Bam Wealth Management, LLC New Holdings in Q3 2025

Bam Wealth Management, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
64.4K
New
$90.83 - $93.81 $5.85M - $6.04M
64.4K $6.01B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
107K
New
$47.96 - $50.54 $5.13M - $5.4M
107K $5.4B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
99.8K
New
$49.0 - $51.91 $4.89M - $5.18M
99.8K $5.18B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
90.4K
New
$51.7 - $54.73 $4.67M - $4.95M
90.4K $4.95B
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
93.6K
New
$46.61 - $49.24 $4.36M - $4.61M
93.6K $4.61B
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
81.4K
New
N/A
81.4K $4.49B
FJAN
First Exc Trd Viii Cboe Vest U
89.3K
New
N/A
89.3K $4.48B
First Tr Exchng Traded Fd Vi
113K
New
N/A
113K $4.29B
AAPL
Apple Inc.

Technology
16.5K
New
$202.38 - $256.87 $3.34M - $4.24M
16.5K $4.2B
MSFT
Microsoft Corp

Technology
7.63K
New
$491.09 - $535.64 $3.75M - $4.09M
7.63K $3.95B
NVDA
Nvidia Corp

Technology
15.2K
New
$153.3 - $186.58 $2.34M - $2.84M
15.2K $2.84B
AVGO
Broadcom Inc.

Technology
7.26K
New
$264.74 - $369.57 $1.92M - $2.68M
7.26K $2.4B
GOOGL
Alphabet Inc.

Communication Services
7.03K
New
$174.36 - $254.72 $1.23M - $1.79M
7.03K $1.71B
SECT
Sector 10, Inc.

ETFs
26.1K
New
$57.95 - $63.16 $1.51M - $1.65M
26.1K $1.64B
AMZN
Amazon Com Inc

Consumer Cyclical
7.19K
New
$211.65 - $238.24 $1.52M - $1.71M
7.19K $1.58B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.7K
New
$81.75 - $84.54 $1.53M - $1.58M
18.7K $1.57B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19K
New
$76.16 - $78.59 $1.45M - $1.49M
19K $1.48B
META
Meta Platforms, Inc.

Communication Services
1.93K
New
$695.21 - $791.73 $1.34M - $1.53M
1.93K $1.42B
CORP
Pimco Investment Grade Corp Bd

ETFs
14.3K
New
$95.87 - $99.18 $1.37M - $1.42M
14.3K $1.41B
INTU
Intuit Inc

Technology
1.96K
New
$646.03 - $807.39 $1.26M - $1.58M
1.96K $1.34B
V
Visa Inc.

Financial Services
3.56K
New
$332.09 - $358.86 $1.18M - $1.28M
3.56K $1.21B
WMT
Walmart Inc.

Consumer Defensive
11K
New
$94.4 - $104.27 $1.04M - $1.15M
11K $1.13B
DFAI
Dimensional ETF Tr

ETFs
31K
New
$34.05 - $36.55 $1.06M - $1.13M
31K $1.13B
LLY
Eli Lilly & CO

Healthcare
1.42K
New
$625.65 - $812.69 $891K - $1.16M
1.42K $1.09B
MA
Mastercard Inc

Financial Services
1.9K
New
$550.18 - $598.96 $1.04M - $1.14M
1.9K $1.08B
GE
General Electric CO

Industrials
3.54K
New
$244.75 - $305.63 $865K - $1.08M
3.54K $1.06B
UNH
Unitedhealth Group Inc

Healthcare
3.01K
New
$237.77 - $353.61 $717K - $1.07M
3.01K $1.04B
Pimco ETF Tr
20.8K
New
N/A
20.8K $1.03B
AMAT
Applied Materials Inc

Technology
4.95K
New
$156.25 - $204.95 $774K - $1.02M
4.95K $1.01B
CTAS
Cintas Corp

Industrials
4.6K
New
$199.29 - $226.27 $916K - $1.04M
4.6K $943M
BBUS
J P Morgan Exchg Traded Fd

ETFs
7.81K
New
$111.77 - $121.28 $873K - $948K
7.81K $943M
SHW
Sherwin Williams CO

Basic Materials
2.69K
New
$330.88 - $375.23 $890K - $1.01M
2.69K $931M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.4K
New
$72.57 - $74.72 $897K - $924K
12.4K $920M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.86K
New
$404.94 - $499.99 $752K - $929K
1.86K $901M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.43K
New
$196.15 - $217.83 $869K - $965K
4.43K $892M
MCK
Mckesson Corp

Healthcare
1.14K
New
$659.01 - $772.54 $750K - $879K
1.14K $879M
AVEM
American Centy ETF Tr Avantis

ETFs
11.7K
New
$68.33 - $75.41 $800K - $882K
11.7K $879M
MCO
Moodys Corp

Financial Services
1.83K
New
$472.69 - $521.32 $864K - $953K
1.83K $871M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4.16K
New
$185.65 - $214.38 $772K - $891K
4.16K $833M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
15.8K
New
$50.9 - $52.37 $803K - $826K
15.8K $825M
Advisorshares Tr
16.6K
New
N/A
16.6K $809M
MGC
Vanguard Mega Cap ETF

ETFs
3.3K
New
$224.2 - $245.55 $741K - $811K
3.3K $806M
MSCI
Msci Inc.

Financial Services
1.35K
New
$526.48 - $588.0 $712K - $795K
1.35K $767M
Franklin Templeton ETF Tr
14.5K
New
N/A
14.5K $760M
ACN
Accenture PLC

Technology
3.05K
New
$232.56 - $304.78 $709K - $929K
3.05K $751M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.6K
New
$54.35 - $59.32 $685K - $748K
12.6K $746M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.72K
New
$422.75 - $485.53 $728K - $836K
1.72K $743M
BNDX
Vanguard Total International B

ETFs
14.6K
New
$49.0 - $49.51 $717K - $724K
14.6K $724M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.87K
New
$108.97 - $121.65 $639K - $713K
5.87K $708M
Activity Summary
Buys All Purchases 147 New Holdings 147 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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