Aegis Wealth Management LLC Purchases and Sells in Q1 2025

Aegis Wealth Management LLC

$170 Billion
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	7.03K + 278.02%	$507.05 - $563.67 $3.57M - $3.96M	9.56K $4.91B
VEA	34.3K + 52.62%	$47.4 - $52.99 $1.63M - $1.82M	99.5K $5.06B
SHY	9.77K + 195.67%	$81.83 - $82.73 $800K - $808K	14.8K $1.22B
MMM	4.41K + 50.76%	$129.7 - $155.12 $572K - $684K	13.1K $1.92B
VWO	15.3K + 29.7%	$42.5 - $46.71 $649K - $713K	66.7K $3.02B
DFAI	5.68K + 2.08%	$28.88 - $32.4 $164K - $184K	279K $8.71B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	4 New	$663000.0 - $801950.0 $2.65M - $3.21M	4 $3.19B
SHV	28.5K New	$110.11 - $110.51 $3.13M - $3.15M	28.5K $3.14B
VXUS	15.8K New	$58.01 - $64.46 $918K - $1.02M	15.8K $982M
IWV	2.75K New	$313.1 - $349.83 $861K - $962K	2.75K $874M
DFUS	10.7K New	$59.61 - $66.71 $639K - $715K	10.7K $648M
IJR	4.77K New	$102.49 - $119.96 $489K - $572K	4.77K $499M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-3.43K - 12.21%	$554.06 - $615.85 $1.9M - $2.11M	24.7K $13.9B
ITOT	-351 - 0.74%	$120.29 - $134.6 $42.2K - $47.2K	47.2K $5.75B
DFAT	-631 - 1.18%	$50.44 - $58.1 $31.8K - $36.7K	53K $2.73B
NVO	-1.66K - 29.87%	$69.3 - $90.95 $115K - $151K	3.9K $271M
KO	-3.81K - 42.52%	$60.81 - $72.32 $232K - $276K	5.15K $369M
EIX	-2 - 0.04%	$50.06 - $80.01 $100 - $160	4.71K $277M

Activity Summary All Purchases 64 New Holdings 17 Increased Positions 47 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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