Defined Wealth Management, LLC Purchases in Q1 2025

Defined Wealth Management, LLC

  • $143 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
26.9K
+ 30.47%
$69.57 - $78.65 $1.87M - $2.12M
115K $8.71M
VGSH
Vanguard

ETFs
6.5K
+ 64.31%
$58.07 - $58.69 $378K - $382K
16.6K $974K
BNDX
Vanguard Total International B

ETFs
7.81K
+ 49.81%
$48.33 - $49.5 $377K - $386K
23.5K $1.15M
IEMG
Ishares Inc

ETFs
4.86K
+ 6.49%
N/A
79.7K $4.27M
CVS
Cvs Health Corp

Healthcare
3.55K
New
$44.22 - $68.64 $157K - $243K
3.55K $240K
EFA
Ishares Tr Msci Eafe ETF

ETFs
15
+ 0.04%
$74.85 - $84.89 $1.12K - $1.27K
37.3K $3.05M
IDEV
Ishares Core Msci Intl Develop

ETFs
646
+ 1.64%
$63.77 - $71.36 $41.2K - $46.1K
40.2K $2.77M
WEC
Wec Energy Group, Inc.

Utilities
1.9K
New
$92.12 - $108.98 $175K - $207K
1.9K $207K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 2.95%
$442.66 - $534.52 $28.3K - $34.2K
2.23K $1.19M
KMB
Kimberly Clark Corp

Consumer Defensive
1.44K
New
$124.46 - $147.4 $179K - $212K
1.44K $204K
EMB
Ishares Tr

ETFs
2.02K
+ 24.1%
$88.64 - $92.03 $179K - $186K
10.4K $941K
PGR
Progressive Corp

Financial Services
3
+ 0.09%
$235.61 - $291.22 $707 - $874
3.53K $999K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
698
+ 0.87%
$42.5 - $46.71 $29.7K - $32.6K
80.6K $3.65M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.85K
+ 5.03%
$24.5 - $24.95 $119K - $121K
101K $2.51M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 1.49%
$208.48 - $244.03 $9.8K - $11.5K
3.2K $780K
DE
Deere & CO

Industrials
4
+ 0.2%
$408.57 - $509.27 $1.63K - $2.04K
2.03K $950K
AMGN
Amgen Inc

Healthcare
52
+ 3.4%
$258.59 - $327.36 $13.4K - $17K
1.58K $492K
ELV
Elevance Health, Inc.

Healthcare
12
+ 0.9%
$365.9 - $436.25 $4.39K - $5.24K
1.35K $588K
JNJ
Johnson & Johnson

Healthcare
90
+ 2.94%
$142.06 - $167.7 $12.8K - $15.1K
3.15K $522K
MCK
Mckesson Corp

Healthcare
6
+ 0.82%
$566.21 - $672.99 $3.4K - $4.04K
734 $493K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 0.77%
$402.49 - $513.76 $2.82K - $3.6K
922 $447K
RTX
Raytheon Technologies Corp

Industrials
53
+ 1.44%
$114.1 - $135.66 $6.05K - $7.19K
3.73K $493K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.06K
+ 5.93%
$13.05 - $13.97 $39.9K - $42.7K
54.6K $734K
XOM
Exxon Mobil Corp

Energy
153
+ 3.73%
$105.44 - $118.93 $16.1K - $18.2K
4.25K $505K
HWM
Howmet Aerospace Inc.

Industrials
12
+ 0.42%
$110.79 - $139.39 $1.33K - $1.67K
2.85K $369K
V
Visa Inc.

Financial Services
25
+ 1.69%
$306.92 - $362.71 $7.67K - $9.07K
1.5K $527K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.11%
$433.45 - $513.82 $433 - $514
879 $450K
OTIS
Otis Worldwide Corp

Industrials
10
+ 0.3%
$90.77 - $104.01 $908 - $1.04K
3.35K $345K
LYG
Lloyds Banking Group PLC

Financial Services
4.53K
+ 35.34%
$2.58 - $3.9 $11.7K - $17.7K
17.3K $66K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
256
+ 7.49%
$95.85 - $99.25 $24.5K - $25.4K
3.67K $362K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
766
+ 13.6%
$64.88 - $72.1 $49.7K - $55.2K
6.4K $418K
AMZN
Amazon Com Inc

Consumer Cyclical
611
+ 20.01%
$190.26 - $242.06 $116K - $148K
3.66K $697K
USFR
Wisdomtree Floating Rate Treas

ETFs
565
+ 7.13%
$50.29 - $50.5 $28.4K - $28.5K
8.48K $426K
HLN
Haleon PLC

Healthcare
12
+ 0.04%
$9.02 - $10.67 $108 - $128
29.3K $301K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
373
+ 0.62%
$90.0 - $96.32 $33.6K - $35.9K
60.9K $5.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.05%
$283.24 - $338.07 $283 - $338
1.98K $583K
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 0.39%
$308.86 - $455.36 $927 - $1.37K
779 $274K
META
Meta Platforms, Inc.

Communication Services
26
+ 4.03%
$576.36 - $736.67 $15K - $19.2K
671 $386K
MUB
Ishares National Muni Bond ETF

ETFs
72
+ 3.61%
$104.71 - $107.69 $7.54K - $7.75K
2.06K $217K
ITW
Illinois Tool Works Inc

Industrials
32
+ 2.67%
$244.9 - $274.48 $7.84K - $8.78K
1.23K $305K
Venture Global Inc
11.1K
New
N/A
11.1K $0
FLQH
Franklin Templeton Libertyq In

ETFs
613
+ 0.51%
N/A
121K $0
CMCSA
Comcast Corp

Communication Services
253
+ 1.14%
$33.19 - $38.23 $8.4K - $9.67K
22.5K $831K
NVDA
Nvidia Corp

Technology
241
+ 9.02%
$106.98 - $149.43 $25.8K - $36K
2.91K $315K
MRK
Merck & Co., Inc.

Healthcare
69
+ 1.24%
$83.01 - $101.02 $5.73K - $6.97K
5.65K $507K
AXP
American Express CO

Financial Services
11
+ 0.32%
$255.39 - $325.87 $2.81K - $3.58K
3.42K $921K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
154
+ 1.4%
$102.49 - $119.96 $15.8K - $18.5K
11.1K $1.17M
EIX
Edison International

Utilities
21
+ 0.42%
$50.06 - $80.01 $1.05K - $1.68K
5.08K $299K
MSFT
Microsoft Corp

Technology
77
+ 2.07%
$375.39 - $447.2 $28.9K - $34.4K
3.79K $1.42M
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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