Intelligent Financial Strategies Reduced Holdings in Q3 2025

Intelligent Financial Strategies

  • $199 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56.3K
- 30.42%
$459.11 - $506.91 $25.9M - $28.5M
129K $64.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.52K
- 17.03%
$567.77 - $614.76 $4.84M - $5.24M
41.5K $25.4M
AAPL
Apple Inc.

Technology
-6.78K
- 35.8%
$202.38 - $256.87 $1.37M - $1.74M
12.2K $3.1M
V
Visa Inc.

Financial Services
-1.29K
- 21.55%
$332.09 - $358.86 $427K - $461K
4.68K $1.6M
MA
Mastercard Inc

Financial Services
-959
- 22.68%
$550.18 - $598.96 $528K - $574K
3.27K $1.86M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.7K
- 53.52%
$291.67 - $316.99 $496K - $540K
1.48K $449K
MSFT
Microsoft Corp

Technology
-1.09K
- 22.16%
$491.09 - $535.64 $533K - $581K
3.81K $1.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.96K
- 66.22%
$211.65 - $238.24 $415K - $467K
1K $219K
UNP
Union Pacific Corp

Industrials
-1.2K
- 32.03%
$214.91 - $237.16 $257K - $284K
2.54K $599K
PEP
Pepsico Inc

Consumer Defensive
-1.81K
- 69.83%
$133.81 - $152.16 $242K - $276K
783 $109K
COST
Costco Wholesale Corp

Consumer Defensive
-65
- 5.32%
$915.95 - $994.57 $59.5K - $64.6K
1.16K $1.07M
KO
Coca Cola CO

Consumer Defensive
-1.82K
- 85.29%
$65.67 - $71.67 $120K - $131K
314 $20K
VEA
Vanguard Ftse Developed Market

ETFs
-2.33K
- 33.25%
$56.02 - $60.3 $131K - $141K
4.68K $280K
HSY
Hershey CO

Consumer Defensive
-1.01K
- 27.96%
$161.95 - $193.45 $163K - $194K
2.59K $484K
JNJ
Johnson & Johnson

Healthcare
-913
- 49.51%
$155.17 - $185.42 $142K - $169K
931 $172K
PG
Procter & Gamble CO

Consumer Defensive
-365
- 78.33%
$150.47 - $161.22 $54.9K - $58.8K
101 $15K
AXP
American Express CO

Financial Services
-169
- 87.11%
$294.27 - $342.31 $49.7K - $57.9K
25 $8K
NKE
Nike, Inc.

Consumer Cyclical
-694
- 59.57%
$69.24 - $79.24 $48.1K - $55K
471 $32K
PGR
Progressive Corp

Financial Services
-185
- 87.26%
$238.61 - $264.3 $44.1K - $48.9K
27 $6K
FAST
Fastenal CO

Industrials
-1.1K
- 43.42%
$42.47 - $50.39 $46.5K - $55.2K
1.43K $69K
VIG
Vanguard Dividend Appreciation

ETFs
-83
- 0.38%
N/A
21.9K $3.99M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-100
- 30.96%
N/A
223 $19K
KXI
Ishares Tr Global Consumer Sta

ETFs
-20
- 0.54%
$63.76 - $67.46 $1.28K - $1.35K
3.72K $239K
AVUS
American Centy ETF Tr Avantis

ETFs
-93
- 9.14%
$101.2 - $109.16 $9.41K - $10.2K
924 $100K
AVGE
American Centy ETF Tr Avantis
-21
- 0.03%
N/A
65.3K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.85K
- 2.57%
$41.91 - $44.87 $119K - $128K
108K $4.82M
GOOG
Alphabet Inc.

Communication Services
-2.65K
- 21.5%
$175.16 - $255.24 $464K - $676K
9.67K $2.36M
IVV
Ishares Core S&P 500 ETF

ETFs
-213
- 3.15%
$620.67 - $670.08 $132K - $143K
6.55K $4.38M
Activity Summary
Buys All Purchases 12 New Holdings 3 Increased Positions 9 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Intelligent Financial Strategies Portfolio

Follow Intelligent Financial Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email