Grantvest Financial Group LLC Reduced Holdings in Q2 2025

Grantvest Financial Group LLC

  • $135 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
-33.8K
- 25.19%
N/A
100K $2.59B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.93K
- 7.17%
$100.35 - $100.71 $394K - $396K
50.9K $5.12B
AAPL
Apple Inc.

Technology
-220
- 1.6%
$172.42 - $223.89 $37.9K - $49.3K
13.6K $2.78B
JNJ
Johnson & Johnson

Healthcare
-1.08K
- 39.46%
$146.36 - $159.82 $158K - $173K
1.66K $253M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.72K
- 6.34%
$24.32 - $27.87 $90.6K - $104K
55K $1.46B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-5.08K
- 25.53%
$39.59 - $44.69 $201K - $227K
14.8K $662M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-877
- 12.5%
$152.93 - $181.74 $134K - $159K
6.14K $1.12B
First Tr Exchng Traded Fd Vi
-3.47K
- 12.54%
N/A
24.2K $795M
XLE
Energy Sector Spdr

ETFs
-410
- 10.74%
$76.44 - $94.13 $31.3K - $38.6K
3.41K $289M
VIG
Vanguard Dividend Appreciation

ETFs
-399
- 18.46%
N/A
1.76K $361M
IFF
International Flavors & Fragrances Inc

Basic Materials
-477
- 11.5%
$66.85 - $79.33 $31.9K - $37.8K
3.67K $270M
XOM
Exxon Mobil Corp

Energy
-77
- 2.03%
$99.93 - $119.04 $7.69K - $9.17K
3.72K $401M
DMAR
First Tr Ex Tr Viii Cboe Vest
-1.86K
- 14.5%
$35.55 - $39.57 $66.1K - $73.6K
11K $434M
Ishares Tr
-3.87K
- 5.59%
N/A
65.3K $1.7B
VOE
Vanguard Mid Cap Value Index F

ETFs
-273
- 7.69%
$141.87 - $164.49 $38.7K - $44.9K
3.28K $539M
First Tr Exchng Traded Fd Vi
-2.47K
- 17.34%
N/A
11.8K $250M
XLP
Consumer Staples Sector Spdr

ETFs
-211
- 2.71%
N/A
7.57K $613M
XLF
Financial Sector Spdr

ETFs
-1.46K
- 6.76%
$43.92 - $52.37 $64.3K - $76.7K
20.2K $1.06B
FVD
First Tr Value Line Divid Inde

ETFs
-474
- 9.25%
$40.62 - $45.12 $19.3K - $21.4K
4.65K $208M
V
Visa Inc.

Financial Services
-50
- 4.74%
$308.27 - $373.31 $15.4K - $18.7K
1.01K $357M
Aim ETF Products Trust
-877
- 9.34%
N/A
8.51K $261M
Aim ETF Products Trust
-2.16K
- 8.54%
N/A
23.2K $638M
First Tr Exchng Traded Fd Vi
-707
- 6.0%
N/A
11.1K $431M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-83
- 2.36%
$72.02 - $73.82 $5.98K - $6.13K
3.44K $253M
Aim ETF Products Trust
-767
- 6.49%
N/A
11K $349M
VTWO
Vanguard Russell 2000 ETF

ETFs
-250
- 7.97%
$70.56 - $87.22 $17.6K - $21.8K
2.89K $252M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-484
- 6.19%
$38.96 - $44.84 $18.9K - $21.7K
7.33K $329M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.11K
- 8.96%
$25.96 - $30.99 $28.8K - $34.4K
11.3K $349M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.11K
- 4.98%
$29.52 - $35.31 $62.3K - $74.6K
40.3K $1.42B
First Tr Exchng Traded Fd Vi
-757
- 5.62%
N/A
12.7K $447M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-399
- 4.7%
N/A
8.09K $299M
XLU
Utilities Sector Spdr

ETFs
-81
- 2.62%
$73.09 - $82.77 $5.92K - $6.7K
3.01K $246M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-56
- 4.34%
$376.48 - $440.65 $21.1K - $24.7K
1.23K $544M
PDEC
Innovator U.S. Equity Power Bu
-337
- 4.66%
N/A
6.89K $276M
CAT
Caterpillar Inc

Industrials
-100
- 12.66%
$273.94 - $388.21 $27.4K - $38.8K
690 $268M
Ea Series Trust
-560
- 4.22%
N/A
12.7K $336M
MGV
Vanguard Mega Cap Value

ETFs
-256
- 1.37%
$114.87 - $131.25 $29.4K - $33.6K
18.5K $2.42B
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-868
- 5.56%
N/A
14.8K $773M
Aim ETF Products Trust
-1.17K
- 4.98%
N/A
22.4K $712M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.19K
- 5.5%
$51.6 - $62.74 $61.3K - $74.5K
20.4K $1.28B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-106
- 1.18%
$39.94 - $44.64 $4.23K - $4.73K
8.88K $396M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.2K
- 5.18%
$39.93 - $46.67 $48K - $56.1K
22K $1.03B
DAUG
First Tr ETF Viii Cboe Vest Us
-1.3K
- 4.86%
N/A
25.5K $1.06B
Aim ETF Products Trust
-136
- 0.76%
N/A
17.8K $538M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-603
- 3.38%
$19.6 - $24.44 $11.8K - $14.7K
17.3K $422M
JPM
Jpmorgan Chase & CO

Financial Services
-114
- 8.43%
$210.28 - $289.91 $24K - $33K
1.24K $359M
VO
Vanguard Mid Cap ETF

ETFs
-18
- 1.01%
$228.54 - $279.83 $4.11K - $5.04K
1.77K $496M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.19K
- 2.7%
N/A
42.9K $1.5B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-37
- 0.41%
$43.86 - $51.74 $1.62K - $1.91K
9K $466M
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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