Entrewealth, LLC Purchases in Q1 2025

Entrewealth, LLC

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
66.3K
+ 69.59%
$91.45 - $91.75 $6.07M - $6.09M
162K $14.8B
DFAU
Dimensional ETF Tr

ETFs
97.5K
+ 61.17%
$37.84 - $42.29 $3.69M - $4.12M
257K $9.88B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
19K
+ 25.26%
$99.16 - $99.52 $1.88M - $1.89M
94.1K $9.37B
DFAI
Dimensional ETF Tr

ETFs
58.9K
+ 75.74%
$28.88 - $32.4 $1.7M - $1.91M
137K $4.27B
AVLV
American Centy ETF Tr Avantis
15.1K
+ 50.74%
$63.51 - $70.42 $956K - $1.06M
44.7K $2.92B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
22.3K
+ 88.0%
$40.79 - $42.32 $910K - $944K
47.6K $2B
DFAE
Dimensional ETF Tr

ETFs
38.5K
+ 51.93%
$24.64 - $26.86 $950K - $1.04M
113K $2.92B
GLDM
World Gold Trust

ETFs
5.67K
+ 11.25%
$52.19 - $61.89 $296K - $351K
56.1K $3.47B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18.5K
+ 13.17%
$47.35 - $48.24 $877K - $893K
159K $7.57B
AAPL
Apple Inc.

Technology
2.65K
+ 46.1%
$209.68 - $247.1 $555K - $654K
8.39K $1.86B
AVIV
American Centy ETF Tr Avantis
8.42K
+ 34.47%
$51.51 - $58.54 $434K - $493K
32.8K $1.86B
DFIP
Dimensional ETF Tr Inflation P

ETFs
12K
+ 33.11%
$40.27 - $42.11 $482K - $504K
48.1K $2.02B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
25.7K
+ 44.32%
$24.88 - $26.85 $639K - $690K
83.6K $2.11B
SPTS
Spdr Portfolio Short Term Trea

ETFs
16.1K
+ 8.66%
$28.92 - $29.24 $467K - $472K
203K $5.92B
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
New
$190.26 - $242.06 $441K - $561K
2.32K $441M
RAAX
Vaneck ETF Trust Inflation All

ETFs
14.1K
+ 154.43%
$28.3 - $30.43 $398K - $428K
23.2K $706M
AVES
American Centy ETF Tr Avantis

ETFs
10.9K
+ 64.02%
$44.71 - $48.65 $486K - $529K
27.8K $1.31B
Ea Series Trust
4.16K
New
N/A
4.16K $366M
MSFT
Microsoft Corp

Technology
841
+ 92.93%
$375.39 - $447.2 $316K - $376K
1.75K $655M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.4K
+ 7.74%
$49.57 - $49.82 $268K - $269K
75.2K $3.73B
MPLX
Mplx LP

Energy
4.76K
New
$47.88 - $54.65 $228K - $260K
4.76K $255M
NVDA
Nvidia Corp

Technology
2.74K
+ 54.07%
$106.98 - $149.43 $293K - $410K
7.81K $846M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
4.29K
+ 4.08%
$48.91 - $52.91 $210K - $227K
109K $5.5B
GUNR
Flexshares Tr Morningstar Glob

ETFs
7.27K
+ 27.28%
$36.6 - $39.56 $266K - $287K
33.9K $1.32B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.71K
+ 9.4%
$38.99 - $40.37 $262K - $271K
78.1K $3.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
201
+ 25.06%
$442.66 - $534.52 $89K - $107K
1K $534M
GOOGL
Alphabet Inc.

Communication Services
977
+ 62.31%
$154.33 - $206.19 $151K - $201K
2.55K $394M
AVRE
American Centy ETF Tr Avantis
3.83K
+ 35.1%
$40.62 - $44.31 $155K - $170K
14.7K $633M
VGT
Vanguard Information Technolog

ETFs
341
+ 14.62%
$542.38 - $646.34 $185K - $220K
2.67K $1.45B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.11K
+ 7.04%
$114.57 - $118.14 $127K - $131K
16.9K $1.99B
NFRA
Flexshares Stoxx Global Broad

ETFs
2.71K
+ 9.56%
$53.37 - $57.8 $144K - $156K
31K $1.79B
SPYC
Simplify Exchange Traded Fds U
17K
+ 10.25%
N/A
183K $6.3B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
2.78K
+ 5.91%
$29.14 - $32.97 $81K - $91.6K
49.8K $1.59B
AVUV
American Centy ETF Tr Avantis

ETFs
1.35K
+ 26.44%
$84.95 - $100.62 $115K - $136K
6.46K $563M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
10.7K
New
$5.93 - $6.2 $63.7K - $66.6K
10.7K $64.6M
WMT
Walmart Inc.

Consumer Defensive
386
+ 13.26%
$84.5 - $105.05 $32.6K - $40.5K
3.3K $289M
PAVE
Global X Fds Us Infrastructure

ETFs
2.99K
+ 14.89%
$37.31 - $43.82 $111K - $131K
23.1K $870M
AVDV
American Centy ETF Tr Avantis

ETFs
599
+ 20.02%
$63.74 - $71.96 $38.2K - $43.1K
3.59K $250M
GOOG
Alphabet Inc.

Communication Services
277
+ 15.87%
$156.06 - $207.71 $43.2K - $57.5K
2.02K $316M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.98%
$271.18 - $303.12 $3.53K - $3.94K
1.35K $370M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
2.81K
+ 5.44%
$18.41 - $19.64 $51.7K - $55.1K
54.5K $1.04B
FNDA
Schwab Fundamental U S Small C

ETFs
10.1K
+ 87.38%
$26.87 - $30.99 $271K - $312K
21.6K $591M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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