Michels Family Financial, LLC Reduced Holdings in Q2 2025

Michels Family Financial, LLC

  • $117 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-711
- 45.4%
$430.82 - $486.45 $306K - $346K
855 $396M
AAPL
Apple Inc.

Technology
-482
- 9.13%
$172.42 - $223.89 $83.1K - $108K
4.8K $985M
FISV
Fiserv Inc

Technology
-124
- 3.71%
N/A
3.22K $554M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 4.34%
$274.35 - $599.47 $9.6K - $21K
771 $241M
WU
Western Union CO

Financial Services
-2.94K
- 6.09%
$8.37 - $10.63 $24.6K - $31.2K
45.3K $381M
DVN
Devon Energy Corp

Energy
-1.07K
- 9.71%
$26.8 - $37.92 $28.6K - $40.5K
9.92K $316M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 0.78%
$483.48 - $539.8 $6.29K - $7.02K
1.65K $801M
GPN
Global Payments Inc

Industrials
-141
- 3.74%
$67.47 - $99.6 $9.51K - $14K
3.63K $291M
VZ
Verizon Communications Inc

Communication Services
-515
- 2.89%
$41.67 - $45.62 $21.5K - $23.5K
17.3K $750M
STLA
Stellantis N.V.

Consumer Cyclical
-1.89K
- 6.67%
$8.53 - $11.27 $16.1K - $21.3K
26.5K $265M
SPG
Simon Property Group Inc

Real Estate
-85
- 1.87%
$140.37 - $171.44 $11.9K - $14.6K
4.47K $719M
PG
Procter & Gamble CO

Consumer Defensive
-77
- 3.48%
$157.66 - $172.39 $12.1K - $13.3K
2.14K $340M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-670
- 1.38%
$50.48 - $50.71 $33.8K - $34K
47.7K $2.42B
CMCSA
Comcast Corp

Communication Services
-114
- 0.62%
$32.84 - $36.72 $3.74K - $4.19K
18.3K $652M
MDT
Medtronic PLC

Healthcare
-45
- 0.63%
$80.68 - $88.86 $3.63K - $4K
7.1K $619M
ORCL
Oracle Corp

Technology
-1.26K
- 38.88%
$122.82 - $218.63 $154K - $275K
1.98K $432M
ASC
Ardmore Shipping Corp

Industrials
-1.31K
- 4.68%
$8.51 - $10.54 $11.2K - $13.8K
26.8K $257M
BXP
Boston Properties Inc

Real Estate
-193
- 2.31%
$56.86 - $74.12 $11K - $14.3K
8.15K $550M
KO
Coca Cola CO

Consumer Defensive
-7
- 0.08%
$68.37 - $73.9 $479 - $517
8.69K $615M
V
Visa Inc.

Financial Services
-50
- 2.02%
$308.27 - $373.31 $15.4K - $18.7K
2.43K $861M
T
At&T Inc.

Communication Services
-456
- 3.85%
$26.33 - $28.94 $12K - $13.2K
11.4K $329M
IVE
Ishares S&P 500 Value ETF

ETFs
-128
- 2.26%
$168.34 - $195.42 $21.5K - $25K
5.54K $1.08B
TV
Grupo Televisa, S.A.B.

Communication Services
-500
- 3.79%
$1.6 - $2.48 $800 - $1.24K
12.7K $27.8M
CVS
Cvs Health Corp

Healthcare
-100
- 0.97%
$60.04 - $70.18 $6K - $7.02K
10.2K $706M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.01K
- 4.3%
$7.69 - $11.46 $15.5K - $23.1K
44.8K $514M
VTV
Vanguard Value ETF

ETFs
-142
- 1.57%
$153.67 - $176.74 $21.8K - $25.1K
8.93K $1.58B
ESAB
Esab Corp

Industrials
-106
- 1.79%
$104.48 - $130.25 $11.1K - $13.8K
5.81K $701M
SBLK
Star Bulk Carriers Corp.

Industrials
-1.76K
- 6.97%
$12.66 - $17.4 $22.3K - $30.7K
23.5K $406M
ENB
Enbridge Inc

Energy
-13
- 0.09%
$41.09 - $47.16 $534 - $613
14.4K $653M
VB
Vanguard Small Cap ETF

ETFs
-15
- 1.29%
$193.73 - $237.37 $2.91K - $3.56K
1.14K $271M
DGRO
Ishares Core Dividend Growth E

ETFs
-84
- 0.89%
$55.22 - $63.94 $4.64K - $5.37K
9.31K $595M
VEA
Vanguard Ftse Developed Market

ETFs
-948
- 8.31%
$45.65 - $57.01 $43.3K - $54K
10.5K $596M
WSM
Williams Sonoma Inc

Consumer Cyclical
-31
- 0.7%
$137.62 - $174.44 $4.27K - $5.41K
4.39K $718M
PM
Philip Morris International Inc.

Consumer Defensive
-125
- 6.93%
$149.23 - $184.95 $18.7K - $23.1K
1.68K $306M
VO
Vanguard Mid Cap ETF

ETFs
-4
- 0.36%
$228.54 - $279.83 $914 - $1.12K
1.11K $310M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-551
- 4.59%
$39.89 - $49.46 $22K - $27.3K
11.5K $567M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-2
- 0.05%
$116.09 - $139.09 $232 - $278
4.44K $617M
IWL
Ishares Tr Russell 200 ETF

ETFs
-4
- 0.17%
$122.36 - $153.12 $489 - $612
2.41K $370M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-53
- 0.71%
$49.48 - $61.22 $2.62K - $3.24K
7.44K $453M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9
- 0.38%
$82.96 - $110.1 $747 - $991
2.39K $263M
ERIC
Ericsson Lm Telephone CO

Technology
-2.17K
- 2.62%
$6.77 - $8.86 $14.7K - $19.2K
80.4K $682M
WMT
Walmart Inc.

Consumer Defensive
-128
- 2.17%
$81.79 - $99.98 $10.5K - $12.8K
5.78K $565M
AMP
Ameriprise Financial Inc

Financial Services
-16
- 1.42%
$422.19 - $533.73 $6.76K - $8.54K
1.11K $592M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-63
- 0.74%
$58.52 - $71.7 $3.69K - $4.52K
8.48K $583M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-8
- 0.28%
$163.6 - $208.47 $1.31K - $1.67K
2.9K $604M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-111
- 1.3%
$63.36 - $80.23 $7.03K - $8.91K
8.4K $674M
VONE
Vanguard Russell 1000 ETF

ETFs
-4
- 0.15%
$225.48 - $280.86 $902 - $1.12K
2.61K $732M
SCHW
Schwab Charles Corp

Financial Services
-195
- 2.71%
$69.06 - $91.24 $13.5K - $17.8K
7.01K $640M
PH
Parker Hannifin Corp

Industrials
-16
- 1.6%
$517.23 - $700.54 $8.28K - $11.2K
984 $687M
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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