Floyd Financial Group LLC Incresed Positions in Q3 2025

Floyd Financial Group LLC

  • $131 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
4.12K
+ 323.31%
$293.94 - $444.72 $1.21M - $1.83M
5.39K $2.4M
GOOGL
Alphabet Inc.

Communication Services
647
+ 2.38%
$174.36 - $254.72 $113K - $165K
27.9K $6.78M
JEPI
J P Morgan Exchange Traded Fd

ETFs
31.6K
+ 24.92%
$55.61 - $57.37 $1.76M - $1.81M
158K $9.03M
AMZN
Amazon Com Inc

Consumer Cyclical
7.83K
+ 36.27%
$211.65 - $238.24 $1.66M - $1.87M
29.4K $6.46M
UNH
Unitedhealth Group Inc

Healthcare
3.66K
+ 103.57%
$237.77 - $353.61 $870K - $1.29M
7.19K $2.48M
JCPB
J P Morgan Exchange Traded Fd

ETFs
23.2K
+ 12.34%
$46.37 - $47.77 $1.08M - $1.11M
211K $10M
XLU
Utilities Sector Spdr

ETFs
9.35K
+ 24.29%
$81.14 - $87.32 $758K - $816K
47.8K $4.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.1K
+ 15.03%
$50.47 - $50.74 $611K - $615K
92.7K $4.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.8K
+ 16.59%
$72.57 - $74.72 $493K - $508K
47.8K $3.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
958
+ 3.07%
$181.56 - $190.33 $174K - $182K
32.2K $6.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
172
+ 6.72%
$617.65 - $666.84 $106K - $115K
2.73K $1.82M
ABBV
Abb Vie Inc.

Healthcare
115
+ 2.53%
$184.85 - $231.54 $21.3K - $26.6K
4.66K $1.08M
XLI
Industrial Sector Spdr

ETFs
324
+ 1.55%
$147.94 - $154.99 $47.9K - $50.2K
21.2K $3.26M
UBER
Uber Technologies, Inc

Technology
325
+ 1.66%
$86.91 - $99.57 $28.2K - $32.4K
19.9K $1.95M
WMT
Walmart Inc.

Consumer Defensive
279
+ 1.71%
$94.4 - $104.27 $26.3K - $29.1K
16.6K $1.71M
XLB
Select Sector Spdr Fd Material

ETFs
676
+ 3.15%
$86.72 - $92.61 $58.6K - $62.6K
22.1K $1.98M
AAPL
Apple Inc.

Technology
114
+ 11.0%
$202.38 - $256.87 $23.1K - $29.3K
1.15K $292K
XOM
Exxon Mobil Corp

Energy
304
+ 3.98%
$105.83 - $117.22 $32.2K - $35.6K
7.95K $896K
MCD
Mcdonalds Corp

Consumer Cyclical
150
+ 7.56%
$291.67 - $316.99 $43.8K - $47.5K
2.13K $648K
CVX
Chevron Corp

Energy
113
+ 3.43%
$145.57 - $161.83 $16.4K - $18.3K
3.4K $528K
MRK
Merck & Co., Inc.

Healthcare
409
+ 8.37%
$77.6 - $87.37 $31.7K - $35.7K
5.3K $444K
XLK
Technology Sector Spdr

ETFs
2
+ 0.11%
$250.97 - $282.66 $502 - $565
1.86K $524K
MA
Mastercard Inc

Financial Services
59
+ 4.64%
$550.18 - $598.96 $32.5K - $35.3K
1.33K $756K
PG
Procter & Gamble CO

Consumer Defensive
442
+ 9.8%
$150.47 - $161.22 $66.5K - $71.3K
4.95K $760K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 15.18%
$915.95 - $994.57 $68.7K - $74.6K
569 $526K
ARCC
Ares Capital Corp

Financial Services
4.47K
+ 10.95%
$20.41 - $23.25 $91.3K - $104K
45.3K $924K
V
Visa Inc.

Financial Services
121
+ 4.51%
$332.09 - $358.86 $40.2K - $43.4K
2.8K $956K
DE
Deere & CO

Industrials
1
+ 0.18%
$457.26 - $524.37 $457 - $524
552 $252K
OKE
Oneok Inc

Energy
751
+ 7.0%
$71.36 - $83.47 $53.6K - $62.7K
11.5K $837K
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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