Falcon Wealth Planning Purchases in Q2 2025

Falcon Wealth Planning

  • $889 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.78K
+ 32.5%
$46.47 - $47.67 $176K - $180K
15.4K $734K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
200
+ 0.24%
$27.3 - $31.8 $5.46K - $6.36K
82.8K $2.63M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.35K
+ 30.24%
$46.41 - $47.7 $156K - $160K
14.4K $686K
WMT
Walmart Inc.

Consumer Defensive
373
+ 3.89%
$81.79 - $99.98 $30.5K - $37.3K
9.96K $973K
V
Visa Inc.

Financial Services
347
+ 21.39%
$308.27 - $373.31 $107K - $130K
1.97K $699K
GS
Goldman Sachs Group Inc

Financial Services
48
+ 9.43%
$462.22 - $707.75 $22.2K - $34K
557 $394K
MA
Mastercard Inc

Financial Services
129
+ 27.45%
$479.92 - $590.74 $61.9K - $76.2K
599 $336K
ITOT
Ishares Core S&P Total U.S. St

ETFs
50
+ 1.02%
$108.12 - $135.04 $5.41K - $6.75K
4.94K $667K
DWM
Wisdomtree Tr

ETFs
115
+ 1.0%
$52.06 - $63.91 $5.99K - $7.35K
11.6K $739K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.2K
+ 15.54%
$33.38 - $40.81 $40.2K - $49.1K
8.95K $364K
HD
Home Depot, Inc.

Consumer Cyclical
178
+ 5.56%
$335.24 - $380.78 $59.7K - $67.8K
3.38K $1.24M
QCOM
Qualcomm Inc

Technology
182
+ 5.2%
$124.66 - $159.48 $22.7K - $29K
3.68K $586K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
671
+ 10.17%
$30.28 - $36.05 $20.3K - $24.2K
7.27K $262K
SCHX
Schwab Strategic Tr Us Large C

ETFs
284
+ 2.44%
$19.6 - $24.44 $5.57K - $6.94K
11.9K $291K
LMT
Lockheed Martin Corp

Industrials
33
+ 4.78%
$430.82 - $486.45 $14.2K - $16.1K
723 $334K
KO
Coca Cola CO

Consumer Defensive
425
+ 10.39%
$68.37 - $73.9 $29.1K - $31.4K
4.52K $319K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37
+ 0.28%
$22.92 - $28.05 $848 - $1.04K
13.1K $366K
IWD
Ishares Russell 1000 Val ETF

ETFs
71
+ 6.48%
$166.82 - $194.23 $11.8K - $13.8K
1.17K $226K
T
At&T Inc.

Communication Services
399
+ 5.37%
$26.33 - $28.94 $10.5K - $11.5K
7.83K $226K
VCIT
Vanguard Intermediate Term Cor

ETFs
83
+ 1.09%
$79.56 - $82.92 $6.6K - $6.88K
7.69K $637K
SPTS
Spdr Portfolio Short Term Trea

ETFs
204
+ 1.12%
$29.07 - $29.38 $5.93K - $5.99K
18.5K $540K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24
+ 1.17%
$96.84 - $99.46 $2.32K - $2.39K
2.07K $205K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
152
+ 0.76%
$22.54 - $23.17 $3.43K - $3.52K
20.3K $465K
ROST
Ross Stores, Inc.

Consumer Cyclical
10
+ 0.59%
$126.62 - $154.26 $1.27K - $1.54K
1.71K $217K
Pimco ETF Tr
70.3K
+ 4.03%
N/A
1.81M $0
Wisdomtree Tr
88
+ 1.63%
N/A
5.48K $0
Ishares Bitcoin Trust ETF
3.44K
New
N/A
3.44K $0
Blackrock ETF Trust Ii
65.6K
+ 7.76%
N/A
912K $0
Genelux Corporation
10K
+ 83.33%
N/A
22K $0
Dimensional ETF Trust
437
+ 3.83%
N/A
11.8K $0
Fidelity Wise Origin Bitcoin
339
+ 3.57%
N/A
9.83K $0
INTC
Intel Corp

Technology
87
+ 0.92%
$18.13 - $22.69 $1.58K - $1.97K
9.51K $213K
EQIX
Equinix Inc

Real Estate
9
+ 1.98%
$740.07 - $914.43 $6.66K - $8.23K
463 $368K
JNJ
Johnson & Johnson

Healthcare
157
+ 4.69%
$146.36 - $159.82 $23K - $25.1K
3.5K $534K
LLY
Eli Lilly & CO

Healthcare
16
+ 1.65%
$713.71 - $898.95 $11.4K - $14.4K
984 $767K
ABBV
Abb Vie Inc.

Healthcare
33
+ 1.26%
$170.16 - $206.27 $5.62K - $6.81K
2.65K $491K
Activity Summary
Buys All Purchases 87 New Holdings 17 Increased Positions 70 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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