Defined Wealth Management, LLC Sells in Q2 2025

Defined Wealth Management, LLC

  • $155 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.59K
- 23.21%
$90.56 - $109.49 $234K - $283K
8.56K $935K
NOC
Northrop Grumman Corp

Industrials
-279
- 31.74%
$456.3 - $540.39 $127K - $151K
600 $299K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.22K
- 11.57%
$44.68 - $45.96 $144K - $148K
24.6K $1.13M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.74K
- 4.5%
$81.46 - $94.63 $223K - $259K
58.2K $5.51M
CVX
Chevron Corp

Energy
-41
- 0.91%
$133.73 - $168.51 $5.48K - $6.91K
4.45K $637K
ELV
Elevance Health, Inc.

Healthcare
-21
- 1.55%
$372.27 - $452.69 $7.82K - $9.51K
1.33K $517K
JNJ
Johnson & Johnson

Healthcare
-85
- 2.7%
$146.36 - $159.82 $12.4K - $13.6K
3.07K $468K
AMGN
Amgen Inc

Healthcare
-3
- 0.19%
$262.28 - $309.85 $787 - $930
1.58K $440K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-17
- 1.84%
$421.16 - $509.5 $7.16K - $8.66K
905 $402K
EIX
Edison International

Utilities
-29
- 0.57%
$48.32 - $59.92 $1.4K - $1.74K
5.05K $260K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-394
- 2.72%
N/A
14.1K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
-137
- 1.34%
N/A
10.1K $1.84M
MTD
Mettler Toledo International Inc

Healthcare
-2
- 0.43%
$970.15 - $1216.57 $1.94K - $2.43K
465 $546K
FLQH
Franklin Templeton Libertyq In

ETFs
-1.55K
- 1.28%
N/A
119K $0
RTX
Raytheon Technologies Corp

Industrials
-267
- 7.17%
$113.75 - $148.48 $30.4K - $39.6K
3.46K $505K
VTI
Vanguard Total Stock Market Et

ETFs
-380
- 9.05%
$243.75 - $303.93 $92.6K - $115K
3.82K $1.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-23
- 0.34%
$51.16 - $62.02 $1.18K - $1.43K
6.79K $421K
HON
Honeywell International Inc

Industrials
-103
- 4.41%
$182.86 - $232.88 $18.8K - $24K
2.24K $520K
LHX
L3 Harris Technologies, Inc.

Industrials
-1
- 0.09%
$200.21 - $256.99 $200 - $257
1.09K $274K
BAC
Bank Of America Corp

Financial Services
-102
- 0.73%
$34.39 - $47.46 $3.51K - $4.84K
13.9K $656K
ASML
Asml Holding Nv

Technology
-24
- 3.49%
$595.37 - $815.24 $14.3K - $19.6K
664 $532K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-146
- 0.34%
$35.35 - $42.68 $5.16K - $6.23K
43.3K $1.85M
VEA
Vanguard Ftse Developed Market

ETFs
-35
- 0.17%
$45.65 - $57.01 $1.6K - $2K
20.4K $1.16M
CRWD
Crowd Strike Holdings, Inc.

Technology
-13
- 1.67%
$321.63 - $509.31 $4.18K - $6.62K
766 $390K
VO
Vanguard Mid Cap ETF

ETFs
-17
- 0.2%
$228.54 - $279.83 $3.89K - $4.76K
8.4K $2.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-96
- 0.39%
$152.93 - $181.74 $14.7K - $17.4K
24.8K $4.51M
FDN
First Tr Fd Dow Jones

ETFs
-277
- 4.77%
$200.29 - $269.33 $55.5K - $74.6K
5.53K $1.49M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-179
- 0.82%
$60.22 - $80.1 $10.8K - $14.3K
21.7K $1.74M
IDEV
Ishares Core Msci Intl Develop

ETFs
-440
- 1.1%
$61.79 - $76.67 $27.2K - $33.7K
39.7K $3.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-498
- 0.62%
$39.89 - $49.46 $19.9K - $24.6K
80.1K $3.96M
JPM
Jpmorgan Chase & CO

Financial Services
-17
- 0.2%
$210.28 - $289.91 $3.57K - $4.93K
8.67K $2.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
-114
- 1.17%
$496.48 - $617.85 $56.6K - $70.4K
9.59K $5.93M
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.08%
$498.8 - $620.9 $3.49K - $4.35K
8.89K $5.52M
IXN
Ishares Global Information Tec

ETFs
-394
- 1.11%
$65.81 - $92.34 $25.9K - $36.4K
35.2K $3.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-135
- 1.71%
$416.06 - $551.64 $56.2K - $74.5K
7.75K $4.27M
TDIV
First Trust Nasdaq Technology

ETFs
-963
- 2.03%
$64.41 - $90.17 $62K - $86.8K
46.4K $4.18M
VUG
Vanguard Growth ETF

ETFs
-886
- 5.14%
$329.49 - $438.4 $292K - $388K
16.4K $7.17M
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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