Hartmann Taylor Wealth Management, LLC Incresed Positions in Q3 2025

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
54.3K
+ 16.75%
$40.2 - $44.58 $2.18M - $2.42M
379K $16.6B
CGDV
Capital Group Divid Value ETF

ETFs
26.7K
+ 10.24%
$39.59 - $42.21 $1.06M - $1.13M
287K $12.1B
VTV
Vanguard Value ETF

ETFs
3.47K
+ 3.61%
$175.51 - $186.57 $609K - $648K
99.6K $18.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
10.5K
+ 10.83%
$66.38 - $71.68 $695K - $750K
107K $7.64B
Capital Group Core Balanced
20.8K
+ 7.23%
N/A
308K $10.7B
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.4K
+ 40.24%
$63.41 - $69.69 $721K - $792K
39.6K $2.71B
Capital Group Conservative E
27K
+ 89.27%
N/A
57.2K $1.72B
Capital Grp Fixed Incm ETF T
24K
+ 20.0%
N/A
144K $3.8B
AAPL
Apple Inc.

Technology
107
+ 0.96%
$202.38 - $256.87 $21.7K - $27.5K
11.3K $2.87B
CGMS
Capital Grp Core Plus Income E
18.1K
+ 20.25%
N/A
107K $2.98B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.45K
+ 25.31%
$41.8 - $43.15 $353K - $365K
41.8K $1.79B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
83
+ 0.11%
$68.24 - $73.73 $5.66K - $6.12K
79K $5.8B
NVDA
Nvidia Corp

Technology
165
+ 1.73%
$153.3 - $186.58 $25.3K - $30.8K
9.71K $1.81B
VV
Vanguard Large Cap ETF

ETFs
266
+ 3.18%
$285.05 - $309.14 $75.8K - $82.2K
8.63K $2.66B
CGCP
Capital Group Core Plus Income

ETFs
10.9K
+ 56.36%
$22.27 - $22.95 $243K - $251K
30.3K $689M
VT
Vanguard Total World Stk Index

ETFs
406
+ 2.13%
$128.41 - $138.03 $52.1K - $56K
19.4K $2.68B
GOOGL
Alphabet Inc.

Communication Services
109
+ 4.31%
$174.36 - $254.72 $19K - $27.8K
2.64K $641M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.2K
+ 47.88%
$30.76 - $33.01 $160K - $172K
16.1K $526M
MSFT
Microsoft Corp

Technology
84
+ 2.04%
$491.09 - $535.64 $41.3K - $45K
4.19K $2.17B
GOOG
Alphabet Inc.

Communication Services
40
+ 2.26%
$175.16 - $255.24 $7.01K - $10.2K
1.81K $442M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 5.96%
$293.94 - $444.72 $13.2K - $20K
800 $356M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.8K
+ 4.26%
$47.86 - $48.43 $86.1K - $87.2K
44.1K $2.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 8.49%
$546.99 - $602.2 $43.8K - $48.2K
1.02K $614M
VTI
Vanguard Total Stock Market Et

ETFs
169
+ 13.4%
$303.93 - $329.86 $51.4K - $55.7K
1.43K $469M
DFAT
Dimensional ETF Tr U S Target

ETFs
800
+ 15.05%
$53.36 - $59.69 $42.7K - $47.8K
6.12K $356M
META
Meta Platforms, Inc.

Communication Services
48
+ 9.54%
$695.21 - $791.73 $33.4K - $38K
551 $405M
AMZN
Amazon Com Inc

Consumer Cyclical
111
+ 2.11%
$211.65 - $238.24 $23.5K - $26.4K
5.36K $1.18B
MA
Mastercard Inc

Financial Services
16
+ 1.79%
$550.18 - $598.96 $8.8K - $9.58K
908 $516M
V
Visa Inc.

Financial Services
8
+ 1.16%
$332.09 - $358.86 $2.66K - $2.87K
697 $238M
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.19%
$167.28 - $188.45 $502 - $565
1.57K $265M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.75%
$915.95 - $994.57 $4.58K - $4.97K
672 $622M
NFLX
Netflix Inc

Communication Services
8
+ 1.5%
$1147.87 - $1297.18 $9.18K - $10.4K
542 $650M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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