Highland Financial Advisors, LLC Purchases in Q3 2025

Highland Financial Advisors, LLC

  • $346 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.73K
+ 4.13%
$225.11 - $247.9 $1.29M - $1.42M
144K $35.7M
DFAU
Dimensional ETF Tr

ETFs
33.7K
+ 4.85%
$42.42 - $45.96 $1.43M - $1.55M
728K $33.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.7K
+ 2.83%
$72.65 - $78.68 $997K - $1.08M
499K $39.1M
AVUS
American Centy ETF Tr Avantis

ETFs
10.9K
+ 3.69%
$101.2 - $109.16 $1.11M - $1.19M
307K $33.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.09K
+ 2.73%
$108.08 - $121.73 $658K - $741K
229K $27.6M
AVUV
American Centy ETF Tr Avantis

ETFs
8.71K
+ 4.8%
$90.37 - $102.12 $787K - $889K
190K $18.9M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
5.97K
+ 2.6%
$66.8 - $74.06 $399K - $442K
235K $17.4M
AVSU
American Centy ETF Tr Avantis

ETFs
18K
+ 15.34%
$68.72 - $74.09 $1.24M - $1.33M
135K $9.97M
AVDE
American Centy ETF Tr Avantis

ETFs
5.83K
+ 2.57%
$73.24 - $79.04 $427K - $461K
233K $18.4M
IAU
Ishares Gold Trust

ETFs
2.46K
+ 2.03%
$61.62 - $72.77 $152K - $179K
124K $9.02M
AVIG
American Centy ETF Tr Avantis

ETFs
14.5K
+ 2.86%
$41.02 - $42.32 $596K - $615K
522K $22M
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 0.1%
$303.93 - $329.86 $7.9K - $8.58K
27.3K $8.97M
XCEM
Columbia ETF Tr Ii

ETFs
8.48K
+ 5.49%
$33.85 - $36.86 $287K - $312K
163K $5.92M
VGT
Vanguard Information Technolog

ETFs
393
+ 16.79%
$656.44 - $753.15 $258K - $296K
2.73K $2.04M
LLY
Eli Lilly & CO

Healthcare
632
New
$625.65 - $812.69 $395K - $514K
632 $482K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.98K
+ 15.62%
$53.69 - $57.31 $321K - $343K
44.3K $2.54M
AAPL
Apple Inc.

Technology
416
+ 6.48%
$202.38 - $256.87 $84.2K - $107K
6.84K $1.74M
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.97K
+ 18.15%
$39.17 - $43.37 $273K - $302K
45.4K $1.93M
AVSD
American Centy ETF Tr Avantis

ETFs
3.1K
+ 13.22%
$66.62 - $71.66 $206K - $222K
26.5K $1.9M
NVDA
Nvidia Corp

Technology
1.55K
New
$153.3 - $186.58 $237K - $289K
1.55K $289K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
464
New
$567.77 - $614.76 $263K - $285K
464 $284K
AVSE
American Centy ETF Tr Avantis

ETFs
2.5K
+ 12.2%
$58.4 - $64.07 $146K - $160K
23K $1.46M
GOOG
Alphabet Inc.

Communication Services
964
New
$175.16 - $255.24 $169K - $246K
964 $234K
QQQ
Invesco Qqq Trust, Series 1

ETFs
381
New
$546.99 - $602.2 $208K - $229K
381 $228K
VONE
Vanguard Russell 1000 ETF

ETFs
664
New
$280.68 - $303.97 $186K - $202K
664 $200K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.65K
+ 1.62%
$100.37 - $100.74 $166K - $166K
103K $10.4M
IEFA
Ishares Tr

ETFs
1.07K
+ 5.58%
$81.7 - $87.53 $87K - $93.2K
20.1K $1.76M
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 1.73%
$282.78 - $316.06 $22.1K - $24.7K
4.6K $1.45M
IVV
Ishares Core S&P 500 ETF

ETFs
144
+ 21.05%
$620.67 - $670.08 $89.4K - $96.5K
828 $554K
TSLA
Tesla, Inc.

Consumer Cyclical
70
+ 8.96%
$293.94 - $444.72 $20.6K - $31.1K
851 $378K
MSFT
Microsoft Corp

Technology
166
+ 16.07%
$491.09 - $535.64 $81.5K - $88.9K
1.2K $621K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.03%
$132.9 - $142.03 $399 - $426
10.4K $1.47M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
610
+ 5.12%
$47.64 - $51.71 $29.1K - $31.5K
12.5K $645K
AMZN
Amazon Com Inc

Consumer Cyclical
350
+ 7.79%
$211.65 - $238.24 $74.1K - $83.4K
4.84K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 7.07%
$459.11 - $506.91 $30.3K - $33.5K
999 $502K
MEAR
Blackrock Short Maturity Munic

ETFs
549
+ 1.39%
$50.17 - $50.56 $27.5K - $27.8K
40.2K $2.03M
META
Meta Platforms, Inc.

Communication Services
52
+ 7.03%
$695.21 - $791.73 $36.2K - $41.2K
792 $581K
IEMG
Ishares Inc

ETFs
497
+ 14.84%
N/A
3.85K $206K
V
Visa Inc.

Financial Services
47
+ 5.1%
$332.09 - $358.86 $15.6K - $16.9K
968 $330K
SMIN
Ishares Msci India Small Cap I

ETFs
2.44K
+ 6.64%
$71.7 - $78.29 $175K - $191K
39.2K $2.81M
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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