Jfg Wealth Management, LLC Purchases in Q3 2025

Jfg Wealth Management, LLC

  • $511 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
8.15K
+ 1.07%
$285.05 - $309.14 $2.32M - $2.52M
767K $236M
VEA
Vanguard Ftse Developed Market

ETFs
7.01K
+ 0.66%
$56.02 - $60.3 $393K - $423K
1.06M $63.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.03K
+ 0.52%
$49.43 - $54.52 $150K - $165K
588K $31.9M
NVDA
Nvidia Corp

Technology
3.06K
+ 7.01%
$153.3 - $186.58 $469K - $571K
46.7K $8.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.86K
New
$100.37 - $100.74 $588K - $590K
5.86K $590K
AAPL
Apple Inc.

Technology
860
+ 12.49%
$202.38 - $256.87 $174K - $221K
7.75K $1.97M
MSFT
Microsoft Corp

Technology
1.02K
+ 87.93%
$491.09 - $535.64 $501K - $546K
2.18K $1.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.1%
$617.65 - $666.84 $6.79K - $7.34K
11.3K $7.53M
TSLA
Tesla, Inc.

Consumer Cyclical
454
+ 24.81%
$293.94 - $444.72 $133K - $202K
2.28K $1.02M
BNDX
Vanguard Total International B

ETFs
8.21K
+ 29.66%
$49.0 - $49.51 $402K - $406K
35.9K $1.77M
GOOGL
Alphabet Inc.

Communication Services
944
+ 48.14%
$174.36 - $254.72 $165K - $240K
2.91K $706K
META
Meta Platforms, Inc.

Communication Services
407
New
$695.21 - $791.73 $283K - $322K
407 $298K
VNQ
Vanguard Specialized Funds Van

ETFs
1.47K
+ 2.48%
$88.47 - $93.24 $130K - $137K
60.7K $5.55M
PLTR
Palantir Technologies Inc.

Technology
413
+ 10.29%
$130.68 - $186.97 $54K - $77.2K
4.43K $807K
QQQ
Invesco Qqq Trust, Series 1

ETFs
52
+ 1.12%
$546.99 - $602.2 $28.4K - $31.3K
4.68K $2.81M
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 29.43%
$211.65 - $238.24 $232K - $261K
4.82K $1.06M
AVGO
Broadcom Inc.

Technology
661
New
$264.74 - $369.57 $175K - $244K
661 $218K
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
6.8K
New
$27.37 - $31.54 $186K - $214K
6.8K $212K
IWB
Ishares Tr Russell 1000 ETF

ETFs
14
+ 0.19%
$339.37 - $366.46 $4.75K - $5.13K
7.3K $2.67M
IEMG
Ishares Inc

ETFs
3.25K
New
N/A
3.25K $174K
VUG
Vanguard Growth ETF

ETFs
159
+ 11.03%
$433.97 - $484.08 $69K - $77K
1.6K $767K
IWD
Ishares Russell 1000 Val ETF

ETFs
53
+ 0.44%
$192.76 - $203.86 $10.2K - $10.8K
12.2K $2.49M
ABBV
Abb Vie Inc.

Healthcare
59
+ 2.92%
$184.85 - $231.54 $10.9K - $13.7K
2.08K $480K
JPM
Jpmorgan Chase & CO

Financial Services
240
+ 27.87%
$282.78 - $316.06 $67.9K - $75.9K
1.1K $347K
BX
Blackstone Inc.

Financial Services
184
+ 8.32%
$152.77 - $188.68 $28.1K - $34.7K
2.4K $409K
V
Visa Inc.

Financial Services
179
+ 17.58%
$332.09 - $358.86 $59.4K - $64.2K
1.2K $408K
KO
Coca Cola CO

Consumer Defensive
637
+ 11.88%
$65.67 - $71.67 $41.8K - $45.7K
6K $397K
SCHO
Schwab Short Term Us Treasury

ETFs
618
+ 0.87%
$24.23 - $24.42 $15K - $15.1K
72K $1.76M
COIN
Coinbase Global, Inc.

Technology
18
+ 2.1%
$297.99 - $419.78 $5.36K - $7.56K
874 $294K
APO
Apollo Global Management, Inc.

Financial Services
51
+ 2.86%
$131.55 - $156.05 $6.71K - $7.96K
1.83K $244K
PM
Philip Morris International Inc.

Consumer Defensive
133
+ 6.66%
$157.77 - $183.27 $21K - $24.4K
2.13K $345K
MSTR
Microstrategy Inc

Technology
26
+ 3.25%
$300.7 - $455.9 $7.82K - $11.9K
826 $266K
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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