Family Wealth Partners, LLC Purchases and Sells in Q2 2025

Family Wealth Partners, LLC

$250 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	7.56K + 2.8%	$108.12 - $135.04 $817K - $1.02M	277K $37.4B
VTI	8.13K + 37.58%	$243.75 - $303.93 $1.98M - $2.47M	29.7K $9.04B
AVDV	3.15K + 2.58%	$61.76 - $79.32 $195K - $250K	125K $9.95B
DFEM	6.74K + 2.2%	$23.4 - $29.68 $158K - $200K	313K $9.3B
IDEV	3.1K + 2.55%	$61.79 - $76.67 $192K - $238K	124K $9.46B
DIHP	6.71K + 2.18%	$24.32 - $29.74 $163K - $199K	315K $9.29B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIOV	10.1K New	$71.94 - $86.02 $725K - $867K	10.1K $863M
DFIV	17.9K New	$34.67 - $43.21 $621K - $774K	17.9K $767M
SCZ	9.78K New	$57.14 - $72.68 $559K - $711K	9.78K $711M
QUAL	3.89K New	$152.42 - $182.82 $593K - $711K	3.89K $711M
MSFT	798 New	$354.56 - $497.45 $283K - $397K	798 $397M
ARCC	16.3K New	$18.91 - $22.43 $308K - $365K	16.3K $358M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-4.74K - 12.97%	$96.84 - $99.46 $459K - $472K	31.8K $3.16B
VTV	-2.15K - 7.52%	$153.67 - $176.74 $330K - $379K	26.4K $4.67B
BSV	-2.39K - 7.01%	$77.74 - $78.78 $186K - $189K	31.7K $2.5B
AMZN	-698 - 32.66%	$167.32 - $223.3 $117K - $156K	1.44K $316M
SHY	-558 - 1.78%	$82.21 - $83.12 $45.9K - $46.4K	30.9K $2.56B
BIV	-409 - 3.65%	$75.05 - $77.34 $30.7K - $31.6K	10.8K $834M

Activity Summary All Purchases 37 New Holdings 11 Increased Positions 26 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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