Pettinga Financial Advisors, LLC Incresed Positions in Q3 2025

Pettinga Financial Advisors, LLC

  • $478 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
39.7K
+ 155.9%
N/A
65.1K $17.3M
LRGF
Ishares Tr

ETFs
31.6K
+ 7.13%
$64.13 - $69.24 $2.03M - $2.19M
474K $32.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.42K
+ 19.51%
$617.65 - $666.84 $2.73M - $2.95M
27.1K $18M
IAU
Ishares Gold Trust

ETFs
38.1K
+ 41.24%
$61.62 - $72.77 $2.35M - $2.77M
130K $9.5M
GLD
Spdr Gold Trust

ETFs
875
+ 1.67%
$300.96 - $355.47 $263K - $311K
53.3K $18.9M
IVE
Ishares S&P 500 Value ETF

ETFs
6.65K
+ 5.85%
$194.44 - $206.51 $1.29M - $1.37M
120K $24.8M
AAPL
Apple Inc.

Technology
464
+ 0.98%
$202.38 - $256.87 $93.9K - $119K
47.6K $12.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.22K
+ 9.15%
$435.72 - $463.74 $967K - $1.03M
26.5K $12.3M
ORCC
Owl Rock Capital Corp

Financial Services
113K
+ 139.52%
N/A
193K $2.59M
MBB
Ishares Tr

ETFs
14K
+ 27.83%
$92.46 - $95.73 $1.29M - $1.34M
64.2K $6.11M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.15K
+ 20.84%
$105.16 - $140.03 $436K - $581K
24K $3.26M
PSLV
Sprott Physical Silver Trust

Financial Services
13.5K
+ 5.87%
$12.24 - $15.73 $165K - $212K
244K $3.82M
GOOG
Alphabet Inc.

Communication Services
50
+ 0.38%
$175.16 - $255.24 $8.76K - $12.8K
13.2K $3.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.01K
+ 11.54%
$181.56 - $190.33 $546K - $573K
29.1K $5.52M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
696
+ 2.18%
$236.25 - $257.69 $164K - $179K
32.7K $8.37M
EMB
Ishares Tr

ETFs
5.27K
+ 34.27%
$91.52 - $95.59 $483K - $504K
20.7K $1.97M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.8K
+ 10.8%
$63.41 - $69.69 $304K - $335K
49.2K $3.37M
DFAE
Dimensional ETF Tr

ETFs
5.23K
+ 3.63%
$28.84 - $31.84 $151K - $166K
149K $4.71M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.67K
+ 75.77%
$89.29 - $100.17 $417K - $468K
10.8K $1.08M
XLV
Select Sector Spdr Fund Health

ETFs
3.28K
+ 26.92%
$129.01 - $139.72 $423K - $458K
15.4K $2.15M
CINF
Cincinnati Financial Corp

Financial Services
16
+ 0.03%
$145.8 - $158.1 $2.33K - $2.53K
52.7K $8.34M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
12.6K
+ 34.68%
$29.97 - $32.38 $376K - $407K
48.8K $1.55M
BNDX
Vanguard Total International B

ETFs
9.09K
+ 23.78%
$49.0 - $49.51 $446K - $450K
47.3K $2.34M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
39.6K
+ 131.84%
$9.82 - $10.65 $389K - $422K
69.7K $735K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
795
+ 4.48%
$83.08 - $100.2 $66K - $79.7K
18.5K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
225
+ 0.21%
$62.09 - $66.51 $14K - $15K
110K $7.16M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.86K
+ 48.91%
$102.4 - $103.88 $292K - $297K
8.69K $898K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
8.85K
+ 15.44%
$26.87 - $27.9 $238K - $247K
66.1K $1.82M
NVDA
Nvidia Corp

Technology
381
+ 5.78%
$153.3 - $186.58 $58.4K - $71.1K
6.97K $1.3M
XOM
Exxon Mobil Corp

Energy
1.91K
+ 63.36%
$105.83 - $117.22 $202K - $224K
4.93K $555K
PHYS
Sprott Physical Gold Trust

Financial Services
2.33K
+ 6.14%
$25.02 - $29.62 $58.2K - $68.9K
40.2K $1.19M
MSFT
Microsoft Corp

Technology
38
+ 0.52%
$491.09 - $535.64 $18.7K - $20.4K
7.32K $3.79M
GABC
German American Bancorp, Inc.

Financial Services
3.68K
+ 49.4%
$37.61 - $41.96 $138K - $154K
11.1K $436K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$174.36 - $254.72 $174 - $255
2.19K $532K
WMT
Walmart Inc.

Consumer Defensive
984
+ 17.02%
$94.4 - $104.27 $92.9K - $103K
6.76K $697K
DVY
Ishares Tr

ETFs
750
+ 47.62%
$133.88 - $142.57 $100K - $107K
2.33K $330K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
2.06K
+ 3.42%
$25.84 - $27.2 $53.3K - $56.1K
62.5K $1.68M
TBF
Proshares Trust Short 20+ Trea

ETFs
5.05K
+ 36.46%
$23.64 - $25.06 $119K - $127K
18.9K $448K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.09K
+ 6.44%
$36.04 - $38.78 $39.3K - $42.3K
18K $695K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
1.85K
+ 10.44%
$11.62 - $13.82 $21.5K - $25.6K
19.6K $264K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.04%
$135.0 - $146.02 $270 - $292
5.34K $777K
BP
Bp PLC

Energy
96
+ 1.38%
$30.25 - $35.69 $2.9K - $3.43K
7.04K $242K
XLF
Financial Sector Spdr

ETFs
200
+ 1.61%
$51.37 - $54.25 $10.3K - $10.9K
12.6K $680K
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 1.18%
$211.65 - $238.24 $13.8K - $15.5K
5.59K $1.23M
IFN
India Fund Inc

Financial Services
4.07K
+ 15.31%
$14.56 - $16.59 $59.3K - $67.5K
30.7K $449K
ET
Energy Transfer LP

Energy
1.12K
+ 8.5%
$17.11 - $18.16 $19.2K - $20.3K
14.3K $245K
CPER
United States Copper Index Fun

ETFs
1.02K
+ 7.16%
$27.21 - $36.17 $27.8K - $36.9K
15.3K $457K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.56%
$695.21 - $791.73 $6.95K - $7.92K
653 $479K
Grayscale Bitcoin Mini Tr Et
1.54K
+ 3.21%
N/A
49.4K $0
Activity Summary
Buys All Purchases 69 New Holdings 12 Increased Positions 57 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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