Family Wealth Group, LLC Closed Positions in Q1 2025

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.01K
Closed
$271.18 - $303.12 $274K - $306K
0 $0
GOOGL
Alphabet Inc.

Communication Services
-1.52K
Closed
$154.33 - $206.19 $235K - $314K
0 $0
CVX
Chevron Corp

Energy
-1.95K
Closed
$146.71 - $167.97 $286K - $327K
0 $0
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-8.84K
Closed
$30.35 - $33.16 $268K - $293K
0 $0
ELV
Elevance Health, Inc.

Healthcare
-710
Closed
$365.9 - $436.25 $260K - $310K
0 $0
MCHP
Microchip Technology Inc

Technology
-4.55K
Closed
$48.41 - $64.3 $220K - $292K
0 $0
REET
Ishares Global Reit ETF

ETFs
-10.4K
Closed
$23.24 - $25.16 $242K - $263K
0 $0
XOM
Exxon Mobil Corp

Energy
-2.32K
Closed
$105.44 - $118.93 $244K - $275K
0 $0
MO
Altria Group, Inc.

Consumer Defensive
-4.65K
Closed
$50.81 - $60.02 $236K - $279K
0 $0
ABT
Abbott Laboratories

Healthcare
-2.07K
Closed
$111.1 - $140.22 $229K - $290K
0 $0
IDXX
Idexx Laboratories Inc

Healthcare
-551
Closed
$406.29 - $469.04 $224K - $258K
0 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-17.4K
Closed
$13.05 - $13.97 $227K - $243K
0 $0
AVY
Avery Dennison Corp

Industrials
-1.21K
Closed
$174.58 - $195.91 $212K - $237K
0 $0
CSGP
Costar Group, Inc.

Real Estate
-3.16K
Closed
$69.29 - $80.37 $219K - $254K
0 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-6.02K
Closed
$36.63 - $37.45 $221K - $225K
0 $0
HSY
Hershey CO

Consumer Defensive
-1.31K
Closed
$144.74 - $186.36 $189K - $243K
0 $0
VEA
Vanguard Ftse Developed Market

ETFs
-4.56K
Closed
$47.4 - $52.99 $216K - $242K
0 $0
OEF
Ishares S&P 100 ETF

ETFs
-817
Closed
N/A
0 $0
SRLN
Ssga Active Trust

ETFs
-4.84K
Closed
$41.02 - $41.99 $198K - $203K
0 $0
CTRA
Coterra Energy Inc.

Energy
-7.86K
Closed
$25.51 - $29.83 $200K - $234K
0 $0
PSEC
Prospect Capital Corp

Financial Services
-31.3K
Closed
$4.1 - $4.45 $129K - $140K
0 $0
UNCY
Unicycive Therapeutics, Inc.

Healthcare
-10.2K
Closed
$0.5 - $0.8 $5.11K - $8.17K
0 $0
PSEP
Innovator U.S. Equity Power Bu
-32.9K
Closed
N/A
0 $0
Blackrock ETF Trust Ii
-4.54K
Closed
N/A
0 $0
First Tr Exchng Traded Fd Vi
-5.93K
Closed
N/A
0 $0
First Tr Exchng Traded Fd Vi
-5.54K
Closed
N/A
0 $0
Pimco ETF Tr
-3.67K
Closed
N/A
0 $0
Ishares Tr
-19.7K
Closed
N/A
0 $0
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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