Defined Wealth Management, LLC Purchases and Sells in Q3 2025

Defined Wealth Management, LLC

57 operations

Stock	Shares change	Price Range	Shares Held
AVGO	168 + 1.42%	$264.74 - $369.57 $44.5K - $62.1K	12K $3.97M
IEFA	35 + 0.03%	$81.7 - $87.53 $2.86K - $3.06K	115K $10.1M
NVDA	1.34K + 41.34%	$153.3 - $186.58 $206K - $250K	4.59K $855K
IUSV	9 + 0.02%	$94.17 - $99.95 $848 - $900	58.2K $5.82M
ORCL	33 + 0.81%	$218.96 - $328.33 $7.23K - $10.8K	4.09K $1.15M
GOOGL	269 + 9.54%	$174.36 - $254.72 $46.9K - $68.5K	3.09K $750K

4 operations

Stock	Shares change	Price Range	Shares Held
TSLA	742 New	$293.94 - $444.72 $218K - $330K	742 $329K
TSM	1.14K New	$224.68 - $282.71 $255K - $321K	1.14K $317K
WEC	1.91K New	$103.66 - $114.59 $197K - $218K	1.91K $218K
PH	264 New	$697.13 - $769.67 $184K - $203K	264 $200K

41 operations

Stock	Shares change	Price Range	Shares Held
USB	-5.05K - 46.48%	$43.94 - $50.41 $222K - $255K	5.82K $281K
NVO	-1.28K - 17.61%	$45.38 - $71.7 $58.2K - $91.9K	6K $332K
DE	-8 - 0.39%	$457.26 - $524.37 $3.66K - $4.19K	2.03K $927K
CMCSA	-219 - 0.98%	$31.41 - $36.33 $6.88K - $7.96K	22.1K $694K
PGR	-76 - 2.14%	$238.61 - $264.3 $18.1K - $20.1K	3.48K $859K
AMT	-11 - 0.47%	$192.32 - $232.35 $2.12K - $2.56K	2.31K $444K

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