Wealth Collab, LLC Purchases in Q2 2025

Wealth Collab, LLC

  • $179 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHL
Scholastic Corp

Communication Services
66
New
$15.84 - $21.87 $1.05K - $1.44K
66 $1.39M
CRH.L
Crh PLC

Basic Materials
15
New
N/A
15 $1.38M
HUM
Humana Inc

Healthcare
6
+ 75.0%
$224.93 - $295.04 $1.35K - $1.77K
14 $3.42M
VALE
Vale S.A.

Basic Materials
138
+ 61.06%
$8.26 - $10.1 $1.14K - $1.39K
364 $3.54M
EVER
Ever Quote, Inc.

Communication Services
51
New
$20.21 - $26.71 $1.03K - $1.36K
51 $1.23M
LRN
Stride, Inc.

Consumer Defensive
7
+ 77.78%
$124.45 - $160.72 $871 - $1.13K
16 $2.32M
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
138
New
$6.18 - $9.06 $853 - $1.25K
138 $1.18M
LSCC
Lattice Semiconductor Corp

Technology
24
New
$37.84 - $56.0 $908 - $1.34K
24 $1.18M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$105.72 - $1416.0 $1.06K - $14.2K
10 $1.12M
CORT
Corcept Therapeutics Inc

Healthcare
15
New
$62.24 - $91.93 $934 - $1.38K
15 $1.1M
DHI
Horton D R Inc

Consumer Cyclical
8
New
$115.1 - $129.63 $921 - $1.04K
8 $1.03M
RELX
Relx PLC

Communication Services
11
+ 10.38%
$45.31 - $55.66 $498 - $612
117 $6.36M
Syntec Optics Hldgs Inc
753
New
N/A
753 $1.01M
Oatly Group Ab
85
New
N/A
85 $1.01M
OTTR
Otter Tail Corp

Utilities
15
+ 22.73%
$74.62 - $81.76 $1.12K - $1.23K
81 $6.25M
ONTO
Onto Innovation Inc.

Technology
9
New
$88.5 - $133.37 $797 - $1.2K
9 $909K
MED
Medifast Inc

Consumer Cyclical
63
+ 233.33%
$11.92 - $14.17 $751 - $893
90 $1.27M
Mesoblast LTD
73
New
N/A
73 $795K
UMC
United Microelectronics Corp

Technology
50
+ 6.86%
$6.12 - $8.32 $306 - $416
779 $5.96M
INSP
Inspire Medical Systems, Inc.

Healthcare
6
+ 120.0%
$127.18 - $161.88 $763 - $971
11 $1.43M
UHS
Universal Health Services Inc

Healthcare
11
+ 5.12%
$157.05 - $197.94 $1.73K - $2.18K
226 $40.9M
HRI
Herc Holdings Inc

Industrials
3
New
$102.34 - $142.19 $307 - $427
3 $396K
AAOI
Applied Optoelectronics, Inc.

Technology
13
New
$10.05 - $27.77 $131 - $361
13 $334K
STVN
Stevanato Group S.P.A.

Healthcare
9
New
$18.57 - $25.25 $167 - $227
9 $220K
POR
Portland General Electric CO

Utilities
77
+ 10.46%
$39.96 - $44.75 $3.08K - $3.45K
813 $33M
M Tron Inds Inc
81
New
N/A
81 $84K
YELP
Yelp Inc

Communication Services
68
+ 8.17%
$32.56 - $40.93 $2.21K - $2.78K
900 $30.8M
MDT
Medtronic PLC

Healthcare
20
+ 2.97%
$80.68 - $88.86 $1.61K - $1.78K
693 $60.4M
WMK
Weis Markets Inc

Consumer Defensive
23
+ 5.96%
$71.84 - $88.84 $1.65K - $2.04K
409 $29.6M
ACI
Albertsons Companies, Inc.

Consumer Defensive
36
+ 1.75%
$19.94 - $22.91 $718 - $825
2.1K $45.1M
BIIB
Biogen Inc.

Healthcare
8
+ 4.91%
$113.38 - $135.49 $907 - $1.08K
171 $21.5M
FDX
Fedex Corp

Industrials
10
+ 4.9%
$198.07 - $245.17 $1.98K - $2.45K
214 $48.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
224
+ 1400.0%
$87.84 - $1441.89 $19.7K - $323K
240 $21.6M
STLA
Stellantis N.V.

Consumer Cyclical
233
+ 6.06%
$8.53 - $11.27 $1.99K - $2.63K
4.08K $40.9M
ABBV
Abb Vie Inc.

Healthcare
6
+ 1.7%
$170.16 - $206.27 $1.02K - $1.24K
359 $66.6M
PEP
Pepsico Inc

Consumer Defensive
13
+ 2.15%
$128.02 - $151.37 $1.66K - $1.97K
618 $81.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10
+ 0.12%
$24.32 - $27.87 $243 - $279
8.56K $227M
CVX
Chevron Corp

Energy
50
+ 5.5%
$133.73 - $168.51 $6.69K - $8.43K
959 $137M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 3.93%
$483.48 - $539.8 $29K - $32.4K
1.59K $770M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
696
+ 0.27%
$18.94 - $21.67 $13.2K - $15.1K
256K $5.41B
AAPL
Apple Inc.

Technology
32
+ 0.26%
$172.42 - $223.89 $5.52K - $7.16K
12.5K $2.56B
Activity Summary
Buys All Purchases 292 New Holdings 113 Increased Positions 179 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Wealth Collab, LLC Portfolio

Follow Wealth Collab, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Collab, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Collab, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email