Vivid Wealth Management, LLC Reduced Holdings in Q2 2025

Vivid Wealth Management, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-5.33K
- 10.54%
$153.67 - $176.74 $819K - $942K
45.3K $8B
IVV
Ishares Core S&P 500 ETF

ETFs
-5.61K
- 11.75%
$498.8 - $620.9 $2.8M - $3.48M
42.1K $26.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.22K
- 16.98%
$416.06 - $551.64 $2.59M - $3.43M
30.4K $16.8B
AAPL
Apple Inc.

Technology
-219
- 1.63%
$172.42 - $223.89 $37.8K - $49K
13.2K $2.71B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.86K
- 3.63%
$51.14 - $57.0 $197K - $220K
102K $5.82B
PGR
Progressive Corp

Financial Services
-263
- 2.65%
$255.27 - $288.74 $67.1K - $75.9K
9.66K $2.58B
XLI
Industrial Sector Spdr

ETFs
-4.96K
- 14.41%
$116.42 - $147.52 $578K - $732K
29.5K $4.35B
GRMN
Garmin LTD

Technology
-228
- 1.78%
$173.63 - $218.07 $39.6K - $49.7K
12.6K $2.63B
COST
Costco Wholesale Corp

Consumer Defensive
-272
- 10.08%
$908.13 - $1056.85 $247K - $287K
2.43K $2.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-50
- 0.05%
$100.35 - $100.71 $5.02K - $5.04K
104K $10.5B
NFLX
Netflix Inc

Communication Services
-679
- 25.69%
$855.86 - $1339.13 $581K - $909K
1.96K $2.63B
BK
Bank Of New York Mellon Corp

Financial Services
-637
- 2.03%
$73.31 - $91.62 $46.7K - $58.4K
30.8K $2.8B
ISRG
Intuitive Surgical Inc

Healthcare
-88
- 1.79%
$451.58 - $565.94 $39.7K - $49.8K
4.84K $2.63B
JPM
Jpmorgan Chase & CO

Financial Services
-828
- 7.46%
$210.28 - $289.91 $174K - $240K
10.3K $2.98B
GOOGL
Alphabet Inc.

Communication Services
-372
- 2.36%
$144.7 - $178.6 $53.8K - $66.4K
15.4K $2.71B
AXP
American Express CO

Financial Services
-255
- 2.77%
$231.39 - $318.98 $59K - $81.3K
8.96K $2.86B
PANW
Palo Alto Networks Inc

Technology
-382
- 2.6%
$152.44 - $204.64 $58.2K - $78.2K
14.3K $2.93B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.48K
- 19.6%
$321.63 - $509.31 $474K - $751K
6.05K $3.08B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-3.29K
- 5.7%
$57.46 - $75.58 $189K - $249K
54.4K $4.11B
Ge Vernova Inc
-1.89K
- 27.44%
N/A
5.01K $2.65B
Arista Networks Inc
-119
- 0.48%
N/A
24.6K $2.52B
AXON
Axon Enterprise, Inc.

Industrials
-770
- 18.58%
$497.13 - $827.94 $383K - $638K
3.38K $2.79B
TSLA
Tesla, Inc.

Consumer Cyclical
-274
- 2.19%
$221.86 - $362.89 $60.8K - $99.4K
12.2K $3.89B
XLK
Technology Sector Spdr

ETFs
-698
- 3.79%
$179.73 - $253.23 $125K - $177K
17.7K $4.49B
MSTR
Microstrategy Inc

Technology
-422
- 5.44%
$237.95 - $421.61 $100K - $178K
7.33K $2.96B
MSFT
Microsoft Corp

Technology
-102
- 1.47%
$354.56 - $497.45 $36.2K - $50.7K
6.82K $3.39B
PLTR
Palantir Technologies Inc.

Technology
-3.24K
- 13.03%
$74.01 - $144.25 $239K - $467K
21.6K $2.94B
PWR
Quanta Services, Inc.

Industrials
-317
- 3.97%
$239.47 - $381.26 $75.9K - $121K
7.66K $2.9B
NVDA
Nvidia Corp

Technology
-1.46K
- 6.55%
$94.31 - $157.99 $137K - $230K
20.8K $3.28B
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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