Beta Wealth Group, Inc. Purchases in Q1 2025

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
192K
+ 84.65%
$56.17 - $59.71 $10.8M - $11.5M
418K $23.9M
FEMS
First Trust Emerging Markets S

ETFs
236K
New
$36.09 - $39.16 $8.5M - $9.22M
236K $8.75M
SPVM
Invesco S&P 500 Value With Mom

ETFs
141K
New
$55.27 - $60.16 $7.79M - $8.48M
141K $8.09M
CGDV
Capital Group Divid Value ETF

ETFs
225K
New
$34.95 - $37.36 $7.85M - $8.39M
225K $8.01M
AVUV
American Centy ETF Tr Avantis

ETFs
53.2K
New
$84.95 - $100.62 $4.52M - $5.35M
53.2K $4.63M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
70.7K
New
$58.01 - $64.46 $4.1M - $4.56M
70.7K $4.39M
CDC
Victory Portfolios Ii Shs Inco

ETFs
63.1K
New
$61.46 - $66.32 $3.88M - $4.18M
63.1K $4.14M
XLK
Technology Sector Spdr

ETFs
19.1K
New
$206.38 - $242.18 $3.94M - $4.63M
19.1K $3.94M
DHI
Horton D R Inc

Consumer Cyclical
30.8K
+ 1400.05%
$125.29 - $147.65 $3.86M - $4.55M
33K $4.2M
CVS
Cvs Health Corp

Healthcare
30.4K
+ 409.74%
$44.22 - $68.64 $1.34M - $2.09M
37.8K $2.56M
PDI
Pimco Dynamic Income Fund

Financial Services
80.7K
+ 38.95%
$18.51 - $20.05 $1.49M - $1.62M
288K $5.7M
SRLN
Ssga Active Trust

ETFs
38.6K
+ 44.12%
$41.02 - $41.99 $1.58M - $1.62M
126K $5.19M
JPRE
J P Morgan Exchange Traded Fd

ETFs
28.6K
+ 44.84%
$45.34 - $49.96 $1.3M - $1.43M
92.3K $4.45M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.1K
+ 32.02%
$67.08 - $76.14 $812K - $922K
49.9K $3.68M
XYLD
Global X Fds S&P 500 Covered C

ETFs
26.1K
New
$39.02 - $42.89 $1.02M - $1.12M
26.1K $1.03M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
38.1K
+ 77.22%
$24.07 - $24.5 $917K - $933K
87.4K $2.12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.1K
+ 62.04%
$58.81 - $68.2 $593K - $688K
26.3K $1.57M
WFC
Wells Fargo & Company

Financial Services
4.7K
New
$66.78 - $81.42 $314K - $383K
4.7K $337K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
11.9K
+ 18.03%
$27.17 - $27.86 $322K - $331K
77.7K $2.12M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.89K
New
$34.34 - $38.51 $202K - $227K
5.89K $226K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.08K
New
$50.03 - $50.27 $204K - $205K
4.08K $204K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.02K
New
$50.39 - $50.66 $202K - $204K
4.02K $203K
RTX
Raytheon Technologies Corp

Industrials
202
+ 5.3%
$114.1 - $135.66 $23K - $27.4K
4.01K $531K
MDLZ
Mondelez International, Inc.

Consumer Defensive
103
+ 1.43%
$56.12 - $68.15 $5.78K - $7.02K
7.32K $496K
MU
Micron Technology Inc

Technology
500
+ 8.06%
$86.89 - $109.38 $43.4K - $54.7K
6.7K $582K
AMAT
Applied Materials Inc

Technology
600
+ 26.09%
$145.06 - $195.51 $87K - $117K
2.9K $420K
CSCO
Cisco Systems, Inc.

Technology
206
+ 2.21%
$58.74 - $64.87 $12.1K - $13.4K
9.53K $587K
VLO
Valero Energy Corp

Energy
3
+ 0.09%
$121.76 - $142.99 $365 - $429
3.51K $463K
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.01%
$71.24 - $83.64 $71.2 - $83.6
6.91K $540K
EMLP
First Tr Exchange Traded Iv

ETFs
9
+ 0.13%
$35.79 - $38.28 $322 - $345
6.86K $257K
EA
Electronic Arts Inc.

Communication Services
101
+ 2.97%
$116.53 - $146.29 $11.8K - $14.8K
3.5K $506K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.11%
$225.19 - $279.95 $225 - $280
919 $225K
Elevation Series Trust
19.7K
New
N/A
19.7K $0
Capital Group New Geography
234K
New
N/A
234K $0
Arista Networks Inc
900
+ 17.31%
N/A
6.1K $0
CGSD
Capital Grp Core Plus Income E
197K
+ 65.42%
N/A
499K $0
Pimco ETF Tr
1.24M
+ 670.31%
N/A
1.42M $0
2023 ETF Series Trust Ii
430K
New
N/A
430K $0
Capital Group Equity ETF Tr
271K
New
N/A
271K $0
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
40
+ 0.56%
$29.03 - $29.82 $1.16K - $1.19K
7.12K $206K
MS
Morgan Stanley

Financial Services
202
+ 4.46%
$111.68 - $141.08 $22.6K - $28.5K
4.73K $551K
EMR
Emerson Electric CO

Industrials
402
+ 8.72%
$108.64 - $131.17 $43.7K - $52.7K
5.01K $549K
MRK
Merck & Co., Inc.

Healthcare
104
+ 1.7%
$83.01 - $101.02 $8.63K - $10.5K
6.22K $557K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$154.33 - $206.19 $154 - $206
2.06K $318K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.04%
$43.6 - $69.06 $131 - $207
8.41K $366K
GOOG
Alphabet Inc.

Communication Services
426
+ 2.35%
$156.06 - $207.71 $66.5K - $88.5K
18.6K $2.9M
NOW
Service Now, Inc.

Technology
99
+ 4.01%
$783.83 - $1170.39 $77.6K - $116K
2.57K $2.04M
MSFT
Microsoft Corp

Technology
525
+ 2.76%
$375.39 - $447.2 $197K - $235K
19.6K $7.34M
BX
Blackstone Inc.

Financial Services
1.26K
+ 3.05%
$136.53 - $186.74 $171K - $234K
42.4K $5.93M
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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