Family Wealth Group, LLC Sells in Q1 2025

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.78K
- 26.91%
$44.72 - $46.25 $348K - $360K
21.1K $973K
JPM
Jpmorgan Chase & CO

Financial Services
-1.35K
Closed
$225.19 - $279.95 $304K - $378K
0 $0
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-13.9K
Closed
$22.98 - $24.13 $320K - $336K
0 $0
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-5.38K
- 30.28%
$49.85 - $56.22 $268K - $302K
12.4K $628K
SPGI
S&P Global Inc.

Financial Services
-618
Closed
$478.26 - $543.77 $296K - $336K
0 $0
AMP
Ameriprise Financial Inc

Financial Services
-576
Closed
$472.29 - $575.13 $272K - $331K
0 $0
PEP
Pepsico Inc

Consumer Defensive
-2.01K
Closed
$142.64 - $156.42 $286K - $314K
0 $0
ADI
Analog Devices Inc

Technology
-1.39K
Closed
$201.56 - $243.82 $281K - $340K
0 $0
VTI
Vanguard Total Stock Market Et

ETFs
-1.01K
Closed
$271.18 - $303.12 $274K - $306K
0 $0
GOOGL
Alphabet Inc.

Communication Services
-1.52K
Closed
$154.33 - $206.19 $235K - $314K
0 $0
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-8.84K
Closed
$30.35 - $33.16 $268K - $293K
0 $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.4K
- 21.75%
$33.84 - $37.77 $351K - $392K
37.4K $1.36M
ELV
Elevance Health, Inc.

Healthcare
-710
Closed
$365.9 - $436.25 $260K - $310K
0 $0
MCHP
Microchip Technology Inc

Technology
-4.55K
Closed
$48.41 - $64.3 $220K - $292K
0 $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-15.3K
- 42.76%
$18.36 - $20.51 $281K - $314K
20.5K $404K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-4.09K
- 19.25%
$48.06 - $53.73 $197K - $220K
17.2K $836K
REET
Ishares Global Reit ETF

ETFs
-10.4K
Closed
$23.24 - $25.16 $242K - $263K
0 $0
XOM
Exxon Mobil Corp

Energy
-2.32K
Closed
$105.44 - $118.93 $244K - $275K
0 $0
MO
Altria Group, Inc.

Consumer Defensive
-4.65K
Closed
$50.81 - $60.02 $236K - $279K
0 $0
ABT
Abbott Laboratories

Healthcare
-2.07K
Closed
$111.1 - $140.22 $229K - $290K
0 $0
RE
Everest Re Group LTD

Financial Services
-617
Closed
N/A
0 $0
IDXX
Idexx Laboratories Inc

Healthcare
-551
Closed
$406.29 - $469.04 $224K - $258K
0 $0
QJUN
First Tr ETF
-3.81K
- 4.79%
$26.45 - $29.15 $101K - $111K
75.8K $2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-17.4K
Closed
$13.05 - $13.97 $227K - $243K
0 $0
AVY
Avery Dennison Corp

Industrials
-1.21K
Closed
$174.58 - $195.91 $212K - $237K
0 $0
CSGP
Costar Group, Inc.

Real Estate
-3.16K
Closed
$69.29 - $80.37 $219K - $254K
0 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-6.02K
Closed
$36.63 - $37.45 $221K - $225K
0 $0
HSY
Hershey CO

Consumer Defensive
-1.31K
Closed
$144.74 - $186.36 $189K - $243K
0 $0
VEA
Vanguard Ftse Developed Market

ETFs
-4.56K
Closed
$47.4 - $52.99 $216K - $242K
0 $0
OEF
Ishares S&P 100 ETF

ETFs
-817
Closed
N/A
0 $0
IEMG
Ishares Inc

ETFs
-3.82K
- 4.79%
N/A
75.9K $4.07M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3.14K
- 9.78%
$49.36 - $53.08 $155K - $167K
29K $1.45M
SRLN
Ssga Active Trust

ETFs
-4.84K
Closed
$41.02 - $41.99 $198K - $203K
0 $0
CTRA
Coterra Energy Inc.

Energy
-7.86K
Closed
$25.51 - $29.83 $200K - $234K
0 $0
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.25K
- 3.98%
$45.72 - $51.73 $57K - $64.5K
30K $1.38M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-6.22K
- 30.57%
$25.06 - $25.98 $156K - $162K
14.1K $365K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.38K
- 7.45%
$44.11 - $47.04 $105K - $112K
29.6K $1.32M
PSEC
Prospect Capital Corp

Financial Services
-31.3K
Closed
$4.1 - $4.45 $129K - $140K
0 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.39K
- 20.32%
$25.54 - $27.64 $138K - $149K
21.2K $576K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.87K
- 8.51%
$47.09 - $50.46 $87.8K - $94.1K
20K $954K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.16K
- 2.45%
$27.95 - $30.87 $32.4K - $35.8K
46.1K $1.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.21K
- 6.24%
$49.67 - $51.43 $110K - $114K
33.2K $1.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.45K
- 5.97%
$44.68 - $46.49 $110K - $114K
38.6K $1.79M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.13K
- 5.49%
$41.35 - $44.46 $46.7K - $50.2K
19.4K $820K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-561
- 1.47%
$41.06 - $44.04 $23K - $24.7K
37.5K $1.56M
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.95K
- 6.32%
$78.54 - $84.86 $153K - $166K
29K $2.38M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-282
- 1.22%
$44.96 - $47.9 $12.7K - $13.5K
22.9K $1.04M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-95
- 0.48%
$40.29 - $42.24 $3.83K - $4.01K
19.9K $813K
VGIT
Vanguard Intermediate Term Tre

ETFs
-654
- 3.14%
$57.44 - $59.4 $37.6K - $38.8K
20.2K $1.2M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 110 Reductions 31 Sold out 79 Options Calls 0 Puts 0
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