Noble Family Wealth, LLC Reduced Holdings in Q1 2025

Noble Family Wealth, LLC

  • $363 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-5.27K
- 10.48%
$369.1 - $427.61 $1.94M - $2.25M
45K $16.7B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-48.4K
- 7.22%
$25.58 - $29.24 $1.24M - $1.42M
622K $16.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-25.6K
- 7.24%
$24.91 - $29.02 $637K - $743K
328K $8.21B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-66
- 0.33%
$254.58 - $302.92 $16.8K - $20K
20.2K $5.16B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-776
- 9.46%
$360.07 - $417.26 $279K - $324K
7.43K $2.68B
IWC
Russell Micro Cap ETF

ETFs
-1.42K
- 7.51%
$110.91 - $133.46 $157K - $189K
17.5K $1.94B
VO
Vanguard Mid Cap ETF

ETFs
-731
- 1.8%
$251.87 - $277.95 $184K - $203K
40K $10.3B
FDM
First Trust Dow Jones Select M

ETFs
-3.38K
- 17.44%
$61.73 - $71.81 $209K - $243K
16K $996M
VBK
Vanguard Small Cap Growth ETF

ETFs
-433
- 6.34%
$247.97 - $296.33 $107K - $128K
6.4K $1.61B
IWL
Ishares Tr Russell 200 ETF

ETFs
-555
- 2.05%
$135.83 - $151.73 $75.4K - $84.2K
26.5K $3.64B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.3K
- 7.24%
$81.83 - $82.73 $188K - $191K
29.5K $2.44B
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-2.96K
- 24.17%
$25.31 - $30.02 $74.8K - $88.7K
9.27K $239M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-19.6K
- 2.84%
$25.77 - $27.6 $505K - $541K
671K $17.8B
PRN
Invesco Dwa Industrials Moment

ETFs
-40
- 0.86%
$134.74 - $169.56 $5.39K - $6.78K
4.59K $633M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-843
- 2.02%
$21.75 - $24.28 $18.3K - $20.5K
40.9K $903M
VOE
Vanguard Mid Cap Value Index F

ETFs
-396
- 7.24%
$156.61 - $168.02 $62K - $66.5K
5.07K $815M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-600
- 10.15%
$114.57 - $118.14 $68.7K - $70.9K
5.31K $627M
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 2.13%
$198.1 - $229.79 $9.11K - $10.6K
2.11K $422M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-730
- 3.28%
$21.23 - $23.75 $15.5K - $17.3K
21.5K $464M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.78K
- 2.1%
$182.82 - $196.21 $326K - $349K
83K $15.6B
SCHO
Schwab Short Term Us Treasury

ETFs
-1K
- 4.22%
$24.1 - $24.34 $24.1K - $24.3K
22.7K $553M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-30
- 0.14%
$24.05 - $24.86 $722 - $746
21.2K $526M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10
- 0.1%
$95.85 - $99.25 $959 - $993
9.67K $956M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-76
- 0.17%
$25.81 - $28.52 $1.96K - $2.17K
46K $1.27B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-210
- 0.58%
$59.28 - $66.1 $12.4K - $13.9K
36.1K $2.3B
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-195
- 0.24%
$104.87 - $112.53 $20.4K - $21.9K
81.5K $8.95B
Activity Summary
Buys All Purchases 16 New Holdings 1 Increased Positions 15 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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