Wheelhouse Advisory Group LLC Incresed Positions in Q2 2025

Wheelhouse Advisory Group LLC

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.85K
+ 7.53%
$299.15 - $396.54 $1.15M - $1.53M
55K $21.8B
VGT
Vanguard Information Technolog

ETFs
1.32K
+ 6.12%
$470.37 - $663.28 $619K - $874K
22.8K $15.2B
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.09K
+ 4.77%
$273.67 - $366.17 $573K - $766K
46K $16.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.91K
+ 5.3%
$456.74 - $568.03 $872K - $1.08M
37.9K $21.6B
VV
Vanguard Large Cap ETF

ETFs
2.39K
+ 4.16%
$228.25 - $285.3 $546K - $682K
59.9K $17.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
41.5K
+ 20.32%
$47.09 - $48.01 $1.96M - $1.99M
246K $11.8B
AVSC
American Centy ETF Tr Avantis
12.1K
+ 9.49%
$42.39 - $51.76 $513K - $626K
140K $12.7B
VIG
Vanguard Dividend Appreciation

ETFs
3K
+ 3.91%
N/A
79.9K $16.4B
VO
Vanguard Mid Cap ETF

ETFs
1.41K
+ 3.81%
$228.54 - $279.83 $323K - $396K
38.5K $10.8B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
23.4K
+ 24.44%
$46.77 - $47.89 $1.09M - $1.12M
119K $5.64B
VFH
Vanguard Financial ETF

ETFs
2.13K
+ 3.05%
$104.87 - $127.3 $224K - $272K
72.1K $9.18B
MSFT
Microsoft Corp

Technology
354
+ 18.5%
$354.56 - $497.45 $126K - $176K
2.27K $1.13B
VHT
Vanguard Health Care ETF

ETFs
5.63K
+ 8.43%
$236.71 - $261.92 $1.33M - $1.47M
72.4K $18B
AMZN
Amazon Com Inc

Consumer Cyclical
855
+ 24.92%
$167.32 - $223.3 $143K - $191K
4.29K $940M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.63K
+ 30.91%
$72.02 - $73.82 $262K - $268K
15.4K $1.13B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.87K
+ 4.21%
$91.43 - $91.74 $262K - $263K
71K $6.51B
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.56%
$221.86 - $362.89 $3.55K - $5.81K
2.85K $905M
PM
Philip Morris International Inc.

Consumer Defensive
45
+ 1.18%
$149.23 - $184.95 $6.72K - $8.32K
3.86K $704M
META
Meta Platforms, Inc.

Communication Services
27
+ 6.99%
$484.66 - $738.09 $13.1K - $19.9K
413 $305M
AAPL
Apple Inc.

Technology
860
+ 15.28%
$172.42 - $223.89 $148K - $193K
6.49K $1.33B
GOOG
Alphabet Inc.

Communication Services
234
+ 16.55%
$146.58 - $180.01 $34.3K - $42.1K
1.65K $292M
WMT
Walmart Inc.

Consumer Defensive
216
+ 4.37%
$81.79 - $99.98 $17.7K - $21.6K
5.16K $504M
MA
Mastercard Inc

Financial Services
56
+ 4.38%
$479.92 - $590.74 $26.9K - $33.1K
1.34K $751M
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.45%
$157.66 - $172.39 $3.47K - $3.79K
4.87K $777M
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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