Apcm Wealth Management For Individuals Purchases in Q1 2025

Apcm Wealth Management For Individuals

  • $638 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QAI
Iq Hedge Multi Strategy Compos

ETFs
504K
+ 124.14%
$31.16 - $32.27 $15.7M - $16.3M
910K $28.5M
EUFN
Ishares Msci Europe Financials

ETFs
289K
New
$23.03 - $29.47 $6.66M - $8.52M
289K $8.24M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
110K
New
$37.78 - $43.82 $4.14M - $4.8M
110K $4.33M
NFRA
Flexshares Stoxx Global Broad

ETFs
19.4K
+ 2.8%
$53.37 - $57.8 $1.04M - $1.12M
713K $41.1M
IAU
Ishares Gold Trust

ETFs
55.4K
New
$49.74 - $58.96 $2.75M - $3.27M
55.4K $3.27M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.5K
+ 8.86%
$76.94 - $78.28 $1.19M - $1.21M
190K $14.9M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
11.8K
+ 5.35%
$90.18 - $98.47 $1.06M - $1.16M
232K $21.8M
NRIM
Northrim Bancorp Inc

Financial Services
14.6K
+ 113.29%
$71.67 - $90.54 $1.04M - $1.32M
27.4K $2.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82.7K
+ 8.57%
$57.21 - $65.8 $4.73M - $5.44M
1.05M $61.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.9K
+ 192.42%
$37.07 - $40.63 $552K - $605K
22.6K $891K
EWJ
Ishares Msci Japan ETF

ETFs
4.86K
+ 4.66%
$65.24 - $71.7 $317K - $348K
109K $7.48M
META
Meta Platforms, Inc.

Communication Services
479
New
$576.36 - $736.67 $276K - $353K
479 $276K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.36K
New
$61.91 - $66.79 $208K - $224K
3.36K $209K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98
+ 9.61%
$442.66 - $534.52 $43.4K - $52.4K
1.12K $595K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.26K
+ 6.87%
$22.46 - $23.26 $95.7K - $99.1K
66.3K $1.53M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 22.26%
$890.62 - $1076.86 $103K - $125K
637 $602K
OXY
Occidental Petroleum Corp

Energy
2.5K
+ 38.46%
$45.45 - $52.7 $114K - $132K
9K $444K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.58K
+ 4.54%
$20.2 - $22.24 $72.3K - $79.6K
82.4K $1.77M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
780
+ 3.23%
$25.81 - $28.52 $20.1K - $22.2K
24.9K $686K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.24%
$279.74 - $321.29 $839 - $964
1.23K $383K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.18K
+ 5.16%
$64.88 - $72.1 $141K - $157K
44.4K $2.92M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
166
+ 1.73%
$22.83 - $23.75 $3.79K - $3.94K
9.74K $224K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
567
+ 3.96%
$40.03 - $46.81 $22.7K - $26.5K
14.9K $606K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
3.32K
+ 1.97%
$49.54 - $55.15 $165K - $183K
172K $8.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.46K
+ 0.54%
$551.42 - $612.93 $807K - $897K
273K $153M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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