Parkshore Wealth Management, Inc. Incresed Positions in Q1 2025

Parkshore Wealth Management, Inc.

  • $172 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
189K
+ 15.17%
$32.42 - $36.13 $6.13M - $6.83M
1.44M $47.3B
DFAI
Dimensional ETF Tr

ETFs
48.4K
+ 17.86%
$28.88 - $32.4 $1.4M - $1.57M
319K $9.97B
DFSB
Dimensional ETF Tr Dimensional
30.6K
+ 51.97%
N/A
89.6K $4.61B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
31.8K
+ 11.31%
$40.79 - $42.32 $1.3M - $1.35M
313K $13.2B
DFSD
Dimensional ETF Tr Short Durat

ETFs
29.3K
+ 37.89%
$46.74 - $47.55 $1.37M - $1.39M
106K $5.06B
Dimensional ETF Trust
31.3K
+ 15.86%
N/A
229K $6B
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.8K
+ 18.61%
$32.57 - $35.82 $842K - $926K
165K $5.46B
DFAE
Dimensional ETF Tr

ETFs
25.9K
+ 22.89%
$24.64 - $26.86 $637K - $695K
139K $3.6B
AVDV
American Centy ETF Tr Avantis

ETFs
3.22K
+ 4.04%
$63.74 - $71.96 $205K - $232K
83K $5.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
454
+ 70.28%
$507.05 - $563.67 $230K - $256K
1.1K $565M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$442.66 - $534.52 $443 - $535
2.38K $1.27B
CVX
Chevron Corp

Energy
16
+ 0.6%
$146.71 - $167.97 $2.35K - $2.69K
2.7K $452M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.36%
$158.56 - $176.26 $6.34K - $7.05K
11.2K $1.91B
AVDE
American Centy ETF Tr Avantis

ETFs
97
+ 1.96%
$60.63 - $68.55 $5.88K - $6.65K
5.05K $334M
DISV
Dimensional ETF Tr Dimensional

ETFs
13
+ 0.11%
$26.09 - $30.21 $339 - $393
11.5K $336M
AVUV
American Centy ETF Tr Avantis

ETFs
7.35K
+ 11.25%
$84.95 - $100.62 $624K - $739K
72.7K $6.33B
IWD
Ishares Russell 1000 Val ETF

ETFs
13
+ 0.22%
$182.82 - $196.21 $2.38K - $2.55K
5.87K $1.1B
AVEM
American Centy ETF Tr Avantis

ETFs
141
+ 4.14%
$57.11 - $62.4 $8.05K - $8.8K
3.55K $214M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.03%
$95.85 - $99.25 $95.9 - $99.3
3.19K $316M
AVLV
American Centy ETF Tr Avantis
372
+ 1.34%
$63.51 - $70.42 $23.6K - $26.2K
28.2K $1.84B
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.02%
$122.59 - $135.24 $123 - $135
6.54K $824M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4
+ 0.04%
$23.16 - $27.04 $92.6 - $108
11K $259M
BAC
Bank Of America Corp

Financial Services
7
+ 0.05%
$39.61 - $47.74 $277 - $334
13.5K $563M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7
+ 0.03%
$25.58 - $29.24 $179 - $205
20.5K $537M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$369.1 - $427.61 $369 - $428
1.27K $472M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.33%
$468.34 - $539.52 $2.34K - $2.7K
1.53K $717M
AMP
Ameriprise Financial Inc

Financial Services
4
+ 0.25%
$472.29 - $575.13 $1.89K - $2.3K
1.6K $775M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$360.07 - $417.26 $360 - $417
2.82K $1.02B
LMT
Lockheed Martin Corp

Industrials
19
+ 0.49%
$423.19 - $506.29 $8.04K - $9.62K
3.93K $1.75B
TNA
Direxion Daily Small Cap Bull

ETFs
1.21K
+ 7.39%
$28.89 - $46.57 $35.1K - $56.5K
17.6K $516M
NVDA
Nvidia Corp

Technology
71
+ 1.01%
$106.98 - $149.43 $7.6K - $10.6K
7.07K $766M
AXP
American Express CO

Financial Services
17
+ 0.18%
$255.39 - $325.87 $4.34K - $5.54K
9.5K $2.55B
CDZI
Cadiz Inc

Utilities
8.17K
+ 3.3%
$2.93 - $5.45 $23.9K - $44.5K
256K $749M
AAPL
Apple Inc.

Technology
27
+ 0.07%
$209.68 - $247.1 $5.66K - $6.67K
39.4K $8.76B
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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