Base Wealth Management LLC Purchases in Q2 2025

Base Wealth Management LLC

  • $156 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Franklin Templeton ETF Tr
272K
New
N/A
272K $7.35B
Pimco ETF Tr
57K
New
N/A
57K $5.77B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
74.9K
New
$56.88 - $70.77 $4.26M - $5.3M
74.9K $5.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.74K
+ 12.5%
$416.06 - $551.64 $725K - $961K
15.7K $8.65B
VONG
Vanguard Russell 1000 Growth E

ETFs
6.13K
+ 8.2%
$82.51 - $109.2 $506K - $669K
80.9K $8.83B
Pimco ETF Tr
48.7K
+ 14.51%
N/A
384K $10.2B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
12.4K
+ 11.6%
$50.39 - $60.05 $626K - $746K
119K $7.17B
Capital Group Core Balanced
5.82K
+ 1.61%
N/A
368K $12.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 32.68%
$51.14 - $57.0 $813K - $906K
64.6K $3.67B
Bny Mellon ETF Trust
21.5K
New
N/A
21.5K $844M
VOT
Vanguard Mid Cap Growth Index

ETFs
947
+ 14.8%
$216.28 - $284.39 $205K - $269K
7.35K $2.09B
HDV
Ishares Core High Dividend ETF

ETFs
5.62K
+ 8.3%
$108.41 - $120.51 $609K - $678K
73.3K $8.59B
PLTR
Palantir Technologies Inc.

Technology
2.13K
New
$74.01 - $144.25 $158K - $307K
2.13K $290M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.72K
+ 9.48%
$45.9 - $47.2 $262K - $270K
66K $3.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
223
+ 14.09%
$496.48 - $617.85 $111K - $138K
1.81K $1.12B
CRS
Carpenter Technology Corp

Industrials
760
New
$151.3 - $276.38 $115K - $210K
760 $210M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 7.17%
$221.86 - $362.89 $19.3K - $31.6K
1.3K $413M
GOOGL
Alphabet Inc.

Communication Services
160
+ 11.0%
$144.7 - $178.6 $23.2K - $28.6K
1.62K $285M
VONE
Vanguard Russell 1000 ETF

ETFs
5
+ 0.26%
$225.48 - $280.86 $1.13K - $1.4K
1.92K $539M
AIT
Applied Industrial Technologies Inc

Industrials
5
+ 0.2%
$206.03 - $243.28 $1.03K - $1.22K
2.48K $576M
PLUG
Plug Power Inc

Industrials
11.3K
New
$0.7 - $1.49 $7.94K - $16.9K
11.3K $16.9M
NEE
Nextera Energy Inc

Utilities
74
+ 1.81%
$64.11 - $75.0 $4.74K - $5.55K
4.17K $289M
KO
Coca Cola CO

Consumer Defensive
63
+ 0.88%
$68.37 - $73.9 $4.31K - $4.66K
7.2K $509M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.03%
$79.79 - $91.42 $160 - $183
5.97K $532M
AAPL
Apple Inc.

Technology
388
+ 4.65%
$172.42 - $223.89 $66.9K - $86.9K
8.73K $1.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
132
+ 2.74%
$483.48 - $539.8 $63.8K - $71.3K
4.96K $2.41B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.55K
+ 3.04%
$24.32 - $27.87 $184K - $210K
256K $6.79B
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 21 Reductions 18 Sold out 3 Options Calls 0 Puts 0
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