North Berkeley Wealth Management, LLC Incresed Positions in Q2 2025

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
11.4K
+ 13.55%
$82.96 - $110.1 $945K - $1.25M
95.5K $10.5B
NUSC
Nuveen Esg Small Cap ETF

ETFs
26.7K
+ 10.14%
$33.38 - $40.81 $892K - $1.09M
290K $11.8B
ACWI
Ishares Msci Acwi ETF

ETFs
196
+ 0.24%
$103.59 - $128.6 $20.3K - $25.2K
82.5K $10.6B
IWR
Ishares Russell Mid Cap ETF

ETFs
11.1K
+ 478.77%
$74.88 - $91.97 $831K - $1.02M
13.4K $1.23B
IEMG
Ishares Inc

ETFs
325
+ 0.21%
N/A
153K $9.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.25K
+ 78.95%
$496.48 - $617.85 $622K - $774K
2.84K $1.75B
IVV
Ishares Core S&P 500 ETF

ETFs
514
+ 11.27%
$498.8 - $620.9 $256K - $319K
5.07K $3.15B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
24.7K
+ 91.57%
$16.16 - $19.79 $399K - $489K
51.7K $1.02B
NVDA
Nvidia Corp

Technology
1.99K
+ 23.36%
$94.31 - $157.99 $188K - $314K
10.5K $1.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.87K
+ 28.74%
$51.16 - $62.02 $300K - $364K
26.3K $1.63B
VNQ
Vanguard Specialized Funds Van

ETFs
4.53K
+ 37.94%
$79.79 - $91.42 $362K - $414K
16.5K $1.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.93K
+ 14.15%
$96.84 - $99.46 $284K - $291K
23.6K $2.34B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.13K
+ 37.1%
$170.2 - $211.82 $191K - $238K
4.16K $881M
ABT
Abbott Laboratories

Healthcare
870
+ 45.96%
$123.95 - $138.08 $108K - $120K
2.76K $376M
ABBV
Abb Vie Inc.

Healthcare
870
+ 41.23%
$170.16 - $206.27 $148K - $179K
2.98K $553M
JNJ
Johnson & Johnson

Healthcare
867
+ 41.88%
$146.36 - $159.82 $127K - $139K
2.94K $449M
GOOGL
Alphabet Inc.

Communication Services
55
+ 1.33%
$144.7 - $178.6 $7.96K - $9.82K
4.2K $740M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.54K
+ 27.73%
$40.79 - $50.93 $62.9K - $78.5K
7.1K $362M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.81%
$243.75 - $303.93 $5.36K - $6.69K
2.72K $828M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
168
+ 3.04%
$73.02 - $90.22 $12.3K - $15.2K
5.69K $508M
IWB
Ishares Tr Russell 1000 ETF

ETFs
61
+ 3.68%
$272.36 - $339.57 $16.6K - $20.7K
1.72K $584M
EFA
Ishares Tr Msci Eafe ETF

ETFs
93
+ 1.82%
$72.96 - $90.39 $6.79K - $8.41K
5.21K $465M
AAPL
Apple Inc.

Technology
1.01K
+ 3.44%
$172.42 - $223.89 $174K - $226K
30.3K $6.22B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
200
+ 0.25%
$139.81 - $165.8 $28K - $33.2K
79.6K $12.4B
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 26 Reductions 20 Sold out 6 Options Calls 0 Puts 0
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