Marotta Asset Management Purchases and Sells in Q3 2025

Marotta Asset Management

$527 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOE	2.88K + 1.3%	$164.63 - $174.58 $473K - $502K	223K $39M
VBR	4.45K + 3.34%	$195.41 - $212.37 $869K - $944K	138K $28.7M
FHLC	31.7K + 27.25%	$61.56 - $66.95 $1.95M - $2.13M	148K $9.91M
XCEM	9.26K + 1.06%	$33.85 - $36.86 $313K - $341K	886K $32.2M
FSTA	29.5K + 28.76%	$49.57 - $52.57 $1.46M - $1.55M	132K $6.58M
VHT	1.82K + 2.72%	$239.12 - $259.95 $435K - $473K	68.8K $17.9M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	1.04K New	$184.85 - $231.54 $192K - $241K	1.04K $241K
CSCO	3.42K New	$66.2 - $71.79 $227K - $246K	3.42K $234K
CAT	491 New	$390.92 - $477.15 $192K - $234K	491 $234K
ORCL	798 New	$218.96 - $328.33 $175K - $262K	798 $224K
D	3.32K New	$56.32 - $62.1 $187K - $206K	3.32K $203K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLKR	-31.4K - 18.16%	$23.88 - $27.52 $749K - $864K	141K $3.82M
FTEC	-5.37K - 13.62%	$195.29 - $223.85 $1.05M - $1.2M	34K $7.56M
NVO	-110 - 0.75%	$45.38 - $71.7 $4.99K - $7.89K	14.5K $806K
FISV	-1.6K - 50.0%	N/A	1.6K $200K
VTV	-1.95K - 10.18%	$175.51 - $186.57 $342K - $363K	17.2K $3.2M
ALC	-62 - 0.8%	$73.24 - $92.22 $4.54K - $5.72K	7.68K $572K

Activity Summary All Purchases 43 New Holdings 5 Increased Positions 38 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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