David Wealth Management LLC Purchases and Sells in Q2 2025

David Wealth Management LLC

$134 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	44.6K + 6.4%	$29.12 - $35.84 $1.3M - $1.6M	742K $26.6B
DFAX	28.1K + 4.11%	$23.37 - $29.39 $658K - $827K	712K $20.9B
DFUS	12K + 6.52%	$53.65 - $67.02 $642K - $802K	195K $13.1B
NVDA	1.29K + 7.86%	$94.31 - $157.99 $122K - $204K	17.7K $2.79B
DFSD	12.3K + 3.53%	$47.09 - $48.01 $579K - $590K	361K $17.3B
SCHX	11.7K + 25.28%	$19.6 - $24.44 $229K - $285K	57.8K $1.41B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CW	624 New	$283.18 - $488.55 $177K - $305K	624 $305M
SCHP	9.61K New	$26.18 - $26.93 $252K - $259K	9.61K $256M
VTV	1.37K New	$153.67 - $176.74 $211K - $242K	1.37K $242M
SCHE	7.99K New	$24.38 - $30.18 $195K - $241K	7.99K $241M
VUG	540 New	$329.49 - $438.4 $178K - $237K	540 $237M
IBM	780 New	$221.03 - $294.78 $172K - $230K	780 $230M

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	-2K - 11.05%	$44.8 - $53.97 $89.7K - $108K	16.1K $870M
DFNM	-479 - 0.28%	$46.77 - $47.89 $22.4K - $22.9K	173K $8.19B
DFUV	-327 - 1.53%	$36.25 - $42.28 $11.9K - $13.8K	21K $889M
DFAI	-1.33K - 3.1%	$28.02 - $34.71 $37.3K - $46.2K	41.7K $1.44B
DIS	-34 - 0.78%	$81.72 - $124.01 $2.78K - $4.22K	4.3K $533M

Activity Summary All Purchases 34 New Holdings 8 Increased Positions 26 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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