Discipline Wealth Solutions, LLC Purchases in Q3 2025

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
717
New
$234.77 - $292.47 $168K - $210K
717 $202K
EEM
Ishares Msci Emerging Markets

ETFs
2.95K
+ 40.54%
$48.07 - $53.4 $142K - $157K
10.2K $545K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.28K
+ 48.43%
$72.04 - $77.35 $164K - $177K
7K $536K
LOW
Lowes Companies Inc

Consumer Cyclical
500
+ 21.49%
$215.01 - $273.02 $108K - $137K
2.83K $710K
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 11.85%
$293.94 - $444.72 $36.7K - $55.6K
1.18K $524K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.21K
+ 16.42%
$82.38 - $83.0 $182K - $183K
15.7K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
161
+ 9.29%
$546.99 - $602.2 $88.1K - $97K
1.89K $1.14M
SUB
Ishares Short Term National Mu

ETFs
1.54K
+ 22.38%
$106.17 - $107.3 $164K - $166K
8.44K $900K
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.86K
+ 3.27%
$31.92 - $33.66 $59.3K - $62.5K
58.7K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
277
+ 24.82%
$237.77 - $353.61 $65.9K - $97.9K
1.39K $481K
MSTR
Microstrategy Inc

Technology
653
+ 52.53%
$300.7 - $455.9 $196K - $298K
1.9K $610K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
+ 4.87%
$224.68 - $282.71 $17.7K - $22.3K
1.7K $475K
MUB
Ishares National Muni Bond ETF

ETFs
712
+ 11.09%
$103.24 - $106.68 $73.5K - $76K
7.14K $759K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.31K
+ 28.32%
$43.53 - $46.27 $57K - $60.6K
5.93K $271K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
784
+ 9.64%
$36.93 - $40.55 $29K - $31.8K
8.91K $358K
XLU
Utilities Sector Spdr

ETFs
310
+ 7.81%
$81.14 - $87.32 $25.2K - $27.1K
4.28K $373K
HPP
Hudson Pacific Properties, Inc.

Real Estate
10.8K
New
$2.41 - $3.07 $26K - $33.2K
10.8K $29K
DTE
Dte Energy CO

Utilities
1
+ 0.05%
$130.26 - $141.49 $130 - $141
2.19K $309K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
150
+ 0.73%
$20.76 - $21.78 $3.11K - $3.27K
20.7K $447K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
73
+ 1.06%
$50.9 - $52.37 $3.72K - $3.82K
6.97K $364K
ACN
Accenture PLC

Technology
215
+ 23.78%
$232.56 - $304.78 $50K - $65.5K
1.12K $275K
Aim ETF Products Trust
7.02K
+ 3.59%
N/A
202K $0
Aim ETF Products Trust
15.6K
New
N/A
15.6K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
17.6K
New
N/A
17.6K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
27.3K
New
N/A
27.3K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
19.1K
New
N/A
19.1K $0
Ea Series Trust
32.5K
New
N/A
32.5K $0
Global X Fds
2.86K
New
N/A
2.86K $0
Ultimus Managers Tr
13.5K
New
N/A
13.5K $0
Tko Group Holdings Inc
1.66K
New
N/A
1.66K $0
Ishares Bitcoin Trust ETF
4.34K
New
N/A
4.34K $0
EFO
Proshares Trust Ultra Msci Eaf
70.1K
New
N/A
70.1K $0
Investment Managers Ser Tr I
4.44K
New
N/A
4.44K $0
Tidal Trust Ii
16.1K
New
N/A
16.1K $0
UPS
United Parcel Service Inc

Industrials
302
+ 5.98%
$82.58 - $105.54 $24.9K - $31.9K
5.36K $447K
Activity Summary
Buys All Purchases 136 New Holdings 64 Increased Positions 72 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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