Topsail Wealth Management, LLC Purchases in Q1 2025

Topsail Wealth Management, LLC

  • $492 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
960
New
$105.3 - $106.24 $101K - $102K
960 $101M
VGT
Vanguard Information Technolog

ETFs
261
+ 50.1%
$542.38 - $646.34 $142K - $169K
782 $424M
XLF
Financial Sector Spdr

ETFs
2K
New
$47.32 - $52.19 $94.6K - $104K
2K $99.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.44K
+ 5.12%
$42.5 - $46.71 $61.2K - $67.3K
29.6K $1.34B
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 28.21%
$890.62 - $1076.86 $68.6K - $82.9K
350 $331M
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 18.24%
$58.74 - $64.87 $60.2K - $66.5K
6.64K $410M
LLY
Eli Lilly & CO

Healthcare
45
+ 6.16%
$725.72 - $929.72 $32.7K - $41.8K
776 $641M
DFAI
Dimensional ETF Tr

ETFs
110
+ 0.31%
$28.88 - $32.4 $3.18K - $3.56K
36.1K $1.13B
JNJ
Johnson & Johnson

Healthcare
134
+ 5.25%
$142.06 - $167.7 $19K - $22.5K
2.68K $445M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
20
+ 0.09%
$51.39 - $57.43 $1.03K - $1.15K
21.9K $1.22B
First Tr Exchng Traded Fd Vi
2K
New
N/A
2K $66.2M
XLE
Energy Sector Spdr

ETFs
700
New
$85.7 - $93.96 $60K - $65.8K
700 $65.4M
ABBV
Abb Vie Inc.

Healthcare
33
+ 2.0%
$169.2 - $216.66 $5.58K - $7.15K
1.69K $353M
NEE
Nextera Energy Inc

Utilities
890
+ 17.78%
$66.96 - $76.16 $59.6K - $67.8K
5.9K $418M
BSJR
Invesco Indx Tr

ETFs
2.6K
+ 18.74%
$22.4 - $22.69 $58.3K - $59.1K
16.5K $370M
BAC
Bank Of America Corp

Financial Services
1.6K
+ 28.81%
$39.61 - $47.74 $63.5K - $76.6K
7.17K $299M
RDVY
First Trust Rising Dividend Ac

ETFs
1.02K
+ 6.4%
$57.22 - $63.39 $58.5K - $64.8K
17K $994M
VIG
Vanguard Dividend Appreciation

ETFs
249
+ 9.21%
N/A
2.95K $573M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
198
+ 0.85%
$73.11 - $77.43 $14.5K - $15.3K
23.4K $1.78B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
484
+ 57.48%
$67.08 - $76.14 $32.5K - $36.9K
1.33K $97.7M
IWN
Ishares Russell2000 Val ETF

ETFs
300
+ 57.36%
$149.27 - $169.4 $44.8K - $50.8K
823 $124M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.12K
+ 14.77%
$81.62 - $96.63 $91.4K - $108K
8.7K $725M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
409
New
$78.97 - $85.82 $32.3K - $35.1K
409 $33.9M
CTAS
Cintas Corp

Industrials
10
+ 0.83%
$182.09 - $208.14 $1.82K - $2.08K
1.22K $251M
ENB
Enbridge Inc

Energy
356
+ 5.13%
$41.54 - $45.45 $14.8K - $16.2K
7.3K $324M
META
Meta Platforms, Inc.

Communication Services
95
+ 3.08%
$576.36 - $736.67 $54.8K - $70K
3.18K $1.84B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
563
+ 11.27%
$75.47 - $84.24 $42.5K - $47.4K
5.56K $426M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
174
+ 4.32%
$95.85 - $99.25 $16.7K - $17.3K
4.2K $415M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
355
New
$67.03 - $74.61 $23.8K - $26.5K
355 $24.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
161
+ 12.22%
$126.11 - $135.06 $20.3K - $21.7K
1.48K $191M
VO
Vanguard Mid Cap ETF

ETFs
99
+ 5.82%
$251.87 - $277.95 $24.9K - $27.5K
1.8K $465M
XLU
Utilities Sector Spdr

ETFs
200
New
$74.7 - $80.27 $14.9K - $16.1K
200 $15.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
35
+ 3.14%
$283.24 - $338.07 $9.91K - $11.8K
1.15K $339M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
300
+ 10.08%
$49.78 - $53.19 $14.9K - $16K
3.28K $167M
Blackrock Inc
51
+ 11.75%
N/A
485 $459M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
500
+ 3.94%
$21.64 - $22.08 $10.8K - $11K
13.2K $285M
UNP
Union Pacific Corp

Industrials
9
+ 0.94%
$225.21 - $254.42 $2.03K - $2.29K
966 $228M
IDXX
Idexx Laboratories Inc

Healthcare
9
+ 0.95%
$406.29 - $469.04 $3.66K - $4.22K
953 $400M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
582
+ 4.13%
$21.04 - $21.64 $12.2K - $12.6K
14.7K $310M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24
+ 0.48%
$76.94 - $78.28 $1.85K - $1.88K
5.07K $397M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
208
+ 21.89%
$32.39 - $34.01 $6.74K - $7.07K
1.16K $37.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31
New
$64.88 - $72.1 $2.01K - $2.24K
31 $2.04M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.36%
$25.1 - $27.85 $100 - $111
1.12K $30.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
New
$120.29 - $134.6 $1.44K - $1.62K
12 $1.46M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
21
New
$67.41 - $69.37 $1.42K - $1.46K
21 $1.45M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 6.1%
$554.06 - $615.85 $5.54K - $6.16K
174 $97.8M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
57
+ 7.12%
$26.06 - $28.54 $1.49K - $1.63K
857 $22.4M
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.78%
$115.08 - $123.97 $921 - $992
1.04K $120M
RSP
Invesco S&P 500 Equal Weight E

ETFs
85
+ 1.16%
$169.43 - $182.84 $14.4K - $15.5K
7.4K $1.28B
Activity Summary
Buys All Purchases 123 New Holdings 30 Increased Positions 93 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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