Clarion Wealth Managment Partners, LLC Purchases in Q2 2025

Clarion Wealth Managment Partners, LLC

  • $91.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
145K
New
$75.29 - $91.16 $10.9M - $13.2M
145K $13.1B
AAPL
Apple Inc.

Technology
36.2K
New
$172.42 - $223.89 $6.25M - $8.11M
36.2K $7.43B
American Healthcare Reit Inc
150K
New
N/A
150K $5.51B
IWF
Ishares Russell 1000 Gr ETF

ETFs
10.7K
New
$320.42 - $424.58 $3.43M - $4.54M
10.7K $4.54B
VEA
Vanguard Ftse Developed Market

ETFs
57.6K
New
$45.65 - $57.01 $2.63M - $3.28M
57.6K $3.28B
IWD
Ishares Russell 1000 Val ETF

ETFs
11.5K
New
$166.82 - $194.23 $1.92M - $2.24M
11.5K $2.24B
VONG
Vanguard Russell 1000 Growth E

ETFs
19.1K
New
$82.51 - $109.2 $1.58M - $2.08M
19.1K $2.08B
MSFT
Microsoft Corp

Technology
3.86K
New
$354.56 - $497.45 $1.37M - $1.92M
3.86K $1.92B
HD
Home Depot, Inc.

Consumer Cyclical
5.15K
New
$335.24 - $380.78 $1.73M - $1.96M
5.15K $1.89B
VSLU
ETF Opportunities Tr Applied F
47.8K
New
$31.34 - $39.15 $1.5M - $1.87M
47.8K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
7.92K
New
$167.32 - $223.3 $1.33M - $1.77M
7.92K $1.74B
VONV
Vanguard Russell 1000 Value Et

ETFs
18.8K
New
$73.19 - $85.21 $1.37M - $1.6M
18.8K $1.6B
V
Visa Inc.

Financial Services
4.36K
New
$308.27 - $373.31 $1.35M - $1.63M
4.36K $1.55B
COST
Costco Wholesale Corp

Consumer Defensive
1.4K
New
$908.13 - $1056.85 $1.27M - $1.47M
1.4K $1.38B
TPR
Tapestry, Inc.

Consumer Cyclical
15K
New
$60.6 - $87.81 $909K - $1.32M
15K $1.32B
WPC
W. P. Carey Inc.

Real Estate
21.1K
New
$56.12 - $64.53 $1.18M - $1.36M
21.1K $1.32B
IWS
Ishares Russell Midcap Value E

ETFs
9.81K
New
$110.58 - $132.14 $1.09M - $1.3M
9.81K $1.3B
VGLT
Vanguard Long Term Treasury Et

ETFs
22K
New
$53.66 - $58.71 $1.18M - $1.29M
22K $1.23B
JNJ
Johnson & Johnson

Healthcare
7.83K
New
$146.36 - $159.82 $1.15M - $1.25M
7.83K $1.2B
XOM
Exxon Mobil Corp

Energy
11K
New
$99.93 - $119.04 $1.1M - $1.31M
11K $1.18B
VTV
Vanguard Value ETF

ETFs
6.67K
New
$153.67 - $176.74 $1.02M - $1.18M
6.67K $1.18B
IAU
Ishares Gold Trust

ETFs
17.9K
New
$56.1 - $64.74 $1M - $1.16M
17.9K $1.12B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.89K
New
$224.16 - $285.86 $873K - $1.11M
3.89K $1.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.76K
New
$496.48 - $617.85 $875K - $1.09M
1.76K $1.09B
PG
Procter & Gamble CO

Consumer Defensive
6.82K
New
$157.66 - $172.39 $1.07M - $1.18M
6.82K $1.09B
VGIT
Vanguard Intermediate Term Tre

ETFs
17.5K
New
$58.63 - $59.9 $1.03M - $1.05M
17.5K $1.05B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.2K
New
$39.89 - $49.46 $807K - $1M
20.2K $1B
CSL
Carlisle Companies Inc

Industrials
2.68K
New
$317.1 - $408.5 $850K - $1.09M
2.68K $1B
IWN
Ishares Russell2000 Val ETF

ETFs
6.12K
New
$131.84 - $157.76 $807K - $965K
6.12K $965M
NVDA
Nvidia Corp

Technology
5.96K
New
$94.31 - $157.99 $562K - $941K
5.96K $941M
AVDE
American Centy ETF Tr Avantis

ETFs
12.6K
New
$59.32 - $74.36 $745K - $934K
12.6K $930M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.75K
New
$483.48 - $539.8 $844K - $942K
1.75K $848M
D
Dominion Energy, Inc

Utilities
14.3K
New
$49.66 - $58.0 $708K - $827K
14.3K $806M
GE
General Electric CO

Industrials
3.12K
New
$166.81 - $257.39 $521K - $804K
3.12K $804M
ORCL
Oracle Corp

Technology
3.51K
New
$122.82 - $218.63 $431K - $768K
3.51K $768M
VUG
Vanguard Growth ETF

ETFs
1.67K
New
$329.49 - $438.4 $549K - $731K
1.67K $731M
DUK
Duke Energy Corp

Utilities
6.1K
New
$112.46 - $124.05 $686K - $757K
6.1K $720M
PPG
Ppg Industries Inc

Basic Materials
5.47K
New
$91.66 - $115.04 $501K - $629K
5.47K $622M
ABBV
Abb Vie Inc.

Healthcare
3.33K
New
$170.16 - $206.27 $566K - $687K
3.33K $618M
JPM
Jpmorgan Chase & CO

Financial Services
2.01K
New
$210.28 - $289.91 $423K - $583K
2.01K $583M
MUB
Ishares National Muni Bond ETF

ETFs
5.57K
New
$102.31 - $105.8 $570K - $589K
5.57K $582M
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
New
$243.75 - $303.93 $454K - $566K
1.86K $566M
GOOGL
Alphabet Inc.

Communication Services
3.09K
New
$144.7 - $178.6 $447K - $552K
3.09K $545M
CAT
Caterpillar Inc

Industrials
1.28K
New
$273.94 - $388.21 $350K - $496K
1.28K $496M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.69K
New
$104.23 - $134.39 $384K - $496K
3.69K $496M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
866
New
$456.74 - $568.03 $396K - $492K
866 $492M
MO
Altria Group, Inc.

Consumer Defensive
8.39K
New
$55.56 - $60.91 $466K - $511K
8.39K $492M
RTX
Raytheon Technologies Corp

Industrials
3.31K
New
$113.75 - $148.48 $376K - $491K
3.31K $483M
T
At&T Inc.

Communication Services
16.7K
New
$26.33 - $28.94 $439K - $483K
16.7K $483M
Activity Summary
Buys All Purchases 81 New Holdings 81 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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