Family Wealth Group, LLC New Holdings in Q2 2025

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
13.5K
New
$329.49 - $438.4 $4.44M - $5.91M
13.5K $5.91M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
16.9K
New
$107.61 - $119.09 $1.82M - $2.02M
16.9K $2.01M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
32.9K
New
$42.44 - $50.03 $1.4M - $1.65M
32.9K $1.65M
IWS
Ishares Russell Midcap Value E

ETFs
10.1K
New
$110.58 - $132.14 $1.12M - $1.34M
10.1K $1.34M
AAPL
Apple Inc.

Technology
6.11K
New
$172.42 - $223.89 $1.05M - $1.37M
6.11K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.78K
New
$152.42 - $182.82 $881K - $1.06M
5.78K $1.06M
MSFT
Microsoft Corp

Technology
2.06K
New
$354.56 - $497.45 $731K - $1.03M
2.06K $1.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.45K
New
$82.96 - $110.1 $701K - $930K
8.45K $930K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.59K
New
$114.78 - $133.31 $642K - $746K
5.59K $745K
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
New
$498.8 - $620.9 $584K - $726K
1.17K $726K
NVDA
Nvidia Corp

Technology
4.2K
New
$94.31 - $157.99 $396K - $664K
4.2K $664K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
New
$416.06 - $551.64 $482K - $639K
1.16K $638K
AMZN
Amazon Com Inc

Consumer Cyclical
2.9K
New
$167.32 - $223.3 $485K - $647K
2.9K $636K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.54K
New
$104.34 - $138.68 $474K - $629K
4.54K $629K
WMT
Walmart Inc.

Consumer Defensive
5.73K
New
$81.79 - $99.98 $468K - $573K
5.73K $559K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.62K
New
$90.56 - $109.49 $418K - $506K
4.62K $504K
SPY
Spdr S&P 500 ETF Trust

ETFs
793
New
$496.48 - $617.85 $394K - $490K
793 $489K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.73K
New
$51.16 - $62.02 $395K - $479K
7.73K $479K
VBR
Vanguard Small Cap Value ETF

ETFs
2.34K
New
$162.76 - $195.77 $380K - $457K
2.34K $455K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.1K
New
$70.56 - $87.22 $360K - $445K
5.1K $445K
VONV
Vanguard Russell 1000 Value Et

ETFs
4.77K
New
$73.19 - $85.21 $349K - $406K
4.77K $406K
OEF
Ishares S&P 100 ETF

ETFs
1.51K
New
N/A
1.51K $401K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.17K
New
$103.88 - $123.68 $330K - $393K
3.17K $392K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.42K
New
$45.11 - $52.34 $335K - $388K
7.42K $388K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.6K
New
$180.84 - $240.32 $289K - $384K
1.6K $383K
PGR
Progressive Corp

Financial Services
1.42K
New
$255.27 - $288.74 $364K - $411K
1.42K $380K
SPYG
Spdr Portfolio

ETFs
3.98K
New
$71.83 - $95.32 $286K - $379K
3.98K $379K
HD
Home Depot, Inc.

Consumer Cyclical
942
New
$335.24 - $380.78 $316K - $359K
942 $345K
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
New
$243.75 - $303.93 $268K - $335K
1.1K $334K
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$221.86 - $362.89 $225K - $368K
1.02K $322K
SHOP
Shopify Inc.

Technology
2.77K
New
$76.89 - $115.35 $213K - $320K
2.77K $319K
IYW
Ishares Dj Us Tech ETF

ETFs
1.84K
New
$122.57 - $173.27 $225K - $318K
1.84K $318K
AVGO
Broadcom Inc.

Technology
1.15K
New
$146.29 - $275.65 $168K - $316K
1.15K $315K
SPGI
S&P Global Inc.

Financial Services
552
New
$438.31 - $527.29 $242K - $291K
552 $291K
ABBV
Abb Vie Inc.

Healthcare
1.53K
New
$170.16 - $206.27 $259K - $315K
1.53K $283K
IDXX
Idexx Laboratories Inc

Healthcare
504
New
$361.04 - $536.34 $182K - $270K
504 $270K
JPM
Jpmorgan Chase & CO

Financial Services
921
New
$210.28 - $289.91 $194K - $267K
921 $267K
MBB
Ishares Tr

ETFs
2.75K
New
$91.41 - $94.22 $251K - $259K
2.75K $258K
GOOG
Alphabet Inc.

Communication Services
1.43K
New
$146.58 - $180.01 $209K - $257K
1.43K $253K
CSGP
Costar Group, Inc.

Real Estate
2.92K
New
$72.62 - $83.22 $212K - $243K
2.92K $234K
ADP
Automatic Data Processing Inc

Industrials
739
New
$276.76 - $326.81 $205K - $242K
739 $227K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.08K
New
$28.98 - $37.18 $176K - $226K
6.08K $226K
SCHW
Schwab Charles Corp

Financial Services
2.46K
New
$69.06 - $91.24 $170K - $224K
2.46K $224K
IEFA
Ishares Tr

ETFs
2.59K
New
$67.83 - $84.09 $176K - $218K
2.59K $216K
EMHC
Spdr Bloomberg Emerging Market
8.76K
New
$23.06 - $24.61 $202K - $216K
8.76K $215K
JULZ
Listed Fds Tr Trueshares Struc

Technology
5.39K
New
N/A
5.39K $209K
ABT
Abbott Laboratories

Healthcare
1.49K
New
$123.95 - $138.08 $185K - $206K
1.49K $202K
PG
Procter & Gamble CO

Consumer Defensive
1.26K
New
$157.66 - $172.39 $199K - $218K
1.26K $201K
PSEC
Prospect Capital Corp

Financial Services
27.9K
New
$3.14 - $4.06 $87.7K - $113K
27.9K $88K
Activity Summary
Buys All Purchases 82 New Holdings 61 Increased Positions 21 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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