Defined Wealth Management, LLC Purchases in Q4 2025

Defined Wealth Management, LLC

  • $164 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
1.28K
New
$176.39 - $193.93 $225K - $248K
1.28K $244K
GOOG
Alphabet Inc.

Communication Services
813
New
$237.49 - $291.74 $193K - $237K
813 $232K
AZN
Astrazeneca PLC

Healthcare
2.57K
New
$81.15 - $89.4 $208K - $229K
2.57K $229K
AAPL
Apple Inc.

Technology
299
+ 2.59%
$245.27 - $275.25 $73.3K - $82.3K
11.9K $3.17M
PG
Procter & Gamble CO

Consumer Defensive
1.47K
New
$145.5 - $153.18 $213K - $225K
1.47K $213K
AVGO
Broadcom Inc.

Technology
27
+ 0.22%
$324.63 - $385.98 $8.77K - $10.4K
12.1K $4.13M
GOOGL
Alphabet Inc.

Communication Services
48
+ 1.55%
$236.57 - $291.31 $11.4K - $14K
3.14K $867K
WEC
Wec Energy Group, Inc.

Utilities
1.06K
+ 55.8%
$110.61 - $117.5 $118K - $125K
2.97K $329K
ASML
Asml Holding Nv

Technology
53
+ 7.64%
$936.19 - $1075.45 $49.6K - $57K
747 $761K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
985
+ 12.42%
$76.84 - $80.86 $75.7K - $79.6K
8.91K $704K
NVDA
Nvidia Corp

Technology
394
+ 8.59%
$179.83 - $207.04 $70.9K - $81.6K
4.98K $929K
XOM
Exxon Mobil Corp

Energy
358
+ 6.96%
$110.64 - $119.78 $39.6K - $42.9K
5.5K $647K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
42
+ 4.51%
$402.9 - $437.15 $16.9K - $18.4K
974 $422K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
190
+ 16.73%
$280.66 - $305.09 $53.3K - $58K
1.33K $373K
MCK
Mckesson Corp

Healthcare
2
+ 0.27%
$738.06 - $859.37 $1.48K - $1.72K
748 $629K
JNJ
Johnson & Johnson

Healthcare
24
+ 0.75%
$185.98 - $199.58 $4.46K - $4.79K
3.22K $643K
DE
Deere & CO

Industrials
7
+ 0.34%
$439.11 - $480.78 $3.07K - $3.37K
2.04K $969K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.52%
$482.23 - $557.53 $1.93K - $2.23K
775 $416K
AXP
American Express CO

Financial Services
19
+ 0.55%
$316.26 - $372.77 $6.01K - $7.08K
3.45K $1.18M
HWM
Howmet Aerospace Inc.

Industrials
79
+ 2.89%
$184.09 - $209.74 $14.5K - $16.6K
2.81K $572K
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.09%
$157.0 - $179.44 $5.97K - $6.82K
3.51K $617K
JCI
Johnson Controls International PLC

Industrials
25
+ 1.08%
$105.55 - $122.66 $2.64K - $3.07K
2.34K $278K
PH
Parker Hannifin Corp

Industrials
5
+ 1.89%
$716.66 - $857.93 $3.58K - $4.29K
269 $223K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.25%
$261.57 - $287.42 $1.31K - $1.44K
2.01K $577K
BNDX
Vanguard Total International B

ETFs
342
+ 1.43%
$49.3 - $49.91 $16.9K - $17.1K
24.2K $1.2M
CVS
Cvs Health Corp

Healthcare
69
+ 1.93%
$76.69 - $83.04 $5.29K - $5.73K
3.65K $285K
MUB
Ishares National Muni Bond ETF

ETFs
123
+ 6.46%
$106.36 - $107.61 $13.1K - $13.2K
2.03K $216K
BAC
Bank Of America Corp

Financial Services
277
+ 1.98%
$48.65 - $54.11 $13.5K - $15K
14.3K $734K
TSLA
Tesla, Inc.

Consumer Cyclical
93
+ 12.53%
$401.99 - $468.37 $37.4K - $43.6K
835 $341K
ABBV
Abb Vie Inc.

Healthcare
24
+ 1.26%
$211.96 - $244.38 $5.09K - $5.87K
1.92K $450K
INTC
Intel Corp

Technology
62
+ 0.84%
$34.71 - $41.53 $2.15K - $2.57K
7.43K $257K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
60
+ 0.24%
$46.2 - $46.85 $2.77K - $2.81K
24.8K $1.15M
ADSK
Autodesk, Inc.

Technology
13
+ 0.88%
N/A
1.5K $368K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5
+ 0.04%
N/A
13.9K $1.2M
MSFT
Microsoft Corp

Technology
82
+ 2.05%
$496.82 - $542.07 $40.7K - $44.4K
4.08K $2.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
13
+ 0.12%
$83.45 - $84.82 $1.08K - $1.1K
10.9K $908K
USB
Us Bancorp \De\

Financial Services
16
+ 0.28%
$45.28 - $48.26 $724 - $772
5.83K $265K
V
Visa Inc.

Financial Services
29
+ 1.69%
$325.75 - $352.42 $9.45K - $10.2K
1.75K $569K
SCHW
Schwab Charles Corp

Financial Services
62
+ 0.92%
$91.91 - $97.71 $5.7K - $6.06K
6.8K $625K
WMB
Williams Companies, Inc.

Energy
18
+ 0.2%
$56.51 - $64.48 $1.02K - $1.16K
8.96K $546K
AMT
American Tower Corp

Real Estate
3
+ 0.13%
$176.64 - $193.32 $530 - $580
2.31K $417K
MLM
Martin Marietta Materials Inc

Basic Materials
4
+ 0.41%
$596.44 - $656.85 $2.39K - $2.63K
975 $581K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.32%
$176.58 - $207.02 $1.77K - $2.07K
3.16K $571K
UNH
Unitedhealth Group Inc

Healthcare
7
+ 0.21%
$320.52 - $369.92 $2.24K - $2.59K
3.38K $1.08M
META
Meta Platforms, Inc.

Communication Services
46
+ 4.28%
$609.01 - $751.67 $28K - $34.6K
1.12K $682K
ORCL
Oracle Corp

Technology
35
+ 0.86%
$217.57 - $313.0 $7.61K - $11K
4.12K $906K
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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