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
DFAE
Dimensional ETF Tr

ETFs
9.56K
New
$28.84 - $31.84 $276K - $304K
9.56K $301M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.88K
New
$98.52 - $103.93 $283K - $299K
2.88K $296M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.31K
New
$45.6 - $46.92 $288K - $296K
6.31K $295M
SYK
Stryker Corp

Healthcare
796
New
$368.57 - $403.53 $293K - $321K
796 $294M
CHWY
Chewy, Inc.

Consumer Cyclical
7.25K
New
$34.27 - $42.33 $248K - $307K
7.25K $293M
Blackrock ETF Trust
7.68K
New
N/A
7.68K $291M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.07K
New
$123.98 - $146.67 $257K - $304K
2.07K $291M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.23K
New
$85.01 - $90.35 $275K - $292K
3.23K $289M
COST
Costco Wholesale Corp

Consumer Defensive
311
New
$915.95 - $994.57 $285K - $309K
311 $288M
TROW
Price T Rowe Group Inc

Financial Services
2.79K
New
$98.67 - $111.52 $275K - $311K
2.79K $286M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
10K
New
$26.52 - $27.64 $265K - $277K
10K $277M
MMSI
Merit Medical Systems Inc

Healthcare
3.31K
New
$80.06 - $96.01 $265K - $318K
3.31K $275M
EMB
Ishares Tr

ETFs
2.88K
New
$91.52 - $95.59 $263K - $275K
2.88K $274M
VZ
Verizon Communications Inc

Communication Services
6.17K
New
$40.84 - $45.06 $252K - $278K
6.17K $271M
Blackrock ETF Trust
7.91K
New
N/A
7.91K $270M
MEDP
Medpace Holdings, Inc.

Healthcare
523
New
$308.88 - $514.16 $162K - $269K
523 $269M
IWF
Ishares Russell 1000 Gr ETF

ETFs
571
New
$420.11 - $472.68 $240K - $270K
571 $267M
PODD
Insulet Corp

Healthcare
856
New
$277.3 - $352.82 $237K - $302K
856 $264M
PINS
Pinterest, Inc.

Communication Services
8.11K
New
$32.17 - $39.17 $261K - $318K
8.11K $261M
EFG
Msci Eafe Growth ETF

ETFs
2.27K
New
$106.99 - $114.46 $243K - $260K
2.27K $258M
HERO
Global X Fds Video Games & Esp

ETFs
7.54K
New
$31.09 - $34.46 $234K - $260K
7.54K $255M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.02K
New
$50.52 - $50.75 $254K - $255K
5.02K $255M
Neos ETF Trust
8.48K
New
N/A
8.48K $252M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.45K
New
$95.32 - $123.91 $234K - $304K
2.45K $249M
JPM
Jpmorgan Chase & CO

Financial Services
785
New
$282.78 - $316.06 $222K - $248K
785 $248M
APH
Amphenol Corp

Technology
1.98K
New
$97.39 - $125.4 $193K - $249K
1.98K $246M
Blackrock ETF Trust Ii
4.48K
New
N/A
4.48K $239M
VICI
Vici Properties Inc.

Real Estate
7.25K
New
$31.43 - $33.93 $228K - $246K
7.25K $237M
JNJ
Johnson & Johnson

Healthcare
1.27K
New
$155.17 - $185.42 $197K - $235K
1.27K $235M
VPN
Global X Fds Data Ctr Reits &

ETFs
11.4K
New
N/A
11.4K $234M
BOTZ
Global X Fds

ETFs
6.58K
New
$32.14 - $35.96 $212K - $237K
6.58K $233M
VUG
Vanguard Growth ETF

ETFs
482
New
$433.97 - $484.08 $209K - $233K
482 $231M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.89K
New
$110.74 - $122.12 $209K - $230K
1.89K $228M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
New
$132.9 - $142.03 $215K - $230K
1.62K $228M
JGRO
J P Morgan Exchange Traded Fd
2.42K
New
N/A
2.42K $227M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.84K
New
$117.65 - $120.08 $217K - $221K
1.84K $220M
Ishares Bitcoin Trust ETF
3.39K
New
N/A
3.39K $220M
CRWD
Crowd Strike Holdings, Inc.

Technology
448
New
$412.46 - $514.1 $185K - $230K
448 $220M
FINX
Global X Fds Fintech ETF (De)

ETFs
6.54K
New
$32.53 - $35.28 $213K - $231K
6.54K $219M
Simplify Exchange Traded Fun
4.33K
New
N/A
4.33K $218M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.4K
New
$82.29 - $90.77 $198K - $218K
2.4K $217M
AMD
Advanced Micro Devices Inc

Technology
1.32K
New
$134.8 - $184.42 $178K - $243K
1.32K $213M
SPY
Spdr S&P 500 ETF Trust

ETFs
318
New
$617.65 - $666.84 $196K - $212K
318 $212M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.43K
New
$137.51 - $145.26 $196K - $207K
1.43K $203M
BAUG
Innovator U.S. Equity Buffer E
4.11K
New
N/A
4.11K $201M
First Tr Exchng Traded Fd Vi
5.61K
New
N/A
5.61K $201M
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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