Correct Capital Wealth Management Purchases in Q2 2025

Correct Capital Wealth Management

  • $404 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
44.4K
+ 4696.09%
$496.48 - $617.85 $22.1M - $27.4M
45.4K $28M
AVDE
American Centy ETF Tr Avantis

ETFs
165K
+ 49.58%
$59.32 - $74.36 $9.79M - $12.3M
498K $36.8M
PULS
Pgim ETF Tr

ETFs
42.4K
+ 16.24%
$49.39 - $49.76 $2.09M - $2.11M
303K $15.1M
CRM
Salesforce, Inc.

Technology
6.04K
+ 178.18%
$236.26 - $291.15 $1.43M - $1.76M
9.43K $2.57M
MSFT
Microsoft Corp

Technology
584
+ 7.26%
$354.56 - $497.45 $207K - $291K
8.63K $4.29M
META
Meta Platforms, Inc.

Communication Services
422
+ 7.96%
$484.66 - $738.09 $205K - $311K
5.73K $4.23M
ZTS
Zoetis Inc.

Healthcare
7.34K
New
$144.41 - $170.3 $1.06M - $1.25M
7.34K $1.14M
AVGO
Broadcom Inc.

Technology
173
+ 2.03%
$146.29 - $275.65 $25.3K - $47.7K
8.68K $2.39M
LLY
Eli Lilly & CO

Healthcare
1.01K
+ 210.65%
$713.71 - $898.95 $720K - $907K
1.49K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
267
+ 1.16%
$167.32 - $223.3 $44.7K - $59.6K
23.4K $5.13M
JPM
Jpmorgan Chase & CO

Financial Services
490
+ 4.34%
$210.28 - $289.91 $103K - $142K
11.8K $3.41M
SCHW
Schwab Charles Corp

Financial Services
1.9K
+ 5.69%
$69.06 - $91.24 $131K - $174K
35.4K $3.23M
GOOG
Alphabet Inc.

Communication Services
1.29K
+ 11.12%
$146.58 - $180.01 $189K - $232K
12.9K $2.29M
EMR
Emerson Electric CO

Industrials
442
+ 3.03%
$94.15 - $133.33 $41.6K - $58.9K
15K $2M
UBER
Uber Technologies, Inc

Technology
2.1K
+ 22.64%
$64.62 - $93.3 $136K - $196K
11.4K $1.06M
TPR
Tapestry, Inc.

Consumer Cyclical
490
+ 2.64%
$60.6 - $87.81 $29.7K - $43K
19.1K $1.68M
TTD
Trade Desk, Inc.

Technology
2.4K
+ 26.39%
$45.27 - $79.4 $109K - $191K
11.5K $827K
ETN
Eaton Corp PLC

Industrials
80
+ 2.38%
$246.52 - $356.99 $19.7K - $28.6K
3.45K $1.23M
NFLX
Netflix Inc

Communication Services
69
+ 14.78%
$855.86 - $1339.13 $59.1K - $92.4K
536 $717K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
94
+ 1.44%
$171.4 - $227.1 $16.1K - $21.3K
6.6K $1.5M
NTAP
Net App, Inc.

Technology
218
+ 1.88%
$76.1 - $106.55 $16.6K - $23.2K
11.8K $1.26M
DLR
Digital Realty Trust, Inc.

Real Estate
141
+ 2.06%
$136.11 - $177.69 $19.2K - $25.1K
6.99K $1.22M
NKE
Nike, Inc.

Consumer Cyclical
848
+ 3.8%
$53.27 - $72.04 $45.2K - $61.1K
23.1K $1.64M
VTI
Vanguard Total Stock Market Et

ETFs
746
New
$243.75 - $303.93 $182K - $227K
746 $226K
V
Visa Inc.

Financial Services
531
+ 8.75%
$308.27 - $373.31 $164K - $198K
6.6K $2.34M
CAT
Caterpillar Inc

Industrials
560
New
$273.94 - $388.21 $153K - $217K
560 $217K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.4K
+ 12.59%
$57.41 - $74.81 $80.6K - $105K
12.6K $933K
SNV
Synovus Financial Corp

Financial Services
1.16K
+ 4.17%
$38.27 - $51.75 $44.5K - $60.2K
29K $1.5M
WM
Waste Management Inc

Industrials
890
+ 8.4%
$216.47 - $242.1 $193K - $215K
11.5K $2.63M
CYBR
Cyber Ark Software Ltd.

Technology
167
+ 13.68%
$305.98 - $406.88 $51.1K - $67.9K
1.39K $564K
IYW
Ishares Dj Us Tech ETF

ETFs
269
+ 8.59%
$122.57 - $173.27 $33K - $46.6K
3.4K $589K
AVUS
American Centy ETF Tr Avantis

ETFs
178
+ 1.29%
$81.38 - $100.82 $14.5K - $17.9K
13.9K $1.41M
MA
Mastercard Inc

Financial Services
188
+ 11.1%
$479.92 - $590.74 $90.2K - $111K
1.88K $1.06M
INTU
Intuit Inc

Technology
11
+ 1.8%
$544.07 - $787.63 $5.98K - $8.66K
621 $489K
QCOM
Qualcomm Inc

Technology
368
+ 4.33%
$124.66 - $159.48 $45.9K - $58.7K
8.87K $1.41M
UNP
Union Pacific Corp

Industrials
570
+ 5.85%
$208.27 - $238.46 $119K - $136K
10.3K $2.37M
VICI
Vici Properties Inc.

Real Estate
2.22K
+ 3.95%
$29.41 - $32.97 $65.3K - $73.2K
58.4K $1.9M
DPZ
Dominos Pizza Inc

Consumer Cyclical
202
+ 5.18%
$430.72 - $497.52 $87K - $100K
4.1K $1.85M
SCCO
Southern Copper Corp

Basic Materials
61
+ 0.98%
$75.63 - $104.64 $4.61K - $6.38K
6.31K $637K
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 2.19%
$335.24 - $380.78 $37.2K - $42.3K
5.19K $1.9M
KO
Coca Cola CO

Consumer Defensive
793
+ 2.81%
$68.37 - $73.9 $54.2K - $58.6K
29K $2.05M
ORI
Old Republic International Corp

Financial Services
1.51K
+ 3.89%
$35.25 - $39.79 $53.4K - $60.2K
40.5K $1.56M
JGRO
J P Morgan Exchange Traded Fd
121K
+ 14.52%
N/A
955K $0
Victoryshares Core Plus Intermediate Bond ETF
7.26K
+ 0.94%
N/A
780K $0
Pimco Multisector Bond Active Exchange Traded Fund
6.6K
+ 0.7%
N/A
944K $0
Ishares Bitcoin Trust ETF
85
+ 1.22%
N/A
7.04K $0
SBUX
Starbucks Corp

Consumer Cyclical
154
+ 4.57%
$79.69 - $99.41 $12.3K - $15.3K
3.52K $322K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.17%
$157.66 - $172.39 $631 - $690
2.39K $380K
XOM
Exxon Mobil Corp

Energy
1.31K
+ 6.32%
$99.93 - $119.04 $130K - $155K
22K $2.37M
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 2 Puts 2
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