Shared Vision Wealth Group LLC Incresed Positions in Q3 2025

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.43K
+ 87.25%
$617.65 - $666.84 $2.74M - $2.96M
9.52K $6.35B
OEF
Ishares S&P 100 ETF

ETFs
7.21K
+ 59.53%
N/A
19.3K $6.46B
Blackrock ETF Trust
49.8K
+ 278.11%
N/A
67.7K $2.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
72.7K
+ 598.77%
$21.69 - $23.34 $1.58M - $1.7M
84.9K $2.01B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.3K
+ 26.95%
$98.52 - $103.93 $1.21M - $1.27M
57.8K $6.09B
IEMG
Ishares Inc

ETFs
15.9K
+ 27.89%
N/A
72.7K $4.87B
IAU
Ishares Gold Trust

ETFs
11.5K
+ 44.73%
$61.62 - $72.77 $710K - $838K
37.3K $2.88B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14K
+ 11.48%
$54.35 - $59.32 $760K - $829K
136K $8.02B
VBR
Vanguard Small Cap Value ETF

ETFs
4.51K
+ 362.14%
$195.41 - $212.37 $880K - $957K
5.75K $1.19B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.6K
+ 49.22%
$50.85 - $51.35 $895K - $903K
53.3K $2.76B
Blackrock ETF Trust
17.6K
+ 35.18%
N/A
67.8K $2.56B
Blackrock ETF Trust Ii
12.8K
+ 14.21%
N/A
103K $5.49B
IVE
Ishares S&P 500 Value ETF

ETFs
2.17K
+ 9.03%
$194.44 - $206.51 $422K - $448K
26.2K $5.45B
AVGO
Broadcom Inc.

Technology
25
+ 0.17%
$264.74 - $369.57 $6.62K - $9.24K
14.4K $4.89B
PWZ
Invesco California Amt Free Mu

ETFs
17K
+ 92.85%
$22.77 - $24.07 $387K - $409K
35.3K $858M
MBB
Ishares Tr

ETFs
2.18K
+ 3.23%
$92.46 - $95.73 $201K - $208K
69.7K $6.69B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.72K
+ 36.46%
$102.4 - $103.88 $381K - $386K
13.9K $1.44B
EUSB
Ishares Tr Esg Advanced Total

Technology
3.32K
+ 16.26%
$42.97 - $44.2 $143K - $147K
23.7K $1.05B
EMB
Ishares Tr

ETFs
1.13K
+ 7.0%
$91.52 - $95.59 $103K - $108K
17.3K $1.66B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
265
+ 4.23%
$236.25 - $257.69 $62.6K - $68.3K
6.53K $1.64B
ICVT
Ishares Tr Convertible Bond Et

ETFs
622
+ 9.5%
$89.29 - $100.17 $55.5K - $62.3K
7.17K $720M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
871
+ 0.55%
$22.64 - $23.22 $19.7K - $20.2K
159K $3.71B
AGZ
Ishares Agency Bond ETF

ETFs
383
+ 16.45%
$108.74 - $110.41 $41.6K - $42.3K
2.71K $301M
IEFA
Ishares Tr

ETFs
21
+ 0.43%
$81.7 - $87.53 $1.72K - $1.84K
4.94K $436M
NVDA
Nvidia Corp

Technology
80
+ 2.05%
$153.3 - $186.58 $12.3K - $14.9K
3.99K $719M
IWR
Ishares Russell Mid Cap ETF

ETFs
120
+ 4.36%
$92.26 - $97.51 $11.1K - $11.7K
2.87K $276M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
24
+ 0.47%
$50.73 - $52.47 $1.22K - $1.26K
5.08K $267M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.06%
$118.16 - $123.66 $118 - $124
1.72K $211M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.32%
$915.95 - $994.57 $2.75K - $2.98K
939 $887M
UNP
Union Pacific Corp

Industrials
4
+ 0.41%
$214.91 - $237.16 $860 - $949
975 $220M
NEAR
Blackrock Short Maturity Bond

ETFs
36
+ 0.66%
$50.8 - $51.32 $1.83K - $1.85K
5.49K $282M
MSFT
Microsoft Corp

Technology
2
+ 0.12%
$491.09 - $535.64 $982 - $1.07K
1.63K $850M
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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