Beta Wealth Group, Inc. Purchases in Q2 2025

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
74.5K
New
$105.23 - $109.61 $7.84M - $8.16M
74.5K $8.16M
AVDV
American Centy ETF Tr Avantis

ETFs
82.3K
New
$61.76 - $79.32 $5.08M - $6.53M
82.3K $6.52M
AVUV
American Centy ETF Tr Avantis

ETFs
46.4K
+ 87.25%
$75.17 - $91.21 $3.49M - $4.23M
99.6K $9.07M
IGF
Ishares Global Infrastructure

ETFs
74.4K
New
$50.55 - $59.83 $3.76M - $4.45M
74.4K $4.41M
XYLD
Global X Fds S&P 500 Covered C

ETFs
90.9K
+ 348.42%
$35.62 - $39.64 $3.24M - $3.6M
117K $4.55M
SPVM
Invesco S&P 500 Value With Mom

ETFs
36.8K
+ 26.12%
$50.71 - $59.78 $1.87M - $2.2M
178K $10.6M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
44.7K
New
$46.41 - $47.7 $2.08M - $2.13M
44.7K $2.13M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
26.1K
New
$52.84 - $65.52 $1.38M - $1.71M
26.1K $1.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.43K
+ 90.97%
$496.48 - $617.85 $1.21M - $1.5M
5.1K $3.15M
CGDV
Capital Group Divid Value ETF

ETFs
586
+ 0.26%
$31.93 - $39.49 $18.7K - $23.1K
225K $8.9M
JPRE
J P Morgan Exchange Traded Fd

ETFs
16.9K
+ 18.29%
$42.75 - $48.79 $722K - $824K
109K $5.2M
XJR
Ishares Tresg Screened S&P Sma

ETFs
15.3K
New
$32.75 - $39.55 $501K - $605K
15.3K $605K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
14.5K
New
$34.28 - $41.6 $497K - $603K
14.5K $601K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
9.51K
New
$43.17 - $53.94 $411K - $513K
9.51K $513K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
7.04K
New
$51.36 - $62.5 $362K - $440K
7.04K $439K
MU
Micron Technology Inc

Technology
102
+ 1.52%
$64.72 - $127.91 $6.6K - $13K
6.81K $838K
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
New
$416.06 - $551.64 $166K - $221K
400 $220K
AAPL
Apple Inc.

Technology
2.37K
+ 12.17%
$172.42 - $223.89 $409K - $532K
21.9K $4.49M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
5.65K
+ 6.47%
$23.32 - $24.45 $132K - $138K
93.1K $2.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.46K
+ 61.27%
$50.36 - $50.68 $124K - $125K
6.48K $328K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.44K
+ 59.75%
$49.98 - $50.26 $122K - $123K
6.52K $326K
ABT
Abbott Laboratories

Healthcare
800
+ 33.28%
$123.95 - $138.08 $99.2K - $110K
3.2K $435K
VLO
Valero Energy Corp

Energy
803
+ 22.88%
$104.69 - $141.77 $84.1K - $114K
4.31K $579K
AMAT
Applied Materials Inc

Technology
1
+ 0.03%
$126.95 - $183.52 $127 - $184
2.9K $531K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.2K
+ 3.65%
$44.68 - $45.96 $98.1K - $101K
62.3K $2.85M
SCHW
Schwab Charles Corp

Financial Services
102
+ 1.48%
$69.06 - $91.24 $7.04K - $9.31K
7.01K $639K
CVS
Cvs Health Corp

Healthcare
487
+ 1.29%
$60.04 - $70.18 $29.2K - $34.2K
38.3K $2.64M
PYPL
Pay Pal Holdings, Inc.

Financial Services
100
+ 1.32%
$57.41 - $74.81 $5.74K - $7.48K
7.7K $572K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 3.0%
$908.13 - $1056.85 $23.6K - $27.5K
893 $884K
DAL
Delta Air Lines, Inc.

Industrials
103
+ 1.22%
$35.88 - $52.99 $3.7K - $5.46K
8.51K $418K
WFC
Wells Fargo & Company

Financial Services
102
+ 2.17%
$60.98 - $80.12 $6.22K - $8.17K
4.8K $384K
GD
General Dynamics Corp

Industrials
80
+ 9.98%
$247.68 - $291.66 $19.8K - $23.3K
882 $257K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
33
+ 0.56%
$36.45 - $42.47 $1.2K - $1.4K
5.93K $249K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.04%
$119.13 - $135.03 $238 - $270
5.7K $704K
V
Visa Inc.

Financial Services
14
+ 2.42%
$308.27 - $373.31 $4.32K - $5.23K
593 $210K
KO
Coca Cola CO

Consumer Defensive
104
+ 1.33%
$68.37 - $73.9 $7.11K - $7.69K
7.92K $560K
Capital Group New Geography
3.06K
+ 1.31%
N/A
237K $0
Dimensional ETF Trust
100K
New
N/A
100K $0
Advisors Inner Circle Fd
176K
New
N/A
176K $0
Invesco Exchange Traded Fd T
73.6K
New
N/A
73.6K $0
2023 ETF Series Trust Ii
243K
+ 56.49%
N/A
673K $0
MDT
Medtronic PLC

Healthcare
90
+ 1.38%
$80.68 - $88.86 $7.26K - $8K
6.61K $576K
VZ
Verizon Communications Inc

Communication Services
111
+ 1.53%
$41.67 - $45.62 $4.63K - $5.06K
7.37K $318K
REZ
Ishares Tr Residential And Mul

ETFs
115
+ 1.66%
$76.14 - $86.35 $8.76K - $9.93K
7.05K $580K
DD
Du Pont De Nemours, Inc.

Basic Materials
104
+ 1.65%
$55.13 - $75.25 $5.73K - $7.83K
6.42K $440K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.06%
$79.69 - $99.41 $239 - $298
5.41K $495K
SLB
Schlumberger Limited

Energy
104
+ 1.65%
$31.95 - $42.2 $3.32K - $4.39K
6.41K $216K
XOM
Exxon Mobil Corp

Energy
105
+ 1.8%
$99.93 - $119.04 $10.5K - $12.5K
5.93K $638K
MRK
Merck & Co., Inc.

Healthcare
106
+ 1.71%
$73.47 - $87.12 $7.79K - $9.23K
6.32K $500K
Activity Summary
Buys All Purchases 50 New Holdings 13 Increased Positions 37 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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