Michels Family Financial, LLC Top Holdings and 13F Report (2025) About Michels Family Financial, LLCInvestment ActivityMichels Family Financial, LLC has $110.59 million in total holdings as of March 31, 2025.Michels Family Financial, LLC owns shares of 122 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 5.00% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Michels Family Financial, LLC has purchased 121 new stocks and bought additional shares in 76 stocks.Michels Family Financial, LLC sold shares of 37 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $6,444,132Schwab US Dividend Equity ETF $6,341,996iShares Core S&P 500 ETF $3,721,692Exxon Mobil $3,597,373iShares Core U.S. Aggregate Bond ETF $2,744,854 Largest New Holdings this Quarter 281020107 - Edison International $861,878 Holding693656100 - PVH $608,896 Holding718172109 - Philip Morris International $286,306 Holding293792107 - Enterprise Products Partners $209,638 Holding949746101 - Wells Fargo & Company $203,685 Holding Largest Purchases this Quarter Edison International 14,628 shares (about $861.88K)PVH 9,420 shares (about $608.90K)Ford Motor 60,176 shares (about $603.57K)Lockheed Martin 1,042 shares (about $465.52K)SPDR S&P 500 ETF Trust 813 shares (about $454.78K) Largest Sales this Quarter Vanguard Total Bond Market ETF 1,732 shares (about $127.22K)Innovator U.S. Equity Power Buffer ETF - September 2,425 shares (about $93.14K)iShares Ultra Short-Term Bond Active ETF 1,574 shares (about $79.80K)ProShares S&P 500 Aristocrats ETF 314 shares (about $32.09K)SPDR Global Dow ETF 177 shares (about $24.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMichels Family Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$6,444,132$454,781 ▲7.6%11,5205.8%FinanceSCHDSchwab US Dividend Equity ETF$6,341,996$163,566 ▲2.6%226,8245.7%ETFIVViShares Core S&P 500 ETF$3,721,692$13,486 ▲0.4%6,6233.4%ETFXOMExxon Mobil$3,597,373$21,526 ▲0.6%30,2483.3%EnergyAGGiShares Core U.S. Aggregate Bond ETF$2,744,854$59,451 ▲2.2%27,7482.5%FinanceSPHYSPDR Portfolio High Yield Bond ETF$2,729,032$71,782 ▲2.7%116,5262.5%ETFVONGVanguard Russell 1000 Growth ETF$2,597,497$59,386 ▲2.3%27,9932.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$2,453,225$79,802 ▼-3.2%48,3872.2%ETFBNDVanguard Total Bond Market ETF$2,443,992$127,216 ▼-4.9%33,2742.2%ETFQQQInvesco QQQ$2,208,103$212,417 ▲10.6%4,7092.0%FinanceVOOVanguard S&P 500 ETF$2,193,255$28,777 ▲1.3%4,2682.0%ETFVOEVanguard Mid-Cap Value ETF$1,857,161$16,215 ▲0.9%11,5681.7%ETFCVXChevron$1,837,749$12,882 ▲0.7%10,9851.7%EnergyPSEPInnovator U.S. Equity Power Buffer ETF - September$1,763,365$93,144 ▼-5.0%45,9091.