Better Wealth, LLC Purchases and Sells in Q3 2025

Better Wealth, LLC

$380 Million
Q3 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	5.19K + 3.55%	$90.37 - $102.12 $469K - $530K	151K $15.1M
CGXU	9.64K + 1.83%	$26.49 - $29.62 $255K - $285K	535K $15.8M
BIV	13.8K + 3.23%	$76.16 - $78.59 $1.05M - $1.08M	440K $34.4M
BSV	15.2K + 6.2%	$78.11 - $79.07 $1.19M - $1.2M	260K $20.6M
TSLA	1.01K + 28.86%	$293.94 - $444.72 $298K - $451K	4.52K $2.01M
AVEM	1.53K + 1.47%	$68.33 - $75.41 $105K - $115K	105K $7.92M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ES	19K New	$62.86 - $71.14 $1.19M - $1.35M	19K $1.35M
META	495 New	$695.21 - $791.73 $344K - $392K	495 $363K
NFLX	244 New	$1147.87 - $1297.18 $280K - $317K	244 $292K
ITOT	1.85K New	$135.0 - $146.02 $249K - $269K	1.85K $268K
TD	2.76K New	$72.55 - $79.95 $200K - $220K	2.76K $220K
AVBH	8.48K New	$20.67 - $26.23 $175K - $223K	8.48K $213K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-10.3K - 54.27%	$153.3 - $186.58 $1.57M - $1.92M	8.65K $1.61M
MSFT	-840 - 40.92%	$491.09 - $535.64 $413K - $450K	1.21K $628K
DFAT	-4.5K - 18.63%	$53.36 - $59.69 $240K - $269K	19.7K $1.14M
DFUV	-4.78K - 20.4%	$41.91 - $44.87 $200K - $214K	18.6K $833K
VTV	-667 - 27.85%	$175.51 - $186.57 $117K - $124K	1.73K $322K
DUHP	-11.2K - 7.65%	$35.76 - $37.93 $402K - $426K	136K $5.12M

Activity Summary All Purchases 43 New Holdings 11 Increased Positions 32 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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