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
ZTS
Zoetis Inc.

Healthcare
4.81K
New
$141.13 - $159.19 $679K - $766K
4.81K $704M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.56K
New
$182.33 - $194.5 $649K - $693K
3.56K $693M
PG
Procter & Gamble CO

Consumer Defensive
4.41K
New
$150.47 - $161.22 $664K - $712K
4.41K $678M
MINO
Pimco ETF Tr Municipal Income

ETFs
14.2K
New
$43.6 - $45.33 $621K - $646K
14.2K $645M
CARR
Carrier Global Corp

Industrials
10.7K
New
$58.75 - $80.73 $627K - $862K
10.7K $638M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.5K
New
$45.72 - $47.27 $616K - $637K
13.5K $633M
SPTS
Spdr Portfolio Short Term Trea

ETFs
21.4K
New
$29.12 - $29.34 $622K - $627K
21.4K $626M
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
New
$293.94 - $444.72 $412K - $623K
1.4K $623M
ODFL
Old Dominion Freight Line, Inc.

Industrials
4.42K
New
$138.59 - $171.12 $612K - $756K
4.42K $622M
PANW
Palo Alto Networks Inc

Technology
3K
New
$167.06 - $208.19 $501K - $625K
3K $611M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.72K
New
$98.53 - $107.1 $564K - $613K
5.72K $600M
EFV
Msci Eafe Value ETF

ETFs
8.67K
New
$62.79 - $68.42 $545K - $593K
8.67K $588M
IVE
Ishares S&P 500 Value ETF

ETFs
2.82K
New
$194.44 - $206.51 $549K - $583K
2.82K $583M
IEFA
Ishares Tr

ETFs
6.54K
New
$81.7 - $87.53 $534K - $573K
6.54K $571M
APP
App Lovin Corp

Technology
758
New
$335.1 - $718.54 $254K - $545K
758 $545M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
5.54K
New
$94.11 - $95.78 $522K - $531K
5.54K $530M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.5K
New
$35.42 - $38.65 $478K - $522K
13.5K $513M
MO
Altria Group, Inc.

Consumer Defensive
7.65K
New
$57.75 - $67.68 $442K - $518K
7.65K $505M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.08K
New
$58.97 - $60.36 $477K - $488K
8.08K $485M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10K
New
$46.37 - $47.77 $464K - $478K
10K $476M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.76K
New
$161.6 - $171.2 $446K - $473K
2.76K $473M
OEF
Ishares S&P 100 ETF

ETFs
1.42K
New
N/A
1.42K $472M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.55K
New
$97.75 - $100.75 $445K - $458K
4.55K $456M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.96K
New
$54.21 - $57.41 $432K - $457K
7.96K $453M
NFLX
Netflix Inc

Communication Services
356
New
$1147.87 - $1297.18 $409K - $462K
356 $427M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.21K
New
$92.26 - $97.51 $388K - $410K
4.21K $406M
ABT
Abbott Laboratories

Healthcare
2.97K
New
$120.51 - $136.62 $357K - $405K
2.97K $397M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6.99K
New
$41.53 - $66.18 $290K - $462K
6.99K $396M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.98K
New
$163.62 - $210.2 $324K - $417K
1.98K $387M
CNC
Centene Corp

Healthcare
10K
New
$25.21 - $56.65 $252K - $566K
10K $357M
KLAC
Kla Corp

Technology
327
New
$843.9 - $1078.6 $276K - $353K
327 $353M
FLEX
Flex Ltd.

Technology
6.06K
New
$48.49 - $59.33 $294K - $360K
6.06K $351M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.31K
New
$74.68 - $80.26 $322K - $346K
4.31K $346M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.36K
New
$135.0 - $146.02 $318K - $344K
2.36K $343M
JBL
Jabil Inc

Technology
1.58K
New
$202.08 - $234.45 $319K - $370K
1.58K $342M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.8K
New
$181.56 - $190.33 $328K - $343K
1.8K $342M
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.3K
New
$30.02 - $30.29 $338K - $341K
11.3K $341M
PHM
Pultegroup Inc

Consumer Cyclical
2.57K
New
$108.0 - $141.42 $278K - $364K
2.57K $340M
THC
Tenet Healthcare Corp

Healthcare
1.65K
New
$148.38 - $203.04 $245K - $335K
1.65K $335M
IAU
Ishares Gold Trust

ETFs
4.53K
New
$61.62 - $72.77 $279K - $329K
4.53K $329M
EXEL
Exelixis, Inc.

Healthcare
7.8K
New
$36.22 - $46.25 $282K - $361K
7.8K $322M
ZM
Zoom Video Communications, Inc.

Technology
3.89K
New
$69.77 - $86.83 $271K - $337K
3.89K $321M
DHI
Horton D R Inc

Consumer Cyclical
1.89K
New
$129.82 - $184.04 $245K - $348K
1.89K $320M
RL
Ralph Lauren Corp

Consumer Cyclical
984
New
$272.1 - $320.75 $268K - $316K
984 $309M
MPWR
Monolithic Power Systems Inc

Technology
335
New
$711.24 - $922.81 $238K - $309K
335 $308M
UBER
Uber Technologies, Inc

Technology
3.14K
New
$86.91 - $99.57 $273K - $312K
3.14K $307M
URI
United Rentals, Inc.

Industrials
321
New
$774.14 - $975.23 $248K - $313K
321 $306M
CHTR
Charter Communications, Inc.

Communication Services
1.11K
New
$256.57 - $418.22 $285K - $464K
1.11K $305M
VTV
Vanguard Value ETF

ETFs
1.62K
New
$175.51 - $186.57 $285K - $303K
1.62K $303M
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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