5 T Wealth, LLC Sells in Q1 2025

5 T Wealth, LLC

  • $187 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-46.7K
- 68.29%
$63.17 - $81.49 $2.95M - $3.81M
21.7K $1.58B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.1K
- 14.3%
$168.16 - $186.21 $1.7M - $1.89M
60.7K $10.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.62K
- 15.37%
$554.06 - $615.85 $1.45M - $1.61M
14.4K $8.11B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-6.79K
- 7.02%
$99.5 - $110.97 $676K - $754K
90K $9.08B
EFG
Msci Eafe Growth ETF

ETFs
-8.18K
- 22.71%
$96.1 - $106.37 $786K - $870K
27.8K $2.78B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.83K
- 38.63%
$85.29 - $92.57 $668K - $725K
12.4K $1.13B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-26.1K
- 16.24%
$22.46 - $23.26 $585K - $606K
134K $3.11B
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.22K
- 0.83%
$33.98 - $39.84 $41.5K - $48.7K
146K $5B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.38K
- 26.47%
$54.25 - $57.64 $400K - $425K
20.5K $1.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.38K
- 47.31%
$71.17 - $73.66 $383K - $396K
5.99K $440M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-5.38K
- 9.87%
$61.9 - $66.89 $333K - $360K
49.2K $3.12B
AAPL
Apple Inc.

Technology
-509
- 7.54%
$209.68 - $247.1 $107K - $126K
6.24K $1.39B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.45K
- 18.47%
$87.68 - $94.52 $390K - $420K
19.6K $1.84B
JPHY
Jp Morgan High Yield Research

ETFs
-5.75K
- 15.29%
N/A
31.8K $1.47B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.42K
- 8.51%
$51.45 - $58.51 $124K - $142K
26K $1.35B
MBB
Ishares Tr

ETFs
-3.27K
- 10.89%
$90.37 - $94.08 $295K - $307K
26.7K $2.51B
GNMA
Ishares Gnma Bond ETF

ETFs
-5.84K
- 10.7%
$42.17 - $44.04 $246K - $257K
48.8K $2.14B
GOOGL
Alphabet Inc.

Communication Services
-209
- 4.26%
$154.33 - $206.19 $32.3K - $43.1K
4.7K $727M
GBF
Ishares Tr

ETFs
-2K
- 34.1%
$101.08 - $104.63 $202K - $209K
3.87K $403M
AMZN
Amazon Com Inc

Consumer Cyclical
-244
- 5.18%
$190.26 - $242.06 $46.4K - $59.1K
4.47K $850M
EFV
Msci Eafe Value ETF

ETFs
-12.6K
- 13.78%
$51.88 - $60.73 $656K - $768K
79.1K $4.66B
ARCC
Ares Capital Corp

Financial Services
-7.05K
- 34.41%
$21.28 - $23.81 $150K - $168K
13.4K $298M
IXC
Ishares Tr Global Energy ETF

ETFs
-4.86K
- 34.03%
$38.48 - $42.16 $187K - $205K
9.41K $396M
CGMS
Capital Grp Core Plus Income E
-5.13K
- 6.29%
N/A
76.4K $2.09B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 0.92%
$468.34 - $539.52 $11.2K - $12.9K
2.59K $1.22B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-579
- 9.08%
$120.24 - $134.3 $69.6K - $77.8K
5.8K $707M
CGXU
Capital Group Intl Focus Equit

ETFs
-3.91K
- 5.55%
$24.48 - $26.59 $95.7K - $104K
66.6K $1.63B
IYW
Ishares Dj Us Tech ETF

ETFs
-188
- 4.42%
$140.44 - $166.79 $26.4K - $31.4K
4.06K $571M
JPEM
Jp Morgan Diversified Return

ETFs
-2.11K
- 19.8%
$50.81 - $54.04 $107K - $114K
8.53K $450M
Blackrock Inc
-8
- 0.83%
N/A
953 $902M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-599
- 26.35%
$126.11 - $135.06 $75.5K - $80.9K
1.67K $216M
IEF
Ishares Barclays

ETFs
-979
- 14.41%
$91.17 - $95.39 $89.3K - $93.4K
5.82K $555M
PANW
Palo Alto Networks Inc

Technology
-105
- 2.87%
$167.82 - $208.28 $17.6K - $21.9K
3.55K $606M
IMTB
Ishares Tr

ETFs
-1.26K
- 14.97%
$41.91 - $43.46 $52.7K - $54.6K
7.14K $310M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.66K
- 23.99%
$26.71 - $31.58 $71K - $83.9K
8.42K $255M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.98K
- 7.13%
$25.54 - $27.64 $76.2K - $82.5K
38.9K $1.06B
WMT
Walmart Inc.

Consumer Defensive
-3
- 0.02%
$84.5 - $105.05 $254 - $315
12.9K $1.13B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-705
- 3.1%
$95.85 - $99.25 $67.6K - $70K
22K $2.18B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-139
- 0.72%
$55.41 - $60.74 $7.7K - $8.44K
19.2K $1.09B
TFC
Truist Financial Corp

Financial Services
-14
- 0.15%
$39.48 - $48.15 $553 - $674
9.41K $387M
META
Meta Platforms, Inc.

Communication Services
-6
- 0.35%
$576.36 - $736.67 $3.46K - $4.42K
1.72K $994M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-264
- 5.37%
N/A
4.66K $299M
HYG
Ishares Tr

ETFs
-77
- 0.83%
$78.51 - $80.11 $6.05K - $6.17K
9.2K $726M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-193
- 0.8%
$14.46 - $15.96 $2.79K - $3.08K
23.9K $361M
EMB
Ishares Tr

ETFs
-93
- 0.79%
$88.64 - $92.03 $8.24K - $8.56K
11.7K $1.06B
JPIE
J P Morgan Exchange Traded Fd
-8
- 0.02%
$45.46 - $46.18 $364 - $369
41K $1.89B
SCHW
Schwab Charles Corp

Financial Services
-4
- 0.06%
$71.24 - $83.64 $285 - $335
6.63K $519M
PSX
Phillips 66

Energy
-193
- 3.41%
$113.93 - $131.55 $22K - $25.4K
5.46K $674M
IEV
Ishares Tr Europe ETF

ETFs
-252
- 2.96%
$51.89 - $60.68 $13.1K - $15.3K
8.26K $480M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 1 Puts 1
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