Defined Wealth Management, LLC Incresed Positions in Q3 2025

Defined Wealth Management, LLC

  • $165 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
168
+ 1.42%
$264.74 - $369.57 $44.5K - $62.1K
12K $3.97M
IEFA
Ishares Tr

ETFs
35
+ 0.03%
$81.7 - $87.53 $2.86K - $3.06K
115K $10.1M
NVDA
Nvidia Corp

Technology
1.34K
+ 41.34%
$153.3 - $186.58 $206K - $250K
4.59K $855K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9
+ 0.02%
$94.17 - $99.95 $848 - $900
58.2K $5.82M
ORCL
Oracle Corp

Technology
33
+ 0.81%
$218.96 - $328.33 $7.23K - $10.8K
4.09K $1.15M
GOOGL
Alphabet Inc.

Communication Services
269
+ 9.54%
$174.36 - $254.72 $46.9K - $68.5K
3.09K $750K
SRE
Sempra Energy

Utilities
17
+ 0.1%
$74.14 - $89.98 $1.26K - $1.53K
17.2K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 27.08%
$211.65 - $238.24 $219K - $246K
4.85K $1.07M
IDEV
Ishares Core Msci Intl Develop

ETFs
274
+ 0.69%
$74.68 - $80.26 $20.5K - $22K
40K $3.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
179
+ 0.41%
$42.26 - $47.16 $7.56K - $8.44K
43.5K $2.02M
ASML
Asml Holding Nv

Technology
30
+ 4.52%
$689.63 - $968.09 $20.7K - $29K
694 $671K
JNJ
Johnson & Johnson

Healthcare
131
+ 4.27%
$155.17 - $185.42 $20.3K - $24.3K
3.2K $593K
MSFT
Microsoft Corp

Technology
67
+ 1.7%
$491.09 - $535.64 $32.9K - $35.9K
4K $2.07M
UNH
Unitedhealth Group Inc

Healthcare
7
+ 0.21%
$237.77 - $353.61 $1.66K - $2.48K
3.38K $1.17M
META
Meta Platforms, Inc.

Communication Services
153
+ 16.61%
$695.21 - $791.73 $106K - $121K
1.07K $788K
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.14%
$408.73 - $490.3 $1.63K - $1.96K
2.86K $1.31M
OMFL
Invesco Exchange Traded Self I

ETFs
18
+ 0.04%
$57.41 - $60.45 $1.03K - $1.09K
42K $2.53M
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 1.69%
$357.4 - $423.42 $13.2K - $15.7K
2.23K $903K
ABBV
Abb Vie Inc.

Healthcare
59
+ 3.2%
$184.85 - $231.54 $10.9K - $13.7K
1.9K $439K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 0.62%
$546.36 - $631.12 $3.28K - $3.79K
971 $612K
RTX
Raytheon Technologies Corp

Industrials
17
+ 0.49%
$144.19 - $167.33 $2.45K - $2.84K
3.48K $581K
CVX
Chevron Corp

Energy
137
+ 3.08%
$145.57 - $161.83 $19.9K - $22.2K
4.59K $712K
NOC
Northrop Grumman Corp

Industrials
8
+ 1.33%
$498.9 - $609.32 $3.99K - $4.87K
608 $370K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
358
+ 4.73%
$72.65 - $78.68 $26K - $28.2K
7.93K $621K
VEA
Vanguard Ftse Developed Market

ETFs
124
+ 0.61%
$56.02 - $60.3 $6.95K - $7.48K
20.6K $1.23M
BAC
Bank Of America Corp

Financial Services
111
+ 0.8%
$44.92 - $52.42 $4.99K - $5.82K
14K $721K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.18%
$252.18 - $305.41 $504 - $611
1.1K $334K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.16K
+ 13.16%
$50.23 - $50.48 $58.1K - $58.4K
9.95K $500K
AXP
American Express CO

Financial Services
5
+ 0.15%
$294.27 - $342.31 $1.47K - $1.71K
3.43K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.76%
$459.11 - $506.91 $7.8K - $8.62K
2.26K $1.13M
XOM
Exxon Mobil Corp

Energy
144
+ 2.88%
$105.83 - $117.22 $15.2K - $16.9K
5.14K $579K
V
Visa Inc.

Financial Services
168
+ 10.82%
$332.09 - $358.86 $55.8K - $60.3K
1.72K $587K
MCK
Mckesson Corp

Healthcare
9
+ 1.22%
$659.01 - $772.54 $5.93K - $6.95K
746 $576K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
286
+ 7.42%
$97.75 - $100.75 $28K - $28.8K
4.14K $416K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
51
+ 0.05%
$24.73 - $25.29 $1.26K - $1.29K
105K $2.64M
SCHW
Schwab Charles Corp

Financial Services
4
+ 0.06%
$91.03 - $98.69 $364 - $395
6.74K $643K
MTD
Mettler Toledo International Inc

Healthcare
4
+ 0.86%
$1166.48 - $1324.06 $4.67K - $5.3K
469 $575K
COP
Conocophillips

Energy
24
+ 0.54%
$91.0 - $98.99 $2.18K - $2.38K
4.43K $419K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.15%
$250.62 - $279.43 $752 - $838
2K $559K
CVS
Cvs Health Corp

Healthcare
11
+ 0.31%
$58.75 - $76.5 $646 - $842
3.58K $269K
SHW
Sherwin Williams CO

Basic Materials
60
+ 5.97%
$330.88 - $375.23 $19.9K - $22.5K
1.07K $368K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.73%
$252.31 - $269.41 $2.27K - $2.42K
1.25K $325K
VCIT
Vanguard Intermediate Term Cor

ETFs
42
+ 0.39%
$81.75 - $84.54 $3.43K - $3.55K
10.9K $915K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
120
+ 0.49%
$45.26 - $46.63 $5.43K - $5.6K
24.8K $1.14M
IEMG
Ishares Inc

ETFs
286
+ 0.34%
N/A
85.5K $4.59M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
123
+ 0.39%
$37.14 - $37.85 $4.57K - $4.66K
31.3K $1.18M
JCI
Johnson Controls International PLC

Industrials
3
+ 0.13%
$103.24 - $111.73 $310 - $335
2.32K $254K
VGSH
Vanguard

ETFs
37
+ 0.18%
$58.43 - $58.88 $2.16K - $2.18K
20.5K $1.21M
TXN
Texas Instruments Inc

Technology
16
+ 0.62%
N/A
2.58K $502K
Activity Summary
Buys All Purchases 61 New Holdings 4 Increased Positions 57 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Defined Wealth Management, LLC Portfolio

Follow Defined Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email