Wp Wealth LLP Reduced Holdings in Q3 2025

Wp Wealth LLP

  • $612 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-29.4K
- 19.13%
$37.73 - $38.9 $1.11M - $1.14M
124K $4.84B
Dimensional ETF Trust
-87.3K
- 7.68%
N/A
1.05M $34.5B
BMAY
Innovator U.S. Equity Buffer E

ETFs
-6.15K
- 22.91%
$42.18 - $43.86 $259K - $270K
20.7K $907M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-257
- 17.55%
$546.99 - $602.2 $141K - $155K
1.21K $725M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-4.4K
- 4.83%
$37.32 - $38.38 $164K - $169K
86.7K $3.32B
AMZN
Amazon Com Inc

Consumer Cyclical
-321
- 4.86%
$211.65 - $238.24 $67.9K - $76.5K
6.28K $1.38B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.02K
- 21.78%
$62.09 - $66.51 $63.3K - $67.8K
3.66K $239M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-3.18K
- 5.99%
$42.21 - $43.91 $134K - $140K
49.9K $2.19B
TPL
Texas Pacific Land Corp

Energy
-1
- 0.36%
$854.83 - $1075.97 $855 - $1.08K
280 $261M
TRGP
Targa Resources Corp.

Energy
-2
- 0.14%
$160.52 - $174.4 $321 - $349
1.47K $246M
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.1%
N/A
1.03K $222M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 4.1%
$282.78 - $316.06 $13.9K - $15.5K
1.15K $362M
Innovator Etfs Trust
-281
- 1.62%
N/A
17.1K $494M
WMT
Walmart Inc.

Consumer Defensive
-16
- 0.33%
$94.4 - $104.27 $1.51K - $1.67K
4.77K $491M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.18%
$410.74 - $499.21 $821 - $998
1.08K $540M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.84K
- 1.69%
N/A
107K $3.76B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-271
- 0.68%
$36.71 - $38.11 $9.95K - $10.3K
39.7K $1.51B
MLM
Martin Marietta Materials Inc

Basic Materials
-5
- 0.78%
$546.36 - $631.12 $2.73K - $3.16K
637 $401M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-5
- 0.01%
$43.83 - $45.64 $219 - $228
41K $1.87B
Dimensional ETF Trust
-202
- 1.0%
N/A
19.9K $1.43B
DFAT
Dimensional ETF Tr U S Target

ETFs
-23.9K
- 6.6%
$53.36 - $59.69 $1.27M - $1.42M
338K $19.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-135
- 0.1%
$36.04 - $38.78 $4.87K - $5.24K
140K $5.39B
SPY
Spdr S&P 500 ETF Trust

ETFs
-60
- 0.66%
$617.65 - $666.84 $37.1K - $40K
9.01K $6B
AAPL
Apple Inc.

Technology
-176
- 0.68%
$202.38 - $256.87 $35.6K - $45.2K
25.7K $6.56B
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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