Potentia Wealth Purchases in Q3 2025

Potentia Wealth

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Global X Fds
190K
New
N/A
190K $13.3B
Pgim ETF Tr
189K
New
N/A
189K $9.73B
BXSL
Blackstone Secured Lending Fund

Financial Services
275K
New
$26.07 - $32.55 $7.16M - $8.94M
275K $7.16B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
121K
New
$50.37 - $50.7 $6.08M - $6.12M
121K $6.12B
AAPL
Apple Inc.

Technology
11.1K
+ 18.95%
$202.38 - $256.87 $2.24M - $2.84M
69.4K $17.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.14K
+ 2.42%
$617.65 - $666.84 $1.32M - $1.42M
90.5K $60.3B
VPN
Global X Fds Data Ctr Reits &

ETFs
244K
New
N/A
244K $4.99B
BUG
Global X Fds Cybersecurity ETF

ETFs
126K
New
$32.23 - $37.41 $4.06M - $4.72M
126K $4.44B
J P Morgan Exchange Traded F
46.4K
New
N/A
46.4K $4.27B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
80.9K
New
$42.88 - $49.1 $3.47M - $3.97M
80.9K $3.91B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
25.8K
New
$70.77 - $73.59 $1.83M - $1.9M
25.8K $1.89B
Arista Networks Inc
12.9K
New
N/A
12.9K $1.88B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.8K
New
$50.47 - $50.74 $1.6M - $1.61M
31.8K $1.61B
Goldman Sachs ETF Tr
30K
New
N/A
30K $1.57B
RTX
Raytheon Technologies Corp

Industrials
8.43K
New
$144.19 - $167.33 $1.22M - $1.41M
8.43K $1.41B
AVGO
Broadcom Inc.

Technology
3.67K
New
$264.74 - $369.57 $972K - $1.36M
3.67K $1.21B
Blackrock ETF Trust Ii
19.7K
New
N/A
19.7K $1.02B
GOOGL
Alphabet Inc.

Communication Services
62
+ 0.62%
$174.36 - $254.72 $10.8K - $15.8K
9.99K $2.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.06K
New
$546.99 - $602.2 $578K - $637K
1.06K $635M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
717
+ 4.71%
$459.11 - $506.91 $329K - $363K
15.9K $8.01B
IVV
Ishares Core S&P 500 ETF

ETFs
375
+ 5.56%
$620.67 - $670.08 $233K - $251K
7.12K $4.76B
CMCL
Caledonia Mining Corp PLC

Basic Materials
12.7K
New
$19.3 - $36.6 $244K - $464K
12.7K $459M
Community West Bancshares Ne
20.2K
New
N/A
20.2K $420M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.1K
New
$41.8 - $43.15 $381K - $393K
9.1K $389M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.06K
New
$91.44 - $91.77 $371K - $372K
4.06K $372M
IWD
Ishares Russell 1000 Val ETF

ETFs
330
+ 1.24%
$192.76 - $203.86 $63.6K - $67.3K
27K $5.5B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.18K
New
$43.07 - $91.37 $137K - $291K
3.18K $291M
Gsk PLC
6.44K
New
N/A
6.44K $278M
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$184.85 - $231.54 $190K - $238K
1.03K $238M
CYBR
Cyber Ark Software Ltd.

Technology
490
New
$374.8 - $491.1 $184K - $241K
490 $237M
KLAC
Kla Corp

Technology
198
New
$843.9 - $1078.6 $167K - $214K
198 $214M
META
Meta Platforms, Inc.

Communication Services
259
+ 4.02%
$695.21 - $791.73 $180K - $205K
6.7K $4.92B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
654
+ 30.07%
$97.75 - $100.75 $63.9K - $65.9K
2.83K $284M
VBR
Vanguard Small Cap Value ETF

ETFs
30
+ 1.11%
$195.41 - $212.37 $5.86K - $6.37K
2.74K $572M
JPEM
Jp Morgan Diversified Return

ETFs
1
+ 0.01%
$56.25 - $59.87 $56.3 - $59.9
10.2K $600M
VO
Vanguard Mid Cap ETF

ETFs
15
+ 1.07%
$279.83 - $293.74 $4.2K - $4.41K
1.42K $416M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.03%
$94.4 - $104.27 $94.4 - $104
3.9K $402M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.18%
$92.18 - $95.14 $1.2K - $1.24K
7.34K $699M
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.47%
$211.65 - $238.24 $8.47K - $9.53K
8.52K $1.87B
AXP
American Express CO

Financial Services
1
+ 0.15%
$294.27 - $342.31 $294 - $342
650 $216M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.06%
$332.69 - $399.0 $333 - $399
1.58K $525M
Activity Summary
Buys All Purchases 42 New Holdings 25 Increased Positions 17 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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