Sachetta, LLC

LYNNFIELD, MA · CIK 2010574 · 13F filing filed 2025-10-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLynnfield, MA

$268.6m reported value +6.2% vs Q2 2025

1,072positions

44.7%in top 10

44 new 237 added 207 reduced 69 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 ETF IWB	IWB	76,454	$27.9m10.40%	10.40%	Reduced -66	-66 -0.1%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	45,730	$27.5m10.22%	10.22%	Reduced -1.0k	-1,037 -2.2%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	25,055	$16.7m6.21%	6.21%	Reduced -1.5k	-1,497 -5.6%
4	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	206,822	$12.2m4.56%	4.56%	Added +3.0k	+3,027 1.5%
5	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	175,327	$8.1m3.02%	3.02%	Reduced -6.1k	-6,086 -3.4%
6	APPLE INC COM AAPL	AAPL	28,817	$7.3m2.73%	2.73%	Reduced -72	-72 -0.2%
7	ISHARES TR RUS MID CAP ETF IWR	IWR	61,731	$6.0m2.22%	2.22%	Added +1	+1 0.0%
8	MICROSOFT CORP COM MSFT	MSFT	10,736	$5.6m2.07%	2.07%	Added +613	+613 6.1%
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	41,868	$5.0m1.85%	1.85%	Added +1	+1 0.0%
10	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	83,871	$3.9m1.44%	1.44%	Reduced -3.0k	-3,021 -3.5%
11	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	130,208	$3.3m1.25%	1.25%	Added +311	+311 0.2%
12	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	33,165	$3.3m1.24%	1.24%	Reduced -523	-523 -1.6%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	121,602	$3.3m1.24%	1.24%	Reduced -4.6k	-4,608 -3.6%
14	ISHARES TR MBS ETF MBB	MBB	33,742	$3.2m1.20%	1.20%	Reduced -1.1k	-1,130 -3.2%
15	ISHARES GOLD TR ISHARES NEW IAU	IAU	43,379	$3.2m1.18%	1.18%	Added +27.8k	+27,801 178.5%
16	ISHARES TR MSCI EAFE SMCP HSCZ	HSCZ	82,414	$3.1m1.15%	1.15%	Reduced -2.3k	-2,291 -2.7%
17	ISHARES TR CORE S&P500 ETF IVV	IVV	4,541	$3.0m1.13%	1.13%	Reduced -64	-64 -1.4%
18	ISHARES TR CORE S&P MCP ETF IJH	IJH	45,711	$3.0m1.11%	1.11%	Reduced -1.6k	-1,615 -3.4%
19	SALESFORCE INC COM CRM	CRM	10,975	$2.6m0.97%	0.97%	Reduced -93	-93 -0.8%
20	BROADCOM INC COM AVGO	AVGO	7,298	$2.4m0.90%	0.90%	Added +98	+98 1.4%
21	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	41,944	$2.4m0.89%	0.89%	Added +240	+240 0.6%
22	DBX ETF TR XTRACK MSCI EMRG DBEM	DBEM	76,452	$2.4m0.88%	0.88%	Reduced -2.0k	-2,013 -2.6%
23	NVIDIA CORPORATION COM NVDA	NVDA	12,421	$2.3m0.86%	0.86%	Reduced -676	-676 -5.2%
24	AMAZON COM INC COM AMZN	AMZN	10,464	$2.3m0.86%	0.86%	Added +125	+125 1.2%
25	SPDR SER TR S&P DIVID ETF SDY	SDY	16,247	$2.3m0.85%	0.85%	Reduced -1.6k	-1,617 -9.1%
26	RTX CORPORATION COM RTX	RTX	13,159	$2.2m0.82%	0.82%	Reduced -8	-8 -0.1%
27	ISHARES TR NORTH AMERN NAT IGE	IGE	41,255	$2.0m0.75%	0.75%	Reduced -136	-136 -0.3%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,863	$2.0m0.75%	0.75%	Reduced -96	-96 -1.4%
29	ORACLE CORP COM ORCL	ORCL	7,015	$2.0m0.73%	0.73%	Added +32	+32 0.5%
30	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,453	$2.0m0.73%	0.73%	Added +1	+1 0.0%
31	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	60,586	$1.9m0.72%	0.72%	Reduced -660	-660 -1.1%
32	ECB BANCORP INC COM ECBK	ECBK	118,853	$1.9m0.70%	0.70%	Added +3.6k	+3,583 3.1%
33	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	67,311	$1.9m0.70%	0.70%	Reduced -1.4k	-1,351 -2.0%
34	ISHARES TR MSCI USA MIN VOL USMV	USMV	17,360	$1.7m0.61%	0.61%	Added +1	+1 0.0%
35	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	7,279	$1.6m0.58%	0.58%	Reduced -280	-280 -3.7%
