REDW Stanley Financial Advisors LLC Portfolio Holdings
Q3 2025•112 long positions•$264.6M portfolio value
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Holding115 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $25.0M 9.44% | -$1.5M Sold | — 76.1K shares | 80.8K → 76.1K −$1.5M | -5.8% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $22.9M 8.67% | -$2.0M Sold | — 364.6K shares | 395.6K → 364.6K −$2.0M | -7.86% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.2M 7.24% | -$872.0K Sold | — 319.8K shares | 334.3K → 319.8K −$872.0K | -4.35% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $17.5M 6.61% | -$1.6M Sold | — 160.8K shares | 175.4K → 160.8K −$1.6M | -8.3% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $14.3M 5.4% | -$68.3K Sold | — 21.3K shares | 21.4K → 21.3K −$68.3K | -0.48% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $14.0M 5.3% | -$96.5K Sold | — 276.4K shares | 278.3K → 276.4K −$96.5K | -0.68% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $12.6M 4.75% | -$43.2K Sold | — 159.4K shares | 159.9K → 159.4K −$43.2K | -0.34% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $9.3M 3.5% | -$855.5K Sold | — 245.0K shares | 267.6K → 245.0K −$855.5K | -8.46% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.9M 2.97% | -$4.7K Sold | — 78.4K shares | 78.5K → 78.4K −$4.7K | -0.06% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.4M 2.8% | -$112.1K Sold | — 109.8K shares | 111.5K → 109.8K −$112.1K | -1.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.1M 1.94% | -$45.8K Sold | — 94.6K shares | 95.5K → 94.6K −$45.8K | -0.89% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $5.1M 1.93% | +$1.5M Bought | — 64.8K shares | 46.4K → 64.8K +$1.5M | +39.71% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.0M 1.87% | -$891.6K Sold | — 54.2K shares | 64.0K → 54.2K −$891.6K | -15.25% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $4.8M 1.83% | -$44.4K Sold | — 55.3K shares | 55.8K → 55.3K −$44.4K | -0.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 1.71% | +$949.3K Bought | — 60.1K shares | 47.5K → 60.1K +$949.3K | +26.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 1.4% | -$22.8K Sold | — 19.5K shares | 19.6K → 19.5K −$22.8K | -0.61% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $3.6M 1.36% | -$105.6K Sold | — 42.7K shares | 43.9K → 42.7K −$105.6K | -2.86% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.4M 1.3% | -$85.7K Sold | — 57.2K shares | 58.6K → 57.2K −$85.7K | -2.44% | — — | Q2 2022 Held for 3y 5m | |
Consumer Electronics Technology | $3.4M 1.28% | -$200.1K Sold | 0.0% 13.3K shares | 14.1K → 13.3K −$200.1K | -5.58% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $3.0M 1.15% | -$35.1K Sold | — 12.5K shares | 12.7K → 12.5K −$35.1K | -1.14% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.9M 1.09% | -$13.4K Sold | — 6.0K shares | 6.0K → 6.0K −$13.4K | -0.46% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.5M 0.958% | -$203.9K Sold | — 3.8K shares | 4.1K → 3.8K −$203.9K | -7.45% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.5M 0.946% | +$8.5K Bought | — 8.5K shares | 8.5K → 8.5K +$8.5K | +0.34% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.4M 0.901% | +$466.2K Bought | — 12.8K shares | 10.3K → 12.8K +$466.2K | +24.32% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.3M 0.886% | -$5.3K Sold | — 49.2K shares | 49.3K → 49.2K −$5.3K | -0.23% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.3M 0.872% | -$73.3K Sold | — 31.0K shares | 32.0K → 31.0K −$73.3K | -3.08% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.1M 0.783% | -$7.8K Sold | — 31.4K shares | 31.5K → 31.4K −$7.8K | -0.37% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.0M 0.762% | -$5.2K Sold | — 34.3K shares | 34.4K → 34.3K −$5.2K | -0.26% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.0M 0.751% | — | — 16.5K shares | — | — | — — | Q4 2016 Held for 8y 11m | |
Software - Infrastructure Technology | $1.7M 0.649% | +$92.2K Bought | 0.0% 3.3K shares | 3.1K → 3.3K +$92.2K | +5.68% | $3.85T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.7M 0.643% | -$297.1 Sold | — 80.2K shares | 80.2K → 80.2K −$297.1 | -0.02% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.7M 0.64% | +$560.8K Bought | — 14.0K shares | 9.4K → 14.0K +$560.8K | +49.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.622% | +$1.2M Bought | — 33.7K shares | 10.1K → 33.7K +$1.2M | +233.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.607% | +$1.2M Bought | — 31.5K shares | 8.9K → 31.5K +$1.2M | +254.05% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.6M 0.594% | -$3.8K Sold | — 61.2K shares | 61.3K → 61.2K −$3.8K | -0.24% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.6M 0.59% | -$506.8K Sold | — 37.9K shares | 50.2K → 37.9K −$506.8K | -24.5% | — — | Q3 2020 Held for 5y 2m | |
Auto - Manufacturers Consumer Cyclical | $1.5M 0.573% | +$5.8K Bought | 0.0% 3.4K shares | 3.4K → 3.4K +$5.8K | +0.38% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.5M 0.559% | +$50.1K Bought | — 54.2K shares | 52.3K → 54.2K +$50.1K | +3.51% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $1.4M 0.522% | -$83.0K Sold | 0.0% 2.7K shares | 2.9K → 2.7K −$83.0K | -5.66% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.519% | +$77.6K Bought | — 17.2K shares | 16.2K → 17.2K +$77.6K | +5.99% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.4M 0.517% | +$110.7 Bought | — 24.7K shares | 24.7K → 24.7K +$110.7 | +0.01% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.3M 0.485% | -$119.5K Sold | — 2.1K shares | 2.3K → 2.1K −$119.5K | -8.51% | — — | Q2 2020 Held for 5y 5m | |
Agricultural - Machinery Industrials | $1.2M 0.436% | — | 0.001% 2.4K shares | — | — | $223.53B Mega Cap | Q3 2017 Held for 8y 2m | |
Specialty Retail Consumer Cyclical | $1.1M 0.429% | -$10.8K Sold | 0.0% 5.2K shares | 5.2K → 5.2K −$10.8K | -0.94% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.1M 0.41% | +$15.2K Bought | — 42.3K shares | 41.7K → 42.3K +$15.2K | +1.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.406% | -$10.3K Sold | — 48.5K shares | 49.0K → 48.5K −$10.3K | -0.95% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $946.4K 0.358% | -$143.2K Sold | — 28.3K shares | 32.6K → 28.3K −$143.2K | -13.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $935.0K 0.353% | +$20.8K Bought | — 9.4K shares | 9.2K → 9.4K +$20.8K | +2.28% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $845.6K 0.32% | -$11.1K Sold | — 11.0K shares | 11.2K → 11.0K −$11.1K | -1.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $815.2K 0.308% | -$79.5K Sold | — 10.2K shares | 11.2K → 10.2K −$79.5K | -8.88% | — — | Q4 2022 Held for 2y 11m |
