Apcm Wealth Management For Individuals Purchases in Q3 2025

Apcm Wealth Management For Individuals

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
386K
+ 2291.34%
$32.62 - $34.4 $12.6M - $13.3M
403K $13.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
137K
+ 14.31%
$72.57 - $74.72 $9.91M - $10.2M
1.09M $81.1M
MUB
Ishares National Muni Bond ETF

ETFs
67.9K
+ 45.36%
$103.24 - $106.68 $7.01M - $7.24M
217K $23.2M
IEFA
Ishares Tr

ETFs
59.5K
+ 13.41%
$81.7 - $87.53 $4.86M - $5.21M
503K $43.9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
111K
+ 41.61%
$47.76 - $48.46 $5.28M - $5.36M
376K $18.2M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
26.3K
+ 10.94%
$90.5 - $96.59 $2.38M - $2.54M
266K $25.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.74K
+ 4.34%
$108.46 - $120.63 $1.06M - $1.18M
234K $27.8M
BNDX
Vanguard Total International B

ETFs
63.6K
+ 12.97%
$49.0 - $49.51 $3.12M - $3.15M
554K $27.4M
NFRA
Flexshares Stoxx Global Broad

ETFs
35.7K
+ 5.15%
$60.61 - $63.45 $2.16M - $2.26M
729K $45.9M
QAI
Iq Hedge Multi Strategy Compos

ETFs
43.8K
+ 4.65%
$32.26 - $33.68 $1.41M - $1.47M
986K $33.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.2K
+ 8.11%
$49.78 - $50.75 $953K - $972K
255K $12.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.3K
+ 11.66%
$46.86 - $48.27 $625K - $644K
128K $6.14M
EWJ
Ishares Msci Japan ETF

ETFs
760
+ 0.68%
$71.69 - $81.49 $54.5K - $61.9K
113K $9.09M
IEMG
Ishares Inc

ETFs
10.1K
+ 2.09%
N/A
494K $26.5M
K
Kellogg CO

Consumer Defensive
6.31K
New
$76.96 - $82.02 $485K - $517K
6.31K $517K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
668
New
$567.77 - $614.76 $379K - $411K
668 $409K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.26K
+ 1.94%
$40.51 - $44.74 $91.7K - $101K
119K $5.12M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
15.1K
New
$21.35 - $21.7 $322K - $327K
15.1K $324K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.44K
+ 11.23%
$87.05 - $93.19 $213K - $228K
24.2K $2.25M
BALT
Innovator Etfs Tr
6.91K
New
$32.11 - $32.82 $222K - $227K
6.91K $226K
VBK
Vanguard Small Cap Growth ETF

ETFs
690
New
$276.51 - $305.12 $191K - $211K
690 $205K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.74K
New
$23.09 - $23.43 $202K - $205K
8.74K $204K
LMT
Lockheed Martin Corp

Industrials
407
New
$410.74 - $499.21 $167K - $203K
407 $203K
SPMD
Spdr Portfolio

ETFs
1.8K
+ 6.62%
$54.43 - $58.29 $97.7K - $105K
28.9K $1.65M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.55K
+ 9.98%
$30.13 - $33.37 $76.7K - $84.9K
28.1K $936K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.53K
+ 10.21%
$22.9 - $23.58 $150K - $154K
70.5K $1.65M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.48K
+ 6.74%
$20.76 - $21.78 $114K - $119K
86.7K $1.87M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.55K
+ 60.87%
$21.89 - $22.2 $121K - $123K
14.7K $323K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.15K
+ 3.64%
$21.69 - $23.34 $46.6K - $50.1K
61.2K $1.42M
VUG
Vanguard Growth ETF

ETFs
25
+ 1.12%
$433.97 - $484.08 $10.8K - $12.1K
2.26K $1.08M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.16K
+ 1.8%
$23.54 - $23.97 $74.5K - $75.8K
178K $4.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
283
+ 1.61%
$42.26 - $47.16 $12K - $13.3K
17.8K $825K
MFC
Manulife Financial Corp

Financial Services
2.62K
+ 35.13%
$29.9 - $32.34 $78.5K - $84.9K
10.1K $314K
VTV
Vanguard Value ETF

ETFs
3
+ 0.06%
$175.51 - $186.57 $527 - $560
5.08K $947K
BSJR
Invesco Indx Tr

ETFs
1.76K
+ 19.82%
$22.64 - $22.85 $39.9K - $40.3K
10.7K $242K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
207
+ 5.28%
$68.95 - $75.02 $14.3K - $15.5K
4.13K $308K
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 3.17%
$211.65 - $238.24 $23.9K - $26.9K
3.67K $806K
J P Morgan Exchange Traded F
6.71K
New
N/A
6.71K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
9.65K
New
N/A
9.65K $0
J P Morgan Exchange Traded F
63.7K
+ 1166.48%
N/A
69.1K $0
NRIM
Northrim Bancorp Inc

Financial Services
73.3K
+ 300.0%
$21.72 - $99.49 $1.59M - $7.3M
97.8K $2.12M
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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