Delap Wealth Advisory, LLC Purchases and Sells in Q1 2025

Delap Wealth Advisory, LLC

$179 Billion
Q1 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	21.2K + 137.13%	$271.18 - $303.12 $5.75M - $6.43M	36.7K $10.1B
AVDV	47.9K + 42.98%	$63.74 - $71.96 $3.06M - $3.45M	159K $11.1B
IDEV	13.9K + 6.34%	$63.77 - $71.36 $888K - $993K	233K $16.1B
DFEM	60.6K + 19.99%	$25.35 - $27.46 $1.54M - $1.66M	363K $9.62B
AVUV	18.6K + 105.79%	$84.95 - $100.62 $1.58M - $1.87M	36.2K $3.15B
VEA	15.6K + 7.35%	$47.4 - $52.99 $737K - $824K	227K $11.5B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	745 New	$576.36 - $736.67 $429K - $549K	745 $429M
QUAL	2.25K New	$168.16 - $186.21 $379K - $420K	2.25K $385M
DUHP	8.41K New	$32.57 - $35.82 $274K - $301K	8.41K $279M
VYM	2.08K New	$126.11 - $135.06 $262K - $280K	2.08K $268M
DFSE	7.75K New	N/A	7.75K $261M
ICSH	4.95K New	$50.44 - $50.7 $250K - $251K	4.95K $251M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-6.73K - 42.83%	$375.39 - $447.2 $2.53M - $3.01M	8.99K $3.37B
ITOT	-9.86K - 5.51%	$120.29 - $134.6 $1.19M - $1.33M	169K $20.6B
BSV	-21.6K - 42.13%	$76.94 - $78.28 $1.66M - $1.69M	29.7K $2.32B
TSLA	-340 - 9.35%	$222.15 - $428.22 $75.5K - $146K	3.3K $855M
AAPL	-169 - 0.95%	$209.68 - $247.1 $35.4K - $41.8K	17.6K $3.92B
DFSU	-9.88K - 21.36%	N/A	36.4K $1.3B

Activity Summary All Purchases 36 New Holdings 9 Increased Positions 27 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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