Discipline Wealth Solutions, LLC Purchases in Q3 2025

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
35.9K
New
$14.8 - $15.15 $532K - $544K
35.9K $538K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
34.9K
New
$14.94 - $16.82 $521K - $587K
34.9K $521K
IWC
Russell Micro Cap ETF

ETFs
2.89K
+ 68.71%
$127.86 - $151.39 $370K - $438K
7.1K $1.06M
GLD
Spdr Gold Trust

ETFs
131
+ 1.45%
$300.96 - $355.47 $39.4K - $46.6K
9.19K $3.27M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4.43K
+ 23.87%
$82.72 - $89.22 $366K - $395K
23K $2.04M
O
Realty Income Corp

Real Estate
7.72K
New
$56.13 - $60.79 $433K - $469K
7.72K $469K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
1.51K
+ 3.9%
$66.7 - $76.76 $101K - $116K
40.2K $3.07M
DFAE
Dimensional ETF Tr

ETFs
13.9K
New
$28.84 - $31.84 $400K - $442K
13.9K $437K
MSFT
Microsoft Corp

Technology
697
+ 19.13%
$491.09 - $535.64 $342K - $373K
4.34K $2.25M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
998
+ 18.05%
$173.23 - $213.34 $173K - $213K
6.53K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.05K
+ 15.38%
$78.11 - $79.07 $394K - $399K
37.8K $2.99M
ABBV
Abb Vie Inc.

Healthcare
1.74K
New
$184.85 - $231.54 $322K - $404K
1.74K $403K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.92K
+ 175.31%
$78.96 - $80.04 $389K - $394K
7.73K $617K
SUI
Sun Communities Inc

Real Estate
2.88K
New
$116.6 - $131.28 $336K - $378K
2.88K $371K
GOOGL
Alphabet Inc.

Communication Services
390
+ 10.13%
$174.36 - $254.72 $68K - $99.3K
4.24K $1.03M
WELL
Welltower Inc.

Real Estate
1.92K
New
$150.71 - $178.14 $289K - $342K
1.92K $342K
CTAS
Cintas Corp

Industrials
1.66K
New
$199.29 - $226.27 $332K - $377K
1.66K $341K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.49K
+ 56.97%
$72.57 - $74.72 $326K - $336K
12.4K $920K
WTMF
Wisdomtree Tr Managed Futures

ETFs
8K
+ 58.01%
$35.27 - $37.96 $282K - $304K
21.8K $825K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.38K
New
$133.48 - $144.38 $317K - $343K
2.38K $338K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.35K
New
$225.11 - $247.9 $303K - $334K
1.35K $332K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.28K
+ 14.15%
$100.37 - $100.74 $330K - $331K
26.5K $2.67M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.48K
New
$68.24 - $73.73 $306K - $331K
4.48K $329K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.64K
New
$82.29 - $90.77 $300K - $331K
3.64K $329K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
5.25K
New
$58.7 - $62.94 $308K - $330K
5.25K $326K
DISV
Dimensional ETF Tr Dimensional

ETFs
8.83K
New
$32.78 - $35.79 $289K - $316K
8.83K $314K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.58K
New
$80.54 - $89.67 $288K - $321K
3.58K $314K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.9K
New
$75.26 - $80.19 $293K - $312K
3.9K $310K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.02K
New
$45.07 - $47.56 $271K - $286K
6.02K $276K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.22K
New
$79.76 - $85.78 $257K - $276K
3.22K $272K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.08K
New
$42.39 - $44.63 $258K - $271K
6.08K $271K
GOOG
Alphabet Inc.

Communication Services
350
+ 12.49%
$175.16 - $255.24 $61.3K - $89.3K
3.15K $767K
V
Visa Inc.

Financial Services
825
+ 58.43%
$332.09 - $358.86 $274K - $296K
2.24K $763K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
10.9K
New
$23.48 - $24.44 $256K - $266K
10.9K $260K
HD
Home Depot, Inc.

Consumer Cyclical
640
New
$357.4 - $423.42 $229K - $271K
640 $259K
CLOI
Vaneck ETF Tr

ETFs
4.88K
New
$52.8 - $53.1 $257K - $259K
4.88K $258K
SPYG
Spdr Portfolio

ETFs
2.47K
New
$94.33 - $105.31 $233K - $260K
2.47K $257K
ORCL
Oracle Corp

Technology
895
New
$218.96 - $328.33 $196K - $294K
895 $251K
VNQ
Vanguard Specialized Funds Van

ETFs
2.68K
+ 110.79%
$88.47 - $93.24 $237K - $250K
5.1K $466K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.29K
+ 30.3%
$87.29 - $93.61 $200K - $214K
9.85K $919K
MRK
Merck & Co., Inc.

Healthcare
2.92K
New
$77.6 - $87.37 $226K - $255K
2.92K $244K
ATMP
Barclays Bank PLC

ETFs
7.9K
New
$28.32 - $29.52 $224K - $233K
7.9K $227K
DUK
Duke Energy Corp

Utilities
1.84K
New
$116.31 - $125.93 $214K - $231K
1.84K $227K
PAC
Pacific Airport Group

Industrials
908
New
$218.82 - $256.99 $199K - $233K
908 $215K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.8K
+ 92.4%
$66.38 - $71.68 $186K - $201K
5.83K $415K
AOA
Ishares Tr Core Aggressive All

ETFs
2.41K
New
$82.71 - $88.14 $199K - $213K
2.41K $212K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.5K
New
$81.75 - $84.54 $204K - $211K
2.5K $210K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.85K
New
$49.43 - $54.52 $190K - $210K
3.85K $208K
PLD
Prologis, Inc.

Real Estate
1.79K
New
$104.08 - $115.35 $186K - $206K
1.79K $204K
Activity Summary
Buys All Purchases 136 New Holdings 64 Increased Positions 72 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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