Apcm Wealth Management For Individuals Purchases in Q2 2025

Apcm Wealth Management For Individuals

  • $694 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
24.6K
+ 8.99%
$496.48 - $617.85 $12.2M - $15.2M
298K $184M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
127K
+ 12.13%
$51.16 - $62.02 $6.51M - $7.89M
1.18M $72.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.4K
+ 11.63%
$90.56 - $109.49 $2.12M - $2.56M
224K $24.5M
QAI
Iq Hedge Multi Strategy Compos

ETFs
32K
+ 3.52%
$29.76 - $32.32 $954K - $1.04M
942K $30.5M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
13.8K
+ 8.0%
$44.64 - $55.3 $615K - $762K
186K $10.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
15.5K
+ 13.31%
$33.46 - $41.33 $518K - $640K
132K $5.45M
EUFN
Ishares Msci Europe Financials

ETFs
1.97K
+ 0.68%
$24.77 - $32.27 $48.9K - $63.7K
291K $9.21M
EWJ
Ishares Msci Japan ETF

ETFs
3.49K
+ 3.2%
$61.32 - $75.28 $214K - $262K
113K $8.44M
NVDA
Nvidia Corp

Technology
5.81K
New
$94.31 - $157.99 $548K - $918K
5.81K $917K
AVGO
Broadcom Inc.

Technology
2.3K
New
$146.29 - $275.65 $337K - $635K
2.3K $634K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
16.8K
New
$30.93 - $34.56 $521K - $582K
16.8K $558K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.4K
+ 7.66%
$58.41 - $72.69 $199K - $247K
47.8K $3.48M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.98K
New
$51.1 - $53.29 $510K - $532K
9.98K $532K
MSFT
Microsoft Corp

Technology
273
+ 10.08%
$354.56 - $497.45 $96.8K - $136K
2.98K $1.48M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
7.12K
+ 6.5%
$34.34 - $40.99 $245K - $292K
117K $4.75M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 59.43%
$167.32 - $223.3 $222K - $296K
3.56K $781K
V
Visa Inc.

Financial Services
1K
New
$308.27 - $373.31 $309K - $374K
1K $355K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
8.46K
+ 3.65%
$82.14 - $94.68 $694K - $801K
240K $22.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.16K
New
$210.28 - $289.91 $245K - $337K
1.16K $337K
VV
Vanguard Large Cap ETF

ETFs
1.07K
New
$228.25 - $285.3 $245K - $306K
1.07K $306K
GLD
Spdr Gold Trust

ETFs
850
New
$273.71 - $316.29 $233K - $269K
850 $259K
VEA
Vanguard Ftse Developed Market

ETFs
4.48K
New
$45.65 - $57.01 $204K - $255K
4.48K $255K
CRWD
Crowd Strike Holdings, Inc.

Technology
500
New
$321.63 - $509.31 $161K - $255K
500 $254K
WMT
Walmart Inc.

Consumer Defensive
2.45K
New
$81.79 - $99.98 $200K - $245K
2.45K $239K
COP
Conocophillips

Energy
2.46K
New
$82.66 - $106.1 $203K - $261K
2.46K $220K
GOOGL
Alphabet Inc.

Communication Services
1.23K
New
$144.7 - $178.6 $178K - $219K
1.23K $216K
IAU
Ishares Gold Trust

ETFs
361
+ 0.65%
$56.1 - $64.74 $20.3K - $23.4K
55.7K $3.48M
GOOG
Alphabet Inc.

Communication Services
1.19K
New
$146.58 - $180.01 $174K - $213K
1.19K $210K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.01K
New
$55.73 - $68.72 $168K - $207K
3.01K $207K
BSJR
Invesco Indx Tr

ETFs
8.9K
New
$21.81 - $22.71 $194K - $202K
8.9K $202K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.02K
New
$53.75 - $67.21 $162K - $203K
3.02K $200K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
9.11K
New
$20.93 - $22.05 $191K - $201K
9.11K $200K
SPMD
Spdr Portfolio

ETFs
2.06K
+ 8.24%
$44.89 - $54.38 $92.7K - $112K
27.1K $1.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
717
+ 1.23%
$17.76 - $22.1 $12.7K - $15.8K
59K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
418
+ 37.39%
$483.48 - $539.8 $202K - $226K
1.54K $746K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.66K
+ 17.88%
$35.35 - $42.68 $94.1K - $114K
17.5K $747K
IEMG
Ishares Inc

ETFs
2.13K
+ 0.44%
N/A
484K $25.9M
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 9.58%
$908.13 - $1056.85 $55.4K - $64.5K
698 $690K
META
Meta Platforms, Inc.

Communication Services
12
+ 2.51%
$484.66 - $738.09 $5.82K - $8.86K
491 $362K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29
+ 0.02%
$77.74 - $78.78 $2.25K - $2.28K
190K $15M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
620
+ 2.49%
$24.38 - $30.18 $15.1K - $18.7K
25.5K $768K
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 3.36%
$221.86 - $362.89 $7.1K - $11.6K
985 $312K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
561
+ 16.71%
$55.5 - $69.0 $31.1K - $38.7K
3.92K $270K
WFC
Wells Fargo & Company

Financial Services
79
+ 1.31%
$60.98 - $80.12 $4.82K - $6.33K
6.12K $490K
MCD
Mcdonalds Corp

Consumer Cyclical
124
+ 10.1%
$285.55 - $321.23 $35.4K - $39.8K
1.35K $395K
J P Morgan Exchange Traded F
5.46K
New
N/A
5.46K $0
PEP
Pepsico Inc

Consumer Defensive
99
+ 3.56%
$128.02 - $151.37 $12.7K - $15K
2.88K $379K
XOM
Exxon Mobil Corp

Energy
82
+ 1.59%
$99.93 - $119.04 $8.19K - $9.76K
5.24K $564K
OXY
Occidental Petroleum Corp

Energy
205
+ 2.28%
$36.11 - $49.33 $7.4K - $10.1K
9.21K $386K
Activity Summary
Buys All Purchases 50 New Holdings 19 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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