Defined Wealth Management, LLC Incresed Positions in Q2 2025

Defined Wealth Management, LLC

  • $155 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
98
+ 0.83%
$146.29 - $275.65 $14.3K - $27K
11.9K $3.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
240
+ 1.58%
$456.74 - $568.03 $110K - $136K
15.4K $8.76M
IEFA
Ishares Tr

ETFs
90
+ 0.08%
$67.83 - $84.09 $6.1K - $7.57K
115K $9.62M
MSFT
Microsoft Corp

Technology
138
+ 3.64%
$354.56 - $497.45 $48.9K - $68.6K
3.93K $1.96M
ORCL
Oracle Corp

Technology
39
+ 0.97%
$122.82 - $218.63 $4.79K - $8.53K
4.06K $886K
IEMG
Ishares Inc

ETFs
5.56K
+ 6.98%
N/A
85.2K $4.57M
META
Meta Platforms, Inc.

Communication Services
250
+ 37.26%
$484.66 - $738.09 $121K - $185K
921 $679K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.01%
$72.96 - $90.39 $146 - $181
37.3K $3.34M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.14K
+ 24.51%
$35.3 - $37.51 $217K - $230K
31.2K $1.17M
EMB
Ishares Tr

ETFs
2.41K
+ 23.13%
$86.54 - $92.62 $208K - $223K
12.8K $1.19M
VGSH
Vanguard

ETFs
3.89K
+ 23.43%
$58.32 - $58.95 $227K - $229K
20.5K $1.2M
VTV
Vanguard Value ETF

ETFs
291
+ 0.99%
$153.67 - $176.74 $44.7K - $51.4K
29.8K $5.26M
NVDA
Nvidia Corp

Technology
332
+ 11.4%
$94.31 - $157.99 $31.3K - $52.5K
3.24K $512K
HWM
Howmet Aerospace Inc.

Industrials
81
+ 2.85%
$112.33 - $186.13 $9.1K - $15.1K
2.93K $544K
AXP
American Express CO

Financial Services
4
+ 0.12%
$231.39 - $318.98 $926 - $1.28K
3.43K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 4.2%
$167.32 - $223.3 $25.8K - $34.4K
3.82K $837K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.17K
+ 18.28%
$58.41 - $72.69 $68.3K - $85K
7.57K $550K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5
+ 0.02%
$34.72 - $42.74 $174 - $214
31.2K $1.33M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.42K
+ 3.37%
$24.48 - $24.9 $83.6K - $85.1K
105K $2.61M
VB
Vanguard Small Cap ETF

ETFs
56
+ 1.04%
$193.73 - $237.37 $10.8K - $13.3K
5.45K $1.29M
SCHW
Schwab Charles Corp

Financial Services
78
+ 1.17%
$69.06 - $91.24 $5.39K - $7.12K
6.74K $614K
DE
Deere & CO

Industrials
12
+ 0.59%
$412.99 - $531.48 $4.96K - $6.38K
2.04K $1.04M
SRE
Sempra Energy

Utilities
16
+ 0.09%
$63.78 - $78.91 $1.02K - $1.26K
17.2K $1.31M
GOOGL
Alphabet Inc.

Communication Services
82
+ 2.99%
$144.7 - $178.6 $11.9K - $14.6K
2.82K $496K
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 0.21%
$452.51 - $568.19 $905 - $1.14K
965 $529K
BNDX
Vanguard Total International B

ETFs
767
+ 3.27%
$48.77 - $49.55 $37.4K - $38K
24.2K $1.2M
NVO
Novo Nordisk A S

Healthcare
785
+ 12.09%
$58.08 - $81.05 $45.6K - $63.6K
7.28K $502K
MCK
Mckesson Corp

Healthcare
3
+ 0.41%
$652.83 - $732.78 $1.96K - $2.2K
737 $540K
USB
Us Bancorp \De\

Financial Services
141
+ 1.31%
$36.4 - $45.76 $5.13K - $6.45K
10.9K $491K
NKE
Nike, Inc.

Consumer Cyclical
89
+ 2.12%
$53.27 - $72.04 $4.74K - $6.41K
4.29K $304K
WMB
Williams Companies, Inc.

Energy
87
+ 0.98%
$54.33 - $62.87 $4.73K - $5.47K
8.95K $562K
XOM
Exxon Mobil Corp

Energy
745
+ 17.52%
$99.93 - $119.04 $74.4K - $88.7K
5K $538K
ABBV
Abb Vie Inc.

Healthcare
367
+ 24.9%
$170.16 - $206.27 $62.4K - $75.7K
1.84K $341K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 0.28%
$321.68 - $427.25 $643 - $855
722 $295K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
241
+ 0.71%
$85.42 - $94.39 $20.6K - $22.7K
34.4K $3.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
174
+ 1.64%
$79.56 - $82.92 $13.8K - $14.4K
10.8K $896K
V
Visa Inc.

Financial Services
48
+ 3.19%
$308.27 - $373.31 $14.8K - $17.9K
1.55K $551K
SHW
Sherwin Williams CO

Basic Materials
78
+ 8.41%
$313.51 - $363.51 $24.5K - $28.4K
1.01K $345K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
182
+ 4.96%
$96.84 - $99.46 $17.6K - $18.1K
3.85K $382K
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 2.48%
$335.24 - $380.78 $17.8K - $20.2K
2.19K $804K
USFR
Wisdomtree Floating Rate Treas

ETFs
308
+ 3.63%
$50.28 - $50.47 $15.5K - $15.5K
8.79K $442K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.64K
+ 4.83%
$12.21 - $13.9 $32.2K - $36.6K
57.2K $745K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.7%
$233.83 - $276.34 $3.27K - $3.87K
2K $535K
AMT
American Tower Corp

Real Estate
3
+ 0.13%
$203.96 - $228.19 $612 - $685
2.32K $513K
CVS
Cvs Health Corp

Healthcare
18
+ 0.51%
$60.04 - $70.18 $1.08K - $1.26K
3.57K $245K
HLN
Haleon PLC

Healthcare
158
+ 0.54%
$9.27 - $11.41 $1.46K - $1.8K
29.5K $305K
TXN
Texas Instruments Inc

Technology
17
+ 0.67%
N/A
2.57K $499K
ADSK
Autodesk, Inc.

Technology
8
+ 0.54%
N/A
1.48K $364K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.65%
$218.41 - $252.43 $1.75K - $2.02K
1.24K $306K
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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