Kondo Wealth Advisors, Inc. Purchases and Sells in Q2 2025

Kondo Wealth Advisors, Inc.

$226 Billion
Q2 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	13.2K + 4.74%	$108.12 - $135.04 $1.43M - $1.79M	292K $39.5B
AVUV	18.1K + 7.14%	$75.17 - $91.21 $1.36M - $1.65M	271K $25.2B
AVDV	8.44K + 3.56%	$61.76 - $79.32 $521K - $670K	246K $19.5B
IDEV	9.19K + 3.83%	$61.79 - $76.67 $568K - $705K	249K $18.9B
DFEM	20.5K + 5.2%	$23.4 - $29.68 $480K - $609K	416K $12.4B
VGIT	17.3K + 4.74%	$58.63 - $59.9 $1.01M - $1.03M	382K $22.7B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	816 New	$320.42 - $424.58 $261K - $346K	816 $343M
VTEB	7K New	$48.13 - $49.85 $337K - $349K	7K $342M
IWD	1.61K New	$166.82 - $194.23 $268K - $312K	1.61K $315M
IBM	760 New	$221.03 - $294.78 $168K - $224K	760 $222M
WMT	2.19K New	$81.79 - $99.98 $179K - $218K	2.19K $215M
AXP	641 New	$231.39 - $318.98 $148K - $204K	641 $207M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUSB	-27K - 20.26%	$24.66 - $25.17 $666K - $680K	106K $2.66B
MORGAN STANLEY ETF TRUST	-6.22K - 25.23%	N/A	18.4K $1.41B
UPS	-994 - 10.56%	$91.92 - $110.2 $91.4K - $110K	8.42K $879M
MORGAN STANLEY ETF TRUST	-3.51K - 19.35%	N/A	14.6K $948M
BSV	-770 - 4.11%	$77.74 - $78.78 $59.9K - $60.7K	18K $1.41B
BRK-B	-14 - 1.59%	$483.48 - $539.8 $6.77K - $7.56K	866 $424M

Activity Summary All Purchases 44 New Holdings 7 Increased Positions 37 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kondo Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kondo Wealth Advisors, Inc. with notifications on news.