Payne Capital LLC Purchases in Q3 2025

Payne Capital LLC

  • $98.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
15.9K
New
$491.09 - $535.64 $7.8M - $8.5M
15.9K $8.22B
SCHR
Schwab Intermediate Term Us Tr

ETFs
321K
New
$24.69 - $25.26 $7.94M - $8.12M
321K $8.08B
FNDX
Schwab Fundamental U S Large C

ETFs
242K
New
$24.38 - $26.34 $5.89M - $6.36M
242K $6.35B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
104K
New
$54.35 - $59.32 $5.66M - $6.17M
104K $6.16B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42K
New
$132.9 - $142.03 $5.58M - $5.96M
42K $5.92B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
32.8K
New
$110.74 - $122.12 $3.63M - $4.01M
32.8K $3.97B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
144K
New
$21.69 - $23.34 $3.13M - $3.36M
144K $3.36B
SPIB
Spdr Portfolio Intermediate Te

ETFs
98.3K
New
$33.26 - $34.01 $3.27M - $3.34M
98.3K $3.33B
AAPL
Apple Inc.

Technology
11.8K
New
$202.38 - $256.87 $2.39M - $3.04M
11.8K $3.01B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
37.4K
New
$75.26 - $80.19 $2.82M - $3M
37.4K $2.99B
SCHX
Schwab Strategic Tr Us Large C

ETFs
110K
New
$24.46 - $26.5 $2.7M - $2.92M
110K $2.91B
VCIT
Vanguard Intermediate Term Cor

ETFs
34.2K
New
$81.75 - $84.54 $2.8M - $2.89M
34.2K $2.88B
VFMO
Vanguard Wellington Fd U S Mom

ETFs
14.1K
New
$170.68 - $192.95 $2.4M - $2.71M
14.1K $2.7B
AVDE
American Centy ETF Tr Avantis

ETFs
30.1K
New
$73.24 - $79.04 $2.21M - $2.38M
30.1K $2.38B
Lazard Active ETF Tr
78.5K
New
N/A
78.5K $2.23B
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
61.4K
New
$33.71 - $36.62 $2.07M - $2.25M
61.4K $2.19B
SCHG
Schwab Strategic Tr Us Large C

ETFs
58.9K
New
$28.92 - $32.19 $1.7M - $1.9M
58.9K $1.88B
MBB
Ishares Tr

ETFs
19.5K
New
$92.46 - $95.73 $1.8M - $1.87M
19.5K $1.86B
VBR
Vanguard Small Cap Value ETF

ETFs
8.44K
New
$195.41 - $212.37 $1.65M - $1.79M
8.44K $1.76B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
15.9K
New
$64.22 - $99.03 $1.02M - $1.58M
15.9K $1.58B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
19.5K
New
$50.79 - $76.4 $990K - $1.49M
19.5K $1.49B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
44.3K
New
$30.13 - $33.37 $1.33M - $1.48M
44.3K $1.48B
VO
Vanguard Mid Cap ETF

ETFs
4.36K
New
$279.83 - $293.74 $1.22M - $1.28M
4.36K $1.28B
FDEM
Fidelity Emerging Markets Mult
36.5K
New
N/A
36.5K $1.1B
BNDX
Vanguard Total International B

ETFs
20.6K
New
$49.0 - $49.51 $1.01M - $1.02M
20.6K $1.02B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.9K
New
$45.6 - $46.92 $953K - $981K
20.9K $977M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.5K
New
$52.55 - $54.37 $919K - $950K
17.5K $946M
MRK
Merck & Co., Inc.

Healthcare
10.5K
New
$77.6 - $87.37 $818K - $921K
10.5K $885M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.85K
New
$420.11 - $472.68 $777K - $874K
1.85K $867M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
28.4K
New
$28.15 - $30.13 $799K - $855K
28.4K $841M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.45K
New
$459.11 - $506.91 $666K - $735K
1.45K $729M
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
New
$620.67 - $670.08 $665K - $718K
1.07K $717M
SHEL
Shell PLC

Energy
10K
New
$69.82 - $73.93 $698K - $739K
10K $715M
NVS
Novartis Ag

Healthcare
5K
New
$113.5 - $129.73 $568K - $649K
5K $641M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.4K
New
$25.21 - $25.99 $590K - $608K
23.4K $605M
ABT
Abbott Laboratories

Healthcare
4K
New
$120.51 - $136.62 $482K - $546K
4K $536M
VUG
Vanguard Growth ETF

ETFs
1.11K
New
$433.97 - $484.08 $481K - $536K
1.11K $531M
NFLX
Netflix Inc

Communication Services
443
New
$1147.87 - $1297.18 $509K - $575K
443 $531M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
22.5K
New
$22.9 - $23.58 $515K - $530K
22.5K $528M
AMGN
Amgen Inc

Healthcare
1.8K
New
$271.18 - $309.22 $488K - $557K
1.8K $508M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.86K
New
$164.63 - $174.58 $470K - $499K
2.86K $499M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.3K
New
$27.61 - $29.15 $449K - $474K
16.3K $474M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.1K
New
$26.38 - $27.95 $451K - $478K
17.1K $467M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.05K
New
$134.94 - $145.86 $412K - $445K
3.05K $444M
VDC
Vanguard Consumer Staples ETF

ETFs
1.48K
New
$212.64 - $225.25 $314K - $333K
1.48K $316M
ABBV
Abb Vie Inc.

Healthcare
1.32K
New
$184.85 - $231.54 $245K - $307K
1.32K $307M
UL
Unilever PLC

Consumer Defensive
5K
New
$58.43 - $65.01 $292K - $325K
5K $296M
INTC
Intel Corp

Technology
8.54K
New
$19.31 - $35.5 $165K - $303K
8.54K $286M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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