Mather Group, Llc. Reduced Holdings in Q3 2025

Mather Group, Llc.

  • $9.81 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LII
Lennox International Inc

Industrials
-3
- -0.0%
$516.18 - $664.54 $1.55K - $1.99K
1.07M $564M
VBR
Vanguard Small Cap Value ETF

ETFs
-236K
- 27.04%
$195.41 - $212.37 $46.2M - $50.2M
637K $133M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-30.8K
- 66.48%
$362.31 - $405.74 $11.2M - $12.5M
15.5K $6.25M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-48.8K
- 72.47%
$187.97 - $199.47 $9.17M - $9.73M
18.5K $3.7M
VEA
Vanguard Ftse Developed Market

ETFs
-157K
- 56.93%
$56.02 - $60.3 $8.79M - $9.46M
119K $7.11M
VIG
Vanguard Dividend Appreciation

ETFs
-36.9K
- 60.94%
N/A
23.7K $4.31M
VUG
Vanguard Growth ETF

ETFs
-59.6K
- 10.86%
$433.97 - $484.08 $25.8M - $28.8M
489K $234M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-216K
- 11.71%
$29.65 - $31.77 $6.4M - $6.86M
1.63M $51.5M
VV
Vanguard Large Cap ETF

ETFs
-6.72K
- 27.48%
$285.05 - $309.14 $1.91M - $2.08M
17.7K $5.46M
AXON
Axon Enterprise, Inc.

Industrials
-790
- 21.06%
$698.02 - $870.97 $551K - $688K
2.96K $2.13M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.73K
- 46.45%
$121.72 - $136.77 $698K - $784K
6.61K $822K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3.34K
- 33.44%
$185.65 - $214.38 $619K - $715K
6.64K $1.33M
EFG
Msci Eafe Growth ETF

ETFs
-6.98K
- 33.76%
$106.99 - $114.46 $747K - $799K
13.7K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
-9.01K
- 8.34%
$103.24 - $106.68 $930K - $961K
99K $10.5M
ACN
Accenture PLC

Technology
-1.09K
- 13.58%
$232.56 - $304.78 $254K - $333K
6.96K $1.72M
GIS
General Mills Inc

Consumer Defensive
-12.9K
- 66.72%
$48.44 - $53.83 $623K - $693K
6.42K $323K
SPYG
Spdr Portfolio

ETFs
-7.99K
- 44.83%
$94.33 - $105.31 $754K - $842K
9.84K $1.03M
VTV
Vanguard Value ETF

ETFs
-68.3K
- 5.51%
$175.51 - $186.57 $12M - $12.7M
1.17M $218M
MGV
Vanguard Mega Cap Value

ETFs
-5.38K
- 20.06%
$129.46 - $137.85 $696K - $742K
21.4K $2.95M
PM
Philip Morris International Inc.

Consumer Defensive
-664
- 3.74%
$157.77 - $183.27 $105K - $122K
17.1K $2.77M
KO
Coca Cola CO

Consumer Defensive
-3.52K
- 7.96%
$65.67 - $71.67 $231K - $253K
40.7K $2.7M
ISRG
Intuitive Surgical Inc

Healthcare
-383
- 14.49%
$433.66 - $544.47 $166K - $209K
2.26K $1.01M
NOW
Service Now, Inc.

Technology
-38
- 1.14%
$850.86 - $1044.69 $32.3K - $39.7K
3.29K $3.03M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-7.86K
- 15.09%
$50.73 - $52.47 $399K - $413K
44.2K $2.31M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.18K
- 14.35%
$38.58 - $58.24 $84.2K - $127K
13K $510K
DFAX
Dimensional ETF Tr
-24.1K
- 11.61%
$29.25 - $31.56 $705K - $761K
183K $5.76M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-11.3K
- 10.95%
$26.88 - $27.78 $304K - $314K
91.9K $2.55M
ALGN
Align Technology Inc

Healthcare
-1.06K
- 68.03%
$124.88 - $207.19 $133K - $220K
500 $62K
FTNT
Fortinet, Inc.

Technology
-1.4K
- 26.33%
$74.39 - $107.65 $104K - $150K
3.91K $328K
CNI
Canadian National Railway CO

Industrials
-2.04K
- 51.95%
$92.01 - $106.6 $188K - $218K
1.89K $178K
AMCR
Amcor PLC

Consumer Cyclical
-21.6K
- 80.66%
$7.97 - $9.94 $172K - $214K
5.17K $42K
DOW
Dow Inc.

Basic Materials
-6.85K
- 67.17%
$20.87 - $30.37 $143K - $208K
3.35K $76K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.85K
- 24.26%
$45.6 - $46.92 $176K - $181K
12K $562K
WAT
Waters Corp

Healthcare
-10
- 0.31%
$277.72 - $357.04 $2.78K - $3.57K
3.18K $952K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.57K
- 4.29%
$48.31 - $48.93 $172K - $175K
79.7K $3.89M
IT
Gartner Inc

Technology
-32
- 3.12%
$225.98 - $406.7 $7.23K - $13K
995 $261K
CLX
Clorox CO

Consumer Defensive
-1.26K
- 56.25%
$117.67 - $131.43 $148K - $166K
980 $120K
DE
Deere & CO

Industrials
-122
- 6.9%
$457.26 - $524.37 $55.8K - $64K
1.65K $753K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-561
- 34.91%
$404.94 - $499.99 $227K - $280K
1.05K $507K
ROP
Roper Technologies Inc

Industrials
-185
- 24.9%
$495.03 - $573.0 $91.6K - $106K
558 $278K
IBM
International Business Machines Corp

Technology
-234
- 3.89%
$234.77 - $292.47 $54.9K - $68.4K
5.78K $1.63M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-770
- 4.19%
$60.9 - $70.75 $46.9K - $54.5K
17.6K $1.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-470
- 22.06%
$196.15 - $217.83 $92.2K - $102K
1.66K $334K
TDG
Trans Digm Group Inc

Industrials
-40
- 10.53%
$1271.04 - $1620.83 $50.8K - $64.8K
340 $448K
CHD
Church & Dwight CO Inc

Consumer Defensive
-916
- 17.04%
$85.84 - $99.09 $78.6K - $90.8K
4.46K $390K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-4.41K
- 28.5%
$28.95 - $29.73 $128K - $131K
11.1K $329K
VRSK
Verisk Analytics, Inc.

Industrials
-264
- 27.44%
$242.3 - $312.95 $64K - $82.6K
698 $175K
DFAT
Dimensional ETF Tr U S Target

ETFs
-16.4K
- 8.36%
$53.36 - $59.69 $874K - $977K
180K $10.5M
EXR
Extra Space Storage Inc.

Real Estate
-677
- 19.88%
$134.36 - $152.88 $91K - $103K
2.73K $384K
Activity Summary
Buys All Purchases 1409 New Holdings 1110 Increased Positions 299 Sells All Sells 229 Reductions 229 Sold out 0 Options Calls 0 Puts 2
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