Fft Wealth Management LLC Purchases in Q1 2025

Fft Wealth Management LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
50.9K
+ 48.21%
$554.06 - $615.85 $28.2M - $31.3M
156K $87.9M
DGRO
Ishares Core Dividend Growth E

ETFs
240K
+ 59.4%
$60.46 - $64.42 $14.5M - $15.5M
645K $39.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50.9K
+ 36.52%
$102.49 - $119.96 $5.22M - $6.11M
190K $19.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
38.6K
New
$59.61 - $66.71 $2.3M - $2.57M
38.6K $2.33M
MUB
Ishares National Muni Bond ETF

ETFs
17.2K
+ 39.71%
$104.71 - $107.69 $1.8M - $1.85M
60.4K $6.36M
AAPL
Apple Inc.

Technology
9.36K
+ 48.02%
$209.68 - $247.1 $1.96M - $2.31M
28.8K $6.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.62K
+ 399.39%
$442.66 - $534.52 $1.16M - $1.4M
3.28K $1.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.69K
New
$126.11 - $135.06 $1.22M - $1.31M
9.69K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.11K
+ 24.92%
$468.34 - $539.52 $1.93M - $2.22M
20.6K $9.66M
LLY
Eli Lilly & CO

Healthcare
1.4K
+ 296.82%
$725.72 - $929.72 $1.01M - $1.3M
1.87K $1.54M
EEM
Ishares Msci Emerging Markets

ETFs
15.4K
+ 8.28%
$40.81 - $45.34 $628K - $697K
201K $8.79M
AXP
American Express CO

Financial Services
3K
New
$255.39 - $325.87 $766K - $978K
3K $807K
VOT
Vanguard Mid Cap Growth Index

ETFs
3.29K
New
$237.72 - $276.98 $781K - $910K
3.29K $804K
WMB
Williams Companies, Inc.

Energy
1.91K
+ 1.8%
$54.02 - $61.09 $103K - $116K
108K $6.43M
MAR
Marriott International Inc

Consumer Cyclical
2.63K
New
$237.01 - $304.45 $623K - $801K
2.63K $626K
VGSH
Vanguard

ETFs
10K
+ 106.95%
$58.07 - $58.69 $581K - $587K
19.4K $1.14M
MCD
Mcdonalds Corp

Consumer Cyclical
1.79K
New
$279.74 - $321.29 $500K - $574K
1.79K $558K
OWL
Blue Owl Capital Inc.

Financial Services
27.3K
New
$18.49 - $26.68 $506K - $729K
27.3K $547K
GOOGL
Alphabet Inc.

Communication Services
6.08K
+ 53.54%
$154.33 - $206.19 $938K - $1.25M
17.4K $2.7M
MTCH
Match Group, Inc.

Communication Services
14.9K
New
$30.08 - $36.47 $448K - $543K
14.9K $464K
CVGW
Calavo Growers Inc

Consumer Defensive
18.7K
New
$21.47 - $25.5 $402K - $477K
18.7K $449K
VXF
Vanguard Extended Market ETF

ETFs
2.09K
New
$170.36 - $201.04 $356K - $420K
2.09K $359K
AMT
American Tower Corp

Real Estate
1.65K
New
$173.46 - $217.6 $286K - $359K
1.65K $359K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
189
+ 59.25%
$1187.71 - $1432.58 $224K - $271K
508 $727K
NEE
Nextera Energy Inc

Utilities
4.92K
New
$66.96 - $76.16 $329K - $375K
4.92K $348K
PLTR
Palantir Technologies Inc.

Technology
3.86K
New
$64.98 - $124.62 $250K - $480K
3.86K $325K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
12.6K
+ 117.72%
$23.61 - $24.38 $298K - $308K
23.3K $568K
TDG
Trans Digm Group Inc

Industrials
212
New
$1251.32 - $1394.11 $265K - $296K
212 $293K
V
Visa Inc.

Financial Services
477
+ 13.32%
$306.92 - $362.71 $146K - $173K
4.06K $1.42M
NKE
Nike, Inc.

Consumer Cyclical
4.48K
New
$63.29 - $81.72 $283K - $366K
4.48K $284K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
9K
New
$26.47 - $29.92 $238K - $269K
9K $263K
VTV
Vanguard Value ETF

ETFs
1.2K
+ 9.74%
$167.73 - $179.21 $201K - $215K
13.5K $2.33M
TME
Tencent Music Entertainment Group

Communication Services
15K
New
$10.28 - $15.09 $154K - $226K
15K $216K
HOOD
Robinhood Markets, Inc.

Technology
4.98K
New
$35.63 - $65.28 $177K - $325K
4.98K $207K
SPGI
S&P Global Inc.

Financial Services
400
New
$478.26 - $543.77 $191K - $218K
400 $203K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.77K
+ 6.04%
$42.5 - $46.71 $118K - $129K
48.5K $2.2M
NTR
Nutrien Ltd.

Basic Materials
210
+ 0.71%
$45.28 - $53.84 $9.51K - $11.3K
29.9K $1.49M
IEMG
Ishares Inc

ETFs
2.84K
+ 10.4%
N/A
30.2K $1.62M
IEF
Ishares Barclays

ETFs
517
+ 3.91%
$91.17 - $95.39 $47.1K - $49.3K
13.7K $1.31M
2023 ETF Series Trust Ii
404K
+ 50.59%
N/A
1.2M $0
ITM
Vaneck Intermediate Muni ETF

ETFs
34
+ 0.44%
$45.21 - $46.67 $1.54K - $1.59K
7.7K $350K
VT
Vanguard Total World Stk Index

ETFs
9
+ 0.34%
$115.08 - $123.97 $1.04K - $1.12K
2.69K $312K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$302.31 - $337.54 $302 - $338
980 $300K
IVW
Ishares S&P 500 Growth ETF

ETFs
821
+ 7.68%
$92.45 - $106.69 $75.9K - $87.6K
11.5K $1.07M
SPYG
Spdr Portfolio

ETFs
590
+ 6.29%
$80.05 - $92.39 $47.2K - $54.5K
9.97K $801K
OKE
Oneok Inc

Energy
131
+ 0.43%
$89.57 - $109.85 $11.7K - $14.4K
30.7K $3.05M
GOOG
Alphabet Inc.

Communication Services
2.18K
+ 8.89%
$156.06 - $207.71 $341K - $453K
26.7K $4.17M
Activity Summary
Buys All Purchases 48 New Holdings 20 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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