Shared Vision Wealth Group LLC Incresed Positions in Q1 2025

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
25.8K
+ 295.23%
$97.25 - $104.79 $2.51M - $2.71M
34.6K $3.59B
OEF
Ishares S&P 100 ETF

ETFs
4.32K
+ 71.37%
N/A
10.4K $2.81B
IAU
Ishares Gold Trust

ETFs
15.4K
+ 103.19%
$49.74 - $58.96 $768K - $911K
30.4K $1.79B
IVE
Ishares S&P 500 Value ETF

ETFs
5.39K
+ 32.54%
$185.78 - $198.58 $1M - $1.07M
22K $4.18B
IEMG
Ishares Inc

ETFs
12.5K
+ 51.43%
N/A
36.8K $1.98B
EMB
Ishares Tr

ETFs
3.02K
+ 23.75%
$88.64 - $92.03 $268K - $278K
15.7K $1.42B
ILCV
Ishares Morningstar Value ETF

ETFs
2.79K
+ 33.67%
$79.37 - $85.24 $222K - $238K
11.1K $903M
Blackrock ETF Trust Ii
3.26K
+ 4.88%
N/A
70K $3.67B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.39K
+ 6.68%
$168.16 - $186.21 $402K - $445K
38.2K $6.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.96%
$442.66 - $534.52 $6.64K - $8.02K
1.57K $837M
EEM
Ishares Msci Emerging Markets

ETFs
2.44K
+ 33.98%
$40.81 - $45.34 $99.4K - $110K
9.6K $420M
IWB
Ishares Tr Russell 1000 ETF

ETFs
324
+ 35.64%
$302.31 - $337.54 $97.9K - $109K
1.23K $378M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
513
+ 21.89%
$87.68 - $94.52 $45K - $48.5K
2.86K $268M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$142.06 - $167.7 $142 - $168
2.67K $443M
TFLO
Ishares Treasury Floating Rate

ETFs
974
+ 12.35%
$50.48 - $50.68 $49.2K - $49.4K
8.86K $449M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.04K
+ 11.63%
$46.82 - $47.8 $48.6K - $49.7K
9.98K $470M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
912
+ 1.6%
$22.46 - $23.26 $20.5K - $21.2K
57.7K $1.34B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.35K
+ 1.17%
$22.25 - $23.0 $30.1K - $31.1K
117K $2.69B
BBUS
J P Morgan Exchg Traded Fd

ETFs
433
+ 16.74%
$99.5 - $110.97 $43.1K - $48.1K
3.02K $305M
IEFA
Ishares Tr

ETFs
1
+ 0.02%
$69.57 - $78.65 $69.6 - $78.7
4.95K $375M
UNP
Union Pacific Corp

Industrials
40
+ 4.32%
$225.21 - $254.42 $9.01K - $10.2K
966 $228M
IWR
Ishares Russell Mid Cap ETF

ETFs
299
+ 11.87%
$82.81 - $92.93 $24.8K - $27.8K
2.82K $240M
GNMA
Ishares Gnma Bond ETF

ETFs
114
+ 2.33%
$42.17 - $44.04 $4.81K - $5.02K
5.01K $220M
ICVT
Ishares Tr Convertible Bond Et

ETFs
73
+ 0.88%
$83.18 - $89.27 $6.07K - $6.52K
8.34K $697M
CMF
Ishares California Muni Bond E

ETFs
2
+ 0.02%
$55.93 - $57.47 $112 - $115
11.4K $639M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
301
+ 0.47%
$49.25 - $50.66 $14.8K - $15.2K
63.8K $3.17B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
96
+ 2.35%
$102.49 - $119.96 $9.84K - $11.5K
4.18K $437M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.42%
$190.26 - $242.06 $3.81K - $4.84K
4.79K $911M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.87K
+ 1.57%
$48.06 - $53.73 $89.7K - $100K
121K $5.88B
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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