Defined Wealth Management, LLC Purchases and Sells in Q2 2025

Defined Wealth Management, LLC

61 operations

Stock	Shares change	Price Range	Shares Held
AVGO	98 + 0.83%	$146.29 - $275.65 $14.3K - $27K	11.9K $3.27M
VOO	240 + 1.58%	$456.74 - $568.03 $110K - $136K	15.4K $8.76M
IEFA	90 + 0.08%	$67.83 - $84.09 $6.1K - $7.57K	115K $9.62M
MSFT	138 + 3.64%	$354.56 - $497.45 $48.9K - $68.6K	3.93K $1.96M
ORCL	39 + 0.97%	$122.82 - $218.63 $4.79K - $8.53K	4.06K $886K
IEMG	5.56K + 6.98%	N/A	85.2K $4.57M

4 operations

Stock	Shares change	Price Range	Shares Held
INTC	12.5K New	$18.13 - $22.69 $227K - $284K	12.5K $280K
MCHP	3.88K New	$35.34 - $71.6 $137K - $278K	3.88K $272K
STX	1.74K New	$66.54 - $144.33 $116K - $251K	1.74K $251K
JCI	2.31K New	$71.14 - $105.62 $165K - $244K	2.31K $244K

38 operations

Stock	Shares change	Price Range	Shares Held
IJR	-2.59K - 23.21%	$90.56 - $109.49 $234K - $283K	8.56K $935K
NOC	-279 - 31.74%	$456.3 - $540.39 $127K - $151K	600 $299K
FBND	-3.22K - 11.57%	$44.68 - $45.96 $144K - $148K	24.6K $1.13M
IUSV	-2.74K - 4.5%	$81.46 - $94.63 $223K - $259K	58.2K $5.51M
CVX	-41 - 0.91%	$133.73 - $168.51 $5.48K - $6.91K	4.45K $637K
ELV	-21 - 1.55%	$372.27 - $452.69 $7.82K - $9.51K	1.33K $517K

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