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,679,232$7,437 ▼-0.4%67,0621.5%ETFVTVVanguard Value ETF$1,566,951$864 ▲0.1%9,0711.4%ETFMETAMeta Platforms$1,510,995$26,509 ▲1.8%2,6221.4%Computer and TechnologyDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$1,501,763$23,185 ▲1.6%42,1021.4%FinanceEFAiShares MSCI EAFE ETF$1,280,612$28,523 ▲2.3%15,6691.2%FinanceNEARiShares Short Duration Bond Active ETF$1,279,805$18,975 ▼-1.5%25,1581.2%ETFVBRVanguard Small-Cap Value ETF$1,275,320$32,786 ▲2.6%6,8461.2%ETFFFord Motor$1,214,163$603,566 ▲98.8%121,0531.1%Auto/Tires/TrucksVBKVanguard Small-Cap Growth ETF$1,205,985$24,925 ▲2.1%4,7901.1%ETFAAPLApple$1,173,189$99,950 ▲9.3%5,2821.1%Computer and TechnologyMOAltria Group$1,152,962$24,908 ▲2.2%19,2101.0%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$1,095,732$22,751 ▲2.1%4,4791.0%ETFVUGVanguard Growth ETF$1,084,546$2,225 ▲0.2%2,9251.0%ETFIVEiShares S&P 500 Value ETF$1,080,878$2,477 ▼-0.2%5,6721.0%ETFTPRTapestry$1,029,082$7,041 ▲0.7%14,6160.9%Retail/WholesaleCCitigroup$1,027,711$11,784 ▲1.2%14,4770.9%FinanceSCHXSchwab US Large-Cap ETF$1,011,271$6,646 ▼-0.7%45,8000.9%ETFCSCOCisco Systems$989,714$14,070 ▲1.4%16,0380.9%Computer and TechnologyEWXSPDR S&P Emerging Markets SmallCap ETF$986,000$26,730 ▲2.8%17,4110.9%ETFMSFTMicrosoft$955,675$73,196 ▲8.3%2,5460.9%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$942,957$32,086 ▼-3.3%9,2280.9%ETFAMZNAmazon.com$925,843$91,138 ▲10.9%4,8660.8%Retail/WholesaleBRK.BBerkshire Hathaway$885,148$47,400 ▲5.7%1,6620.8%FinanceVVisa$867,397$18,224 ▲2.1%2,4750.8%Business ServicesEIXEdison International$861,878$861,878 ▲New Holding14,6280.8%UtilitiesVODVodafone Group Public$843,651$23,922 ▲2.9%90,0370.8%Computer and TechnologyVZVerizon Communications$809,207$26,989 ▲3.5%17,8400.7%Computer and TechnologyBTIBritish American Tobacco$775,020$17,458 ▲2.3%18,7340.7%Consumer StaplesSPGSimon Property Group$756,582$19,429 ▲2.6%4,5560.7%FinanceFIFiserv$737,572$15,458 ▼-2.1%3,3400.7%Business ServicesIWDiShares Russell 1000 Value ETF$736,526$3,764 ▼-0.5%3,9140.7%ETFCVSCVS Health$700,036$15,040 ▲2.2%10,3330.6%MedicalLMTLockheed Martin$699,619$465,519 ▲198.9%1,5660.6%AerospaceWSMWilliams-Sonoma$699,537$20,551 ▼-2.9%4,4250.6%Retail/WholesaleGOOGLAlphabet$697,870$24,278 ▲3.6%4,5130.6%Computer and TechnologyESABESAB$689,443$12,931 ▼-1.8%5,9180.6%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$683,9640.0%9,7980.6%ManufacturingCMCSAComcast$678,799$44,501 ▲7.0%18,3960.6%Consumer DiscretionaryVONEVanguard Russell 1000 ETF$662,344$4,062 ▼-0.6%2,6090.6%ETFTSLATesla$642,976$44,576 ▲7.4%2,4810.6%Auto/Tires/TrucksMDTMedtronic$641,780$6,919 ▲1.1%7,1420.6%MedicalERICTelefonaktiebolaget LM Ericsson (publ)$641,054$3,050 ▲0.5%82,6100.6%Computer and TechnologyENBEnbridge$638,906$4,475 ▲0.7%14,4190.6%EnergyKOCoca-Cola$622,778$9,095 ▲1.5%8,6960.6%Consumer StaplesPVHPVH$608,896$608,896 ▲New