North Berkeley Wealth Management, LLC Reduced Holdings in Q2 2025

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CNC
Centene Corp

Healthcare
-4.12K
- 24.83%
$53.4 - $64.29 $220K - $265K
12.5K $676M
CAT
Caterpillar Inc

Industrials
-772
- 42.89%
$273.94 - $388.21 $211K - $300K
1.03K $399M
CMF
Ishares California Muni Bond E

ETFs
-3.64K
- 34.53%
$54.52 - $56.7 $198K - $206K
6.89K $384M
AMAT
Applied Materials Inc

Technology
-1K
- 33.87%
$126.95 - $183.52 $127K - $184K
1.96K $358M
WFC
Wells Fargo & Company

Financial Services
-2.19K
- 32.64%
$60.98 - $80.12 $133K - $175K
4.51K $361M
NVO
Novo Nordisk A S

Healthcare
-1.63K
- 25.61%
$58.08 - $81.05 $94.8K - $132K
4.74K $327M
GE
General Electric CO

Industrials
-1.62K
- 45.59%
$166.81 - $257.39 $270K - $416K
1.93K $497M
HD
Home Depot, Inc.

Consumer Cyclical
-150
- 21.34%
$335.24 - $380.78 $50.3K - $57.1K
553 $203M
Ea Series Trust
-563
- 14.16%
N/A
3.41K $303M
QCOM
Qualcomm Inc

Technology
-200
- 13.55%
$124.66 - $159.48 $24.9K - $31.9K
1.28K $203M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 3.33%
$416.06 - $551.64 $9.57K - $12.7K
667 $368M
AMZN
Amazon Com Inc

Consumer Cyclical
-343
- 10.64%
$167.32 - $223.3 $57.4K - $76.6K
2.88K $632M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-226
- 12.24%
$320.42 - $424.58 $72.4K - $96K
1.62K $688M
EEM
Ishares Msci Emerging Markets

ETFs
-13
- 0.27%
$38.52 - $48.28 $501 - $628
4.84K $233M
NOW
Service Now, Inc.

Technology
-50
- 11.11%
$721.65 - $1040.18 $36.1K - $52K
400 $411M
VEA
Vanguard Ftse Developed Market

ETFs
-93
- 0.98%
$45.65 - $57.01 $4.25K - $5.3K
9.44K $538M
Manager Directed Portfolios
-1.62K
- 0.36%
N/A
448K $4.69B
NXTE
Investment Managers Ser Tr Ii
-2.25K
- 4.61%
N/A
46.6K $1.58B
MSFT
Microsoft Corp

Technology
-381
- 12.83%
$354.56 - $497.45 $135K - $190K
2.59K $1.29B
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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