Shira Ridge Wealth Management Purchases and Sells in Q3 2025

Shira Ridge Wealth Management

$236 Billion
Q3 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	7.62K + 1.49%	$42.42 - $45.96 $323K - $350K	521K $23.8B
AAPL	730 + 2.45%	$202.38 - $256.87 $148K - $188K	30.5K $7.76B
IGM	371 + 0.38%	$110.96 - $127.67 $41.2K - $47.4K	97.1K $12.2B
DYNF	12.4K + 12.03%	$54.35 - $59.32 $676K - $738K	116K $6.86B
GOOG	4 + 0.03%	$175.16 - $255.24 $701 - $1.02K	15.6K $3.81B
DFAI	5.68K + 2.14%	$34.05 - $36.55 $193K - $208K	272K $9.88B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IRBO	16.5K New	N/A	16.5K $755M
ESML	10.4K New	$41.34 - $45.65 $429K - $473K	10.4K $467M
IJR	1.97K New	$108.46 - $120.63 $213K - $237K	1.97K $234M
ABBV	953 New	$184.85 - $231.54 $176K - $221K	953 $221M
VZ	4.94K New	$40.84 - $45.06 $202K - $223K	4.94K $217M
IWB	576 New	$339.37 - $366.46 $195K - $211K	576 $211M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EAGG	-19.5K - 22.78%	$46.86 - $48.27 $914K - $942K	66.2K $3.18B
GOVT	-16.8K - 15.37%	$22.64 - $23.22 $381K - $391K	92.6K $2.14B
CHTR	-31 - 1.3%	$256.57 - $418.22 $7.95K - $13K	2.35K $648M
XLV	-2.47K - 49.73%	$129.01 - $139.72 $319K - $345K	2.5K $347M
IUSB	-5.09K - 5.63%	$45.6 - $46.92 $232K - $239K	85.3K $3.99B
IYH	-3.36K - 33.6%	$54.36 - $58.96 $183K - $198K	6.64K $390M

Activity Summary All Purchases 45 New Holdings 6 Increased Positions 39 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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