Formulate Financial LLC Purchases in Q3 2025

Formulate Financial LLC

  • $80.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.5K
New
$567.77 - $614.76 $13.9M - $15.1M
24.5K $15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
19.2K
New
$546.99 - $602.2 $10.5M - $11.6M
19.2K $11.5B
VIG
Vanguard Dividend Appreciation

ETFs
42.5K
New
N/A
42.5K $9.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
13.7K
New
$617.65 - $666.84 $8.49M - $9.16M
13.7K $9.15B
IWB
Ishares Tr Russell 1000 ETF

ETFs
24.8K
New
$339.37 - $366.46 $8.43M - $9.1M
24.8K $9.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
47.4K
New
$108.97 - $121.65 $5.17M - $5.77M
47.4K $5.73B
ITOT
Ishares Core S&P Total U.S. St

ETFs
24K
New
$135.0 - $146.02 $3.23M - $3.5M
24K $3.49B
MSFT
Microsoft Corp

Technology
6.13K
New
$491.09 - $535.64 $3.01M - $3.28M
6.13K $3.17B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.13K
New
$420.11 - $472.68 $2.57M - $2.9M
6.13K $2.87B
VONE
Vanguard Russell 1000 ETF

ETFs
7.26K
New
$280.68 - $303.97 $2.04M - $2.21M
7.26K $2.2B
NVDA
Nvidia Corp

Technology
5.92K
New
$153.3 - $186.58 $907K - $1.1M
5.92K $1.1B
VUG
Vanguard Growth ETF

ETFs
2.07K
New
$433.97 - $484.08 $898K - $1M
2.07K $992M
GOOG
Alphabet Inc.

Communication Services
3.9K
New
$175.16 - $255.24 $683K - $995K
3.9K $950M
AAPL
Apple Inc.

Technology
3.47K
New
$202.38 - $256.87 $701K - $890K
3.47K $882M
ETN
Eaton Corp PLC

Industrials
2.3K
New
$342.99 - $392.76 $790K - $905K
2.3K $862M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.29K
New
$459.11 - $506.91 $590K - $651K
1.29K $646M
PFF
Ishares Trust Ishares Pfd And

ETFs
16.4K
New
$30.67 - $32.13 $502K - $526K
16.4K $517M
HD
Home Depot, Inc.

Consumer Cyclical
759
New
$357.4 - $423.42 $271K - $321K
759 $308M
ABBV
Abb Vie Inc.

Healthcare
1.28K
New
$184.85 - $231.54 $236K - $296K
1.28K $296M
CRWD
Crowd Strike Holdings, Inc.

Technology
589
New
$412.46 - $514.1 $243K - $303K
589 $289M
PG
Procter & Gamble CO

Consumer Defensive
1.62K
New
$150.47 - $161.22 $244K - $262K
1.62K $249M
NEE
Nextera Energy Inc

Utilities
3K
New
$69.77 - $77.54 $210K - $233K
3K $227M
IBM
International Business Machines Corp

Technology
765
New
$234.77 - $292.47 $180K - $224K
765 $216M
ORCC
Owl Rock Capital Corp

Financial Services
15.9K
New
N/A
15.9K $203M
FAT
Fat Brands, Inc

Consumer Cyclical
11.3K
New
$1.76 - $2.5 $19.9K - $28.3K
11.3K $22.1M
Activity Summary
Buys All Purchases 26 New Holdings 26 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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