Family Wealth Group, LLC Reduced Holdings in Q1 2025

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-960
- 3.0%
$507.05 - $563.67 $487K - $541K
31.1K $16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.4K
- 33.7%
$64.88 - $72.1 $1M - $1.11M
30.3K $2M
VGSH
Vanguard

ETFs
-15K
- 46.36%
$58.07 - $58.69 $869K - $879K
17.3K $1.02M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-35.1K
- 35.07%
$24.73 - $25.62 $869K - $900K
65K $1.66M
IWY
Ishares Tr Russell 200 Growth

ETFs
-926
- 5.25%
$210.19 - $243.33 $195K - $225K
16.7K $3.53M
EFG
Msci Eafe Growth ETF

ETFs
-4.03K
- 20.39%
$96.1 - $106.37 $388K - $429K
15.7K $1.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.78K
- 26.91%
$44.72 - $46.25 $348K - $360K
21.1K $973K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-5.38K
- 30.28%
$49.85 - $56.22 $268K - $302K
12.4K $628K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.4K
- 21.75%
$33.84 - $37.77 $351K - $392K
37.4K $1.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-15.3K
- 42.76%
$18.36 - $20.51 $281K - $314K
20.5K $404K
QJUN
First Tr ETF
-3.81K
- 4.79%
$26.45 - $29.15 $101K - $111K
75.8K $2M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3.14K
- 9.78%
$49.36 - $53.08 $155K - $167K
29K $1.45M
IEMG
Ishares Inc

ETFs
-3.82K
- 4.79%
N/A
75.9K $4.07M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.25K
- 3.98%
$45.72 - $51.73 $57K - $64.5K
30K $1.38M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-6.22K
- 30.57%
$25.06 - $25.98 $156K - $162K
14.1K $365K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.38K
- 7.45%
$44.11 - $47.04 $105K - $112K
29.6K $1.32M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.39K
- 20.32%
$25.54 - $27.64 $138K - $149K
21.2K $576K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.87K
- 8.51%
$47.09 - $50.46 $87.8K - $94.1K
20K $954K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.16K
- 2.45%
$27.95 - $30.87 $32.4K - $35.8K
46.1K $1.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.21K
- 6.24%
$49.67 - $51.43 $110K - $114K
33.2K $1.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.45K
- 5.97%
$44.68 - $46.49 $110K - $114K
38.6K $1.79M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.13K
- 5.49%
$41.35 - $44.46 $46.7K - $50.2K
19.4K $820K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-561
- 1.47%
$41.06 - $44.04 $23K - $24.7K
37.5K $1.56M
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.95K
- 6.32%
$78.54 - $84.86 $153K - $166K
29K $2.38M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-282
- 1.22%
$44.96 - $47.9 $12.7K - $13.5K
22.9K $1.04M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-95
- 0.48%
$40.29 - $42.24 $3.83K - $4.01K
19.9K $813K
VGIT
Vanguard Intermediate Term Tre

ETFs
-654
- 3.14%
$57.44 - $59.4 $37.6K - $38.8K
20.2K $1.2M
Innovator Etfs Trust
-558
- 4.13%
N/A
13K $0
Innovator Etfs Trust
-3.67K
- 21.22%
N/A
13.6K $0
IDEV
Ishares Core Msci Intl Develop

ETFs
-883
- 2.3%
$63.77 - $71.36 $56.3K - $63K
37.5K $2.58M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 110 Reductions 31 Sold out 79 Options Calls 0 Puts 0
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