Wheelhouse Advisory Group LLC Incresed Positions in Q1 2025

Wheelhouse Advisory Group LLC

$175 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD Dimensional ETF Tr Short Durat ETFs	92K + 81.9%	$46.74 - $47.55 $4.3M - $4.37M	204K $9.71B
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	54.6K + 132.92%	$47.35 - $48.24 $2.58M - $2.63M	95.6K $4.55B
VHT Vanguard Health Care ETF ETFs	5.31K + 8.65%	$254.06 - $273.83 $1.35M - $1.46M	66.8K $17.7B
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	9.46K + 16.14%	$91.45 - $91.75 $865K - $868K	68.1K $6.25B
VIG Vanguard Dividend Appreciation ETFs	4.17K + 5.73%	N/A	76.9K $14.9B
VFH Vanguard Financial ETF ETFs	2.76K + 4.11%	$114.07 - $127.34 $315K - $352K	70K $8.36B
VO Vanguard Mid Cap ETF ETFs	1.92K + 5.46%	$251.87 - $277.95 $484K - $534K	37.1K $9.59B
VV Vanguard Large Cap ETF ETFs	3.3K + 6.09%	$253.32 - $282.66 $836K - $933K	57.5K $14.8B
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	3.48K + 9.51%	$49.25 - $50.66 $171K - $176K	40.1K $1.99B
XOM Exxon Mobil Corp Energy	600 + 16.03%	$105.44 - $118.93 $63.3K - $71.4K	4.34K $517M
BND Vanguard Bd Index Fd Inc Total ETFs	854 + 7.84%	$71.17 - $73.66 $60.8K - $62.9K	11.8K $863M
MO Altria Group, Inc. Consumer Defensive	40 + 0.81%	$50.81 - $60.02 $2.03K - $2.4K	4.96K $298M
META Meta Platforms, Inc. Communication Services	6 + 1.58%	$576.36 - $736.67 $3.46K - $4.42K	386 $223M
EMR Emerson Electric CO Industrials	7 + 0.07%	$108.64 - $131.17 $760 - $918	9.82K $1.08B
VOOG Vanguard S&P 500 Growth ETF ETFs	3.67K + 7.73%	$333.37 - $384.99 $1.22M - $1.41M	51.2K $17.1B
AVSC American Centy ETF Tr Avantis	9.24K + 7.81%	$48.08 - $56.12 $444K - $518K	127K $11.1B
VOO Vanguard Index Fds S&P 500 ETF ETFs	828 + 2.35%	$507.05 - $563.67 $420K - $467K	36K $18.5B
MGK Vanguard Mega Cap Growth ETF ETFs	2.13K + 5.09%	$307.43 - $357.48 $654K - $760K	43.9K $13.6B
VGT Vanguard Information Technolog ETFs	891 + 4.32%	$542.38 - $646.34 $483K - $576K	21.5K $11.7B

Activity Summary All Purchases 20 New Holdings 1 Increased Positions 19 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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