Proathlete Wealth Management LLC Purchases in Q1 2025

Proathlete Wealth Management LLC

  • $274 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
6.31K
+ 9.87%
$182.82 - $196.21 $1.15M - $1.24M
70.2K $13.2B
IEFA
Ishares Tr

ETFs
2.95K
+ 1.78%
$69.57 - $78.65 $205K - $232K
168K $12.7B
AVDE
American Centy ETF Tr Avantis

ETFs
7.01K
+ 11.78%
$60.63 - $68.55 $425K - $481K
66.5K $4.41B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.71K
+ 7.93%
$114.57 - $118.14 $424K - $438K
50.5K $5.96B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.88K
+ 5.88%
$42.5 - $46.71 $335K - $368K
142K $6.42B
IVV
Ishares Core S&P 500 ETF

ETFs
6.2K
+ 5.41%
$554.06 - $615.85 $3.43M - $3.82M
121K $67.9B
VEA
Vanguard Ftse Developed Market

ETFs
5.86K
+ 13.95%
$47.4 - $52.99 $278K - $311K
47.9K $2.43B
MUB
Ishares National Muni Bond ETF

ETFs
3.65K
+ 7.64%
$104.71 - $107.69 $383K - $393K
51.5K $5.43B
PGR
Progressive Corp

Financial Services
14
+ 0.28%
$235.61 - $291.22 $3.3K - $4.08K
5.02K $1.42B
NEAR
Blackrock Short Maturity Bond

ETFs
2.96K
+ 2.02%
$50.4 - $50.89 $149K - $151K
150K $7.62B
JNJ
Johnson & Johnson

Healthcare
1.08K
New
$142.06 - $167.7 $154K - $182K
1.08K $180M
EEM
Ishares Msci Emerging Markets

ETFs
3.96K
New
$40.81 - $45.34 $162K - $180K
3.96K $173M
GD
General Dynamics Corp

Industrials
603
New
$241.94 - $272.58 $146K - $164K
603 $165M
SO
Southern CO

Utilities
1.76K
New
$80.96 - $92.96 $143K - $164K
1.76K $162M
Avantis Us Mid Cap
9.3K
+ 6.72%
N/A
148K $9.15B
AJG
Arthur J. Gallagher & Co.

Financial Services
467
New
$275.89 - $345.24 $129K - $161K
467 $161M
CVX
Chevron Corp

Energy
950
New
$146.71 - $167.97 $139K - $160K
950 $159M
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.62K
New
$42.93 - $44.71 $155K - $162K
3.62K $159M
IBM
International Business Machines Corp

Technology
77
+ 1.68%
$217.4 - $264.74 $16.7K - $20.4K
4.66K $1.16B
BMY
Bristol Myers Squibb CO

Healthcare
2.44K
New
$53.9 - $63.11 $131K - $154K
2.44K $149M
MCD
Mcdonalds Corp

Consumer Cyclical
446
New
$279.74 - $321.29 $125K - $143K
446 $140M
CSGP
Costar Group, Inc.

Real Estate
1.67K
New
$69.29 - $80.37 $115K - $134K
1.67K $132M
IEMG
Ishares Inc

ETFs
2.44K
New
N/A
2.44K $132M
ADI
Analog Devices Inc

Technology
621
New
$201.56 - $243.82 $125K - $151K
621 $125M
REG
Regency Centers Corp

Real Estate
1.69K
New
$68.83 - $77.74 $116K - $131K
1.69K $124M
DFAX
Dimensional ETF Tr
4.66K
New
$24.45 - $27.2 $114K - $127K
4.66K $122M
COST
Costco Wholesale Corp

Consumer Defensive
127
New
$890.62 - $1076.86 $113K - $137K
127 $121M
KO
Coca Cola CO

Consumer Defensive
238
+ 2.17%
$60.81 - $72.32 $14.5K - $17.2K
11.2K $805M
WFC
Wells Fargo & Company

Financial Services
1.68K
New
$66.78 - $81.42 $112K - $137K
1.68K $121M
CB
Chubb LTD

Financial Services
399
New
$257.71 - $301.99 $103K - $120K
399 $120M
SLV
I Shares Silver Trust

ETFs
3.89K
New
$26.93 - $31.32 $105K - $122K
3.89K $120M
O
Realty Income Corp

Real Estate
2.02K
New
$51.67 - $58.49 $104K - $118K
2.02K $117M
CVS
Cvs Health Corp

Healthcare
1.72K
New
$44.22 - $68.64 $76K - $118K
1.72K $116M
PLD
Prologis, Inc.

Real Estate
1.04K
New
$103.59 - $124.04 $107K - $128K
1.04K $116M
Blackrock Private Credit
4.64K
New
N/A
4.64K $114M
MET
Metlife Inc

Financial Services
1.41K
New
$77.7 - $87.0 $110K - $123K
1.41K $113M
VZ
Verizon Communications Inc

Communication Services
189
+ 0.99%
$37.81 - $46.49 $7.15K - $8.79K
19.3K $876M
UBER
Uber Technologies, Inc

Technology
1.5K
New
$63.17 - $81.49 $94.8K - $122K
1.5K $109M
VUG
Vanguard Growth ETF

ETFs
284
New
$369.1 - $427.61 $105K - $121K
284 $105M
LLY
Eli Lilly & CO

Healthcare
127
New
$725.72 - $929.72 $92.2K - $118K
127 $105M
UAL
United Airlines Holdings, Inc.

Industrials
1.5K
New
$69.05 - $110.52 $104K - $166K
1.5K $104M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.5K
New
$56.12 - $68.15 $84.1K - $102K
1.5K $102M
V
Visa Inc.

Financial Services
19
+ 0.74%
$306.92 - $362.71 $5.83K - $6.89K
2.59K $912M
PANW
Palo Alto Networks Inc

Technology
580
New
$167.82 - $208.28 $97.3K - $121K
580 $99M
SCHW
Schwab Charles Corp

Financial Services
1.22K
New
$71.24 - $83.64 $87.1K - $102K
1.22K $95.8M
EOG
Eog Resources Inc

Energy
723
New
$120.54 - $138.05 $87.2K - $99.8K
723 $92.8M
PEP
Pepsico Inc

Consumer Defensive
607
New
$142.64 - $156.42 $86.6K - $94.9K
607 $91.1M
AVGO
Broadcom Inc.

Technology
530
New
$167.43 - $244.7 $88.7K - $130K
530 $88.7M
VO
Vanguard Mid Cap ETF

ETFs
342
New
$251.87 - $277.95 $86.1K - $95.1K
342 $88.4M
Activity Summary
Buys All Purchases 198 New Holdings 152 Increased Positions 46 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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