Delap Wealth Advisory, LLC Purchases and Sells in Q3 2025

Delap Wealth Advisory, LLC

$238 Billion
Q3 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	15.7K + 815.04%	$202.38 - $256.87 $3.18M - $4.04M	17.6K $4.51B
ITOT	9.8K + 5.08%	$135.0 - $146.02 $1.32M - $1.43M	203K $29.6B
IDEV	31.2K + 14.46%	$74.68 - $80.26 $2.33M - $2.5M	247K $19.9B
AVDV	4.6K + 3.57%	$79.24 - $89.03 $365K - $410K	134K $11.9B
DFAC	10.5K + 2.64%	$36.04 - $38.78 $379K - $407K	408K $15.8B
DFEM	14.4K + 4.1%	$29.55 - $32.52 $425K - $468K	365K $11.8B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	3.36K New	N/A	3.36K $728M
VYM	5.03K New	$132.9 - $142.03 $669K - $715K	5.03K $710M
IUSV	3.32K New	$94.17 - $99.95 $313K - $332K	3.32K $333M
NKE	3.53K New	$69.24 - $79.24 $245K - $280K	3.53K $262M
JNJ	1.41K New	$155.17 - $185.42 $219K - $261K	1.41K $262M
HD	539 New	$357.4 - $423.42 $193K - $228K	539 $214M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMC	-1.22K - 12.77%	$196.15 - $217.83 $240K - $266K	8.35K $1.68B
SPY	-628 - 42.09%	$617.65 - $666.84 $388K - $419K	864 $578M
IEI	-1.83K - 8.18%	$117.65 - $120.08 $215K - $220K	20.6K $2.46B
BSV	-2.05K - 8.69%	$78.11 - $79.07 $160K - $162K	21.6K $1.7B
MSFT	-609 - 6.82%	$491.09 - $535.64 $299K - $326K	8.33K $4.33B
VOO	-191 - 14.33%	$567.77 - $614.76 $108K - $117K	1.14K $702M

Activity Summary All Purchases 34 New Holdings 7 Increased Positions 27 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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