Topsail Wealth Management, LLC Purchases in Q2 2025

Topsail Wealth Management, LLC

  • $547 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.08%
$53.19 - $69.38 $266 - $347
6.65K $461M
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 9.71%
$908.13 - $1056.85 $30.9K - $35.9K
384 $380M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
800
New
$35.35 - $42.68 $28.3K - $34.1K
800 $34.1M
ABT
Abbott Laboratories

Healthcare
110
+ 3.14%
$123.95 - $138.08 $13.6K - $15.2K
3.62K $492M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
342
+ 1.46%
$72.12 - $76.23 $24.7K - $26.1K
23.8K $1.81B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
100
+ 1.8%
$66.87 - $79.47 $6.69K - $7.95K
5.66K $449M
First Tr Exchng Traded Fd Vi
1K
New
N/A
1K $23.1M
IFV
First Trust Dorsey Wright Inte

ETFs
100
+ 1.47%
$17.98 - $22.92 $1.8K - $2.29K
6.9K $158M
CRH.L
Crh PLC

Basic Materials
89
+ 2.69%
N/A
3.4K $312M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
40
+ 1.86%
$70.44 - $86.87 $2.82K - $3.47K
2.19K $190M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.08%
$51.16 - $62.02 $153 - $186
3.72K $231M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
100
+ 2.76%
$67.03 - $80.35 $6.7K - $8.03K
3.72K $297M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
22
+ 1.66%
$65.84 - $80.81 $1.45K - $1.78K
1.35K $108M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
200
New
$38.96 - $44.84 $7.79K - $8.97K
200 $8.97M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
200
+ 25.0%
$25.96 - $30.99 $5.19K - $6.2K
1K $31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.12%
$90.56 - $109.49 $181 - $219
1.67K $183M
CVS
Cvs Health Corp

Healthcare
15
+ 0.3%
$60.04 - $70.18 $901 - $1.05K
4.99K $344M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
48
+ 0.95%
$77.74 - $78.78 $3.73K - $3.78K
5.11K $402M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
26
+ 6.36%
$75.29 - $91.16 $1.96K - $2.37K
435 $39.2M
First Tr Exchng Traded Fd Vi
200
New
N/A
200 $4.21M
DIHP
Dimensional ETF Tr Dimensional

ETFs
12
+ 1.07%
$24.32 - $29.74 $292 - $357
1.14K $33.5M
First Tr Exchange Traded Fd
150
New
N/A
150 $2.39M
First Tr Exchange Traded Fd
150
New
N/A
150 $2.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10
+ 0.24%
$96.84 - $99.46 $968 - $995
4.21K $418M
ACN
Accenture PLC

Technology
64
+ 4.15%
$279.23 - $323.21 $17.9K - $20.7K
1.61K $480M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
100
+ 1.54%
$45.3 - $50.64 $4.53K - $5.06K
6.61K $325M
DOW
Dow Inc.

Basic Materials
204
+ 1.36%
$25.81 - $34.89 $5.27K - $7.12K
15.2K $402M
Activity Summary
Buys All Purchases 78 New Holdings 19 Increased Positions 59 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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