Family Wealth Group, LLC Closed Holding Positions

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ARLP
Alliance Resource Partners LP

Energy
Q1 2025 Filed on May 14, 2025
36,106
$24.47 - $29.24 $884K - $1.06M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q1 2025 Filed on May 14, 2025
9,134
$54.25 - $57.64 $496K - $526K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2025 Filed on May 14, 2025
6,021
$36.63 - $37.45 $221K - $225K
REET
Ishares Global Reit ETF

ETFs
Q1 2025 Filed on May 14, 2025
10,434
$23.24 - $25.16 $242K - $263K
Ishares Tr
Q1 2025 Filed on May 14, 2025
19,723
N/A
MCHP
Microchip Technology Inc

Technology
Q1 2025 Filed on May 14, 2025
4,547
$48.41 - $64.3 $220K - $292K
PEP
Pepsico Inc

Consumer Defensive
Q1 2025 Filed on May 14, 2025
2,006
$142.64 - $156.42 $286K - $314K
RJF
Raymond James Financial Inc

Financial Services
Q1 2025 Filed on May 14, 2025
2,163
$137.62 - $172.64 $298K - $373K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2025 Filed on May 14, 2025
13,967
$25.69 - $26.89 $359K - $376K
SRLN
Ssga Active Trust

ETFs
Q1 2025 Filed on May 14, 2025
4,839
$41.02 - $41.99 $198K - $203K
UNCY
Unicycive Therapeutics, Inc.

Healthcare
Q1 2025 Filed on May 14, 2025
10,218
$0.5 - $0.8 $5.11K - $8.17K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2025 Filed on May 14, 2025
977
$461.52 - $548.18 $451K - $536K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2025 Filed on May 14, 2025
13,945
$22.98 - $24.13 $320K - $336K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2025 Filed on May 14, 2025
8,735
$53.99 - $58.43 $472K - $510K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2025 Filed on May 14, 2025
4,559
$47.4 - $52.99 $216K - $242K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2025 Filed on May 14, 2025
17,402
$13.05 - $13.97 $227K - $243K
PSEP
Innovator U.S. Equity Power Bu
Q1 2025 Filed on May 14, 2025
32,914
N/A
GOOGL
Alphabet Inc.

Communication Services
Q1 2025 Filed on May 14, 2025
1,523
$154.33 - $206.19 $235K - $314K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2025 Filed on May 14, 2025
4,653
$50.81 - $60.02 $236K - $279K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2025 Filed on May 14, 2025
576
$472.29 - $575.13 $272K - $331K
ADI
Analog Devices Inc

Technology
Q1 2025 Filed on May 14, 2025
1,394
$201.56 - $243.82 $281K - $340K
AVY
Avery Dennison Corp

Industrials
Q1 2025 Filed on May 14, 2025
1,212
$174.58 - $195.91 $212K - $237K
CVX
Chevron Corp

Energy
Q1 2025 Filed on May 14, 2025
1,948
$146.71 - $167.97 $286K - $327K
GLW
Corning Inc

Technology
Q1 2025 Filed on May 14, 2025
17,470
$44.91 - $54.25 $785K - $948K
CTRA
Coterra Energy Inc.

Energy
Q1 2025 Filed on May 14, 2025
7,859
$25.51 - $29.83 $200K - $234K
ELV
Elevance Health, Inc.

Healthcare
Q1 2025 Filed on May 14, 2025
710
$365.9 - $436.25 $260K - $310K
RE
Everest Re Group LTD

Financial Services
Q1 2025 Filed on May 14, 2025
617
N/A
XOM
Exxon Mobil Corp

Energy
Q1 2025 Filed on May 14, 2025
2,315
$105.44 - $118.93 $244K - $275K
First Tr Exchng Traded Fd Vi
Q1 2025 Filed on May 14, 2025
5,929
N/A
First Tr Exchng Traded Fd Vi
Q1 2025 Filed on May 14, 2025
5,536
N/A
HSY
Hershey CO

Consumer Defensive
Q1 2025 Filed on May 14, 2025
1,305
$144.74 - $186.36 $189K - $243K
VZ
Verizon Communications Inc

Communication Services
Q1 2025 Filed on May 14, 2025
9,837
$37.81 - $46.49 $372K - $457K
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