Wj Financial Advisors LLC Purchases in Q3 2025

Wj Financial Advisors LLC

  • $103 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
1.3K
New
$387.78 - $645.35 $505K - $840K
1.3K $642M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.62K
New
$98.99 - $112.2 $556K - $630K
5.62K $621M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.71K
New
$78.96 - $80.04 $609K - $617K
7.71K $617M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.02K
New
$546.99 - $602.2 $556K - $612K
1.02K $611M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.04K
New
$534.91 - $598.71 $555K - $621K
1.04K $583M
AMD
Advanced Micro Devices Inc

Technology
3.49K
New
$134.8 - $184.42 $470K - $643K
3.49K $564M
ABBV
Abb Vie Inc.

Healthcare
2.41K
New
$184.85 - $231.54 $445K - $557K
2.41K $557M
EPD
Enterprise Products Partners L.P.

Energy
16.9K
New
$30.74 - $32.14 $520K - $544K
16.9K $529M
AER
Aer Cap Holdings N.V.

Industrials
4.28K
New
$107.25 - $124.42 $459K - $533K
4.28K $518M
ALE
Allete Inc

Utilities
7.78K
New
$62.45 - $66.45 $486K - $517K
7.78K $516M
EWW
Ishares Inc Msci Mexico ETF

ETFs
7.36K
New
N/A
7.36K $502M
XLP
Consumer Staples Sector Spdr

ETFs
6.32K
New
N/A
6.32K $495M
KMB
Kimberly Clark Corp

Consumer Defensive
3.96K
New
$121.72 - $136.77 $482K - $541K
3.96K $492M
BAC
Bank Of America Corp

Financial Services
9.53K
New
$44.92 - $52.42 $428K - $500K
9.53K $492M
Ge Vernova Inc
785
New
N/A
785 $483M
STWD
Starwood Property Trust, Inc.

Real Estate
23.9K
New
$19.37 - $20.97 $464K - $502K
23.9K $464M
IVV
Ishares Core S&P 500 ETF

ETFs
664
New
$620.67 - $670.08 $412K - $445K
664 $444M
Cava Group Inc
7.23K
New
N/A
7.23K $437M
IWV
Ishares Russell 3000 ETF

ETFs
1.13K
New
$351.04 - $379.81 $397K - $430K
1.13K $429M
VTI
Vanguard Total Stock Market Et

ETFs
1.3K
New
$303.93 - $329.86 $394K - $428K
1.3K $426M
TRGP
Targa Resources Corp.

Energy
2.36K
New
$160.52 - $174.4 $379K - $411K
2.36K $395M
XOM
Exxon Mobil Corp

Energy
3.44K
New
$105.83 - $117.22 $364K - $403K
3.44K $388M
IBM
International Business Machines Corp

Technology
1.37K
New
$234.77 - $292.47 $321K - $400K
1.37K $386M
RTX
Raytheon Technologies Corp

Industrials
2.23K
New
$144.19 - $167.33 $322K - $374K
2.23K $374M
EWA
Ishares Msci Australia ETF

ETFs
13.8K
New
$25.91 - $27.57 $357K - $380K
13.8K $372M
ABT
Abbott Laboratories

Healthcare
2.74K
New
$120.51 - $136.62 $330K - $374K
2.74K $367M
VNM
Vaneck Vietnam ETF

ETFs
20.4K
New
$13.72 - $18.43 $280K - $376K
20.4K $364M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.1K
New
$49.78 - $50.75 $353K - $360K
7.1K $359M
VGSH
Vanguard

ETFs
5.96K
New
$58.43 - $58.88 $348K - $351K
5.96K $351M
Kenvue Inc
21.5K
New
N/A
21.5K $349M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.6K
New
$26.44 - $27.1 $333K - $342K
12.6K $340M
ONON
On Holding Ag

Consumer Cyclical
7.43K
New
$42.35 - $54.36 $315K - $404K
7.43K $315M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.41K
New
$54.21 - $57.41 $293K - $311K
5.41K $308M
PFE
Pfizer Inc

Healthcare
11.7K
New
$23.29 - $25.88 $272K - $302K
11.7K $297M
D
Dominion Energy, Inc

Utilities
4.83K
New
$56.32 - $62.1 $272K - $300K
4.83K $295M
EOG
Eog Resources Inc

Energy
2.58K
New
$112.12 - $126.1 $289K - $325K
2.58K $289M
PG
Procter & Gamble CO

Consumer Defensive
1.88K
New
$150.47 - $161.22 $282K - $302K
1.88K $288M
KHC
Kraft Heinz CO

Consumer Defensive
11K
New
$25.63 - $28.94 $282K - $319K
11K $287M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.8K
New
$30.06 - $36.69 $234K - $286K
7.8K $286M
NVO
Novo Nordisk A S

Healthcare
5.15K
New
$45.38 - $71.7 $234K - $369K
5.15K $286M
UNH
Unitedhealth Group Inc

Healthcare
808
New
$237.77 - $353.61 $192K - $286K
808 $279M
CVX
Chevron Corp

Energy
1.76K
New
$145.57 - $161.83 $257K - $285K
1.76K $274M
ORI
Old Republic International Corp

Financial Services
6.34K
New
$35.74 - $42.47 $226K - $269K
6.34K $269M
NEE
Nextera Energy Inc

Utilities
3.49K
New
$69.77 - $77.54 $243K - $271K
3.49K $263M
VEA
Vanguard Ftse Developed Market

ETFs
4.36K
New
$56.02 - $60.3 $244K - $263K
4.36K $261M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.03K
New
$112.94 - $129.99 $229K - $263K
2.03K $259M
MDT
Medtronic PLC

Healthcare
2.72K
New
$87.67 - $95.74 $238K - $260K
2.72K $259M
V
Visa Inc.

Financial Services
724
New
$332.09 - $358.86 $240K - $260K
724 $247M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.12K
New
$109.11 - $111.88 $231K - $237K
2.12K $236M
Activity Summary
Buys All Purchases 108 New Holdings 108 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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