Regimen Wealth, LLC Purchases and Sells in Q3 2025

Regimen Wealth, LLC

$337 Billion
Q3 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HDV	48 + 0.02%	$118.16 - $123.66 $5.67K - $5.94K	228K $27.9B
AAPL	18 + 0.11%	$202.38 - $256.87 $3.64K - $4.62K	16.3K $4.15B
FBND	9.86K + 2.01%	$45.26 - $46.63 $446K - $460K	501K $23.1B
SCHD	1.71K + 0.24%	$26.38 - $27.95 $45.1K - $47.8K	724K $19.8B
VWOB	3.98K + 1.79%	N/A	226K $15.1B
AGG	3.43K + 1.76%	$97.75 - $100.75 $335K - $345K	198K $19.8B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBJP	4.83K New	$59.11 - $67.35 $286K - $326K	4.83K $321M
VT	2K New	$128.41 - $138.03 $257K - $276K	2K $275M
JQUA	3.34K New	$59.61 - $63.09 $199K - $211K	3.34K $210M
AXP	607 New	$294.27 - $342.31 $179K - $208K	607 $202M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	-101 - 3.43%	$93.91 - $97.26 $9.48K - $9.82K	2.85K $275M
STIP	-48 - 1.54%	$102.4 - $103.88 $4.92K - $4.99K	3.06K $316M
VO	-53 - 5.27%	$279.83 - $293.74 $14.8K - $15.6K	952 $279M
VXUS	-403 - 6.18%	$68.24 - $73.73 $27.5K - $29.7K	6.12K $450M
MCD	-11 - 1.46%	$291.67 - $316.99 $3.21K - $3.49K	744 $226M
IDEV	-266 - 3.38%	$74.68 - $80.26 $19.9K - $21.3K	7.6K $609M

Activity Summary All Purchases 47 New Holdings 4 Increased Positions 43 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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