Beta Wealth Group, Inc. Purchases and Sells in Q1 2025

Beta Wealth Group, Inc.

$199 Million
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	192K + 84.65%	$56.17 - $59.71 $10.8M - $11.5M	418K $23.9M
DHI	30.8K + 1400.05%	$125.29 - $147.65 $3.86M - $4.55M	33K $4.2M
CVS	30.4K + 409.74%	$44.22 - $68.64 $1.34M - $2.09M	37.8K $2.56M
HYMU	92.5K + 106.3%	$22.43 - $23.19 $2.07M - $2.14M	179K $4.12M
PDI	80.7K + 38.95%	$18.51 - $20.05 $1.49M - $1.62M	288K $5.7M
SRLN	38.6K + 44.12%	$41.02 - $41.99 $1.58M - $1.62M	126K $5.19M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FEMS	236K New	$36.09 - $39.16 $8.5M - $9.22M	236K $8.75M
SPVM	141K New	$55.27 - $60.16 $7.79M - $8.48M	141K $8.09M
CGDV	225K New	$34.95 - $37.36 $7.85M - $8.39M	225K $8.01M
AVUV	53.2K New	$84.95 - $100.62 $4.52M - $5.35M	53.2K $4.63M
VXUS	70.7K New	$58.01 - $64.46 $4.1M - $4.56M	70.7K $4.39M
CDC	63.1K New	$61.46 - $66.32 $3.88M - $4.18M	63.1K $4.14M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	-442K - 88.02%	$44.41 - $45.98 $19.6M - $20.3M	60.1K $2.75M
DIS	-49.4K - 87.12%	$96.87 - $114.0 $4.78M - $5.63M	7.3K $720K
VHT	-18.7K - 95.81%	$254.06 - $273.83 $4.74M - $5.11M	816 $216K
SLB	-97.1K - 93.9%	$38.4 - $43.74 $3.73M - $4.25M	6.3K $263K
AMZN	-7.97K - 21.24%	$190.26 - $242.06 $1.52M - $1.93M	29.5K $5.62M
SPLG	-26.6K - 16.57%	$64.88 - $72.1 $1.73M - $1.92M	134K $8.82M

Activity Summary All Purchases 50 New Holdings 16 Increased Positions 34 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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