Fft Wealth Management LLC Purchases and Sells in Q1 2025

Fft Wealth Management LLC

$437 Million
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	50.9K + 48.21%	$554.06 - $615.85 $28.2M - $31.3M	156K $87.9M
DGRO	240K + 59.4%	$60.46 - $64.42 $14.5M - $15.5M	645K $39.8M
IJR	50.9K + 36.52%	$102.49 - $119.96 $5.22M - $6.11M	190K $19.9M
MUB	17.2K + 39.71%	$104.71 - $107.69 $1.8M - $1.85M	60.4K $6.36M
AAPL	9.36K + 48.02%	$209.68 - $247.1 $1.96M - $2.31M	28.8K $6.41M
BRK-B	2.62K + 399.39%	$442.66 - $534.52 $1.16M - $1.4M	3.28K $1.74M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	38.6K New	$59.61 - $66.71 $2.3M - $2.57M	38.6K $2.33M
VYM	9.69K New	$126.11 - $135.06 $1.22M - $1.31M	9.69K $1.25M
VSGX	18.1K New	$55.47 - $61.45 $1.01M - $1.11M	18.1K $1.07M
AXP	3K New	$255.39 - $325.87 $766K - $978K	3K $807K
VOT	3.29K New	$237.72 - $276.98 $781K - $910K	3.29K $804K
MAR	2.63K New	$237.01 - $304.45 $623K - $801K	2.63K $626K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-976K - 99.93%	$507.05 - $563.67 $495M - $550M	678 $348K
SPY	-131K - 70.68%	$551.42 - $612.93 $72.2M - $80.3M	54.4K $30.4M
IEFA	-124K - 91.48%	$69.57 - $78.65 $8.59M - $9.72M	11.5K $870K
IWV	-12.7K - 8.95%	$313.1 - $349.83 $3.99M - $4.45M	130K $41.2M
MSFT	-12K - 82.64%	$375.39 - $447.2 $4.51M - $5.38M	2.53K $947K
NVDA	-31.6K - 84.1%	$106.98 - $149.43 $3.38M - $4.73M	5.98K $648K

Activity Summary All Purchases 48 New Holdings 20 Increased Positions 28 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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