Base Wealth Management LLC Incresed Positions in Q3 2025

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
49.5K
+ 41.47%
$59.61 - $63.09 $2.95M - $3.13M
169K $10.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.56K
+ 7.79%
$567.77 - $614.76 $1.46M - $1.58M
35.5K $21.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.22K
+ 7.8%
$546.99 - $602.2 $669K - $736K
16.9K $10.1B
VONG
Vanguard Russell 1000 Growth E

ETFs
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
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.15K
+ 12.22%
$69.02 - $73.57 $631K - $673K
84K $6.18B
VTV
Vanguard Value ETF

ETFs
2.84K
+ 15.1%
$175.51 - $186.57 $499K - $530K
21.7K $4.04B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.52K
+ 8.41%
$53.93 - $57.58 $406K - $433K
97K $5.47B
AAPL
Apple Inc.

Technology
367
+ 4.2%
$202.38 - $256.87 $74.3K - $94.3K
9.1K $2.32B
VIG
Vanguard Dividend Appreciation

ETFs
908
+ 6.45%
N/A
15K $3.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
532
+ 10.73%
$459.11 - $506.91 $244K - $270K
5.49K $2.76B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.12K
+ 7.94%
$55.61 - $57.37 $285K - $294K
69.7K $3.98B
CAT
Caterpillar Inc

Industrials
265
+ 15.37%
$390.92 - $477.15 $104K - $126K
1.99K $949M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
530
+ 2.61%
$100.63 - $112.27 $53.3K - $59.5K
20.9K $2.31B
VOT
Vanguard Mid Cap Growth Index

ETFs
564
+ 7.68%
$282.75 - $294.19 $159K - $166K
7.91K $2.32B
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.71K
+ 5.62%
$46.37 - $47.77 $172K - $177K
69.7K $3.32B
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 1.46%
$293.94 - $444.72 $5.58K - $8.45K
1.32K $586M
SPY
Spdr S&P 500 ETF Trust

ETFs
126
+ 6.98%
$617.65 - $666.84 $77.8K - $84K
1.93K $1.29B
GOOGL
Alphabet Inc.

Communication Services
178
+ 11.02%
$174.36 - $254.72 $31K - $45.3K
1.79K $436M
MSFT
Microsoft Corp

Technology
123
+ 7.43%
$491.09 - $535.64 $60.4K - $65.9K
1.78K $921M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.86K
+ 16.27%
$50.52 - $50.75 $93.9K - $94.3K
13.3K $674M
AIT
Applied Industrial Technologies Inc

Industrials
76
+ 3.07%
$242.14 - $275.72 $18.4K - $21K
2.55K $666M
WMT
Walmart Inc.

Consumer Defensive
211
+ 9.2%
$94.4 - $104.27 $19.9K - $22K
2.5K $258M
AMZN
Amazon Com Inc

Consumer Cyclical
147
+ 3.55%
$211.65 - $238.24 $31.1K - $35K
4.29K $943M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
43
+ 3.86%
$225.11 - $247.9 $9.68K - $10.7K
1.16K $286M
NEE
Nextera Energy Inc

Utilities
1
+ 0.02%
$69.77 - $77.54 $69.8 - $77.5
4.17K $314M
PG
Procter & Gamble CO

Consumer Defensive
42
+ 1.62%
$150.47 - $161.22 $6.32K - $6.77K
2.63K $405M
Activity Summary
Buys All Purchases 38 New Holdings 9 Increased Positions 29 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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