Boyd Wealth Management, LLC Purchases in Q2 2025

Boyd Wealth Management, LLC

  • $231 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.7K
+ 38.2%
$456.74 - $568.03 $10.4M - $12.9M
82.1K $46.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
114K
+ 104.75%
$51.16 - $62.02 $5.83M - $7.07M
223K $13.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
138K
New
$50.09 - $51.09 $6.94M - $7.07M
138K $7.07M
VTV
Vanguard Value ETF

ETFs
29.2K
+ 34.45%
$153.67 - $176.74 $4.49M - $5.16M
114K $20.2M
VO
Vanguard Mid Cap ETF

ETFs
3.02K
+ 32.24%
$228.54 - $279.83 $690K - $845K
12.4K $3.47M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.7K
+ 4.31%
$22.27 - $29.21 $149K - $196K
162K $4.74M
IEFA
Ishares Tr

ETFs
5.21K
+ 11.46%
$67.83 - $84.09 $353K - $438K
50.6K $4.23M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.13K
+ 3.31%
$24.38 - $30.18 $174K - $215K
223K $6.71M
VB
Vanguard Small Cap ETF

ETFs
1.74K
+ 16.84%
$193.73 - $237.37 $336K - $412K
12K $2.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.3K
New
$19.6 - $24.44 $437K - $545K
22.3K $545K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
6.14K
+ 19.67%
$40.79 - $50.93 $250K - $313K
37.4K $1.9M
MSFT
Microsoft Corp

Technology
926
New
$354.56 - $497.45 $328K - $461K
926 $460K
AMZN
Amazon Com Inc

Consumer Cyclical
1.6K
+ 45.87%
$167.32 - $223.3 $268K - $357K
5.09K $1.12M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.4K
+ 10.03%
$122.36 - $153.12 $171K - $214K
15.3K $2.34M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
14.2K
New
$28.21 - $28.85 $401K - $410K
14.2K $409K
VUG
Vanguard Growth ETF

ETFs
158
+ 3.82%
$329.49 - $438.4 $52.1K - $69.3K
4.29K $1.88M
GOOGL
Alphabet Inc.

Communication Services
1.61K
+ 96.93%
$144.7 - $178.6 $233K - $287K
3.27K $576K
MS
Morgan Stanley

Financial Services
2.27K
New
$99.83 - $140.86 $226K - $319K
2.27K $319K
GS
Goldman Sachs Group Inc

Financial Services
435
New
$462.22 - $707.75 $201K - $308K
435 $307K
META
Meta Platforms, Inc.

Communication Services
327
New
$484.66 - $738.09 $158K - $241K
327 $241K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.1K
+ 34.43%
$113.67 - $150.4 $125K - $166K
4.3K $646K
AVGO
Broadcom Inc.

Technology
861
New
$146.29 - $275.65 $126K - $237K
861 $237K
MGV
Vanguard Mega Cap Value

ETFs
1.04K
+ 3.63%
$114.87 - $131.25 $120K - $137K
29.8K $3.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
85
+ 9.63%
$496.48 - $617.85 $42.2K - $52.5K
968 $598K
ET
Energy Transfer LP

Energy
5.82K
+ 48.18%
$15.65 - $18.93 $91.1K - $110K
17.9K $324K
AAPL
Apple Inc.

Technology
840
+ 18.68%
$172.42 - $223.89 $145K - $188K
5.34K $1.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.08K
+ 17.16%
$75.05 - $77.34 $80.8K - $83.2K
7.35K $568K
NVTS
Navitas Semiconductor Corp

Technology
10.1K
New
$1.61 - $8.09 $16.3K - $81.7K
10.1K $66K
MUB
Ishares National Muni Bond ETF

ETFs
76
+ 1.59%
$102.31 - $105.8 $7.78K - $8.04K
4.84K $505K
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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