Members Wealth LLC Reduced Holdings in Q1 2025

Members Wealth LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15K
- 18.99%
$71.17 - $73.66 $1.07M - $1.1M
64K $4.7B
VTI
Vanguard Total Stock Market Et

ETFs
-2.71K
- 33.69%
$271.18 - $303.12 $735K - $821K
5.33K $1.47B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.71K
- 33.74%
$108.02 - $120.45 $400K - $447K
7.28K $802M
J P Morgan Exchange Traded F
-6.61K
- 26.46%
N/A
18.4K $1.1B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.37K
- 22.16%
N/A
8.32K $732M
HD
Home Depot, Inc.

Consumer Cyclical
-173
- 4.3%
$347.25 - $424.87 $60.1K - $73.5K
3.85K $1.41B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-202
- 8.61%
$360.07 - $417.26 $72.7K - $84.3K
2.14K $774M
IVE
Ishares S&P 500 Value ETF

ETFs
-750
- 13.23%
$185.78 - $198.58 $139K - $149K
4.92K $937M
AVLV
American Centy ETF Tr Avantis
-2.14K
- 30.94%
$63.51 - $70.42 $136K - $151K
4.78K $312M
DSTL
ETF Ser Solution Distillate Us

ETFs
-2.64K
- 28.15%
$53.28 - $57.28 $141K - $151K
6.74K $366M
XLV
Select Sector Spdr Fund Health

ETFs
-864
- 26.33%
$137.61 - $149.68 $119K - $129K
2.42K $353M
LOW
Lowes Companies Inc

Consumer Cyclical
-348
- 17.29%
$222.66 - $268.42 $77.5K - $93.4K
1.67K $388M
IWD
Ishares Russell 1000 Val ETF

ETFs
-354
- 4.91%
$182.82 - $196.21 $64.7K - $69.5K
6.86K $1.29B
ABC
Amerisourcebergen Corp

Healthcare
-451
- 31.54%
N/A
979 $272M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-295
- 13.35%
$126.86 - $146.45 $37.4K - $43.2K
1.92K $243M
UNH
Unitedhealth Group Inc

Healthcare
-122
- 5.37%
$461.52 - $548.18 $56.3K - $66.9K
2.15K $1.13B
VGT
Vanguard Information Technolog

ETFs
-29
- 4.4%
$542.38 - $646.34 $15.7K - $18.7K
630 $342M
WMT
Walmart Inc.

Consumer Defensive
-18
- 0.47%
$84.5 - $105.05 $1.52K - $1.89K
3.81K $334M
NOW
Service Now, Inc.

Technology
-12
- 4.4%
$783.83 - $1170.39 $9.41K - $14K
261 $208M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-547
- 19.78%
$91.45 - $91.75 $50K - $50.2K
2.22K $203M
AMGN
Amgen Inc

Healthcare
-195
- 22.83%
$258.59 - $327.36 $50.4K - $63.8K
659 $205M
ADBE
Adobe Inc.

Technology
-5
- 0.92%
$377.84 - $464.11 $1.89K - $2.32K
541 $207M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-261
- 17.35%
$208.48 - $244.03 $54.4K - $63.7K
1.24K $303M
MRK
Merck & Co., Inc.

Healthcare
-483
- 17.07%
$83.01 - $101.02 $40.1K - $48.8K
2.35K $211M
GWW
W.W. Grainger, Inc.

Industrials
-18
- 6.25%
$953.54 - $1132.42 $17.2K - $20.4K
270 $267M
VOE
Vanguard Mid Cap Value Index F

ETFs
-11
- 0.18%
$156.61 - $168.02 $1.72K - $1.85K
6.03K $968M
RDVY
First Trust Rising Dividend Ac

ETFs
-102
- 2.31%
$57.22 - $63.39 $5.84K - $6.47K
4.32K $253M
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.56%
$158.56 - $176.26 $3.81K - $4.23K
4.25K $725M
PEP
Pepsico Inc

Consumer Defensive
-62
- 3.31%
$142.64 - $156.42 $8.84K - $9.7K
1.81K $271M
ABT
Abbott Laboratories

Healthcare
-28
- 0.64%
$111.1 - $140.22 $3.11K - $3.93K
4.36K $579M
CVX
Chevron Corp

Energy
-39
- 1.75%
$146.71 - $167.97 $5.72K - $6.55K
2.19K $367M
IBDV
Ishares Tr

Technology
-1.69K
- 0.92%
$21.11 - $21.73 $35.7K - $36.7K
183K $3.97B
Activity Summary
Buys All Purchases 61 New Holdings 4 Increased Positions 57 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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