Navigoe, LLC Purchases in Q3 2025

Navigoe, LLC

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
31.8K
+ 12.68%
$42.42 - $45.96 $1.35M - $1.46M
282K $12.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
56.6K
+ 28.27%
$28.69 - $30.59 $1.62M - $1.73M
257K $7.8M
AVUV
American Centy ETF Tr Avantis

ETFs
14K
+ 29.93%
$90.37 - $102.12 $1.26M - $1.43M
60.6K $6.03M
DFSV
Dimensional ETF Tr Dimensional

ETFs
30K
+ 9.26%
$29.2 - $32.74 $876K - $982K
354K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.73K
+ 18.83%
$620.67 - $670.08 $1.07M - $1.16M
10.9K $7.29M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 66.67%
$692600.0 - $759798.0 $1.39M - $1.52M
5 $3.77M
DFIV
Dimensional ETF Tr

ETFs
2.27K
+ 0.58%
$42.66 - $46.53 $97K - $106K
393K $18.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.8K
+ 4.08%
$41.91 - $44.87 $537K - $575K
327K $14.6M
AVIV
American Centy ETF Tr Avantis
9.84K
+ 16.18%
$61.83 - $67.44 $608K - $663K
70.6K $4.76M
DFSE
Dimensional ETF Tr Dimen Emrgn
20.4K
+ 58.73%
N/A
55.1K $2.27M
DFAE
Dimensional ETF Tr

ETFs
6.7K
+ 5.09%
$28.84 - $31.84 $193K - $213K
138K $4.36M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.5K
+ 12.25%
$41.8 - $43.15 $481K - $496K
105K $4.5M
AVDE
American Centy ETF Tr Avantis

ETFs
6.75K
New
$73.24 - $79.04 $494K - $534K
6.75K $532K
AVDV
American Centy ETF Tr Avantis

ETFs
3.45K
+ 17.57%
$79.24 - $89.03 $274K - $308K
23.1K $2.06M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.29K
+ 2.83%
$32.78 - $35.79 $108K - $118K
119K $4.26M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.87K
New
$48.5 - $50.19 $382K - $395K
7.87K $394K
AVSF
American Centy ETF Tr Avantis

ETFs
6.69K
+ 18.34%
$46.71 - $47.3 $312K - $316K
43.1K $2.04M
AVEM
American Centy ETF Tr Avantis

ETFs
1.43K
+ 4.63%
$68.33 - $75.41 $97.8K - $108K
32.4K $2.43M
Dimensional ETF Trust
4.87K
+ 11.97%
N/A
45.5K $2.31M
XCEM
Columbia ETF Tr Ii

ETFs
4.68K
New
$33.85 - $36.86 $159K - $173K
4.68K $170K
FNDA
Schwab Fundamental U S Small C

ETFs
4.32K
New
$28.75 - $31.93 $124K - $138K
4.32K $134K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
239
+ 75.87%
$459.11 - $506.91 $110K - $121K
554 $278K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.19K
New
$84.28 - $89.46 $101K - $107K
1.19K $106K
NVDA
Nvidia Corp

Technology
257
+ 13.85%
$153.3 - $186.58 $39.4K - $48K
2.11K $394K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.66K
New
$26.38 - $27.95 $96.6K - $102K
3.66K $100K
DSTL
ETF Ser Solution Distillate Us

ETFs
1.43K
New
$54.44 - $58.24 $78K - $83.4K
1.43K $82K
GOOGL
Alphabet Inc.

Communication Services
218
+ 70.1%
$174.36 - $254.72 $38K - $55.5K
529 $128K
AMZN
Amazon Com Inc

Consumer Cyclical
227
+ 61.02%
$211.65 - $238.24 $48K - $54.1K
599 $131K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
152
New
$224.68 - $282.71 $34.2K - $43K
152 $42K
AVGO
Broadcom Inc.

Technology
103
+ 515.0%
$264.74 - $369.57 $27.3K - $38.1K
123 $40K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 300.0%
$546.99 - $602.2 $24.6K - $27.1K
60 $36K
MSFT
Microsoft Corp

Technology
42
+ 13.33%
$491.09 - $535.64 $20.6K - $22.5K
357 $184K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.37K
New
$14.73 - $19.31 $20.2K - $26.4K
1.37K $26K
ABBV
Abb Vie Inc.

Healthcare
12
+ 2.4%
$184.85 - $231.54 $2.22K - $2.78K
512 $118K
FHN
First Horizon Corp

Financial Services
1.13K
New
$21.16 - $23.23 $23.9K - $26.2K
1.13K $25K
V
Visa Inc.

Financial Services
80
+ 47.06%
$332.09 - $358.86 $26.6K - $28.7K
250 $85K
LLY
Eli Lilly & CO

Healthcare
33
+ 32.67%
$625.65 - $812.69 $20.6K - $26.8K
134 $102K
MDB
Mongo Db, Inc.

Technology
76
New
$201.0 - $334.87 $15.3K - $25.5K
76 $23K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 2.11%
$282.78 - $316.06 $4.24K - $4.74K
726 $229K
ACM
Aecom

Industrials
175
New
$111.08 - $132.99 $19.4K - $23.3K
175 $22K
DIS
Walt Disney CO

Communication Services
190
+ 89.2%
$112.25 - $124.0 $21.3K - $23.6K
403 $46K
MU
Micron Technology Inc

Technology
120
New
$104.88 - $168.89 $12.6K - $20.3K
120 $20K
SONY
Sony Group Corp

Technology
682
New
$23.92 - $30.07 $16.3K - $20.5K
682 $19K
TJX
Tjx Companies Inc

Consumer Cyclical
136
New
$121.35 - $144.54 $16.5K - $19.7K
136 $19K
CDNS
Cadence Design Systems Inc

Technology
53
New
$309.46 - $373.37 $16.4K - $19.8K
53 $18K
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 2433.33%
$226.02 - $259.01 $16.5K - $18.9K
76 $18K
COF
Capital One Financial Corp

Financial Services
86
New
$207.29 - $229.74 $17.8K - $19.8K
86 $18K
UNH
Unitedhealth Group Inc

Healthcare
54
New
$237.77 - $353.61 $12.8K - $19.1K
54 $18K
Ge Vernova Inc
17
+ 20.24%
N/A
101 $62K
Activity Summary
Buys All Purchases 168 New Holdings 113 Increased Positions 55 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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