Tsa Wealth Managment LLC Reduced Holdings in Q2 2025

Tsa Wealth Managment LLC

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-52.7K
- 35.29%
$82.96 - $110.1 $4.37M - $5.8M
96.6K $10.6B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-129K
- 11.65%
$22.68 - $23.28 $2.92M - $3M
976K $22.7B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-53.2K
- 75.78%
$50.08 - $63.14 $2.67M - $3.36M
17K $1.07B
IVE
Ishares S&P 500 Value ETF

ETFs
-14.2K
- 25.27%
$168.34 - $195.42 $2.39M - $2.78M
42K $8.21B
HEFA
Ishares Currency Hedged Msci E

ETFs
-49.3K
- 89.35%
$32.11 - $38.21 $1.58M - $1.88M
5.87K $223M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-55.2K
- 14.1%
$58.41 - $72.69 $3.22M - $4.01M
336K $24.4B
HYDB
Ishares Tr Edge High Yield Def

ETFs
-16.3K
- 60.01%
$44.64 - $47.48 $729K - $775K
10.9K $516M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-8.47K
- 33.83%
$78.98 - $90.1 $669K - $763K
16.6K $1.49B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.99K
- 56.16%
$83.97 - $92.85 $419K - $463K
3.89K $343M
Kodiak Gas Svcs Inc
-4.5K
- 6.2%
N/A
68.1K $2.33B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.23K
- 2.65%
$45.12 - $46.23 $281K - $288K
229K $10.6B
MUB
Ishares National Muni Bond ETF

ETFs
-2.23K
- 28.37%
$102.31 - $105.8 $228K - $236K
5.64K $589M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.57K
- 16.71%
$97.29 - $105.63 $152K - $166K
7.81K $794M
HEZU
Ishares Currency Hedged Msci E

ETFs
-3.94K
- 33.65%
$34.68 - $41.63 $137K - $164K
7.77K $319M
EEM
Ishares Msci Emerging Markets

ETFs
-3.82K
- 20.01%
$38.52 - $48.28 $147K - $184K
15.3K $736M
KO
Coca Cola CO

Consumer Defensive
-288
- 0.42%
$68.37 - $73.9 $19.7K - $21.3K
68.8K $4.87B
GNMA
Ishares Gnma Bond ETF

ETFs
-1.17K
- 2.68%
$42.91 - $44.21 $50K - $51.5K
42.3K $1.86B
GBF
Ishares Tr

ETFs
-364
- 8.3%
$101.99 - $104.66 $37.1K - $38.1K
4.02K $420M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-380
- 6.63%
$96.84 - $99.46 $36.8K - $37.8K
5.35K $531M
IEF
Ishares Barclays

ETFs
-345
- 9.45%
$93.15 - $96.56 $32.1K - $33.3K
3.3K $316M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-432
- 4.36%
N/A
9.47K $619M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-177
- 4.61%
$85.42 - $94.39 $15.1K - $16.7K
3.66K $343M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-171
- 5.32%
$105.23 - $109.61 $18K - $18.7K
3.04K $333M
IAU
Ishares Gold Trust

ETFs
-3.38K
- 5.58%
$56.1 - $64.74 $190K - $219K
57.3K $3.57B
Linde PLC
-5
- 0.68%
N/A
733 $344M
IFRA
Ishares Tr

ETFs
-522
- 6.12%
$40.97 - $49.19 $21.4K - $25.7K
8.01K $394M
GOOGL
Alphabet Inc.

Communication Services
-26
- 1.63%
$144.7 - $178.6 $3.76K - $4.64K
1.57K $276M
VV
Vanguard Large Cap ETF

ETFs
-41
- 1.97%
$228.25 - $285.3 $9.36K - $11.7K
2.04K $583M
IGM
Ishares Expanded Tech Sector E

ETFs
-676
- 10.06%
$79.8 - $112.34 $53.9K - $75.9K
6.05K $679M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-10
- 0.14%
$108.06 - $135.3 $1.08K - $1.35K
7.05K $954M
IEV
Ishares Tr Europe ETF

ETFs
-143
- 0.7%
$51.8 - $64.59 $7.41K - $9.24K
20.4K $1.29B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-453
- 2.67%
$50.29 - $64.29 $22.8K - $29.1K
16.5K $1.06B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-542
- 1.85%
$82.32 - $112.47 $44.6K - $61K
28.8K $3.24B
EFG
Msci Eafe Growth ETF

ETFs
-2.64K
- 3.71%
$89.8 - $112.0 $237K - $296K
68.5K $7.68B
IYW
Ishares Dj Us Tech ETF

ETFs
-5.19K
- 11.42%
$122.57 - $173.27 $637K - $900K
40.3K $6.98B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.74K
- 1.85%
$152.42 - $182.82 $266K - $318K
92.3K $16.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-546
- 2.32%
$498.8 - $620.9 $272K - $339K
23K $14.3B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-447
- 0.16%
$43.53 - $54.46 $19.5K - $24.3K
282K $15.4B
Activity Summary
Buys All Purchases 41 New Holdings 13 Increased Positions 28 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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