Falcon Wealth Planning Purchases and Sells in Q2 2025

Falcon Wealth Planning

$889 Million
Q2 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	188K + 13.03%	$56.85 - $68.21 $10.7M - $12.8M	1.63M $111M
MGK	13.5K + 6.73%	$273.67 - $366.17 $3.7M - $4.95M	215K $78.5M
QQQ	8.98K + 10.15%	$416.06 - $551.64 $3.73M - $4.95M	97.4K $53.7M
IHDG	34.8K + 4.9%	$38.54 - $46.0 $1.34M - $1.6M	744K $33.5M
NVDA	4.4K + 10.74%	$94.31 - $157.99 $415K - $695K	45.4K $7.17M
FBND	50.7K + 4.45%	$44.68 - $45.96 $2.27M - $2.33M	1.19M $54.5M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CDNS	855 New	$231.64 - $323.08 $198K - $276K	855 $263K
MSTR	636 New	$237.95 - $421.61 $151K - $268K	636 $257K
IBM	847 New	$221.03 - $294.78 $187K - $250K	847 $249K
TT	570 New	$315.21 - $437.41 $180K - $249K	570 $249K
DIA	565 New	$376.48 - $440.65 $213K - $249K	565 $248K
AMD	1.74K New	$78.21 - $143.81 $136K - $250K	1.74K $246K

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.57K - 0.94%	$172.42 - $223.89 $443K - $575K	270K $55.4M
XLE	-15K - 52.74%	$76.44 - $94.13 $1.14M - $1.41M	13.4K $1.14M
BIL	-8.27K - 32.71%	$91.43 - $91.74 $756K - $759K	17K $1.56M
VBR	-4.17K - 16.87%	$162.76 - $195.77 $679K - $817K	20.6K $4.01M
RWR	-3.83K - 10.66%	$86.33 - $99.71 $331K - $382K	32.1K $3.1M
UNH	-209 - 14.64%	$274.35 - $599.47 $57.3K - $125K	1.22K $380K

Activity Summary All Purchases 87 New Holdings 17 Increased Positions 70 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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