Potentia Wealth Sells in Q2 2025

Potentia Wealth

  • $175 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.01K
- 42.62%
$498.8 - $620.9 $2.5M - $3.11M
6.74K $4.19B
SPYG
Spdr Portfolio

ETFs
-26.5K
- 69.82%
$71.83 - $95.32 $1.91M - $2.53M
11.5K $1.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-915
- 5.67%
$483.48 - $539.8 $442K - $494K
15.2K $7.39B
GBIL
Goldman Sachs Access Treasury

ETFs
-10.1K
- 35.4%
$99.83 - $100.19 $1M - $1.01M
18.3K $1.84B
PCG
Pg&E Corp

Utilities
-6.89K
- 14.51%
$13.55 - $17.87 $93.3K - $123K
40.6K $566M
FEX
First Tr Large Cap Core Alphde

ETFs
-3.22K
- 21.08%
$90.17 - $109.96 $291K - $354K
12.1K $1.33B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-2.19K
- 20.96%
$94.92 - $114.85 $208K - $251K
8.25K $948M
RIO
Rio Tinto PLC

Basic Materials
-2.52K
- 31.72%
$52.32 - $62.75 $132K - $158K
5.43K $316M
IVE
Ishares S&P 500 Value ETF

ETFs
-799
- 23.61%
$168.34 - $195.42 $135K - $156K
2.59K $505M
FFIV
F5, Inc.

Technology
-685
- 24.34%
$239.25 - $295.9 $164K - $203K
2.13K $627M
MRK
Merck & Co., Inc.

Healthcare
-670
- 12.07%
$73.47 - $87.12 $49.2K - $58.4K
4.88K $386M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.65K
- 22.91%
$72.96 - $90.39 $120K - $149K
5.54K $495M
ET
Energy Transfer LP

Energy
-4.38K
- 25.52%
$15.65 - $18.93 $68.6K - $83K
12.8K $232M
JNJ
Johnson & Johnson

Healthcare
-100
- 2.0%
$146.36 - $159.82 $14.6K - $16K
4.91K $749M
KEY
Keycorp

Financial Services
-6K
- 35.0%
$13.23 - $17.42 $79.4K - $105K
11.1K $194M
HE
Hawaiian Electric Industries Inc

Utilities
-6.13K
- 36.4%
$9.36 - $10.96 $57.4K - $67.2K
10.7K $114M
VLO
Valero Energy Corp

Energy
-512
- 22.98%
$104.69 - $141.77 $53.6K - $72.6K
1.72K $231M
LLY
Eli Lilly & CO

Healthcare
-8
- 0.67%
$713.71 - $898.95 $5.71K - $7.19K
1.19K $928M
F
Ford Motor CO

Consumer Cyclical
-7.64K
- 29.58%
$8.69 - $10.85 $66.4K - $82.9K
18.2K $197M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-746
- 18.99%
$106.81 - $136.49 $79.7K - $102K
3.18K $434M
SYF
Synchrony Financial

Financial Services
-2.89K
- 24.74%
$43.81 - $66.74 $127K - $193K
8.78K $586M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.24K
- 18.16%
$29.15 - $44.46 $65.3K - $99.6K
10.1K $438M
IWD
Ishares Russell 1000 Val ETF

ETFs
-676
- 2.47%
$166.82 - $194.23 $113K - $131K
26.7K $5.18B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-127
- 1.04%
$91.62 - $116.16 $11.6K - $14.8K
12.1K $1.4B
AMAT
Applied Materials Inc

Technology
-41
- 0.81%
$126.95 - $183.52 $5.2K - $7.52K
5.03K $920M
AMZN
Amazon Com Inc

Consumer Cyclical
-74
- 0.87%
$167.32 - $223.3 $12.4K - $16.5K
8.48K $1.86B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.01K
- 5.26%
$320.42 - $424.58 $322K - $427K
18.1K $7.7B
Activity Summary
Buys All Purchases 17 New Holdings 4 Increased Positions 13 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Potentia Wealth Portfolio

Follow Potentia Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email