Family Wealth Group, LLC Closed Holding Positions

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ADI
Analog Devices Inc

Technology
Q1 2025 Filed on May 14, 2025
1,394
$201.56 - $243.82 $281K - $340K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2025 Filed on May 14, 2025
576
$472.29 - $575.13 $272K - $331K
AMZN
Amazon Com Inc

Consumer Cyclical
Q1 2025 Filed on May 14, 2025
12,838
$190.26 - $242.06 $2.44M - $3.11M
MO
Altria Group, Inc.

Consumer Defensive
Q1 2025 Filed on May 14, 2025
4,653
$50.81 - $60.02 $236K - $279K
GOOG
Alphabet Inc.

Communication Services
Q1 2025 Filed on May 14, 2025
2,890
$156.06 - $207.71 $451K - $600K
GOOGL
Alphabet Inc.

Communication Services
Q1 2025 Filed on May 14, 2025
1,523
$154.33 - $206.19 $235K - $314K
ARLP
Alliance Resource Partners LP

Energy
Q1 2025 Filed on May 14, 2025
36,106
$24.47 - $29.24 $884K - $1.06M
ABBV
Abb Vie Inc.

Healthcare
Q1 2025 Filed on May 14, 2025
2,175
$169.2 - $216.66 $368K - $471K
RE
Everest Re Group LTD

Financial Services
Q1 2025 Filed on May 14, 2025
617
N/A
XOM
Exxon Mobil Corp

Energy
Q1 2025 Filed on May 14, 2025
2,315
$105.44 - $118.93 $244K - $275K
First Tr Exchng Traded Fd Vi
Q1 2025 Filed on May 14, 2025
5,929
N/A
MBB
Ishares Tr

ETFs
Q1 2025 Filed on May 14, 2025
4,904
$90.37 - $94.08 $443K - $461K
Ishares Tr
Q1 2025 Filed on May 14, 2025
19,723
N/A
REET
Ishares Global Reit ETF

ETFs
Q1 2025 Filed on May 14, 2025
10,434
$23.24 - $25.16 $242K - $263K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2025 Filed on May 14, 2025
1,097
$554.06 - $615.85 $608K - $676K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2025 Filed on May 14, 2025
5,999
$102.49 - $119.96 $615K - $720K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2025 Filed on May 14, 2025
6,021
$36.63 - $37.45 $221K - $225K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q1 2025 Filed on May 14, 2025
9,134
$54.25 - $57.64 $496K - $526K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2025 Filed on May 14, 2025
1,115
$468.34 - $539.52 $522K - $602K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2025 Filed on May 14, 2025
17,402
$13.05 - $13.97 $227K - $243K
IBM
International Business Machines Corp

Technology
Q1 2025 Filed on May 14, 2025
3,291
$217.4 - $264.74 $715K - $871K
PSEP
Innovator U.S. Equity Power Bu
Q1 2025 Filed on May 14, 2025
32,914
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2025 Filed on May 14, 2025
551
$406.29 - $469.04 $224K - $258K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2025 Filed on May 14, 2025
3,189
$347.25 - $424.87 $1.11M - $1.35M
HSY
Hershey CO

Consumer Defensive
Q1 2025 Filed on May 14, 2025
1,305
$144.74 - $186.36 $189K - $243K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
Q1 2025 Filed on May 14, 2025
7,364
$45.66 - $48.85 $336K - $360K
First Tr Exchng Traded Fd Vi
Q1 2025 Filed on May 14, 2025
5,536
N/A
ABT
Abbott Laboratories

Healthcare
Q1 2025 Filed on May 14, 2025
2,065
$111.1 - $140.22 $229K - $290K
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