Correct Capital Wealth Management Reduced Holdings in Q2 2025

Correct Capital Wealth Management

  • $404 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-120K
- 63.54%
$237.95 - $421.61 $28.5M - $50.5M
68.7K $27.8M
AVUV
American Centy ETF Tr Avantis

ETFs
-180K
- 45.8%
$75.17 - $91.21 $13.5M - $16.4M
213K $19.4M
AVEM
American Centy ETF Tr Avantis

ETFs
-253K
- 49.89%
$53.08 - $68.54 $13.4M - $17.3M
254K $17.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-126K
- 16.27%
$55.22 - $63.94 $6.95M - $8.05M
648K $41.4M
UNH
Unitedhealth Group Inc

Healthcare
-3.84K
- 77.16%
$274.35 - $599.47 $1.05M - $2.3M
1.14K $354K
GOOGL
Alphabet Inc.

Communication Services
-8.59K
- 55.88%
$144.7 - $178.6 $1.24M - $1.53M
6.78K $1.2M
AAPL
Apple Inc.

Technology
-2.64K
- 8.36%
$172.42 - $223.89 $455K - $591K
28.9K $5.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 0.41%
$483.48 - $539.8 $29K - $32.4K
14.5K $7.03M
TGT
Target Corp

Consumer Defensive
-4.9K
- 36.14%
$88.76 - $105.77 $435K - $518K
8.66K $854K
XLV
Select Sector Spdr Fund Health

ETFs
-1.52K
- 47.65%
$128.77 - $144.3 $196K - $219K
1.67K $225K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.12K
- 23.19%
$86.13 - $108.53 $182K - $230K
7.02K $761K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-2.3K
- 2.42%
$44.64 - $47.48 $103K - $109K
92.8K $4.4M
XLK
Technology Sector Spdr

ETFs
-1.64K
- 22.21%
$179.73 - $253.23 $294K - $414K
5.73K $1.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-677
- 13.18%
$90.56 - $109.49 $61.3K - $74.1K
4.46K $487K
AXP
American Express CO

Financial Services
-296
- 29.72%
$231.39 - $318.98 $68.5K - $94.4K
700 $223K
PAYC
Paycom Software, Inc.

Technology
-329
- 11.99%
$193.07 - $265.71 $63.5K - $87.4K
2.42K $558K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.39K
- 0.32%
$44.68 - $45.96 $107K - $110K
738K $33.8M
NEE
Nextera Energy Inc

Utilities
-172
- 1.26%
$64.11 - $75.0 $11K - $12.9K
13.4K $932K
AEE
Ameren Corp

Utilities
-3
- 0.05%
$94.23 - $101.68 $283 - $305
5.75K $552K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.33%
$285.55 - $321.23 $857 - $964
902 $263K
VEEV
Veeva Systems Inc

Healthcare
-627
- 21.23%
$209.39 - $289.94 $131K - $182K
2.33K $669K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.42%
$210.83 - $235.28 $843 - $941
950 $210K
MELI
Mercadolibre Inc

Consumer Cyclical
-94
- 26.4%
$1794.73 - $2613.63 $169K - $246K
262 $684K
Victoryshares Free Cash Flow ETF
-175K
- 13.17%
N/A
1.16M $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.21K
- 5.87%
$51.16 - $62.02 $62K - $75.1K
19.4K $1.2M
CSCO
Cisco Systems, Inc.

Technology
-83
- 1.82%
$53.19 - $69.38 $4.41K - $5.76K
4.49K $311K
IVV
Ishares Core S&P 500 ETF

ETFs
-64
- 3.41%
$498.8 - $620.9 $31.9K - $39.7K
1.82K $1.13M
CRWD
Crowd Strike Holdings, Inc.

Technology
-308
- 18.38%
$321.63 - $509.31 $99.1K - $157K
1.37K $696K
NVDA
Nvidia Corp

Technology
-37
- 0.76%
$94.31 - $157.99 $3.49K - $5.85K
4.84K $763K
ORCL
Oracle Corp

Technology
-37
- 0.99%
$122.82 - $218.63 $4.54K - $8.09K
3.7K $809K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-50
- 0.22%
$108.12 - $135.04 $5.41K - $6.75K
22.7K $3.06M
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 2 Puts 2
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