Beta Wealth Group, Inc. Sells in Q2 2025

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-163K
- 39.02%
$51.14 - $57.0 $8.35M - $9.31M
255K $14.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-104K
- 77.31%
$58.41 - $72.69 $6.06M - $7.54M
30.4K $2.21M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-98.4K
- 48.24%
$48.46 - $50.2 $4.77M - $4.94M
106K $5.24M
DHI
Horton D R Inc

Consumer Cyclical
-30.3K
- 91.81%
$115.1 - $129.63 $3.49M - $3.93M
2.7K $348K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-58.5K
- 66.95%
$47.09 - $48.01 $2.75M - $2.81M
28.9K $1.39M
MSFT
Microsoft Corp

Technology
-9.03K
- 46.14%
$354.56 - $497.45 $3.2M - $4.49M
10.5K $5.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.8K
- 43.49%
$167.32 - $223.3 $2.15M - $2.87M
16.7K $3.66M
WM
Waste Management Inc

Industrials
-7.82K
- 40.28%
$216.47 - $242.1 $1.69M - $1.89M
11.6K $2.65M
HYMU
Blackrock ETF Tr Ii High Yield
-67.8K
- 37.8%
N/A
112K $2.56M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-39.3K
- 50.66%
$26.49 - $27.5 $1.04M - $1.08M
38.3K $1.04M
BX
Blackstone Inc.

Financial Services
-7.57K
- 17.86%
$120.07 - $151.11 $909K - $1.14M
34.8K $5.21M
PMX
Pimco Municipal Income Fund Iii

Financial Services
-96.3K
- 89.45%
$6.55 - $7.23 $631K - $696K
11.4K $77K
NOW
Service Now, Inc.

Technology
-1.01K
- 39.17%
$721.65 - $1040.18 $726K - $1.05M
1.56K $1.61M
PML
Pimco Municipal Income Fund Ii

Financial Services
-32.1K
- 50.77%
$7.29 - $8.14 $234K - $262K
31.2K $232K
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.11K
- 8.74%
$53.66 - $58.71 $167K - $183K
32.5K $1.82M
GILD
Gilead Sciences, Inc.

Healthcare
-1.61K
- 21.41%
$96.91 - $113.0 $156K - $182K
5.92K $655K
HD
Home Depot, Inc.

Consumer Cyclical
-398
- 6.47%
$335.24 - $380.78 $133K - $152K
5.76K $2.11M
DIS
Walt Disney CO

Communication Services
-2.4K
- 32.84%
$81.72 - $124.01 $196K - $297K
4.9K $607K
GOOG
Alphabet Inc.

Communication Services
-2.85K
- 15.36%
$146.58 - $180.01 $418K - $514K
15.7K $2.79M
SRLN
Ssga Active Trust

ETFs
-3.77K
- 2.99%
$39.47 - $41.59 $149K - $157K
122K $5.09M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.38K
- 3.56%
$50.34 - $51.86 $69.6K - $71.7K
37.5K $1.93M
DFIV
Dimensional ETF Tr

ETFs
-2.52K
- 28.48%
$34.67 - $43.21 $87.3K - $109K
6.33K $270K
EA
Electronic Arts Inc.

Communication Services
-803
- 22.92%
$132.53 - $159.7 $106K - $128K
2.7K $431K
MS
Morgan Stanley

Financial Services
-1.1K
- 23.18%
$99.83 - $140.86 $109K - $154K
3.63K $511K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.03K
- 14.95%
$33.62 - $37.89 $34.5K - $38.9K
5.84K $218K
AVGO
Broadcom Inc.

Technology
-960
- 45.76%
$146.29 - $275.65 $140K - $265K
1.14K $313K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-678
- 7.56%
$46.77 - $47.89 $31.7K - $32.5K
8.29K $393K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-874
- 21.96%
$53.65 - $67.02 $46.9K - $58.6K
3.11K $208K
JPM
Jpmorgan Chase & CO

Financial Services
-227
- 24.7%
$210.28 - $289.91 $47.7K - $65.8K
692 $200K
EMR
Emerson Electric CO

Industrials
-999
- 19.94%
$94.15 - $133.33 $94.1K - $133K
4.01K $534K
META
Meta Platforms, Inc.

Communication Services
-158
- 24.8%
$484.66 - $738.09 $76.6K - $117K
479 $353K
GOOGL
Alphabet Inc.

Communication Services
-312
- 15.13%
$144.7 - $178.6 $45.1K - $55.7K
1.75K $308K
SO
Southern CO

Utilities
-97
- 1.46%
$84.91 - $92.56 $8.24K - $8.98K
6.53K $599K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-95
- 1.3%
$63.54 - $68.5 $6.04K - $6.51K
7.23K $487K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-483
- 1.53%
$10.78 - $11.28 $5.21K - $5.45K
31.1K $346K
CGSD
Capital Grp Core Plus Income E
-5.32K
- 1.07%
N/A
493K $0
Pimco ETF Tr
-422K
- 29.73%
N/A
998K $0
Capital Grp Fixed Incm ETF T
-143K
- 61.76%
N/A
88.5K $0
Capital Group Equity ETF Tr
-2.95K
- 1.09%
N/A
268K $0
C
Citigroup Inc

Financial Services
-1.1K
- 14.95%
$58.13 - $85.12 $63.7K - $93.2K
6.23K $530K
NKE
Nike, Inc.

Consumer Cyclical
-197
- 3.17%
$53.27 - $72.04 $10.5K - $14.2K
6.01K $427K
QCOM
Qualcomm Inc

Technology
-54
- 0.59%
$124.66 - $159.48 $6.73K - $8.61K
9.14K $1.45M
BAC
Bank Of America Corp

Financial Services
-315
- 3.02%
$34.39 - $47.46 $10.8K - $14.9K
10.1K $478K
CSCO
Cisco Systems, Inc.

Technology
-293
- 3.08%
$53.19 - $69.38 $15.6K - $20.3K
9.23K $640K
WMT
Walmart Inc.

Consumer Defensive
-98
- 1.51%
$81.79 - $99.98 $8.02K - $9.8K
6.41K $626K
WDC
Western Digital Corp

Technology
-169
- 2.06%
$30.54 - $63.99 $5.16K - $10.8K
8.03K $513K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.35K
- 2.7%
$65.84 - $80.81 $88.8K - $109K
48.6K $3.89M
AMD
Advanced Micro Devices Inc

Technology
-100
- 1.64%
$78.21 - $143.81 $7.82K - $14.4K
6K $851K
NVDA
Nvidia Corp

Technology
-1.49K
- 11.94%
$94.31 - $157.99 $141K - $235K
11K $1.74M
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
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email