Falcon Wealth Planning Purchases and Sells in Q1 2025

Falcon Wealth Planning

$806 Million
Q1 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	256K + 21.58%	$63.51 - $70.42 $16.2M - $18M	1.44M $93.9M
DFIV	38.3K + 3.3%	$35.33 - $40.77 $1.35M - $1.56M	1.2M $47.3M
DFAE	185K + 12.25%	$24.64 - $26.86 $4.56M - $4.97M	1.7M $43.9M
QQQ	15.8K + 21.83%	$468.34 - $539.52 $7.42M - $8.55M	88.4K $41.5M
AVDV	25.3K + 10.26%	$63.74 - $71.96 $1.61M - $1.82M	272K $19M
FBND	31.4K + 2.83%	$44.41 - $45.98 $1.39M - $1.44M	1.14M $52.1M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	1.43K New	$461.52 - $548.18 $659K - $783K	1.43K $747K
BND	7.04K New	$71.17 - $73.66 $501K - $519K	7.04K $517K
JEPI	8.75K New	$56.17 - $59.71 $492K - $523K	8.75K $500K
MUB	2.98K New	$104.71 - $107.69 $312K - $321K	2.98K $314K
NUSC	7.75K New	$37.9 - $43.9 $294K - $340K	7.75K $297K
KO	4.09K New	$60.81 - $72.32 $249K - $296K	4.09K $293K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-107K - 31.6%	$84.95 - $100.62 $9.13M - $10.8M	233K $20.3M
IJT	-76.3K - 32.91%	$121.0 - $142.28 $9.23M - $10.8M	155K $19.4M
TSLA	-9.83K - 43.04%	$222.15 - $428.22 $2.18M - $4.21M	13K $3.37M
IWP	-27.8K - 17.55%	$114.9 - $139.6 $3.19M - $3.88M	130K $15.3M
XLE	-52K - 64.67%	$85.7 - $93.96 $4.45M - $4.88M	28.4K $2.65M
VOE	-20.1K - 12.02%	$156.61 - $168.02 $3.15M - $3.38M	147K $23.6M

Activity Summary All Purchases 101 New Holdings 13 Increased Positions 88 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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