5 T Wealth, LLC Reduced Holdings in Q2 2025

5 T Wealth, LLC

  • $211 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-4.08K
- 28.27%
$498.8 - $620.9 $2.03M - $2.53M
10.3K $6.43B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.1K
- 42.15%
$50.36 - $50.68 $1.16M - $1.17M
31.6K $1.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-16.2K
- 79.02%
$50.08 - $63.14 $811K - $1.02M
4.3K $272M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.59K
- 61.0%
$83.97 - $92.85 $638K - $705K
4.85K $428M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-15.7K
- 4.44%
$45.12 - $46.23 $708K - $726K
338K $15.6B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-13.6K
- 52.33%
$45.88 - $54.4 $625K - $741K
12.4K $675M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.8K
- 39.51%
$59.24 - $71.39 $638K - $769K
16.5K $1.18B
JPHY
Jp Morgan High Yield Research

ETFs
-12.5K
- 39.27%
N/A
19.3K $902M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-10.5K
- 54.37%
$50.39 - $60.05 $527K - $628K
8.77K $527M
CGXU
Capital Group Intl Focus Equit

ETFs
-25.2K
- 37.76%
$21.44 - $27.35 $539K - $688K
41.5K $1.12B
GNMA
Ishares Gnma Bond ETF

ETFs
-10.1K
- 20.74%
$42.91 - $44.21 $434K - $447K
38.6K $1.7B
HYG
Ishares Tr

ETFs
-5.53K
- 60.12%
$75.75 - $80.65 $419K - $446K
3.67K $296M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.12K
- 43.34%
$416.06 - $551.64 $467K - $619K
1.47K $811M
JPIE
J P Morgan Exchange Traded Fd
-8.51K
- 20.74%
$45.12 - $46.32 $384K - $394K
32.5K $1.51B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-12.2K
- 15.33%
$54.98 - $67.95 $672K - $831K
67.5K $4.56B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14.4K
- 10.68%
$22.68 - $23.28 $326K - $334K
120K $2.79B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-5.41K
- 11.01%
$56.84 - $65.5 $308K - $355K
43.8K $2.87B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.29K
- 39.58%
$108.06 - $135.3 $248K - $310K
3.5K $474M
HEFA
Ishares Currency Hedged Msci E

ETFs
-5.71K
- 24.47%
$32.11 - $38.21 $183K - $218K
17.6K $668M
EMB
Ishares Tr

ETFs
-1.97K
- 16.85%
$86.54 - $92.62 $171K - $183K
9.73K $901M
EFG
Msci Eafe Growth ETF

ETFs
-4.37K
- 15.68%
$89.8 - $112.0 $392K - $489K
23.5K $2.63B
HYDB
Ishares Tr Edge High Yield Def

ETFs
-3.22K
- 25.86%
$44.64 - $47.48 $144K - $153K
9.22K $438M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-2.97K
- 22.58%
N/A
10.2K $471M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.82K
- 12.46%
$47.46 - $55.3 $86.1K - $100K
12.8K $703M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-3.53K
- 19.73%
$27.79 - $34.16 $98K - $120K
14.4K $488M
PSX
Phillips 66

Energy
-318
- 5.82%
$92.87 - $125.73 $29.5K - $40K
5.14K $614M
IEF
Ishares Barclays

ETFs
-518
- 8.91%
$93.15 - $96.56 $48.3K - $50K
5.3K $507M
VBND
ETF Ser Solutions Vident Core

ETFs
-1.06K
- 12.79%
$42.63 - $44.02 $45.1K - $46.6K
7.21K $315M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.48K
- 6.21%
$13.03 - $15.28 $19.3K - $22.7K
22.4K $328M
Blackrock ETF Trust Ii
-934
- 2.29%
N/A
39.8K $2.1B
IVE
Ishares S&P 500 Value ETF

ETFs
-742
- 2.84%
$168.34 - $195.42 $125K - $145K
25.4K $4.96B
ARCC
Ares Capital Corp

Financial Services
-408
- 3.03%
$18.91 - $22.43 $7.72K - $9.15K
13K $286M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-132
- 0.67%
$85.42 - $94.39 $11.3K - $12.5K
19.5K $1.83B
MBB
Ishares Tr

ETFs
-93
- 0.35%
$91.41 - $94.22 $8.5K - $8.76K
26.6K $2.5B
GBF
Ishares Tr

ETFs
-14
- 0.36%
$101.99 - $104.66 $1.43K - $1.47K
3.85K $402M
CGMS
Capital Grp Core Plus Income E
-874
- 1.14%
N/A
75.6K $2.09B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-95
- 1.15%
N/A
8.14K $375M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-504
- 8.95%
$108.12 - $135.04 $54.5K - $68.1K
5.13K $692M
PANW
Palo Alto Networks Inc

Technology
-474
- 13.34%
$152.44 - $204.64 $72.3K - $97K
3.08K $630M
BAC
Bank Of America Corp

Financial Services
-196
- 3.22%
$34.39 - $47.46 $6.74K - $9.3K
5.9K $279M
AMZN
Amazon Com Inc

Consumer Cyclical
-214
- 4.79%
$167.32 - $223.3 $35.8K - $47.8K
4.25K $933M
WMT
Walmart Inc.

Consumer Defensive
-340
- 2.64%
$81.79 - $99.98 $27.8K - $34K
12.6K $1.23B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-2.21K
- 5.21%
$33.7 - $43.1 $74.5K - $95.3K
40.2K $1.73B
Arista Networks Inc
-755
- 7.38%
N/A
9.48K $969M
JGRO
J P Morgan Exchange Traded Fd
-584
- 2.28%
N/A
25K $2.15B
META
Meta Platforms, Inc.

Communication Services
-2
- 0.12%
$484.66 - $738.09 $969 - $1.48K
1.72K $1.27B
AIQ
Global X Funds Global X Artifi

ETFs
-1.17K
- 1.83%
$31.5 - $43.69 $36.9K - $51.2K
63K $2.75B
CGGR
Capital Group Growth ETF Shs C

ETFs
-11K
- 7.51%
$30.53 - $40.65 $335K - $446K
135K $5.49B
NVDA
Nvidia Corp

Technology
-1.07K
- 7.55%
$94.31 - $157.99 $101K - $170K
13.1K $2.08B
Activity Summary
Buys All Purchases 49 New Holdings 11 Increased Positions 38 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 1 Puts 1
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