Michels Family Financial, LLC Incresed Positions in Q2 2025

Michels Family Financial, LLC

  • $117 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 0.56%
$496.48 - $617.85 $31.8K - $39.5K
11.6K $7.16B
VONG
Vanguard Russell 1000 Growth E

ETFs
903
+ 3.23%
$82.51 - $109.2 $74.5K - $98.6K
28.9K $3.16B
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 1.83%
$416.06 - $551.64 $35.8K - $47.4K
4.8K $2.65B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.86K
+ 2.78%
$22.27 - $29.21 $41.5K - $54.4K
68.9K $2.01B
DNL
Wiswisdomtree Tr

ETFs
902
+ 2.14%
$32.16 - $40.27 $29K - $36.3K
43K $1.73B
NVDA
Nvidia Corp

Technology
196
+ 5.04%
$94.31 - $157.99 $18.5K - $31K
4.08K $645M
VOT
Vanguard Mid Cap Growth Index

ETFs
98
+ 2.19%
$216.28 - $284.39 $21.2K - $27.9K
4.58K $1.3B
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 4.96%
$221.86 - $362.89 $27.3K - $44.6K
2.6K $827M
EFA
Ishares Tr Msci Eafe ETF

ETFs
497
+ 3.17%
$72.96 - $90.39 $36.3K - $44.9K
16.2K $1.45B
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 1.62%
$167.32 - $223.3 $13.2K - $17.6K
4.95K $1.08B
EWX
Spdr S&P Emerging Markets Smal

ETFs
554
+ 3.18%
$49.89 - $62.13 $27.6K - $34.4K
18K $1.11B
CSCO
Cisco Systems, Inc.

Technology
13
+ 0.08%
$53.19 - $69.38 $691 - $902
16.1K $1.11B
GOOGL
Alphabet Inc.

Communication Services
149
+ 3.3%
$144.7 - $178.6 $21.6K - $26.6K
4.66K $822M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.34K
+ 2.86%
$22.4 - $23.8 $74.7K - $79.4K
120K $2.85B
BTI
British American Tobacco P.L.C.

Consumer Defensive
249
+ 1.33%
$39.43 - $49.34 $9.82K - $12.3K
19K $898M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12K
+ 4.04%
$96.84 - $99.46 $109K - $112K
28.9K $2.86B
PVH
Pvh Corp.

Consumer Cyclical
1.09K
+ 11.61%
$60.5 - $87.28 $66.2K - $95.5K
10.5K $721M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.38K
+ 17.17%
$27.3 - $31.8 $64.8K - $75.5K
16.2K $515M
IXUS
Ishares Tr

ETFs
153
+ 1.56%
$62.37 - $77.63 $9.54K - $11.9K
9.95K $769M
VBR
Vanguard Small Cap Value ETF

ETFs
120
+ 1.75%
$162.76 - $195.77 $19.5K - $23.5K
6.97K $1.36B
RDVY
First Trust Rising Dividend Ac

ETFs
480
+ 4.87%
$51.6 - $62.74 $24.8K - $30.1K
10.3K $649M
VOE
Vanguard Mid Cap Value Index F

ETFs
117
+ 1.01%
$141.87 - $164.49 $16.6K - $19.2K
11.7K $1.92B
IDV
Ishares Tr

ETFs
257
+ 1.77%
$27.79 - $34.84 $7.14K - $8.95K
14.8K $511M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
240
+ 5.15%
$91.62 - $109.97 $22K - $26.4K
4.9K $538M
XLK
Technology Sector Spdr

ETFs
21
+ 1.99%
$179.73 - $253.23 $3.77K - $5.32K
1.08K $273M
OEF
Ishares S&P 100 ETF

ETFs
76
+ 9.11%
N/A
910 $277M
FIS
Fidelity National Information Services, Inc.

Technology
31
+ 0.46%
$68.14 - $82.13 $2.11K - $2.55K
6.71K $546M
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.27%
$150.43 - $192.71 $903 - $1.16K
2.27K $437M
EFV
Msci Eafe Value ETF

ETFs
108
+ 1.34%
$52.4 - $64.65 $5.66K - $6.98K
8.16K $518M
MPC
Marathon Petroleum Corp

Energy
5
+ 0.25%
$118.55 - $170.08 $593 - $850
2.01K $334M
DGT
Spdr Global Dow ETF
16
+ 0.46%
N/A
3.46K $522M
BND
Vanguard Bd Index Fd Inc Total

ETFs
412
+ 1.24%
$72.02 - $73.82 $29.7K - $30.4K
33.7K $2.48B
SCHA
Schwab Strategic Tr Us Small C

ETFs
49
+ 0.31%
$20.42 - $25.3 $1K - $1.24K
16K $406M
ZION
Zions Bancorporation, National Association

Financial Services
79
+ 0.65%
$41.39 - $51.94 $3.27K - $4.1K
12.3K $636M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31
+ 0.27%
$19.1 - $23.83 $592 - $739
11.6K $277M
IEFA
Ishares Tr

ETFs
16
+ 0.5%
$67.83 - $84.09 $1.09K - $1.35K
3.19K $267M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.1%
$166.82 - $194.23 $667 - $777
3.92K $761M
WFC
Wells Fargo & Company

Financial Services
8
+ 0.28%
$60.98 - $80.12 $488 - $641
2.85K $228M
RWL
Invesco Exchange Traded Fd Tr

ETFs
75
+ 2.51%
$89.02 - $104.29 $6.68K - $7.82K
3.06K $319M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24
+ 0.29%
$29.52 - $35.31 $708 - $847
8.36K $295M
ABT
Abbott Laboratories

Healthcare
9
+ 0.47%
$123.95 - $138.08 $1.12K - $1.24K
1.94K $264M
Gsk PLC
284
+ 2.46%
N/A
11.9K $455M
Tcw ETF Trust
101
+ 1.31%
N/A
7.82K $308M
NEAR
Blackrock Short Maturity Bond

ETFs
3
+ 0.01%
$50.41 - $51.17 $151 - $154
25.2K $1.29B
VLO
Valero Energy Corp

Energy
4
+ 0.18%
$104.69 - $141.77 $419 - $567
2.25K $303M
FFIN
First Financial Bankshares Inc

Financial Services
38
+ 0.52%
$31.3 - $37.48 $1.19K - $1.42K
7.36K $265M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
23
+ 0.25%
$90.85 - $102.31 $2.09K - $2.35K
9.25K $932M
WFRD
Weatherford International PLC

Energy
76
+ 1.14%
$39.17 - $54.26 $2.98K - $4.12K
6.72K $338M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.01%
$55.56 - $60.91 $111 - $122
19.2K $1.13B
Activity Summary
Buys All Purchases 61 New Holdings 6 Increased Positions 55 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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