Topsail Wealth Management, LLC Incresed Positions in Q3 2025

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
4
+ 0.12%
$94.33 - $105.31 $377 - $421
3.46K $362M
VTC
Vanguard Scottsdale Fds Total

ETFs
179
+ 1.24%
$76.18 - $78.81 $13.6K - $14.1K
14.6K $1.14B
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.37%
$291.67 - $316.99 $5.83K - $6.34K
1.48K $451M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.09%
$78.88 - $85.2 $394 - $426
5.66K $472M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
370
+ 46.25%
$42.26 - $47.16 $15.6K - $17.4K
1.17K $54.2M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
800
+ 4.98%
$21.89 - $22.2 $17.5K - $17.8K
16.9K $372M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.12%
$108.46 - $120.63 $217 - $241
1.68K $199M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
610
+ 3.01%
$21.35 - $21.7 $13K - $13.2K
20.8K $450M
UNP
Union Pacific Corp

Industrials
33
+ 3.56%
$214.91 - $237.16 $7.09K - $7.83K
961 $227M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.08%
$62.09 - $66.51 $186 - $200
3.72K $243M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21
+ 0.5%
$97.75 - $100.75 $2.05K - $2.12K
4.23K $424M
APD
Air Products & Chemicals, Inc.

Basic Materials
53
+ 5.98%
$265.78 - $299.3 $14.1K - $15.9K
939 $256M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49
+ 0.96%
$78.11 - $79.07 $3.83K - $3.87K
5.16K $407M
SPGI
S&P Global Inc.

Financial Services
76
+ 9.08%
$484.94 - $564.15 $36.9K - $42.9K
913 $444M
BSJR
Invesco Indx Tr

ETFs
100
+ 0.53%
$22.64 - $22.85 $2.26K - $2.29K
18.8K $429M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.35%
$28.69 - $30.59 $115 - $122
1.14K $34.6M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.27%
$625.65 - $812.69 $1.25K - $1.63K
737 $562M
CTAS
Cintas Corp

Industrials
2
+ 0.2%
$199.29 - $226.27 $399 - $453
1.01K $206M
CRM
Salesforce, Inc.

Technology
58
+ 6.48%
$231.66 - $273.65 $13.4K - $15.9K
953 $226M
NFLX
Netflix Inc

Communication Services
2
+ 1.18%
$1147.87 - $1297.18 $2.3K - $2.59K
171 $205M
V
Visa Inc.

Financial Services
203
+ 2.91%
$332.09 - $358.86 $67.4K - $72.8K
7.18K $2.45B
CMCSA
Comcast Corp

Communication Services
21
+ 0.28%
$31.41 - $36.33 $660 - $763
7.65K $240M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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