Gentry Private Wealth, LLC Purchases and Sells in Q1 2025

Gentry Private Wealth, LLC

$122 Billion
Q1 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	83.1K + 2454.21%	$507.05 - $563.67 $42.1M - $46.8M	86.5K $44.4B
VUG	24.4K + 3527.27%	$369.1 - $427.61 $9.02M - $10.5M	25.1K $9.32B
JQUA	18.9K + 330.33%	$55.41 - $60.74 $1.05M - $1.15M	24.7K $1.39B
AIRR	8.44K + 121.79%	$67.24 - $84.27 $567K - $711K	15.4K $1.05B
FTHI	15.3K + 100.5%	$21.62 - $23.74 $330K - $363K	30.5K $666M
AFLG	3.42K + 6.34%	N/A	57.4K $1.93B

New Holdings

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPIB	196K New	$32.5 - $33.3 $6.38M - $6.53M	196K $6.52B
IEFA	31.9K New	$69.57 - $78.65 $2.22M - $2.51M	31.9K $2.41B
VTI	8.52K New	$271.18 - $303.12 $2.31M - $2.58M	8.52K $2.34B
VB	10.3K New	$217.89 - $252.64 $2.24M - $2.59M	10.3K $2.28B
DVY	16.1K New	$128.58 - $138.1 $2.07M - $2.22M	16.1K $2.16B
SPYG	22.8K New	$80.05 - $92.39 $1.82M - $2.1M	22.8K $1.83B

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RBB FD INC	-10.8K - 42.35%	N/A	14.7K $737M
TBIL	-3.3K - 26.21%	N/A	9.29K $465M
JCPB	-3.12K - 11.71%	$45.56 - $47.23 $142K - $148K	23.5K $1.11B
JIRE	-3.07K - 20.38%	$58.04 - $65.84 $178K - $202K	12K $763M
DFEV	-4.15K - 32.23%	$25.44 - $27.95 $105K - $116K	8.72K $236M
SDVY	-607 - 3.99%	$32.49 - $37.99 $19.7K - $23.1K	14.6K $489M

Activity Summary All Purchases 67 New Holdings 56 Increased Positions 11 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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