36	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	26,098	$1.6m0.58%	0.58%	Reduced -170	-170 -0.7%
37	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	15,358	$1.5m0.57%	0.57%	Reduced -757	-757 -4.7%
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,915	$1.5m0.55%	0.55%	Added +17	+17 0.6%
39	FIRST TR NAS100 EQ WEIGHTED SHS QQEW	QQEW	9,955	$1.4m0.52%	0.52%	Reduced -17	-17 -0.2%
40	ALPHABET INC CAP STK CL C GOOG	GOOG	5,600	$1.4m0.51%	0.51%	Reduced -115	-115 -2.0%
41	JPMORGAN CHASE & CO COM JPM	JPM	4,298	$1.4m0.50%	0.50%	Reduced -223	-223 -4.9%
42	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	5,102	$1.3m0.49%	0.49%	Reduced -127	-127 -2.4%
43	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	23,124	$1.2m0.46%	0.46%	Reduced -2.4k	-2,369 -9.3%
44	ABBVIE INC COM ABBV	ABBV	5,115	$1.2m0.44%	0.44%	Added +11	+11 0.2%
45	ISHARES TR CORE MSCI EAFE IEFA	IEFA	13,202	$1.2m0.43%	0.43%	Reduced -148	-148 -1.1%
46	JOHNSON & JOHNSON COM JNJ	JNJ	6,140	$1.1m0.42%	0.42%	Reduced -46	-46 -0.7%
47	ISHARES TR CORE INTL AGGR IAGG	IAGG	21,664	$1.1m0.41%	0.41%	Reduced -465	-465 -2.1%
48	COSTCO WHSL CORP NEW COM COST	COST	1,186	$1.1m0.41%	0.41%	Reduced -12	-12 -1.0%
49	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,274	$1.1m0.40%	0.40%	Reduced -74	-74 -1.7%
50	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	3,659	$1.1m0.40%	0.40%	Reduced -13	-13 -0.3%
51	ISHARES TR CORE S&P US VLU IUSV	IUSV	10,514	$1.1m0.39%	0.39%	Reduced -139	-139 -1.3%
52	ISHARES TR S&P 100 ETF OEF	OEF	3,155	$1.1m0.39%	0.39%	Unchanged
53	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	24,871	$1.0m0.38%	0.38%	Reduced -333	-333 -1.3%
54	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,585	$1.0m0.38%	0.38%	Added +299	+299 9.1%
55	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,327	$971.8k0.36%	0.36%	Reduced -967	-967 -15.4%
56	MCDONALDS CORP COM MCD	MCD	3,170	$963.2k0.36%	0.36%	Added +6	+6 0.2%
57	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,547	$922.1k0.34%	0.34%	Reduced -83	-83 -5.1%
58	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,702	$913.0k0.34%	0.34%	Reduced -19	-19 -0.5%
59	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	20,480	$912.8k0.34%	0.34%	Added +240	+240 1.2%
60	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	30,991	$902.2k0.34%	0.34%	Reduced -1.3k	-1,259 -3.9%
61	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,702	$895.7k0.33%	0.33%	Added +5	+5 0.1%
62	QUALCOMM INC COM QCOM	QCOM	5,303	$882.2k0.33%	0.33%	Added +10	+10 0.2%
63	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	21,229	$861.2k0.32%	0.32%	Added +926	+926 4.6%
64	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,398	$856.6k0.32%	0.32%	Reduced -152	-152 -9.8%
65	ISHARES INC CORE MSCI EMKT IEMG	IEMG	12,947	$853.5k0.32%	0.32%	Reduced -184	-184 -1.4%
66	PROCTER AND GAMBLE CO COM PG	PG	5,541	$851.4k0.32%	0.32%	Added +25	+25 0.5%
67	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	14,377	$822.2k0.31%	0.31%	Added +46	+46 0.3%
68	HOME DEPOT INC COM HD	HD	2,014	$816.0k0.30%	0.30%	Added +103	+103 5.4%
69	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,244	$788.7k0.29%	0.29%	Reduced -1.5k	-1,464 -31.1%
70	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	26,452	$784.0k0.29%	0.29%	Reduced -1.6k	-1,608 -5.7%
71	TESLA INC COM TSLA	TSLA	1,747	$777.1k0.29%	0.29%	Added +36	+36 2.1%
72	BLACKROCK INC COM BLK	BLK	656	$765.2k0.28%	0.28%	Added +23	+23 3.6%
73	DISNEY WALT CO COM DIS	DIS	6,638	$760.1k0.28%	0.28%	Reduced -235	-235 -3.4%
