Great Point Wealth Advisors, LLC Sells in Q1 2025

Great Point Wealth Advisors, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-3.56K
- 26.95%
$156.06 - $207.71 $556K - $740K
9.65K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
-1.24K
- 3.11%
$271.18 - $303.12 $337K - $376K
38.7K $10.6M
AAPL
Apple Inc.

Technology
-1.26K
- 6.36%
$209.68 - $247.1 $264K - $311K
18.5K $4.12M
DFAU
Dimensional ETF Tr

ETFs
-2.65K
- 0.82%
$37.84 - $42.29 $100K - $112K
320K $12.3M
MSFT
Microsoft Corp

Technology
-91
- 0.73%
$375.39 - $447.2 $34.2K - $40.7K
12.4K $4.64M
URI
United Rentals, Inc.

Industrials
-356
- 20.37%
$594.17 - $789.56 $212K - $281K
1.39K $872K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.07K
- 7.19%
$102.49 - $119.96 $110K - $129K
13.8K $1.45M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.19K
- 1.95%
$58.11 - $65.29 $69.2K - $77.8K
59.9K $3.57M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-144
- 0.37%
$58.81 - $68.2 $8.47K - $9.82K
39.1K $2.34M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-253
- 1.26%
$120.29 - $134.6 $30.4K - $34.1K
19.8K $2.41M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4.28K
- 1.33%
N/A
318K $10M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.5K
- 1.94%
$47.4 - $50.24 $71.2K - $75.5K
75.9K $3.67M
NVDA
Nvidia Corp

Technology
-327
- 12.03%
$106.98 - $149.43 $35K - $48.9K
2.39K $259K
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 5.8%
$347.25 - $424.87 $22.6K - $27.6K
1.06K $386K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.4K
- 6.53%
$59.28 - $66.1 $82.8K - $92.3K
20K $1.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.3%
$551.42 - $612.93 $1.1K - $1.23K
668 $373K
IEMG
Ishares Inc

ETFs
-159
- 3.1%
N/A
4.97K $266K
CSCO
Cisco Systems, Inc.

Technology
-255
- 7.18%
$58.74 - $64.87 $15K - $16.5K
3.3K $203K
JPM
Jpmorgan Chase & CO

Financial Services
-147
- 2.53%
$225.19 - $279.95 $33.1K - $41.2K
5.67K $1.39M
AOA
Ishares Tr Core Aggressive All

ETFs
-7
- 0.1%
$75.7 - $80.01 $530 - $560
6.9K $527K
Pimco ETF Tr
-25.3K
- 50.11%
N/A
25.2K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.36K
- 2.64%
$42.5 - $46.71 $57.6K - $63.3K
50K $2.26M
VEA
Vanguard Ftse Developed Market

ETFs
-562
- 4.55%
$47.4 - $52.99 $26.6K - $29.8K
11.8K $598K
IEFA
Ishares Tr

ETFs
-1.03K
- 5.51%
$69.57 - $78.65 $71.7K - $81K
17.7K $1.34M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.66K
- 0.51%
$28.92 - $29.24 $76.9K - $77.7K
516K $15.1M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-844
- 0.86%
$152.57 - $163.66 $129K - $138K
97K $15.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
-77
- 0.36%
$26.09 - $30.21 $2.01K - $2.33K
21.3K $620K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-458
- 0.45%
$37.07 - $40.63 $17K - $18.6K
102K $4.03M
AVEM
American Centy ETF Tr Avantis

ETFs
-170
- 0.24%
$57.11 - $62.4 $9.71K - $10.6K
69.7K $4.19M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-945
- 1.18%
$61.2 - $68.24 $57.8K - $64.5K
78.9K $5.21M
AVDE
American Centy ETF Tr Avantis

ETFs
-758
- 0.87%
$60.63 - $68.55 $46K - $52K
86.4K $5.73M
AVDV
American Centy ETF Tr Avantis

ETFs
-2.78K
- 1.31%
$63.74 - $71.96 $177K - $200K
210K $14.6M
DFAI
Dimensional ETF Tr

ETFs
-3.79K
- 0.29%
$28.88 - $32.4 $109K - $123K
1.32M $41.2M
Activity Summary
Buys All Purchases 11 New Holdings 1 Increased Positions 10 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, LLC 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 Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email