5 T Wealth, LLC Purchases in Q3 2025

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
15.4K
+ 15.31%
$111.77 - $121.28 $1.72M - $1.87M
116K $14B
OEF
Ishares S&P 100 ETF

ETFs
4.21K
+ 35.88%
N/A
15.9K $5.31B
JCPB
J P Morgan Exchange Traded Fd

ETFs
33.5K
+ 26.82%
$46.37 - $47.77 $1.55M - $1.6M
158K $7.53B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.3K
+ 95.61%
$50.47 - $50.74 $1.53M - $1.54M
61.9K $3.14B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.7K
+ 18.78%
$54.35 - $59.32 $964K - $1.05M
112K $6.64B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
27K
New
$49.09 - $50.58 $1.32M - $1.36M
27K $1.36B
AIQ
Global X Funds Global X Artifi

ETFs
18.2K
+ 28.94%
$43.2 - $49.66 $787K - $905K
81.2K $4.01B
IEMG
Ishares Inc

ETFs
14.1K
+ 27.16%
N/A
65.9K $4.35B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
14.4K
+ 21.39%
$65.91 - $70.63 $952K - $1.02M
82K $5.75B
AAPL
Apple Inc.

Technology
3.1K
+ 44.48%
$202.38 - $256.87 $627K - $795K
10.1K $2.56B
IAU
Ishares Gold Trust

ETFs
10.8K
+ 38.73%
$61.62 - $72.77 $666K - $787K
38.7K $2.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.02K
+ 1.61%
$182.33 - $194.5 $186K - $198K
64.4K $12.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.1K
+ 4.47%
$45.6 - $46.92 $689K - $709K
353K $16.5B
IVV
Ishares Core S&P 500 ETF

ETFs
519
+ 5.01%
$620.67 - $670.08 $322K - $348K
10.9K $7.27B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.1K
New
$48.5 - $50.19 $778K - $806K
16.1K $804M
IVE
Ishares S&P 500 Value ETF

ETFs
2.46K
+ 9.7%
$194.44 - $206.51 $479K - $508K
27.8K $5.75B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.92K
+ 20.4%
$64.75 - $69.05 $578K - $616K
52.7K $3.63B
Global X Fds
10.2K
New
N/A
10.2K $716M
JGRO
J P Morgan Exchange Traded Fd
5.21K
+ 20.84%
N/A
30.2K $2.83B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.65K
+ 11.34%
$98.52 - $103.93 $556K - $587K
55.5K $5.71B
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
22K
New
$28.42 - $30.45 $626K - $670K
22K $648M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.3K
+ 26.79%
$55.61 - $57.37 $570K - $588K
48.5K $2.77B
FNDF
Schwab Fundamental Intl Large

ETFs
13.1K
New
$39.84 - $43.15 $523K - $566K
13.1K $564M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.36K
+ 9.05%
$108.97 - $121.65 $257K - $287K
28.5K $3.44B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
7.67K
+ 19.06%
$42.78 - $47.77 $328K - $366K
47.9K $2.28B
JPIE
J P Morgan Exchange Traded Fd
11.2K
+ 34.3%
$46.01 - $46.55 $513K - $519K
43.7K $2.03B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
3.94K
+ 6.29%
$63.74 - $68.36 $251K - $269K
66.5K $4.52B
J P Morgan Exchange Traded F
6.05K
+ 33.75%
N/A
24K $1.62B
CGMS
Capital Grp Core Plus Income E
15.8K
+ 20.94%
N/A
91.4K $2.54B
IMTB
Ishares Tr

ETFs
9.65K
+ 65.42%
$42.98 - $44.52 $415K - $429K
24.4K $1.08B
Arista Networks Inc
18
+ 0.19%
N/A
9.49K $1.38B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
776
+ 6.01%
$236.25 - $257.69 $183K - $200K
13.7K $3.51B
JPHY
Jp Morgan High Yield Research

ETFs
8.41K
+ 43.5%
N/A
27.7K $1.3B
EMGF
Ishares Msci Emerging Markets

ETFs
4.24K
+ 12.16%
$51.93 - $56.75 $220K - $240K
39.1K $2.21B
NVDA
Nvidia Corp

Technology
69
+ 0.52%
$153.3 - $186.58 $10.6K - $12.9K
13.2K $2.47B
J P Morgan Exchange Traded F
7.1K
New
N/A
7.1K $385M
CGXU
Capital Group Intl Focus Equit

ETFs
9.18K
+ 22.14%
$26.49 - $29.62 $243K - $272K
50.6K $1.5B
MBB
Ishares Tr

ETFs
3.52K
+ 13.23%
$92.46 - $95.73 $326K - $337K
30.1K $2.87B
Blackrock ETF Trust
7.99K
+ 31.66%
N/A
33.2K $1.26B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
5.5K
+ 21.46%
$44.14 - $47.9 $243K - $263K
31.1K $1.48B
GOOGL
Alphabet Inc.

Communication Services
55
+ 1.12%
$174.36 - $254.72 $9.59K - $14K
4.97K $1.21B
Blackrock ETF Trust Ii
6.02K
+ 15.13%
N/A
45.8K $2.44B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.29K
+ 2.75%
$79.76 - $85.78 $103K - $111K
48.2K $4.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.99K
+ 43.52%
$132.9 - $142.03 $265K - $283K
6.57K $926M
JPIN
Jp Morgan Diversified Return I

ETFs
3.18K
+ 10.76%
$63.14 - $67.96 $201K - $216K
32.7K $2.18B
BNDX
Vanguard Total International B

ETFs
5.62K
+ 25.8%
$49.0 - $49.51 $275K - $278K
27.4K $1.35B
AEM
Agnico Eagle Mines LTD

Basic Materials
1.61K
New
$116.14 - $168.56 $187K - $271K
1.61K $271M
QQQ
Invesco Qqq Trust, Series 1

ETFs
329
+ 22.41%
$546.99 - $602.2 $180K - $198K
1.8K $1.08B
CGCP
Capital Group Core Plus Income

ETFs
11.1K
+ 25.23%
$22.27 - $22.95 $246K - $254K
54.9K $1.25B
Activity Summary
Buys All Purchases 88 New Holdings 14 Increased Positions 74 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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