Code Waechter LLC Purchases and Sells in Q2 2025

Code Waechter LLC

$140 Million
Q2 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	153K + 91.53%	$31.93 - $39.49 $4.87M - $6.03M	319K $12.6M
SCHG	110K + 30.01%	$22.27 - $29.21 $2.45M - $3.22M	477K $13.9M
QDPL	54.7K + 362.79%	$32.46 - $39.77 $1.78M - $2.17M	69.8K $2.75M
JEPI	11.6K + 109.65%	$51.14 - $57.0 $593K - $661K	22.2K $1.26M
MSFT	99 + 2.19%	$354.56 - $497.45 $35.1K - $49.2K	4.61K $2.29M
AAPL	2.65K + 32.27%	$172.42 - $223.89 $457K - $594K	10.9K $2.23M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	96.6K New	$100.35 - $100.71 $9.69M - $9.72M	96.6K $9.72M
VB	34.5K New	$193.73 - $237.37 $6.69M - $8.2M	34.5K $8.19M
VIOV	69.2K New	$71.94 - $86.02 $4.98M - $5.95M	69.2K $5.92M
VIOG	46.4K New	$93.75 - $114.45 $4.35M - $5.31M	46.4K $5.31M
NFLX	195 New	$855.86 - $1339.13 $167K - $261K	195 $261K
WEC	2.45K New	$102.24 - $109.76 $250K - $268K	2.45K $254K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ENB	-9.7K - 32.23%	$41.09 - $47.16 $399K - $458K	20.4K $924K
SCHX	-38.5K - 17.07%	$19.6 - $24.44 $755K - $942K	187K $4.57M
O	-6.52K - 42.5%	$52.27 - $58.52 $341K - $381K	8.82K $508K
TRP	-7.87K - 36.87%	$44.48 - $51.4 $350K - $405K	13.5K $657K
MUB	-2.8K - 23.09%	$102.31 - $105.8 $286K - $296K	9.32K $974K
BLACKROCK INC	-5 - 2.06%	N/A	238 $0

Activity Summary All Purchases 70 New Holdings 12 Increased Positions 58 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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