Potentia Wealth Sells in Q1 2025

Potentia Wealth

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-7.86K
- 75.9%
$222.15 - $428.22 $1.75M - $3.36M
2.5K $647M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.66K
- 34.94%
$442.66 - $534.52 $3.83M - $4.63M
16.1K $8.59B
AAPL
Apple Inc.

Technology
-65
- 0.11%
$209.68 - $247.1 $13.6K - $16.1K
57.3K $12.7B
Arista Networks Inc
-600
- 3.6%
N/A
16.1K $1.25B
IVV
Ishares Core S&P 500 ETF

ETFs
-279
- 2.32%
$554.06 - $615.85 $155K - $172K
11.8K $6.6B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.37K
- 42.28%
$87.68 - $94.52 $471K - $508K
7.33K $687M
META
Meta Platforms, Inc.

Communication Services
-636
- 12.97%
$576.36 - $736.67 $367K - $469K
4.27K $2.46B
ORCL
Oracle Corp

Technology
-532
- 4.48%
$139.81 - $186.47 $74.4K - $99.2K
11.3K $1.58B
PCG
Pg&E Corp

Utilities
-12.1K
- 20.27%
$15.16 - $20.4 $183K - $246K
47.5K $815M
WFC
Wells Fargo & Company

Financial Services
-5K
- 22.61%
$66.78 - $81.42 $334K - $407K
17.1K $1.23B
SYF
Synchrony Financial

Financial Services
-1.23K
- 9.53%
$51.9 - $70.63 $63.8K - $86.8K
11.7K $618M
FYX
First Tr Small Cap Core Alphad

ETFs
-758
- 6.83%
$89.26 - $104.61 $67.7K - $79.3K
10.3K $931M
RIO
Rio Tinto PLC

Basic Materials
-3.21K
- 28.77%
$58.19 - $64.29 $187K - $206K
7.95K $477M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.83K
- 6.04%
$99.85 - $100.19 $182K - $183K
28.4K $2.85B
FCX
Freeport Mcmoran Inc

Basic Materials
-4.48K
- 26.62%
$34.5 - $43.01 $154K - $192K
12.3K $467M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-597
- 5.41%
$105.28 - $121.93 $62.9K - $72.8K
10.4K $1.14B
MRK
Merck & Co., Inc.

Healthcare
-830
- 13.01%
$83.01 - $101.02 $68.9K - $83.8K
5.55K $498M
FEX
First Tr Large Cap Core Alphde

ETFs
-783
- 4.87%
$99.27 - $109.89 $77.7K - $86K
15.3K $1.57B
KEY
Keycorp

Financial Services
-4.85K
- 22.06%
$15.15 - $18.3 $73.5K - $88.8K
17.1K $274M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.07K
- 12.54%
$91.45 - $91.75 $97.8K - $98.1K
7.45K $684M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-625
- 13.72%
$119.84 - $136.1 $74.9K - $85.1K
3.93K $475M
F
Ford Motor CO

Consumer Cyclical
-9K
- 25.84%
$9.12 - $10.43 $82K - $93.8K
25.8K $259M
HE
Hawaiian Electric Industries Inc

Utilities
-10.2K
- 37.6%
$8.18 - $11.46 $83.1K - $116K
16.9K $185M
WMT
Walmart Inc.

Consumer Defensive
-646
- 14.23%
$84.5 - $105.05 $54.6K - $67.9K
3.89K $342M
VLO
Valero Energy Corp

Energy
-717
- 24.35%
$121.76 - $142.99 $87.3K - $103K
2.23K $294M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.16K
- 13.88%
$74.85 - $84.89 $86.6K - $98.2K
7.18K $587M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-646
- 8.32%
$56.17 - $59.71 $36.3K - $38.6K
7.12K $407M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-187
- 10.74%
$126.11 - $135.06 $23.6K - $25.3K
1.55K $200M
FFIV
F5, Inc.

Technology
-218
- 7.19%
$251.75 - $310.6 $54.9K - $67.7K
2.81K $749M
Gsk PLC
-1.44K
- 12.79%
N/A
9.84K $381M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 3.25%
$890.62 - $1076.86 $8.91K - $10.8K
298 $282M
XLP
Consumer Staples Sector Spdr

ETFs
-46
- 1.06%
N/A
4.31K $352M
CMCL
Caledonia Mining Corp PLC

Basic Materials
-3.61K
- 17.89%
$9.09 - $12.49 $32.8K - $45.1K
16.6K $207M
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 34 Reductions 34 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