Grantvest Financial Group LLC Incresed Positions in Q2 2025

Grantvest Financial Group LLC

  • $135 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSHI
Shp ETF Tr Neos Enhanced Incom
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
First Tr Exch Tr Fd Viii Cboe

Technology
4.42K
+ 19.99%
$42.44 - $50.03 $187K - $221K
26.5K $1.33B
QQQ
Invesco Qqq Trust, Series 1

ETFs
141
+ 5.24%
$416.06 - $551.64 $58.7K - $77.8K
2.83K $1.56B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.39K
+ 46.09%
$39.23 - $45.02 $212K - $243K
17.1K $770M
SPYI
Shp ETF Tr Neos S&P 500 High I
3.66K
+ 14.24%
N/A
29.4K $1.48B
ETF Ser Solutions
9.53K
+ 67.2%
N/A
23.7K $598M
XLK
Technology Sector Spdr

ETFs
8
+ 0.16%
$179.73 - $253.23 $1.44K - $2.03K
4.99K $1.26B
First Tr Exchng Traded Fd Vi
9K
+ 31.07%
N/A
38K $811M
First Tr Exchng Traded Fd Vi
4.93K
+ 24.4%
N/A
25.1K $590M
TSLA
Tesla, Inc.

Consumer Cyclical
198
+ 13.76%
$221.86 - $362.89 $43.9K - $71.9K
1.64K $520M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.87K
+ 18.73%
$46.04 - $53.67 $85.9K - $100K
11.8K $635M
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.05K
+ 49.2%
$33.46 - $38.01 $102K - $116K
9.25K $352M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.32K
+ 7.5%
$51.14 - $57.0 $119K - $132K
33.2K $1.89B
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.28K
+ 6.91%
$20.42 - $25.3 $46.6K - $57.7K
35.3K $893M
STRV
Ea Ser Tr Strive 500 ETF
1.29K
+ 7.59%
N/A
18.2K $730M
Ea Series Trust
5.43K
+ 47.33%
N/A
16.9K $341M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
2.8K
+ 46.34%
$33.92 - $37.71 $94.8K - $105K
8.83K $333M
QJUN
First Tr ETF
2.15K
+ 15.15%
$24.35 - $29.57 $52.4K - $63.6K
16.3K $483M
SPY
Spdr S&P 500 ETF Trust

ETFs
73
+ 6.89%
$496.48 - $617.85 $36.2K - $45.1K
1.13K $699M
First Tr Exchng Traded Fd Vi
3.02K
+ 12.44%
N/A
27.3K $654M
First Tr Exchng Traded Fd Vi
958
+ 1.71%
N/A
56.9K $1.32B
Aim ETF Products Trust
1.99K
+ 18.43%
N/A
12.8K $359M
VTI
Vanguard Total Stock Market Et

ETFs
97
+ 6.3%
$243.75 - $303.93 $23.6K - $29.5K
1.64K $498M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
335
+ 10.93%
$61.92 - $81.5 $20.7K - $27.3K
3.4K $277M
SPYG
Spdr Portfolio

ETFs
1
+ 0.03%
$71.83 - $95.32 $71.8 - $95.3
2.99K $285M
GLD
Spdr Gold Trust

ETFs
33
+ 2.01%
$273.71 - $316.29 $9.03K - $10.4K
1.67K $510M
Ishares Tr
135
+ 0.74%
N/A
18.3K $505M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19
+ 0.42%
$45.11 - $52.34 $857 - $994
4.53K $237M
T
At&T Inc.

Communication Services
9
+ 0.12%
$26.33 - $28.94 $237 - $260
7.52K $218M
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.03%
$81.6 - $92.39 $81.6 - $92.4
3.56K $324M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$68.37 - $73.9 $68.4 - $73.9
3.28K $232M
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.16%
$128.77 - $144.3 $515 - $577
2.5K $337M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 1.87%
$483.48 - $539.8 $7.74K - $8.64K
871 $423M
Activity Summary
Buys All Purchases 51 New Holdings 14 Increased Positions 37 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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