Biltmore Wealth Management, LLC Purchases and Sells in Q1 2025

Biltmore Wealth Management, LLC

17 operations

Stock	Shares change	Price Range	Shares Held
XLV	1.37K + 0.89%	$137.61 - $149.68 $188K - $205K	156K $22.5M
SMMU	2.3K + 0.56%	$49.75 - $50.27 $114K - $116K	410K $20.5M
XLP	1.63K + 0.95%	N/A	174K $13.2M
VGSH	308 + 0.25%	$58.07 - $58.69 $17.9K - $18.1K	123K $7.2M
IEF	187 + 1.0%	$91.17 - $95.39 $17K - $17.8K	18.8K $1.8M
BRK-B	24 + 3.32%	$442.66 - $534.52 $10.6K - $12.8K	747 $397K

4 operations

Stock	Shares change	Price Range	Shares Held
XYL	5.07K New	$114.02 - $132.04 $578K - $669K	5.07K $605K
EXC	4.65K New	$37.3 - $46.08 $173K - $214K	4.65K $214K
WM	900 New	$200.54 - $233.78 $180K - $210K	900 $208K
SPY	368 New	$551.42 - $612.93 $203K - $226K	368 $205K

32 operations

Stock	Shares change	Price Range	Shares Held
XLK	-1.47K - 1.19%	$206.38 - $242.18 $303K - $356K	122K $25.1M
XLY	-2.14K - 2.03%	$192.6 - $233.2 $413K - $500K	104K $20.4M
XLI	-1.83K - 0.79%	$128.78 - $141.67 $236K - $260K	229K $29.8M
TSLA	-43 - 1.14%	$222.15 - $428.22 $9.55K - $18.4K	3.73K $966K
NVDA	-75 - 0.57%	$106.98 - $149.43 $8.02K - $11.2K	13K $1.41M
DDOG	-46 - 0.81%	$98.68 - $151.89 $4.54K - $6.99K	5.64K $559K

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