Beta Wealth Group, Inc. Incresed Positions in Q3 2025

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.88K
+ 95.68%
$617.65 - $666.84 $3.01M - $3.25M
9.97K $6.64M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
29.9K
+ 61.51%
$79.76 - $85.78 $2.38M - $2.56M
78.4K $6.64M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.1K
+ 21.59%
$107.66 - $112.36 $1.73M - $1.81M
90.5K $10.1M
SRLN
Ssga Active Trust

ETFs
37.9K
+ 31.02%
$41.28 - $41.65 $1.57M - $1.58M
160K $6.66M
AVUV
American Centy ETF Tr Avantis

ETFs
2.6K
+ 2.61%
$90.37 - $102.12 $235K - $266K
102K $10.2M
AVDV
American Centy ETF Tr Avantis

ETFs
3.11K
+ 3.77%
$79.24 - $89.03 $246K - $277K
85.4K $7.6M
SPVM
Invesco S&P 500 Value With Mom

ETFs
180
+ 0.1%
$59.87 - $65.75 $10.8K - $11.8K
178K $11.7M
FEMS
First Trust Emerging Markets S

ETFs
8.38K
+ 4.33%
$40.83 - $44.87 $342K - $376K
202K $8.91M
IGF
Ishares Global Infrastructure

ETFs
4.42K
+ 5.94%
$58.29 - $61.43 $258K - $271K
78.8K $4.82M
EA
Electronic Arts Inc.

Communication Services
1.4K
+ 51.85%
$147.79 - $202.05 $207K - $283K
4.1K $826K
QQQ
Invesco Qqq Trust, Series 1

ETFs
569
+ 142.25%
$546.99 - $602.2 $311K - $343K
969 $581K
MS
Morgan Stanley

Financial Services
1.09K
+ 29.87%
$139.09 - $161.16 $151K - $175K
4.72K $749K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.34K
+ 51.51%
$50.47 - $50.74 $168K - $169K
9.82K $498K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.36K
+ 51.61%
$50.08 - $50.37 $168K - $169K
9.88K $496K
BAC
Bank Of America Corp

Financial Services
2.41K
+ 23.79%
$44.92 - $52.42 $108K - $126K
12.5K $646K
QCOM
Qualcomm Inc

Technology
598
+ 6.55%
$145.84 - $173.55 $87.2K - $104K
9.73K $1.62M
TJX
Tjx Companies Inc

Consumer Cyclical
300
+ 5.26%
$121.35 - $144.54 $36.4K - $43.4K
6K $867K
WFC
Wells Fargo & Company

Financial Services
1.5K
+ 31.24%
$77.05 - $85.16 $116K - $128K
6.3K $528K
AMAT
Applied Materials Inc

Technology
400
+ 13.79%
$156.25 - $204.95 $62.5K - $82K
3.3K $675K
C
Citigroup Inc

Financial Services
191
+ 3.07%
$85.57 - $103.49 $16.3K - $19.8K
6.42K $651K
DFIV
Dimensional ETF Tr

ETFs
1.27K
+ 20.14%
$42.66 - $46.53 $54.3K - $59.3K
7.6K $350K
EMR
Emerson Electric CO

Industrials
596
+ 14.86%
$128.6 - $149.63 $76.6K - $89.2K
4.61K $604K
ABT
Abbott Laboratories

Healthcare
498
+ 15.54%
$120.51 - $136.62 $60K - $68K
3.7K $495K
WMT
Walmart Inc.

Consumer Defensive
96
+ 1.5%
$94.4 - $104.27 $9.06K - $10K
6.51K $670K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
778
+ 9.38%
$47.18 - $48.17 $36.7K - $37.5K
9.07K $435K
SBUX
Starbucks Corp

Consumer Cyclical
899
+ 16.62%
$81.9 - $96.86 $73.6K - $87.1K
6.31K $533K
GILD
Gilead Sciences, Inc.

Healthcare
302
+ 5.1%
$108.22 - $120.47 $32.7K - $36.4K
6.22K $690K
REZ
Ishares Tr Residential And Mul

ETFs
179
+ 2.54%
$81.06 - $85.23 $14.5K - $15.3K
7.23K $614K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
423
+ 7.14%
$41.19 - $43.7 $17.4K - $18.5K
6.35K $271K
CSCO
Cisco Systems, Inc.

Technology
387
+ 4.19%
$66.2 - $71.79 $25.6K - $27.8K
9.62K $658K
Advisors Inner Circle Fd
3.75K
+ 2.12%
N/A
180K $0
Invesco Exchange Traded Fd T
35.3K
+ 48.0%
N/A
109K $0
2023 ETF Series Trust Ii
25.3K
+ 3.77%
N/A
698K $0
Dimensional ETF Trust
12.4K
+ 12.32%
N/A
113K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
87
+ 1.2%
$60.9 - $70.75 $5.3K - $6.16K
7.32K $457K
NOW
Service Now, Inc.

Technology
93
+ 5.95%
$850.86 - $1044.69 $79.1K - $97.2K
1.66K $1.52M
Activity Summary
Buys All Purchases 64 New Holdings 27 Increased Positions 37 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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