Falcon Wealth Planning Purchases and Sells in Q3 2025

Falcon Wealth Planning

$1 Billion
Q3 2025

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	119K + 7.3%	$68.33 - $72.69 $8.11M - $8.63M	1.75M $126M
AAPL	3.71K + 1.37%	$202.38 - $256.87 $752K - $954K	274K $69.8M
MGK	3.99K + 1.86%	$362.31 - $405.74 $1.45M - $1.62M	218K $87.9M
DFIV	58.1K + 4.95%	$42.66 - $46.53 $2.48M - $2.7M	1.23M $56.8M
QQQ	2.42K + 2.48%	$546.99 - $602.2 $1.32M - $1.45M	99.8K $59.9M
DFAE	57.8K + 3.43%	$28.84 - $31.84 $1.67M - $1.84M	1.74M $54.9M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPST	31.4K New	$50.8 - $84.13 $1.59M - $2.64M	31.4K $1.59M
DJUL	20.4K New	$44.4 - $46.72 $905K - $952K	20.4K $952K
PNC	2.86K New	$185.88 - $207.44 $531K - $593K	2.86K $574K
MU	3.23K New	$104.88 - $168.89 $339K - $546K	3.23K $540K
UBER	4.01K New	$86.91 - $99.57 $349K - $399K	4.01K $393K
WLDN	3.16K New	$63.73 - $120.35 $201K - $380K	3.16K $305K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	-46 - 0.8%	$433.66 - $544.47 $19.9K - $25K	5.73K $2.56M
AMZN	-2.5K - 13.52%	$211.65 - $238.24 $529K - $595K	16K $3.51M
BIL	-2.5K - 14.69%	$91.44 - $91.77 $229K - $229K	14.5K $1.33M
SPTS	-4.88K - 26.43%	$29.12 - $29.34 $142K - $143K	13.6K $398K
SCZ	-3.03K - 13.22%	$72.04 - $77.35 $218K - $234K	19.9K $1.53M
AVDE	-4.74K - 9.52%	$73.24 - $79.04 $347K - $375K	45.1K $3.56M

Activity Summary All Purchases 113 New Holdings 17 Increased Positions 96 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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