Holding9,4200.6%Consumer DiscretionaryIMCGiShares Morningstar Mid-Cap Growth ETF$608,233$1,357 ▼-0.2%8,5150.6%ETFPHParker-Hannifin$607,768$3,039 ▲0.5%1,0000.5%IndustrialsZIONZions Bancorporation, National Association$606,855$8,875 ▲1.5%12,1710.5%FinanceVTWVVanguard Russell 2000 Value ETF$590,520$5,057 ▼-0.8%4,4370.5%ETFDGROiShares Core Dividend Growth ETF$580,299$9,514 ▼-1.6%9,3930.5%ETFVEAVanguard FTSE Developed Markets ETF$579,680$54,237 ▲10.3%11,4040.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$577,529$3,922 ▼-0.7%9,8660.5%ManufacturingSCHWCharles Schwab$564,020$8,220 ▲1.5%7,2050.5%FinanceBXPBoston Properties$560,698$10,952 ▲2.0%8,3450.5%FinanceAMPAmeriprise Financial$544,4860.0%1,1250.5%FinanceVWOVanguard FTSE Emerging Markets ETF$543,633$26,206 ▲5.1%12,0110.5%ETFVTWGVanguard Russell 2000 Growth ETF$541,049$4,287 ▼-0.8%2,9030.5%ETFBUDAnheuser-Busch InBev SA/NV$525,778$3,140 ▼-0.6%8,5410.5%Consumer StaplesWMTWalmart$518,358$263 ▲0.1%5,9050.5%Retail/WholesaleNOWServiceNow$514,306$2,388 ▲0.5%6460.5%Computer and TechnologyWUWestern Union$510,189$5,724 ▲1.1%48,2220.5%Business ServicesABBVAbbVie$506,357$11,103 ▲2.2%2,4170.5%MedicalWBDWarner Bros. Discovery$502,765$1,320 ▼-0.3%46,8560.5%Consumer DiscretionaryFISFidelity National Information Services$498,842$7,692 ▲1.6%6,6800.5%Business ServicesIYWiShares U.S. Technology ETF$482,753$2,669 ▼-0.5%3,4370.4%ManufacturingETEnergy Transfer$482,545$5,930 ▲1.2%25,9570.4%EnergyDGTSPDR Global Dow ETF$482,075$24,747 ▼-4.9%3,4480.4%ETFEQWLInvesco S&P 100 Equal Weight ETF$480,013$3,299 ▼-0.7%4,6560.4%ETFEFViShares MSCI EAFE Value ETF$474,288$1,945 ▼-0.4%8,0470.4%ETFORCLOracle$452,003$979 ▲0.2%3,2330.4%Computer and TechnologyIDViShares International Select Dividend ETF$451,170$1,272 ▼-0.3%14,5440.4%ETFGSKGSK$448,131$16,193 ▲3.7%11,5680.4%MedicalUNHUnitedHealth Group$422,010$10,472 ▲2.5%8060.4%MedicalNVDANVIDIA$421,434$45,417 ▲12.1%3,8880.4%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$415,186$3,826 ▼-0.9%7,4880.4%ManufacturingDVNDevon Energy$410,930$748 ▼-0.2%10,9870.4%EnergyBUFRFT Vest Laddered Buffer ETF$410,613$25,237 ▲6.5%13,8300.4%ETFSBLKStar Bulk Carriers$393,820$7,391 ▼-1.8%25,3100.4%TransportationVXFVanguard Extended Market ETF$389,372$1,206 ▲0.3%2,2600.4%ETFNVSNovartis$388,1730.0%3,4820.4%MedicalPGProcter & Gamble$376,934$11,587 ▲3.2%2,2120.3%Consumer StaplesSCHASchwab US Small-Cap ETF$374,492$820 ▲0.2%15,9830.3%ETFGPNGlobal Payments$369,696$6,366 ▲1.8%3,7750.3%Business ServicesWFRDWeatherford International$355,572$6,908 ▼-1.9%6,6400.3%EnergyTAT&T$334,716$2,630 ▲0.8%11,8360.3%Computer and TechnologyIWLiShares Russell Top 200 ETF$332,326$2,336 ▼-0.7%2,4180.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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