Register Financial Advisors LLC Reduced Holdings in Q3 2025

Register Financial Advisors LLC

  • $254 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Everus Constr Group
-28.1K
- 52.32%
N/A
25.6K $2.19B
OSIS
Osi Systems Inc

Technology
-2.9K
- 29.84%
$208.12 - $249.24 $604K - $723K
6.82K $1.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.7K
- 14.56%
$26.38 - $27.95 $362K - $383K
80.5K $2.2B
NFLX
Netflix Inc

Communication Services
-2
- 0.19%
$1147.87 - $1297.18 $2.3K - $2.59K
1.03K $1.23B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-19
- 0.13%
$48.34 - $67.22 $918 - $1.28K
15.1K $738M
PG
Procter & Gamble CO

Consumer Defensive
-563
- 7.18%
$150.47 - $161.22 $84.7K - $90.8K
7.28K $1.12B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-659
- 15.08%
$181.56 - $190.33 $120K - $125K
3.71K $704M
Oaktree Specialty Lending CO
-6.04K
- 54.72%
N/A
5K $65.3M
DOW
Dow Inc.

Basic Materials
-831
- 4.46%
$20.87 - $30.37 $17.3K - $25.2K
17.8K $409M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.49K
- 2.24%
$19.37 - $20.97 $28.8K - $31.1K
64.7K $1.25B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.73K
- 7.6%
$45.26 - $46.63 $78.2K - $80.6K
21K $971M
ICHR
Ichor Holdings, Ltd.

Technology
-2K
- 12.99%
$14.06 - $23.75 $28.1K - $47.5K
13.4K $235M
ALTG
Alta Equipment Group Inc.

Industrials
-33.9K
- 15.83%
$6.37 - $8.62 $216K - $292K
180K $1.31B
CUZ
Cousins Properties Inc

Real Estate
-174
- 0.44%
$26.53 - $29.82 $4.62K - $5.19K
39.3K $1.14B
OGN
Organon & Co.

Healthcare
-6.69K
- 27.06%
$8.4 - $10.85 $56.2K - $72.6K
18K $193M
PULS
Pgim ETF Tr

ETFs
-875
- 10.96%
$49.58 - $49.83 $43.4K - $43.6K
7.11K $354M
KMI
Kinder Morgan, Inc.

Energy
-1K
- 8.0%
$26.23 - $28.5 $26.2K - $28.5K
11.5K $326M
V
Visa Inc.

Financial Services
-32
- 1.47%
$332.09 - $358.86 $10.6K - $11.5K
2.15K $733M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-574
- 20.57%
$75.26 - $80.19 $43.2K - $46K
2.22K $177M
TGT
Target Corp

Consumer Defensive
-21
- 0.51%
$86.56 - $107.43 $1.82K - $2.26K
4.13K $370M
Goldman Sachs ETF Tr
-1K
- 18.05%
N/A
4.54K $237M
IWR
Ishares Russell Mid Cap ETF

ETFs
-660
- 12.12%
$92.26 - $97.51 $60.9K - $64.4K
4.78K $462M
Pimco ETF Tr
-1.5K
- 10.31%
N/A
13K $350M
LLY
Eli Lilly & CO

Healthcare
-11
- 0.91%
$625.65 - $812.69 $6.88K - $8.94K
1.2K $916M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-300
- 23.08%
$91.28 - $97.59 $27.4K - $29.3K
1K $95.9M
PRU
Prudential Financial Inc

Financial Services
-60
- 2.43%
$100.68 - $109.89 $6.04K - $6.59K
2.41K $250M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-330
- 15.99%
$62.09 - $66.51 $20.5K - $21.9K
1.73K $113M
XLK
Technology Sector Spdr

ETFs
-250
- 11.41%
$250.97 - $282.66 $62.7K - $70.7K
1.94K $547M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-125
- 11.9%
$56.63 - $60.72 $7.08K - $7.59K
925 $55.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-50
- 17.18%
$88.47 - $93.24 $4.42K - $4.66K
241 $22M
UNP
Union Pacific Corp

Industrials
-35
- 3.78%
$214.91 - $237.16 $7.52K - $8.3K
892 $211M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-31
- 25.0%
$50.73 - $52.47 $1.57K - $1.63K
93 $4.86M
MMM
3 M CO

Industrials
-54
- 2.22%
$144.41 - $160.2 $7.8K - $8.65K
2.38K $369M
MA
Mastercard Inc

Financial Services
-8
- 1.56%
$550.18 - $598.96 $4.4K - $4.79K
504 $287M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-25
- 4.17%
$55.15 - $58.11 $1.38K - $1.45K
575 $33M
CVS
Cvs Health Corp

Healthcare
-311
- 8.16%
$58.75 - $76.5 $18.3K - $23.8K
3.5K $264M
PFF
Ishares Trust Ishares Pfd And

ETFs
-150
- 1.14%
$30.67 - $32.13 $4.6K - $4.82K
13K $410M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16
- 1.41%
$108.46 - $120.63 $1.74K - $1.93K
1.12K $133M
WFC
Wells Fargo & Company

Financial Services
-104
- 1.92%
$77.05 - $85.16 $8.01K - $8.86K
5.31K $445M
VT
Vanguard Total World Stk Index

ETFs
-43
- 2.0%
$128.41 - $138.03 $5.52K - $5.94K
2.1K $290M
XOM
Exxon Mobil Corp

Energy
-145
- 1.66%
$105.83 - $117.22 $15.3K - $17K
8.6K $970M
MO
Altria Group, Inc.

Consumer Defensive
-154
- 2.7%
$57.75 - $67.68 $8.89K - $10.4K
5.55K $367M
ZETA
Zeta Global Holdings Corp.

Technology
-1K
- 7.69%
$14.0 - $22.08 $14K - $22.1K
12K $238M
IWM
Ishares Russell 2000 ETF

ETFs
-58
- 2.95%
$214.92 - $244.84 $12.5K - $14.2K
1.91K $461M
GS
Goldman Sachs Group Inc

Financial Services
-34
- 4.22%
$696.56 - $806.32 $23.7K - $27.4K
772 $614M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-11
- 0.36%
$208.95 - $229.72 $2.3K - $2.53K
3.03K $696M
LNC
Lincoln National Corp

Financial Services
-3.6K
- 10.63%
$33.37 - $43.29 $120K - $156K
30.2K $1.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.62%
$459.11 - $506.91 $10.6K - $11.7K
3.68K $1.85B
MDU
Mdu Resources Group Inc

Industrials
-2.22K
- 2.6%
$15.85 - $17.81 $35.2K - $39.5K
83K $1.48B
Activity Summary
Buys All Purchases 168 New Holdings 24 Increased Positions 144 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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