Blvd Private Wealth, LLC Purchases in Q3 2025

Blvd Private Wealth, LLC

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Pgim Rock ETF Tr
112K
New
N/A
112K $3.19B
TT
Trane Technologies PLC

Industrials
8.46K
+ 15.34%
$398.96 - $472.54 $3.37M - $4M
63.6K $26.8B
Innovator Etfs Trust
25.2K
+ 38.7%
N/A
90.4K $2.58B
Global X Fds
14.5K
New
N/A
14.5K $727M
SCHR
Schwab Intermediate Term Us Tr

ETFs
23.9K
+ 12.68%
$24.69 - $25.26 $591K - $605K
213K $5.35B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
16.6K
+ 113.81%
$29.19 - $31.2 $484K - $518K
31.2K $966M
AVUS
American Centy ETF Tr Avantis

ETFs
1.37K
+ 3.14%
$101.2 - $109.16 $138K - $149K
45K $4.89B
AVDE
American Centy ETF Tr Avantis

ETFs
2.58K
+ 4.37%
$73.24 - $79.04 $189K - $204K
61.6K $4.86B
Tidal Trust Ii
2.59K
+ 1.34%
N/A
195K $5.5B
Innovator Etfs Trust
14.9K
+ 40.79%
N/A
51.5K $1.45B
VTV
Vanguard Value ETF

ETFs
1.76K
+ 38.42%
$175.51 - $186.57 $309K - $328K
6.33K $1.18B
BALT
Innovator Etfs Tr
9.47K
New
$32.11 - $32.82 $304K - $311K
9.47K $311M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
762
+ 18.84%
$225.11 - $247.9 $172K - $189K
4.81K $1.19B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.54K
New
$38.1 - $40.7 $249K - $266K
6.54K $259M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.66K
New
$115.96 - $125.95 $192K - $209K
1.66K $209M
GOOGL
Alphabet Inc.

Communication Services
855
New
$174.36 - $254.72 $149K - $218K
855 $208M
SHOP
Shopify Inc.

Technology
1.37K
New
$112.11 - $157.12 $154K - $215K
1.37K $204M
AXP
American Express CO

Financial Services
609
New
$294.27 - $342.31 $179K - $208K
609 $202M
AVRE
American Centy ETF Tr Avantis
3.99K
+ 10.22%
$43.53 - $45.34 $174K - $181K
43K $1.91B
AVEM
American Centy ETF Tr Avantis

ETFs
528
+ 2.44%
$68.33 - $75.41 $36.1K - $39.8K
22.1K $1.66B
AVGO
Broadcom Inc.

Technology
22
+ 0.92%
$264.74 - $369.57 $5.82K - $8.13K
2.42K $797M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.49K
+ 14.32%
$53.81 - $57.52 $80.2K - $85.8K
11.9K $685M
MSFT
Microsoft Corp

Technology
19
+ 0.6%
$491.09 - $535.64 $9.33K - $10.2K
3.17K $1.64B
Innovator Etfs Trust
2.76K
+ 26.38%
N/A
13.2K $316M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
534
+ 1.06%
$26.38 - $27.95 $14.1K - $14.9K
50.8K $1.39B
Kraneshares Trust
1.1K
+ 11.76%
N/A
10.4K $343M
SE
Sea LTD

Consumer Cyclical
4
+ 0.32%
$146.23 - $196.5 $585 - $786
1.26K $224M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
36
+ 0.55%
$46.97 - $48.89 $1.69K - $1.76K
6.63K $324M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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