Dodds Wealth, LLC Reduced Holdings in Q2 2025

Dodds Wealth, LLC

  • $373 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-295
- 7.85%
$483.48 - $539.8 $143K - $159K
3.47K $1.68B
AAPL
Apple Inc.

Technology
-321
- 2.34%
$172.42 - $223.89 $55.3K - $71.9K
13.4K $2.75B
XLV
Select Sector Spdr Fund Health

ETFs
-375
- 3.86%
$128.77 - $144.3 $48.3K - $54.1K
9.35K $1.26B
JNJ
Johnson & Johnson

Healthcare
-540
- 15.1%
$146.36 - $159.82 $79K - $86.3K
3.04K $464M
VNQ
Vanguard Specialized Funds Van

ETFs
-564
- 1.16%
$79.79 - $91.42 $45K - $51.6K
48.1K $4.28B
PEP
Pepsico Inc

Consumer Defensive
-300
- 10.08%
$128.02 - $151.37 $38.4K - $45.4K
2.68K $353M
IVV
Ishares Core S&P 500 ETF

ETFs
-327
- 17.04%
$498.8 - $620.9 $163K - $203K
1.59K $989M
DVY
Ishares Tr

ETFs
-288
- 3.67%
$118.37 - $134.86 $34.1K - $38.8K
7.56K $1B
MAR
Marriott International Inc

Consumer Cyclical
-378
- 21.44%
$211.12 - $274.14 $79.8K - $104K
1.39K $379M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-208
- 1.93%
$51.68 - $52.76 $10.7K - $11K
10.6K $559M
USB
Us Bancorp \De\

Financial Services
-157
- 2.01%
$36.4 - $45.76 $5.71K - $7.18K
7.66K $347M
JPM
Jpmorgan Chase & CO

Financial Services
-151
- 9.11%
$210.28 - $289.91 $31.8K - $43.8K
1.51K $437M
AMZN
Amazon Com Inc

Consumer Cyclical
-325
- 8.68%
$167.32 - $223.3 $54.4K - $72.6K
3.42K $750M
GOOGL
Alphabet Inc.

Communication Services
-169
- 5.38%
$144.7 - $178.6 $24.5K - $30.2K
2.97K $524M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-580
- 1.85%
$114.78 - $133.31 $66.6K - $77.3K
30.8K $4.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-274
- 1.22%
$51.16 - $62.02 $14K - $17K
22.2K $1.38B
VEA
Vanguard Ftse Developed Market

ETFs
-1
- 0.01%
$45.65 - $57.01 $45.7 - $57
13.2K $752M
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 1.53%
$496.48 - $617.85 $20.4K - $25.3K
2.64K $1.63B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-190
- 0.67%
$53.65 - $67.02 $10.2K - $12.7K
28.3K $1.9B
NVDA
Nvidia Corp

Technology
-2.63K
- 18.83%
$94.31 - $157.99 $248K - $415K
11.3K $1.79B
DFAI
Dimensional ETF Tr

ETFs
-5.51K
- 3.57%
$28.02 - $34.71 $154K - $191K
149K $5.15B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.54K
- 2.13%
$55.54 - $69.09 $197K - $245K
163K $11.3B
XLK
Technology Sector Spdr

ETFs
-27
- 0.12%
$179.73 - $253.23 $4.85K - $6.84K
22.5K $5.7B
Activity Summary
Buys All Purchases 18 New Holdings 2 Increased Positions 16 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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