Apcm Wealth Management For Individuals Reduced Holdings in Q1 2025

Apcm Wealth Management For Individuals

  • $638 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-39.3K
- 16.36%
$102.49 - $119.96 $4.03M - $4.72M
201K $21M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-58.1K
- 88.68%
$89.18 - $104.04 $5.18M - $6.04M
7.41K $678K
IEFA
Ishares Tr

ETFs
-84.5K
- 15.76%
$69.57 - $78.65 $5.88M - $6.65M
452K $34.2M
BNDX
Vanguard Total International B

ETFs
-65.4K
- 11.29%
$48.33 - $49.5 $3.16M - $3.24M
514K $25.1M
MUB
Ishares National Muni Bond ETF

ETFs
-17.7K
- 9.83%
$104.71 - $107.69 $1.86M - $1.91M
163K $17.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-15.9K
- 5.21%
$47.33 - $47.92 $750K - $760K
289K $13.7M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-6.35K
- 5.18%
$37.84 - $44.02 $240K - $280K
116K $4.47M
AAPL
Apple Inc.

Technology
-712
- 8.13%
$209.68 - $247.1 $149K - $176K
8.05K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-462
- 32.65%
$222.15 - $428.22 $103K - $198K
953 $246K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-13.4K
- 6.96%
$23.32 - $23.84 $312K - $319K
179K $4.18M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.84K
- 17.42%
$75.32 - $84.77 $365K - $411K
23K $1.88M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-33.8K
- 9.2%
$47.45 - $51.96 $1.6M - $1.76M
334K $17.3M
VUG
Vanguard Growth ETF

ETFs
-184
- 7.58%
$369.1 - $427.61 $67.9K - $78.7K
2.25K $832K
MSFT
Microsoft Corp

Technology
-93
- 3.32%
$375.39 - $447.2 $34.9K - $41.6K
2.71K $1.02M
IEMG
Ishares Inc

ETFs
-2.65K
- 0.55%
N/A
481K $25.8M
VTI
Vanguard Total Stock Market Et

ETFs
-277
- 11.75%
$271.18 - $303.12 $75.1K - $84K
2.08K $571K
SPMD
Spdr Portfolio

ETFs
-229
- 0.91%
$50.21 - $57.73 $11.5K - $13.2K
25K $1.28M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.17K
- 14.76%
$21.23 - $23.75 $67.4K - $75.4K
18.3K $394K
VTV
Vanguard Value ETF

ETFs
-193
- 3.48%
$167.73 - $179.21 $32.4K - $34.6K
5.35K $923K
PEP
Pepsico Inc

Consumer Defensive
-44
- 1.56%
$142.64 - $156.42 $6.28K - $6.88K
2.78K $416K
WFC
Wells Fargo & Company

Financial Services
-244
- 3.88%
$66.78 - $81.42 $16.3K - $19.9K
6.04K $433K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-948
- 2.16%
$32.74 - $36.2 $31K - $34.3K
42.9K $1.5M
XOM
Exxon Mobil Corp

Energy
-2
- 0.04%
$105.44 - $118.93 $211 - $238
5.16K $613K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-855
- 1.45%
$18.36 - $20.51 $15.7K - $17.5K
58.3K $1.15M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-764
- 0.6%
$45.92 - $47.58 $35.1K - $36.4K
127K $6.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.22K
- 0.8%
$71.17 - $73.66 $585K - $605K
1.02M $74.8M
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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