74	ISHARES INC MSCI EMERG MRKT EEMV	EEMV	11,862	$757.2k0.28%	0.28%	Reduced -37	-37 -0.3%
75	ABBOTT LABS COM ABT	ABT	5,631	$754.2k0.28%	0.28%	Added +37	+37 0.7%
76	META PLATFORMS INC CL A META	META	961	$705.8k0.26%	0.26%	Added +18	+18 1.9%
77	NEXTERA ENERGY INC COM NEE	NEE	9,094	$686.5k0.26%	0.26%	Reduced -556	-556 -5.8%
78	EMERSON ELEC CO COM EMR	EMR	5,087	$667.3k0.25%	0.25%	Added +13	+13 0.3%
79	ISHARES TR EAFE GRWTH ETF EFG	EFG	5,701	$649.2k0.24%	0.24%	Unchanged
80	EXXON MOBIL CORP COM XOM	XOM	5,688	$641.4k0.24%	0.24%	Reduced -35	-35 -0.6%
81	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,209	$624.2k0.23%	0.23%	Unchanged
82	ISHARES TR US HLTHCARE ETF IYH	IYH	10,217	$600.0k0.22%	0.22%	Reduced -226	-226 -2.2%
83	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	17,762	$592.7k0.22%	0.22%	Unchanged
84	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	10,911	$591.2k0.22%	0.22%	Added +748	+748 7.4%
85	ISHARES TR S&P 500 GRWT ETF IVW	IVW	4,805	$580.1k0.22%	0.22%	Reduced -91	-91 -1.9%
86	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	7,782	$578.7k0.22%	0.22%	Added +3.0k	+2,966 61.6%
87	CHEVRON CORP NEW COM CVX	CVX	3,714	$576.8k0.21%	0.21%	Added +155	+155 4.4%
88	YUM BRANDS INC COM YUM	YUM	3,779	$574.3k0.21%	0.21%	Unchanged
89	MERCK & CO INC COM MRK	MRK	6,550	$550.7k0.20%	0.20%	Added +111	+111 1.7%
90	ISHARES TR EAFE VALUE ETF EFV	EFV	7,500	$508.7k0.19%	0.19%	Unchanged
91	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,542	$506.2k0.19%	0.19%	Reduced -158	-158 -9.3%
92	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	9,200	$487.9k0.18%	0.18%	Unchanged
93	LINDE PLC SHS LIN	LIN	1,024	$486.5k0.18%	0.18%	Added +11	+11 1.1%
94	EVERSOURCE ENERGY COM ES	ES	6,764	$481.2k0.18%	0.18%	Reduced -24	-24 -0.3%
95	PEPSICO INC COM PEP	PEP	3,366	$472.8k0.18%	0.18%	Reduced -6	-6 -0.2%
96	STATE STR CORP COM STT	STT	4,065	$471.6k0.18%	0.18%	Added +19	+19 0.5%
97	TEXAS INSTRS INC COM TXN	TXN	2,549	$468.3k0.17%	0.17%	Added +3	+3 0.1%
98	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,119	$468.0k0.17%	0.17%	Reduced -153	-153 -2.9%
99	AMGEN INC COM AMGN	AMGN	1,622	$457.8k0.17%	0.17%	Reduced -6	-6 -0.4%
100	SENSUS HEALTHCARE INC COM SRTS	SRTS	139,008	$436.5k0.16%	0.16%	Added +10.3k	+10,333 8.0%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
AEVA TECHNOLOGIES INC AEVA	AEVA	1,100	$41.6k1.1k shares
RXSIGHT INC RXST	RXST	2,999	$39.0k3.0k shares
FIRST TR EXCHANGE-TRADED FD FTCS	FTCS	255	$23.2k255 shares
HEICO CORP NEW HEI.A	HEI.A	78	$20.2k78 shares
FIRST TR EXCHANGE-TRADED FD LMBS	LMBS	260	$12.8k260 shares
HESS CORP HES	HES	82	$11.4k82 shares
ELEVANCE HEALTH INC ELV	ELV	26	$10.1k26 shares
SEA LTD SE	SE	50	$8.0k50 shares
SAB BIOTHERAPEUTICS INC SABS	SABS	4,100	$7.2k4.1k shares
POWER INTEGRATIONS INC POWI	POWI	125	$7.0k125 shares
BIONTECH SE BNTX	BNTX	59	$6.3k59 shares
WK KELLOGG CO KLG	KLG	353	$5.6k353 shares
ALIBABA GROUP HLDG LTD BABA	BABA	44	$5.0k44 shares
LANDSTAR SYS INC LSTR	LSTR	34	$4.7k34 shares
GLOBALFOUNDRIES INC GFS	GFS	114	$4.4k114 shares
ANSYS INC ANSS	ANSS	12	$4.2k12 shares
ATYR PHARMA INC ATYR	ATYR	830	$4.2k830 shares
JUNIPER NETWORKS INC JNPR	JNPR	85	$3.4k85 shares
ULTRAGENYX PHARMACEUTICAL IN RARE	RARE	86	$3.1k86 shares
INVITATION HOMES INC INVH	INVH	92	$3.0k92 shares
CHEMED CORP NEW CHE	CHE	6	$2.9k6 shares
ALIGN TECHNOLOGY INC ALGN	ALGN	12	$2.3k12 shares
ACADIA HEALTHCARE COMPANY IN ACHC	ACHC	91	$2.1k91 shares
WALGREENS BOOTS ALLIANCE INC WBA	WBA	170	$2.0k170 shares
MGIC INVT CORP WIS MTG	MTG	67	$1.9k67 shares