Michels Family Financial, LLC Purchases and Sells in Q2 2025

Michels Family Financial, LLC

$117 Billion
Q2 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	64 + 0.56%	$496.48 - $617.85 $31.8K - $39.5K	11.6K $7.16B
VONG	903 + 3.23%	$82.51 - $109.2 $74.5K - $98.6K	28.9K $3.16B
QQQ	86 + 1.83%	$416.06 - $551.64 $35.8K - $47.4K	4.8K $2.65B
SCHG	1.86K + 2.78%	$22.27 - $29.21 $41.5K - $54.4K	68.9K $2.01B
DNL	902 + 2.14%	$32.16 - $40.27 $29K - $36.3K	43K $1.73B
NVDA	196 + 5.04%	$94.31 - $157.99 $18.5K - $31K	4.08K $645M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCZ	3.03K New	$57.14 - $72.68 $173K - $220K	3.03K $220M
NJUL	3.16K New	$56.05 - $68.06 $177K - $215K	3.16K $215M
PNOV	5.3K New	N/A	5.3K $209M
HAS	2.81K New	$50.71 - $73.82 $143K - $208K	2.81K $208M
NOCT	3.74K New	$46.13 - $54.5 $172K - $204K	3.74K $204M
JPM	700 New	$210.28 - $289.91 $147K - $203K	700 $203M

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LMT	-711 - 45.4%	$430.82 - $486.45 $306K - $346K	855 $396M
AAPL	-482 - 9.13%	$172.42 - $223.89 $83.1K - $108K	4.8K $985M
FISV	-124 - 3.71%	N/A	3.22K $554M
UNH	-35 - 4.34%	$274.35 - $599.47 $9.6K - $21K	771 $241M
WU	-2.94K - 6.09%	$8.37 - $10.63 $24.6K - $31.2K	45.3K $381M
DVN	-1.07K - 9.71%	$26.8 - $37.92 $28.6K - $40.5K	9.92K $316M

Activity Summary All Purchases 61 New Holdings 6 Increased Positions 55 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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