Jim Saulnier & Associates, LLC Incresed Positions in Q3 2025

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
151K
+ 221.68%
N/A
219K $16.6B
Pgim Rock ETF Tr
71.3K
+ 281.81%
N/A
96.5K $2.84B
AOR
Ishares Tr Core Growth Allocat

ETFs
9.11K
+ 3.22%
$60.99 - $64.39 $556K - $587K
292K $18.8B
AOA
Ishares Tr Core Aggressive All

ETFs
5.8K
+ 3.95%
$82.71 - $88.14 $480K - $511K
153K $13.5B
Pgim Rock ETF Tr
36.7K
+ 40.43%
N/A
127K $3.75B
VTI
Vanguard Total Stock Market Et

ETFs
1.53K
+ 21.9%
$303.93 - $329.86 $465K - $505K
8.52K $2.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.23K
+ 170.28%
$420.11 - $472.68 $515K - $580K
1.95K $911M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
24K
+ 28.89%
$22.19 - $22.44 $532K - $538K
107K $2.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.4K
+ 71.19%
$21.69 - $23.34 $290K - $313K
32.2K $750M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.94K
+ 21.47%
$45.4 - $47.61 $269K - $283K
33.6K $1.6B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.2K
+ 50.32%
$21.68 - $22.04 $243K - $247K
33.5K $735M
AAPL
Apple Inc.

Technology
2
+ 0.04%
$202.38 - $256.87 $405 - $514
4.89K $1.24B
NVDA
Nvidia Corp

Technology
916
+ 52.46%
$153.3 - $186.58 $140K - $171K
2.66K $497M
Ishares Tr
8.07K
+ 67.33%
N/A
20.1K $532M
VGT
Vanguard Information Technolog

ETFs
230
+ 56.65%
$656.44 - $753.15 $151K - $173K
636 $475M
Ishares Tr
7.44K
+ 37.81%
N/A
27.1K $718M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.16K
+ 9.28%
$22.36 - $22.52 $183K - $184K
96.1K $2.17B
Calamos ETF Tr
5.99K
+ 16.38%
N/A
42.5K $1.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
58
+ 2.3%
$567.77 - $614.76 $32.9K - $35.7K
2.58K $1.58B
MSFT
Microsoft Corp

Technology
197
+ 11.07%
$491.09 - $535.64 $96.7K - $106K
1.98K $1.02B
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 20.94%
$88.47 - $93.24 $114K - $120K
7.46K $682M
Ishares Tr
4.33K
+ 32.51%
N/A
17.6K $471M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$108.97 - $121.65 $545 - $608
4.09K $494M
Ishares Tr
1.18K
+ 2.67%
N/A
45.2K $1.19B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
115
+ 0.67%
N/A
17.2K $1.15B
ISCG
Ishares Morningstar Small Cap

ETFs
245
+ 5.43%
$49.84 - $55.14 $12.2K - $13.5K
4.75K $258M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.09%
$282.78 - $316.06 $283 - $316
1.12K $352M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.39%
$237.58 - $259.17 $1.43K - $1.56K
1.56K $397M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.12K
+ 2.5%
$22.84 - $22.95 $25.7K - $25.8K
46.2K $1.06B
AVUV
American Centy ETF Tr Avantis

ETFs
10
+ 0.44%
$90.37 - $102.12 $904 - $1.02K
2.28K $227M
RPV
Invesco Exchange Traded Fd Tr

ETFs
26
+ 0.83%
$90.97 - $99.42 $2.37K - $2.58K
3.15K $313M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
852
+ 7.37%
$20.18 - $20.7 $17.2K - $17.6K
12.4K $255M
MUB
Ishares National Muni Bond ETF

ETFs
47
+ 0.81%
$103.24 - $106.68 $4.85K - $5.01K
5.84K $622M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.37%
$181.56 - $190.33 $908 - $952
1.36K $258M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.11%
$239.12 - $259.95 $239 - $260
934 $243M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
83
+ 0.61%
$25.37 - $25.79 $2.11K - $2.14K
13.7K $351M
Ishares Tr
232
+ 1.31%
N/A
18K $458M
IBMP
Ishares Tr Ibonds December 202

ETFs
100
+ 0.63%
$25.3 - $25.56 $2.53K - $2.56K
16.1K $410M
Ishares Tr
146
+ 1.28%
N/A
11.5K $303M
Ishares Tr
157
+ 1.28%
N/A
12.4K $322M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.12%
$92.18 - $95.14 $277 - $285
2.44K $232M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
116
+ 1.07%
$23.29 - $23.38 $2.7K - $2.71K
11K $256M
ET
Energy Transfer LP

Energy
229
+ 1.91%
$17.11 - $18.16 $3.92K - $4.16K
12.2K $210M
DIS
Walt Disney CO

Communication Services
90
+ 3.1%
$112.25 - $124.0 $10.1K - $11.2K
3K $343M
Activity Summary
Buys All Purchases 68 New Holdings 23 Increased Positions 45 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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