Base Wealth Management LLC Purchases and Sells in Q3 2025

Base Wealth Management LLC

$175 Billion
Q3 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	49.5K + 41.47%	$59.61 - $63.09 $2.95M - $3.13M	169K $10.6B
VOO	2.56K + 7.79%	$567.77 - $614.76 $1.46M - $1.58M	35.5K $21.7B
QQQ	1.22K + 7.8%	$546.99 - $602.2 $669K - $736K	16.9K $10.1B
VONG	4.31K + 5.33%	$108.08 - $121.73 $465K - $524K	85.2K $10.3B
PIMCO ETF TR	40.8K + 10.62%	N/A	425K $11.4B
FRANKLIN TEMPLETON ETF TR	31.8K + 11.71%	N/A	303K $8.42B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDVV	113K New	$52.42 - $55.71 $5.92M - $6.3M	113K $6.3B
META	333 New	$695.21 - $791.73 $232K - $264K	333 $244M
CTAS	1.19K New	$199.29 - $226.27 $236K - $268K	1.19K $243M
AVGO	689 New	$264.74 - $369.57 $182K - $255K	689 $227M
IVV	314 New	$620.67 - $670.08 $195K - $210K	314 $210M
FBCG	3.87K New	$47.75 - $54.24 $185K - $210K	3.87K $208M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-248K - 96.97%	$26.38 - $27.95 $6.55M - $6.94M	7.76K $212M
CAPITAL GROUP CORE BALANCED	-44.1K - 11.99%	N/A	324K $11.3B
HDV	-10.3K - 14.1%	$118.16 - $123.66 $1.22M - $1.28M	63K $7.71B
PIMCO ETF TR	-2.94K - 5.15%	N/A	54.1K $5.47B
IVOO	-1.51K - 9.96%	$105.03 - $112.54 $159K - $170K	13.7K $1.51B
VNQ	-751 - 12.58%	$88.47 - $93.24 $66.4K - $70K	5.22K $477M

Activity Summary All Purchases 38 New Holdings 9 Increased Positions 29 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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