Grantvest Financial Group LLC Purchases and Sells in Q2 2025

Grantvest Financial Group LLC

$135 Billion
Q2 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSHI	25.7K + 18.81%	N/A	162K $8.07B
EA SERIES TRUST	59.3K + 31.73%	N/A	246K $5B
BLACKROCK ETF TRUST II	13.1K + 2.69%	N/A	500K $26.4B
BONDBLOXX ETF TRUST	7K + 125.07%	N/A	12.6K $647M
FMAY	4.42K + 19.99%	$42.44 - $50.03 $187K - $221K	26.5K $1.33B
QQQ	141 + 5.24%	$416.06 - $551.64 $58.7K - $77.8K	2.83K $1.56B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES TR	40K New	N/A	40K $1.03B
FIRST TR EXCHNG TRADED FD VI	17.5K New	N/A	17.5K $548M
AZBA	8.98K New	N/A	8.98K $300M
OEF	941 New	N/A	941 $286M
YMAR	11K New	$22.43 - $25.58 $246K - $280K	11K $280M
IWF	562 New	$320.42 - $424.58 $180K - $239K	562 $239M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES TR	-33.8K - 25.19%	N/A	100K $2.59B
SGOV	-3.93K - 7.17%	$100.35 - $100.71 $394K - $396K	50.9K $5.12B
AAPL	-220 - 1.6%	$172.42 - $223.89 $37.9K - $49.3K	13.6K $2.78B
JNJ	-1.08K - 39.46%	$146.36 - $159.82 $158K - $173K	1.66K $253M
SCHD	-3.72K - 6.34%	$24.32 - $27.87 $90.6K - $104K	55K $1.46B
DNOV	-5.08K - 25.53%	$39.59 - $44.69 $201K - $227K	14.8K $662M

Activity Summary All Purchases 51 New Holdings 14 Increased Positions 37 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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