Wealth Management Strategies, Inc. Purchases in Q3 2025

Wealth Management Strategies, Inc.

  • $195 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
278K
+ 88.99%
$56.02 - $60.3 $15.6M - $16.8M
591K $35.4M
VUG
Vanguard Growth ETF

ETFs
14.4K
+ 21.17%
$433.97 - $484.08 $6.26M - $6.98M
82.5K $39.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
96.4K
+ 19.63%
$36.04 - $38.78 $3.48M - $3.74M
588K $22.7M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
176K
+ 59.08%
$21.68 - $22.04 $3.81M - $3.87M
473K $10.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
140K
+ 35.56%
$23.29 - $23.38 $3.26M - $3.28M
534K $12.5M
VB
Vanguard Small Cap ETF

ETFs
5.65K
+ 19.5%
$237.58 - $259.17 $1.34M - $1.46M
34.6K $8.8M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
99.2K
+ 25.26%
$22.84 - $22.95 $2.27M - $2.28M
492K $11.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
92.1K
+ 23.46%
$22.36 - $22.52 $2.06M - $2.07M
484K $10.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
80.1K
+ 22.63%
$22.19 - $22.44 $1.78M - $1.8M
434K $9.72M
VTV
Vanguard Value ETF

ETFs
4.39K
+ 10.03%
$175.51 - $186.57 $770K - $818K
48.1K $8.98M
MSFT
Microsoft Corp

Technology
4
+ 0.16%
$491.09 - $535.64 $1.96K - $2.14K
2.52K $1.31M
GOOG
Alphabet Inc.

Communication Services
865
New
$175.16 - $255.24 $152K - $221K
865 $210K
GLD
Spdr Gold Trust

ETFs
583
New
$300.96 - $355.47 $175K - $207K
583 $207K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.31%
$567.77 - $614.76 $2.84K - $3.07K
1.64K $1M
IBM
International Business Machines Corp

Technology
29
+ 1.26%
$234.77 - $292.47 $6.81K - $8.48K
2.33K $656K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
154
+ 5.28%
$109.47 - $119.06 $16.9K - $18.3K
3.07K $363K
DFAT
Dimensional ETF Tr U S Target

ETFs
89
+ 0.87%
$53.36 - $59.69 $4.75K - $5.31K
10.3K $602K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10
+ 0.3%
$79.52 - $89.63 $795 - $896
3.37K $299K
BK
Bank Of New York Mellon Corp

Financial Services
28
+ 1.1%
$90.65 - $109.75 $2.54K - $3.07K
2.57K $279K
PNC
Pnc Financial Services Group, Inc.

Financial Services
42
+ 1.87%
$185.88 - $207.44 $7.81K - $8.71K
2.28K $458K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.53%
$617.65 - $666.84 $1.85K - $2K
564 $375K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
268
+ 7.05%
$64.58 - $69.94 $17.3K - $18.7K
4.07K $282K
WPC
W. P. Carey Inc.

Real Estate
46
+ 1.21%
$61.29 - $68.7 $2.82K - $3.16K
3.86K $260K
Brookfield Corp
3.58K
New
N/A
3.58K $0
Coherent Corp
1.93K
New
N/A
1.93K $0
DFSI
Dimensional ETF Tr Dimen Intl
6.07K
+ 34.94%
N/A
23.4K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.82K
+ 24.5%
N/A
9.26K $0
DFSU
Dimensional ETF Tr Dimen Us Su
34.4K
+ 38.05%
N/A
125K $0
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.61%
$150.47 - $161.22 $1.5K - $1.61K
1.64K $252K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.41%
$625.65 - $812.69 $3.13K - $4.06K
1.23K $940K
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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