Correct Capital Wealth Management Purchases in Q1 2025

Correct Capital Wealth Management

  • $354 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
112K
+ 28.3%
$57.11 - $62.4 $6.38M - $6.97M
506K $30.5M
MSTR
Microstrategy Inc

Technology
20.8K
+ 12.4%
$239.27 - $396.5 $4.97M - $8.24M
188K $54.3M
CVX
Chevron Corp

Energy
4.84K
+ 68.32%
$146.71 - $167.97 $710K - $812K
11.9K $1.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.65K
+ 1.18%
$44.41 - $45.98 $384K - $398K
741K $33.8M
V
Visa Inc.

Financial Services
2K
+ 49.01%
$306.92 - $362.71 $613K - $724K
6.07K $2.13M
META
Meta Platforms, Inc.

Communication Services
1.53K
+ 40.58%
$576.36 - $736.67 $882K - $1.13M
5.3K $3.06M
JNJ
Johnson & Johnson

Healthcare
3.06K
+ 27.54%
$142.06 - $167.7 $435K - $514K
14.2K $2.35M
UBER
Uber Technologies, Inc

Technology
9.28K
New
$63.17 - $81.49 $586K - $756K
9.28K $675K
MA
Mastercard Inc

Financial Services
1.17K
+ 224.52%
$504.67 - $576.31 $591K - $675K
1.69K $928K
LNTH
Lantheus Holdings, Inc.

Healthcare
6.6K
New
$78.23 - $110.01 $516K - $726K
6.6K $643K
WM
Waste Management Inc

Industrials
1.2K
+ 12.79%
$200.54 - $233.78 $241K - $281K
10.6K $2.45M
DPZ
Dominos Pizza Inc

Consumer Cyclical
802
+ 25.87%
$402.33 - $489.71 $323K - $393K
3.9K $1.79M
NFLX
Netflix Inc

Communication Services
467
New
$828.4 - $1058.6 $387K - $494K
467 $435K
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 5.22%
$60.81 - $72.32 $85.2K - $101K
28.2K $2.02M
VICI
Vici Properties Inc.

Real Estate
4.71K
+ 9.16%
$28.21 - $32.68 $133K - $154K
56.2K $1.83M
NKE
Nike, Inc.

Consumer Cyclical
7.76K
+ 53.39%
$63.29 - $81.72 $491K - $634K
22.3K $1.42M
SCHW
Schwab Charles Corp

Financial Services
2.27K
+ 7.28%
$71.24 - $83.64 $162K - $190K
33.4K $2.62M
ABBV
Abb Vie Inc.

Healthcare
227
+ 2.81%
$169.2 - $216.66 $38.4K - $49.2K
8.3K $1.74M
UNP
Union Pacific Corp

Industrials
611
+ 6.69%
$225.21 - $254.42 $138K - $155K
9.74K $2.3M
ABT
Abbott Laboratories

Healthcare
1.57K
New
$111.1 - $140.22 $175K - $220K
1.57K $208K
ORI
Old Republic International Corp

Financial Services
1.74K
+ 4.66%
$33.46 - $39.22 $58.1K - $68K
38.9K $1.53M
MELI
Mercadolibre Inc

Consumer Cyclical
49
+ 15.96%
$1739.0 - $2260.0 $85.2K - $111K
356 $694K
VEEV
Veeva Systems Inc

Healthcare
480
+ 19.41%
$210.58 - $246.8 $101K - $118K
2.95K $684K
SHOP
Shopify Inc.

Technology
2.38K
+ 34.57%
$90.59 - $129.31 $216K - $308K
9.28K $885K
TGT
Target Corp

Consumer Defensive
4.19K
+ 44.72%
$103.65 - $142.5 $434K - $597K
13.6K $1.41M
AEE
Ameren Corp

Utilities
1
+ 0.02%
$86.87 - $103.67 $86.9 - $104
5.76K $578K
PAYC
Paycom Software, Inc.

Technology
130
+ 4.97%
$199.42 - $225.82 $25.9K - $29.4K
2.74K $599K
LLY
Eli Lilly & CO

Healthcare
30
+ 6.68%
$725.72 - $929.72 $21.8K - $27.9K
479 $395K
SPY
Spdr S&P 500 ETF Trust

ETFs
118
+ 14.25%
$551.42 - $612.93 $65.1K - $72.3K
946 $529K
SBUX
Starbucks Corp

Consumer Cyclical
219
+ 6.95%
$91.75 - $115.81 $20.1K - $25.4K
3.37K $330K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.59%
$890.62 - $1076.86 $3.56K - $4.31K
685 $647K
NEE
Nextera Energy Inc

Utilities
438
+ 3.33%
$66.96 - $76.16 $29.3K - $33.4K
13.6K $964K
NRZ
New Residential Investment Corp.

Real Estate
2.72K
+ 3.62%
N/A
77.9K $565K
SCCO
Southern Copper Corp

Basic Materials
45
+ 0.73%
$85.92 - $101.48 $3.87K - $4.57K
6.24K $583K
Pimco Multisector Bond Active Exchange Traded Fund
35.1K
+ 3.89%
N/A
937K $0
Ishares Bitcoin Trust ETF
888
+ 14.63%
N/A
6.96K $0
AVUS
American Centy ETF Tr Avantis

ETFs
647
+ 4.93%
$90.7 - $101.57 $58.7K - $65.7K
13.8K $1.27M
Victoryshares Core Plus Intermediate Bond ETF
220K
+ 39.82%
N/A
772K $0
T Rex 2 X Long Mstr Daily Target ETF
17.4K
+ 9.42%
N/A
202K $0
NVDA
Nvidia Corp

Technology
810
+ 19.94%
$106.98 - $149.43 $86.7K - $121K
4.87K $528K
GS
Goldman Sachs Group Inc

Financial Services
137
+ 3.93%
$524.81 - $672.19 $71.9K - $92.1K
3.62K $1.98M
TTD
Trade Desk, Inc.

Technology
4.64K
+ 104.04%
$53.59 - $126.58 $248K - $587K
9.09K $497K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
326
+ 5.27%
$192.82 - $222.1 $62.9K - $72.4K
6.51K $1.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
743
+ 3.38%
$120.29 - $134.6 $89.4K - $100K
22.7K $2.77M
AMZN
Amazon Com Inc

Consumer Cyclical
2.74K
+ 13.48%
$190.26 - $242.06 $522K - $664K
23.1K $4.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.41%
$468.34 - $539.52 $3.75K - $4.32K
1.98K $927K
ORCL
Oracle Corp

Technology
109
+ 3.0%
$139.81 - $186.47 $15.2K - $20.3K
3.74K $522K
SNV
Synovus Financial Corp

Financial Services
725
+ 2.67%
$43.7 - $56.87 $31.7K - $41.2K
27.9K $1.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.34K
+ 13.68%
$65.15 - $91.81 $87.4K - $123K
11.2K $727K
Activity Summary
Buys All Purchases 55 New Holdings 4 Increased Positions 51 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 2 Puts 1
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