Boyd Wealth Management, LLC Purchases and Sells in Q2 2025

Boyd Wealth Management, LLC

$231 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	22.7K + 38.2%	$456.74 - $568.03 $10.4M - $12.9M	82.1K $46.6M
IJH	114K + 104.75%	$51.16 - $62.02 $5.83M - $7.07M	223K $13.8M
VTV	29.2K + 34.45%	$153.67 - $176.74 $4.49M - $5.16M	114K $20.2M
VO	3.02K + 32.24%	$228.54 - $279.83 $690K - $845K	12.4K $3.47M
SCHG	6.7K + 4.31%	$22.27 - $29.21 $149K - $196K	162K $4.74M
IEFA	5.21K + 11.46%	$67.83 - $84.09 $353K - $438K	50.6K $4.23M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAGG	138K New	$50.09 - $51.09 $6.94M - $7.07M	138K $7.07M
SCHX	22.3K New	$19.6 - $24.44 $437K - $545K	22.3K $545K
MSFT	926 New	$354.56 - $497.45 $328K - $461K	926 $460K
SPTI	14.2K New	$28.21 - $28.85 $401K - $410K	14.2K $409K
MS	2.27K New	$99.83 - $140.86 $226K - $319K	2.27K $319K
GS	435 New	$462.22 - $707.75 $201K - $308K	435 $307K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	-544K - 42.28%	$17.76 - $22.1 $9.67M - $12M	743K $16.4M
SPYG	-115K - 47.19%	$71.83 - $95.32 $8.29M - $11M	129K $12.3M
AGG	-13K - 3.56%	$96.84 - $99.46 $1.26M - $1.29M	352K $34.9M
EFAX	-5.97K - 43.14%	$38.59 - $47.36 $230K - $283K	7.86K $372K
VTEB	-2.61K - 6.56%	$48.13 - $49.85 $126K - $130K	37.2K $1.82M
PG	-326 - 7.93%	$157.66 - $172.39 $51.4K - $56.2K	3.79K $603K

Activity Summary All Purchases 30 New Holdings 9 Increased Positions 21 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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