Wealthgarden F.S. LLC Reduced Holdings in Q1 2025

Wealthgarden F.S. LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.62K
- 18.29%
$554.06 - $615.85 $895K - $995K
7.21K $4.05B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.7K
- 46.23%
$64.88 - $72.1 $955K - $1.06M
17.1K $1.13B
EFG
Msci Eafe Growth ETF

ETFs
-10.3K
- 48.05%
$96.1 - $106.37 $990K - $1.1M
11.1K $1.11B
EFV
Msci Eafe Value ETF

ETFs
-14.4K
- 35.65%
$51.88 - $60.73 $746K - $874K
26K $1.53B
XLK
Technology Sector Spdr

ETFs
-1.18K
- 13.51%
$206.38 - $242.18 $244K - $287K
7.58K $1.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
-350
- 0.92%
$92.45 - $106.69 $32.4K - $37.3K
37.5K $3.48B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.07K
- 30.18%
$44.72 - $46.25 $361K - $373K
18.7K $860M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.16K
- 12.09%
$140.44 - $166.79 $162K - $193K
8.4K $1.18B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-441
- 1.28%
$168.16 - $186.21 $74.2K - $82.1K
34K $5.81B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.66K
- 24.59%
$54.25 - $57.64 $307K - $326K
17.4K $956M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.84K
- 3.25%
$48.06 - $53.73 $88.3K - $98.7K
54.6K $2.66B
IWM
Ishares Russell 2000 ETF

ETFs
-700
- 21.1%
$198.1 - $229.79 $139K - $161K
2.62K $522M
TSLA
Tesla, Inc.

Consumer Cyclical
-180
- 16.19%
$222.15 - $428.22 $40K - $77.1K
932 $241M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-85
- 0.81%
$192.82 - $222.1 $16.4K - $18.9K
10.4K $2.01B
Blackrock ETF Trust Ii
-3.43K
- 24.65%
N/A
10.5K $549M
XLY
Select Sector Spdr Consumer Di

ETFs
-171
- 4.03%
$192.6 - $233.2 $32.9K - $39.9K
4.08K $805M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 1.23%
$360.07 - $417.26 $8.64K - $10K
1.93K $696M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.12K
- 7.0%
$33.98 - $39.84 $38K - $44.6K
14.9K $509M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-5.66K
- 20.54%
$26.71 - $31.58 $151K - $179K
21.9K $664M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.43K
- 22.24%
$63.91 - $70.19 $91.5K - $101K
5.01K $337M
EWJ
Ishares Msci Japan ETF

ETFs
-1.14K
- 22.85%
$65.24 - $71.7 $74.6K - $82K
3.86K $265M
SPYG
Spdr Portfolio

ETFs
-316
- 5.22%
$80.05 - $92.39 $25.3K - $29.2K
5.74K $461M
SOXX
Ishares Semiconductor ETF

ETFs
-45
- 2.62%
$188.17 - $235.81 $8.47K - $10.6K
1.67K $315M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.1K
- 18.43%
$44.81 - $46.22 $49.2K - $50.8K
4.86K $219M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-316
- 3.84%
$91.76 - $103.26 $29K - $32.6K
7.91K $732M
VUG
Vanguard Growth ETF

ETFs
-55
- 7.59%
$369.1 - $427.61 $20.3K - $23.5K
670 $248M
IEFA
Ishares Tr

ETFs
-1.89K
- 10.8%
$69.57 - $78.65 $131K - $148K
15.6K $1.18B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-527
- 20.28%
$97.25 - $104.79 $51.3K - $55.2K
2.07K $215M
MUB
Ishares National Muni Bond ETF

ETFs
-254
- 6.86%
$104.71 - $107.69 $26.6K - $27.4K
3.45K $364M
IEV
Ishares Tr Europe ETF

ETFs
-1.79K
- 14.89%
$51.89 - $60.68 $92.7K - $108K
10.2K $594M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.61K
- 7.01%
$22.46 - $23.26 $36.1K - $37.4K
21.3K $494M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-287
- 1.61%
$49.25 - $50.66 $14.1K - $14.5K
17.5K $868M
URTH
Ishares Msci World ETF

ETFs
-100
- 6.0%
$151.24 - $164.09 $15.1K - $16.4K
1.57K $240M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-518
- 8.33%
$87.68 - $94.52 $45.4K - $49K
5.7K $534M
IJUL
Innovator Etfs Tr

ETFs
-1.82K
- 7.1%
$27.58 - $29.96 $50.3K - $54.6K
23.9K $695M
Aim ETF Products Trust
-54
- 0.72%
N/A
7.41K $220M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-59
- 1.02%
$47.6 - $51.91 $2.81K - $3.06K
5.73K $277M
MBB
Ishares Tr

ETFs
-338
- 2.31%
$90.37 - $94.08 $30.5K - $31.8K
14.3K $1.34B
CGDV
Capital Group Divid Value ETF

ETFs
-3
- 0.03%
$34.95 - $37.36 $105 - $112
9.83K $350M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-31
- 1.77%
$162.48 - $175.37 $5.04K - $5.44K
1.72K $300M
NFLX
Netflix Inc

Communication Services
-8
- 1.17%
$828.4 - $1058.6 $6.63K - $8.47K
674 $628M
RING
Ishares Inc Msci Global Gold M

ETFs
-1.08K
- 13.86%
$28.64 - $38.36 $30.8K - $41.2K
6.68K $256M
YJUN
First Tr Exchange Traded Fd Vi
-7
- 0.02%
$21.51 - $23.37 $151 - $164
36.6K $830M
Morgan Stanley ETF Trust
-10
- 0.07%
N/A
15.2K $882M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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