Delap Wealth Advisory, LLC Reduced Holdings in Q1 2025

Delap Wealth Advisory, LLC

  • $179 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-6.73K
- 42.83%
$375.39 - $447.2 $2.53M - $3.01M
8.99K $3.37B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.86K
- 5.51%
$120.29 - $134.6 $1.19M - $1.33M
169K $20.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-21.6K
- 42.13%
$76.94 - $78.28 $1.66M - $1.69M
29.7K $2.32B
TSLA
Tesla, Inc.

Consumer Cyclical
-340
- 9.35%
$222.15 - $428.22 $75.5K - $146K
3.3K $855M
AAPL
Apple Inc.

Technology
-169
- 0.95%
$209.68 - $247.1 $35.4K - $41.8K
17.6K $3.92B
DFSU
Dimensional ETF Tr Dimen Us Su
-9.88K
- 21.36%
N/A
36.4K $1.3B
IEMG
Ishares Inc

ETFs
-8.5K
- 11.19%
N/A
67.4K $3.64B
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.07K
- 4.53%
$50.44 - $58.1 $104K - $120K
43.6K $2.24B
AMZN
Amazon Com Inc

Consumer Cyclical
-403
- 6.43%
$190.26 - $242.06 $76.7K - $97.6K
5.86K $1.12B
WMT
Walmart Inc.

Consumer Defensive
-1.56K
- 9.16%
$84.5 - $105.05 $131K - $163K
15.4K $1.35B
HD
Home Depot, Inc.

Consumer Cyclical
-193
- 24.06%
$347.25 - $424.87 $67K - $82K
609 $223M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.34%
$468.34 - $539.52 $2.34K - $2.7K
1.45K $680M
V
Visa Inc.

Financial Services
-265
- 25.63%
$306.92 - $362.71 $81.3K - $96.1K
769 $270M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-502
- 2.16%
$27.01 - $28.54 $13.6K - $14.3K
22.7K $635M
VTV
Vanguard Value ETF

ETFs
-21
- 1.16%
$167.73 - $179.21 $3.52K - $3.76K
1.79K $308M
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 1.1%
$890.62 - $1076.86 $11.6K - $14K
1.17K $1.11B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.18K
- 4.82%
$33.84 - $37.77 $141K - $158K
82.5K $3B
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.74K
- 2.83%
$26.09 - $30.21 $71.4K - $82.7K
94.1K $2.74B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-416
- 4.16%
$208.48 - $244.03 $86.7K - $102K
9.57K $2.34B
DFAX
Dimensional ETF Tr
-2.56K
- 1.12%
$24.45 - $27.2 $62.6K - $69.7K
226K $5.93B
DFIV
Dimensional ETF Tr

ETFs
-149
- 0.21%
$35.33 - $40.77 $5.26K - $6.07K
71.2K $2.8B
Activity Summary
Buys All Purchases 36 New Holdings 9 Increased Positions 27 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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