Bam Wealth Management, LLC Incresed Positions in Q4 2025

Bam Wealth Management, LLC

  • $138 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.1K
+ 193.27%
$36.47 - $38.19 $952K - $997K
39.6K $1.52B
APH
Amphenol Corp

Technology
6.13K
+ 309.07%
$121.7 - $143.85 $746K - $882K
8.12K $1.1B
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.29K
+ 9.92%
$48.68 - $50.07 $452K - $465K
103K $5.27B
NVDA
Nvidia Corp

Technology
2.6K
+ 17.07%
$179.83 - $207.04 $468K - $539K
17.8K $3.33B
Pimco ETF Tr
16.4K
+ 14.77%
N/A
127K $3.4B
IEFA
Ishares Tr

ETFs
4.42K
+ 67.52%
$86.09 - $89.88 $380K - $397K
11K $980M
ACN
Accenture PLC

Technology
1.02K
+ 33.51%
$234.02 - $253.35 $239K - $259K
4.07K $1.09B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.98K
+ 39.53%
$57.9 - $61.26 $289K - $305K
17.6K $1.07B
Pimco ETF Tr
6.46K
+ 31.04%
N/A
27.3K $1.36B
Franklin Templeton ETF Tr
5.81K
+ 40.0%
N/A
20.3K $1.08B
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.41K
+ 31.86%
$132.29 - $144.78 $186K - $204K
5.83K $914M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.2K
+ 3.42%
$93.0 - $94.55 $205K - $208K
66.6K $6.2B
AMZN
Amazon Com Inc

Consumer Cyclical
440
+ 6.12%
$213.04 - $254.0 $93.7K - $112K
7.63K $1.76B
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.6K
+ 65.2%
$79.54 - $103.8 $127K - $166K
4.05K $420M
IVE
Ishares S&P 500 Value ETF

ETFs
723
+ 25.61%
$202.52 - $212.07 $146K - $153K
3.55K $752M
AVEM
American Centy ETF Tr Avantis

ETFs
1.9K
+ 16.27%
$73.09 - $78.36 $139K - $149K
13.6K $1.05B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.74K
+ 17.37%
$52.21 - $52.72 $143K - $144K
18.5K $970M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.88K
+ 57.45%
$50.56 - $50.76 $146K - $146K
7.9K $400M
Simplify Exchange Traded Fun
2.39K
+ 55.05%
N/A
6.72K $339M
MINO
Pimco ETF Tr Municipal Income

ETFs
2.52K
+ 17.69%
$45.17 - $45.79 $114K - $115K
16.8K $760M
CARR
Carrier Global Corp

Industrials
3.29K
+ 30.82%
$54.1 - $60.75 $178K - $200K
14K $738M
WMT
Walmart Inc.

Consumer Defensive
47
+ 0.43%
$101.18 - $109.03 $4.76K - $5.12K
11K $1.23B
MO
Altria Group, Inc.

Consumer Defensive
2.52K
+ 32.95%
$56.38 - $66.65 $142K - $168K
10.2K $587M
AMD
Advanced Micro Devices Inc

Technology
31
+ 2.35%
$164.01 - $264.33 $5.08K - $8.19K
1.35K $289M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
624
+ 33.07%
$117.68 - $124.18 $73.4K - $77.5K
2.51K $300M
EXEL
Exelixis, Inc.

Healthcare
1.15K
+ 14.73%
$34.54 - $43.59 $39.7K - $50.1K
8.95K $392M
RL
Ralph Lauren Corp

Consumer Cyclical
60
+ 6.1%
$309.29 - $340.21 $18.6K - $20.4K
1.04K $369M
TROW
Price T Rowe Group Inc

Financial Services
557
+ 19.98%
$101.07 - $106.13 $56.3K - $59.1K
3.35K $342M
MMSI
Merit Medical Systems Inc

Healthcare
440
+ 13.3%
$78.99 - $89.39 $34.8K - $39.3K
3.75K $330M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.09K
+ 17.23%
$46.57 - $47.16 $50.6K - $51.3K
7.4K $344M
TSLA
Tesla, Inc.

Consumer Cyclical
86
+ 6.14%
$401.99 - $468.37 $34.6K - $40.3K
1.49K $668M
NBIX
Neurocrine Biosciences Inc

Healthcare
271
+ 13.08%
$136.63 - $154.8 $37K - $42K
2.34K $332M
EMB
Ishares Tr

ETFs
379
+ 13.16%
$94.63 - $97.03 $35.9K - $36.8K
3.26K $314M
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 22.51%
$38.4 - $43.83 $53.3K - $60.9K
7.56K $308M
CHWY
Chewy, Inc.

Consumer Cyclical
2.71K
+ 37.38%
$32.82 - $39.54 $88.9K - $107K
9.96K $329M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
392
+ 7.07%
$94.22 - $95.83 $36.9K - $37.6K
5.94K $563M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
265
+ 14.37%
$119.13 - $120.38 $31.6K - $31.9K
2.11K $252M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
187
+ 11.56%
$137.47 - $143.13 $25.7K - $26.8K
1.81K $259M
ZM
Zoom Video Communications, Inc.

Technology
185
+ 4.76%
$79.17 - $87.23 $14.6K - $16.1K
4.07K $351M
PHM
Pultegroup Inc

Consumer Cyclical
561
+ 21.8%
$118.23 - $137.61 $66.3K - $77.2K
3.13K $367M
PODD
Insulet Corp

Healthcare
169
+ 19.74%
$305.98 - $336.84 $51.7K - $56.9K
1.03K $291M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
721
+ 7.21%
$27.41 - $27.93 $19.8K - $20.1K
10.7K $303M
VGLT
Vanguard Long Term Treasury Et

ETFs
536
+ 6.73%
$56.44 - $58.38 $30.3K - $31.3K
8.5K $474M
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 7.55%
$653.02 - $687.39 $15.7K - $16.5K
342 $234M
ABT
Abbott Laboratories

Healthcare
342
+ 11.53%
$123.62 - $134.59 $42.3K - $46K
3.31K $414M
BND
Vanguard Bd Index Fd Inc Total

ETFs
175
+ 1.42%
$74.09 - $75.1 $13K - $13.1K
12.5K $929M
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 8.26%
$482.23 - $557.53 $17.8K - $20.6K
485 $227M
CHTR
Charter Communications, Inc.

Communication Services
382
+ 34.41%
$201.84 - $282.74 $77.1K - $108K
1.49K $311M
Neos ETF Trust
75
+ 0.88%
N/A
8.56K $257M
Activity Summary
Buys All Purchases 95 New Holdings 31 Increased Positions 64 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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