP
Sap Se

Technology
-118
- 4.63%
$237.53 - $309.8 $28K - $36.6K
2.43K $740M
XLI
Industrial Sector Spdr

ETFs
-173
- 2.74%
$116.42 - $147.52 $20.1K - $25.5K
6.15K $907M
ABT
Abbott Laboratories

Healthcare
-36
- 0.06%
$123.95 - $138.08 $4.46K - $4.97K
56.8K $7.72B
NFLX
Netflix Inc

Communication Services
-246
- 15.31%
$855.86 - $1339.13 $211K - $329K
1.36K $1.82B
AVGO
Broadcom Inc.

Technology
-292
- 4.07%
$146.29 - $275.65 $42.7K - $80.5K
6.89K $1.9B
IBM
International Business Machines Corp

Technology
-535
- 1.76%
$221.03 - $294.78 $118K - $158K
29.9K $8.83B
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial & Tax Architects, LLC Portfolio

Follow Financial & Tax Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email