Voisard Asset Management Group, Inc. Incresed Positions in Q3 2025

Voisard Asset Management Group, Inc.

  • $432 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
134K
+ 21.42%
$74.93 - $80.73 $10M - $10.8M
757K $61.1B
AVLV
American Centy ETF Tr Avantis
65.1K
+ 12.12%
$68.33 - $72.69 $4.45M - $4.73M
602K $43.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
13.1K
+ 7.23%
$148.97 - $165.88 $1.95M - $2.17M
194K $31.9B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
127K
+ 9.93%
$28.38 - $29.05 $3.6M - $3.68M
1.4M $40.5B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
88.6K
+ 7.85%
$21.69 - $23.34 $1.92M - $2.07M
1.22M $28.3B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
61.3K
+ 8.28%
$50.29 - $50.86 $3.08M - $3.12M
801K $40.7B
AVUV
American Centy ETF Tr Avantis

ETFs
7.79K
+ 8.0%
$90.37 - $102.12 $704K - $796K
105K $10.5B
AVDV
American Centy ETF Tr Avantis

ETFs
3.38K
+ 3.91%
$79.24 - $89.03 $268K - $301K
89.9K $8B
MBB
Ishares Tr

ETFs
9.38K
+ 6.93%
$92.46 - $95.73 $867K - $898K
145K $13.8B
JCPB
J P Morgan Exchange Traded Fd

ETFs
12.6K
+ 2.09%
$46.37 - $47.77 $586K - $604K
619K $29.4B
AAPL
Apple Inc.

Technology
319
+ 3.39%
$202.38 - $256.87 $64.6K - $81.9K
9.72K $2.48B
VGSH
Vanguard

ETFs
6.17K
+ 2.51%
$58.43 - $58.88 $361K - $363K
252K $14.8B
AVUS
American Centy ETF Tr Avantis

ETFs
1.51K
+ 5.85%
$101.2 - $109.16 $153K - $165K
27.3K $2.97B
GOOGL
Alphabet Inc.

Communication Services
208
+ 4.42%
$174.36 - $254.72 $36.3K - $53K
4.91K $1.19B
ITOT
Ishares Core S&P Total U.S. St

ETFs
448
+ 1.7%
$135.0 - $146.02 $60.5K - $65.4K
26.8K $3.9B
GE
General Electric CO

Industrials
25
+ 0.4%
$244.75 - $305.63 $6.12K - $7.64K
6.26K $1.88B
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 0.4%
$420.11 - $472.68 $8.4K - $9.45K
4.97K $2.33B
MSFT
Microsoft Corp

Technology
264
+ 6.31%
$491.09 - $535.64 $130K - $141K
4.45K $2.31B
SUB
Ishares Short Term National Mu

ETFs
1.88K
+ 3.69%
$106.17 - $107.3 $199K - $201K
52.7K $5.63B
MU
Micron Technology Inc

Technology
13
+ 0.28%
$104.88 - $168.89 $1.36K - $2.2K
4.58K $766M
AVGO
Broadcom Inc.

Technology
89
+ 2.88%
$264.74 - $369.57 $23.6K - $32.9K
3.18K $1.05B
IXUS
Ishares Tr

ETFs
833
+ 4.25%
$76.35 - $82.58 $63.6K - $68.8K
20.4K $1.69B
S
Sentinel One, Inc.

Technology
10K
+ 100.0%
$15.81 - $19.78 $158K - $198K
20K $352M
XOM
Exxon Mobil Corp

Energy
1.03K
+ 19.46%
$105.83 - $117.22 $109K - $121K
6.34K $715M
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 1.16%
$282.78 - $316.06 $15.8K - $17.7K
4.9K $1.54B
DFAX
Dimensional ETF Tr
1.25K
+ 4.08%
$29.25 - $31.56 $36.4K - $39.3K
31.8K $997M
MUB
Ishares National Muni Bond ETF

ETFs
422
+ 1.61%
$103.24 - $106.68 $43.6K - $45K
26.6K $2.83B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.03K
+ 5.58%
$78.96 - $80.04 $81.2K - $82.3K
19.4K $1.55B
Dimensional ETF Trust
446
+ 1.17%
N/A
38.7K $1.27B
Lam Research Corp
30
+ 1.45%
N/A
2.1K $281M
ORCL
Oracle Corp

Technology
37
+ 3.39%
$218.96 - $328.33 $8.1K - $12.1K
1.13K $317M
AMZN
Amazon Com Inc

Consumer Cyclical
315
+ 9.19%
$211.65 - $238.24 $66.7K - $75K
3.74K $821M
JNJ
Johnson & Johnson

Healthcare
73
+ 5.39%
$155.17 - $185.42 $11.3K - $13.5K
1.43K $265M
Ge Vernova Inc
8
+ 1.45%
N/A
560 $345M
VGIT
Vanguard Intermediate Term Tre

ETFs
671
+ 8.06%
$58.97 - $60.36 $39.6K - $40.5K
9K $540M
OMEX
Odyssey Marine Exploration Inc

Industrials
7.3K
+ 20.86%
$1.11 - $2.2 $8.1K - $16.1K
42.3K $82.5M
CVX
Chevron Corp

Energy
71
+ 3.71%
$145.57 - $161.83 $10.3K - $11.5K
1.99K $309M
BAC
Bank Of America Corp

Financial Services
126
+ 1.96%
$44.92 - $52.42 $5.66K - $6.6K
6.55K $338M
IEFA
Ishares Tr

ETFs
30
+ 0.37%
$81.7 - $87.53 $2.45K - $2.63K
8.18K $714M
AMD
Advanced Micro Devices Inc

Technology
30
+ 2.07%
$134.8 - $184.42 $4.04K - $5.53K
1.48K $239M
BX
Blackstone Inc.

Financial Services
17
+ 1.26%
$152.77 - $188.68 $2.6K - $3.21K
1.37K $234M
WHR
Whirlpool Corp

Consumer Cyclical
1K
+ 47.62%
$77.47 - $110.59 $77.5K - $111K
3.1K $244M
VEA
Vanguard Ftse Developed Market

ETFs
145
+ 2.0%
$56.02 - $60.3 $8.12K - $8.74K
7.4K $444M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 2.95%
$357.4 - $423.42 $6.08K - $7.2K
593 $240M
SCHW
Schwab Charles Corp

Financial Services
25
+ 0.43%
$91.03 - $98.69 $2.28K - $2.47K
5.83K $556M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20
+ 0.19%
$29.2 - $32.74 $584 - $655
10.7K $341M
META
Meta Platforms, Inc.

Communication Services
36
+ 3.78%
$695.21 - $791.73 $25K - $28.5K
988 $726M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 1.41%
$291.67 - $316.99 $5.25K - $5.71K
1.29K $393M
ETN
Eaton Corp PLC

Industrials
5
+ 0.47%
$342.99 - $392.76 $1.71K - $1.96K
1.07K $399M
Activity Summary
Buys All Purchases 61 New Holdings 4 Increased Positions 57 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Voisard Asset Management Group, Inc. Portfolio

Follow Voisard Asset Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Voisard Asset Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Voisard Asset Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email