Shira Ridge Wealth Management Purchases and Sells in Q4 2025

Shira Ridge Wealth Management

$249 Billion
Q4 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	105K + 90.23%	$57.9 - $61.26 $6.05M - $6.4M	220K $13.4B
IRBO	68.2K + 413.66%	N/A	84.7K $4.08B
DFSD	66.9K + 37.65%	$48.17 - $48.5 $3.22M - $3.25M	245K $11.7B
FLOT	58.8K + 73.59%	$50.83 - $51.07 $2.99M - $3M	139K $7.06B
DFAU	33.7K + 6.46%	$44.77 - $47.01 $1.51M - $1.58M	554K $25.9B
SUSA	4.75K + 1.67%	$132.94 - $139.8 $631K - $664K	290K $40.3B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAPITAL GROUP DIVIDEND GROWE	67K New	N/A	67K $2.39B
NEM	2.54K New	$78.63 - $98.27 $199K - $249K	2.54K $253M
LLY	208 New	$799.57 - $1025.28 $166K - $213K	208 $224M
IVE	1.04K New	$202.52 - $212.07 $210K - $220K	1.04K $220M
GLD	544 New	$354.79 - $403.15 $193K - $219K	544 $216M
GE	658 New	$291.49 - $314.28 $192K - $207K	658 $203M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XJH	-109K - 79.67%	$42.41 - $44.49 $4.64M - $4.86M	27.9K $1.25B
VOT	-10.5K - 67.31%	$279.76 - $298.12 $2.93M - $3.13M	5.09K $1.42B
DFAT	-43.2K - 76.24%	$55.75 - $58.83 $2.41M - $2.54M	13.5K $802M
VIG	-9.57K - 35.87%	N/A	17.1K $3.76B
IXN	-18.7K - 20.87%	$102.05 - $112.09 $1.91M - $2.1M	70.9K $7.44B
IGM	-7.01K - 7.22%	$124.25 - $135.72 $871K - $951K	90.1K $11.6B

Activity Summary All Purchases 34 New Holdings 6 Increased Positions 28 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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