Concentrum Wealth Management Incresed Positions in Q1 2025

Concentrum Wealth Management

  • $270 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
+ 10.69%
$442.66 - $534.52 $533K - $644K
12.5K $6.64B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
37.2K
+ 299.01%
$32.49 - $37.99 $1.21M - $1.41M
49.6K $1.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.4K
+ 65.86%
$102.49 - $119.96 $1.07M - $1.25M
26.2K $2.74B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.7K
+ 210.74%
$67.24 - $84.27 $857K - $1.07M
18.8K $1.28B
FTCS
First Trust Capital Strength E

ETFs
6.78K
+ 7.22%
$86.39 - $91.35 $585K - $619K
101K $9.02B
FVD
First Tr Value Line Divid Inde

ETFs
13.4K
+ 7.71%
$42.61 - $45.51 $570K - $609K
187K $8.33B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.23K
+ 43.96%
$211.47 - $267.17 $894K - $1.13M
13.8K $2.93B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.96K
+ 14.94%
$468.34 - $539.52 $1.38M - $1.6M
22.7K $10.7B
GLD
Spdr Gold Trust

ETFs
613
+ 8.6%
$243.19 - $288.14 $149K - $177K
7.74K $2.23B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7K
+ 24.08%
$89.18 - $104.04 $624K - $728K
36.1K $3.3B
VGT
Vanguard Information Technolog

ETFs
1.03K
+ 30.22%
$542.38 - $646.34 $560K - $667K
4.45K $2.41B
WMT
Walmart Inc.

Consumer Defensive
2.65K
+ 27.7%
$84.5 - $105.05 $224K - $278K
12.2K $1.07B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.26K
+ 9.58%
$87.68 - $94.52 $111K - $119K
14.4K $1.35B
HDV
Ishares Core High Dividend ETF

ETFs
1.16K
+ 60.23%
$110.86 - $121.12 $129K - $140K
3.09K $374M
ORCL
Oracle Corp

Technology
2.05K
+ 35.36%
$139.81 - $186.47 $287K - $382K
7.85K $1.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.12K
+ 34.72%
$29.34 - $31.31 $121K - $129K
16K $475M
PM
Philip Morris International Inc.

Consumer Defensive
146
+ 6.33%
$117.15 - $158.79 $17.1K - $23.2K
2.45K $390M
XOM
Exxon Mobil Corp

Energy
173
+ 3.14%
$105.44 - $118.93 $18.2K - $20.6K
5.68K $675M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.61K
+ 2.11%
$62.72 - $71.92 $101K - $116K
78K $4.92B
JNJ
Johnson & Johnson

Healthcare
137
+ 7.29%
$142.06 - $167.7 $19.5K - $23K
2.02K $334M
AVGO
Broadcom Inc.

Technology
1.56K
+ 45.05%
$167.43 - $244.7 $261K - $382K
5.02K $841M
WFC
Wells Fargo & Company

Financial Services
396
+ 9.51%
$66.78 - $81.42 $26.4K - $32.2K
4.56K $327M
Bitwise Bitcoin ETF Trust
1.82K
+ 23.06%
N/A
9.72K $436M
NFLX
Netflix Inc

Communication Services
25
+ 9.33%
$828.4 - $1058.6 $20.7K - $26.5K
293 $273M
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 7.13%
$225.19 - $279.95 $15.1K - $18.8K
1.01K $247M
XLU
Utilities Sector Spdr

ETFs
122
+ 3.73%
$74.7 - $80.27 $9.11K - $9.79K
3.39K $267M
GOOGL
Alphabet Inc.

Communication Services
835
+ 18.45%
$154.33 - $206.19 $129K - $172K
5.36K $829M
CFLT
Confluent, Inc.

Technology
20
+ 0.2%
$23.44 - $37.65 $469 - $753
10.1K $236M
VTI
Vanguard Total Stock Market Et

ETFs
60
+ 1.35%
$271.18 - $303.12 $16.3K - $18.2K
4.5K $1.24B
FDN
First Tr Fd Dow Jones

ETFs
286
+ 4.98%
$221.38 - $266.86 $63.3K - $76.3K
6.03K $1.34B
AMAT
Applied Materials Inc

Technology
594
+ 6.77%
$145.06 - $195.51 $86.2K - $116K
9.37K $1.36B
AMZN
Amazon Com Inc

Consumer Cyclical
2.97K
+ 13.62%
$190.26 - $242.06 $565K - $718K
24.7K $4.71B
EQIX
Equinix Inc

Real Estate
5
+ 0.79%
$803.0 - $959.97 $4.02K - $4.8K
640 $522M
IOT
Samsara Inc.

Technology
12
+ 0.07%
$34.06 - $60.96 $409 - $732
16.9K $648M
QTEC
First Trust Nasdaq 100 Technol

ETFs
956
+ 3.94%
$173.56 - $210.67 $166K - $201K
25.2K $4.38B
CRM
Salesforce, Inc.

Technology
21
+ 0.7%
$268.36 - $359.95 $5.64K - $7.56K
3.02K $812M
Ishares Bitcoin Trust ETF
7.51K
+ 7.09%
N/A
113K $5.31B
FV
First Trust Dorsey Wright Focu

ETFs
4.11K
+ 2.58%
$53.91 - $63.03 $222K - $259K
163K $8.96B
MSFT
Microsoft Corp

Technology
576
+ 3.54%
$375.39 - $447.2 $216K - $258K
16.8K $6.32B
AMD
Advanced Micro Devices Inc

Technology
453
+ 1.04%
$96.63 - $129.55 $43.8K - $58.7K
44.2K $4.54B
NVDA
Nvidia Corp

Technology
23K
+ 7.96%
$106.98 - $149.43 $2.46M - $3.43M
312K $33.8B
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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