5 T Wealth, LLC Incresed Positions in Q2 2025

5 T Wealth, LLC

  • $211 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
35.4K
+ 130.0%
$50.29 - $64.29 $1.78M - $2.27M
62.6K $4.02B
BBUS
J P Morgan Exchg Traded Fd

ETFs
10.8K
+ 11.97%
$89.63 - $111.92 $966K - $1.21M
101K $11.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.1K
+ 453.22%
$72.02 - $73.82 $1.95M - $2M
33.1K $2.44B
JCPB
J P Morgan Exchange Traded Fd

ETFs
35.9K
+ 40.26%
$45.9 - $47.2 $1.65M - $1.69M
125K $5.88B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.8K
+ 71.7%
$96.84 - $99.46 $1.53M - $1.57M
37.8K $3.75B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.66K
+ 4.38%
$152.42 - $182.82 $405K - $486K
63.4K $11.6B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.4K
+ 12.42%
$43.53 - $54.46 $454K - $568K
94.4K $5.14B
IEMG
Ishares Inc

ETFs
11.6K
+ 28.8%
N/A
51.9K $3.11B
OEF
Ishares S&P 100 ETF

ETFs
2K
+ 20.56%
N/A
11.7K $3.57B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.35K
+ 18.6%
$65.84 - $80.81 $484K - $594K
46.9K $3.75B
EFV
Msci Eafe Value ETF

ETFs
7.16K
+ 9.05%
$52.4 - $64.65 $375K - $463K
86.2K $5.47B
JPIN
Jp Morgan Diversified Return I

ETFs
10.5K
+ 55.06%
$52.18 - $64.25 $548K - $674K
29.6K $1.9B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.04K
+ 8.76%
$180.84 - $240.32 $188K - $250K
12.9K $3.1B
IYW
Ishares Dj Us Tech ETF

ETFs
2.41K
+ 59.19%
$122.57 - $173.27 $295K - $417K
6.47K $1.12B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.03K
+ 4.11%
$82.96 - $110.1 $85.4K - $113K
26.1K $2.87B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.37K
+ 142.86%
$272.36 - $339.57 $373K - $465K
2.33K $791M
UBER
Uber Technologies, Inc

Technology
103
+ 0.47%
$64.62 - $93.3 $6.66K - $9.61K
21.8K $2.03B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.91K
+ 173.54%
$114.78 - $133.31 $333K - $387K
4.58K $610M
IMTB
Ishares Tr

ETFs
7.6K
+ 106.46%
$42.53 - $43.63 $323K - $332K
14.7K $643M
IAU
Ishares Gold Trust

ETFs
2.72K
+ 10.8%
$56.1 - $64.74 $153K - $176K
27.9K $1.74B
IEV
Ishares Tr Europe ETF

ETFs
3.34K
+ 40.5%
$51.8 - $64.59 $173K - $216K
11.6K $734M
EMGF
Ishares Msci Emerging Markets

ETFs
1.24K
+ 3.7%
$41.37 - $52.07 $51.3K - $64.6K
34.8K $1.81B
MSFT
Microsoft Corp

Technology
154
+ 12.79%
$354.56 - $497.45 $54.6K - $76.6K
1.36K $675M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.84K
+ 84.84%
$39.89 - $49.46 $153K - $190K
8.38K $414M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2.85K
+ 12.53%
$36.14 - $44.23 $103K - $126K
25.6K $1.13B
CGCP
Capital Group Core Plus Income

ETFs
7.67K
+ 21.18%
$21.92 - $22.56 $168K - $173K
43.9K $987M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3K
+ 8.5%
$51.14 - $57.0 $153K - $171K
38.3K $2.18B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.24K
+ 48.09%
N/A
6.9K $451M
GOOGL
Alphabet Inc.

Communication Services
209
+ 4.45%
$144.7 - $178.6 $30.2K - $37.3K
4.91K $866M
ETN
Eaton Corp PLC

Industrials
9
+ 0.64%
$246.52 - $356.99 $2.22K - $3.21K
1.42K $509M
Blackrock Inc
4
+ 0.42%
N/A
957 $1B
SCHW
Schwab Charles Corp

Financial Services
4
+ 0.06%
$69.06 - $91.24 $276 - $365
6.63K $605M
AAPL
Apple Inc.

Technology
717
+ 11.48%
$172.42 - $223.89 $124K - $161K
6.96K $1.43B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
529
+ 6.28%
$26.69 - $33.44 $14.1K - $17.7K
8.95K $294M
JPEM
Jp Morgan Diversified Return

ETFs
8
+ 0.09%
$48.41 - $56.7 $387 - $454
8.54K $482M
TFC
Truist Financial Corp

Financial Services
196
+ 2.08%
$34.79 - $42.99 $6.82K - $8.43K
9.61K $413M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
716
+ 2.18%
$22.54 - $23.17 $16.1K - $16.6K
33.6K $772M
Activity Summary
Buys All Purchases 49 New Holdings 11 Increased Positions 38 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 1 Puts 1
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