Gentry Private Wealth, LLC Incresed Positions in Q2 2025

Gentry Private Wealth, LLC

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2K
+ 2.31%
$456.74 - $568.03 $913K - $1.14M
88.5K $50.2B
VUG
Vanguard Growth ETF

ETFs
1.06K
+ 4.22%
$329.49 - $438.4 $349K - $465K
26.2K $11.5B
AAPL
Apple Inc.

Technology
3.05K
+ 98.32%
$172.42 - $223.89 $526K - $683K
6.15K $1.26B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.2K
+ 16.4%
$59.8 - $60.07 $490K - $493K
58.2K $3.48B
IEFA
Ishares Tr

ETFs
1.62K
+ 5.08%
$67.83 - $84.09 $110K - $136K
33.5K $2.8B
DVY
Ishares Tr

ETFs
2.74K
+ 17.02%
$118.37 - $134.86 $324K - $369K
18.8K $2.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 1.14%
$416.06 - $551.64 $16.2K - $21.5K
3.45K $1.9B
NVDA
Nvidia Corp

Technology
276
+ 10.55%
$94.31 - $157.99 $26K - $43.6K
2.89K $457M
AFLG
First Tr Exchange Traded Fd Vi
522
+ 0.91%
N/A
57.9K $2.1B
MODL
Victory Portfolios Ii Victorys
216
+ 0.63%
N/A
34.3K $1.48B
GS
Goldman Sachs Group Inc

Financial Services
10
+ 1.3%
$462.22 - $707.75 $4.62K - $7.08K
782 $553M
TDIV
First Trust Nasdaq Technology

ETFs
199
+ 3.0%
$64.41 - $90.17 $12.8K - $17.9K
6.84K $617M
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 0.67%
$167.32 - $223.3 $4.52K - $6.03K
4.04K $886M
GOOGL
Alphabet Inc.

Communication Services
27
+ 0.53%
$144.7 - $178.6 $3.91K - $4.82K
5.11K $900M
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.66%
$210.28 - $289.91 $3.36K - $4.64K
2.42K $702M
Rbb Fd Inc
2K
+ 13.61%
N/A
16.7K $838M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2
+ 0.02%
$56.88 - $70.77 $114 - $142
12K $848M
CSCO
Cisco Systems, Inc.

Technology
75
+ 0.77%
$53.19 - $69.38 $3.99K - $5.2K
9.79K $679M
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.39%
$149.23 - $184.95 $1.64K - $2.03K
2.84K $517M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$81.79 - $99.98 $245 - $300
6.66K $651M
FTHI
First Trust Exchange Traded Fd

ETFs
786
+ 2.58%
$19.66 - $22.85 $15.5K - $18K
31.3K $714M
VFH
Vanguard Financial ETF

ETFs
29
+ 0.69%
$104.87 - $127.3 $3.04K - $3.69K
4.26K $542M
WMB
Williams Companies, Inc.

Energy
77
+ 0.83%
$54.33 - $62.87 $4.18K - $4.84K
9.38K $589M
LMT
Lockheed Martin Corp

Industrials
9
+ 0.87%
$430.82 - $486.45 $3.88K - $4.38K
1.04K $483M
DHT
Dht Holdings, Inc.

Energy
660
+ 1.56%
$9.45 - $12.15 $6.24K - $8.02K
42.9K $464M
T
At&T Inc.

Communication Services
151
+ 0.66%
$26.33 - $28.94 $3.98K - $4.37K
23.1K $670M
VLO
Valero Energy Corp

Energy
68
+ 2.08%
$104.69 - $141.77 $7.12K - $9.64K
3.33K $448M
RDVY
First Trust Rising Dividend Ac

ETFs
7
+ 0.18%
$51.6 - $62.74 $361 - $439
3.9K $245M
UL
Unilever PLC

Consumer Defensive
30
+ 0.41%
$57.9 - $65.43 $1.74K - $1.96K
7.27K $445M
STWD
Starwood Property Trust, Inc.

Real Estate
374
+ 1.88%
$17.28 - $20.41 $6.46K - $7.63K
20.2K $406M
V
Visa Inc.

Financial Services
5
+ 0.32%
$308.27 - $373.31 $1.54K - $1.87K
1.58K $561M
VICI
Vici Properties Inc.

Real Estate
171
+ 1.34%
$29.41 - $32.97 $5.03K - $5.64K
13K $422M
FSK
Fs Kkr Capital Corp

Financial Services
432
+ 1.94%
$17.95 - $21.5 $7.75K - $9.29K
22.7K $470M
ARCC
Ares Capital Corp

Financial Services
309
+ 1.45%
$18.91 - $22.43 $5.84K - $6.93K
21.7K $476M
SO
Southern CO

Utilities
29
+ 0.6%
$84.91 - $92.56 $2.46K - $2.68K
4.88K $448M
MO
Altria Group, Inc.

Consumer Defensive
65
+ 0.87%
$55.56 - $60.91 $3.61K - $3.96K
7.52K $441M
OHI
Omega Healthcare Investors Inc

Real Estate
155
+ 1.23%
$35.55 - $39.05 $5.51K - $6.05K
12.8K $469M
PFG
Principal Financial Group Inc

Financial Services
156
+ 2.25%
$69.56 - $86.19 $10.9K - $13.4K
7.1K $564M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
38
+ 0.42%
$45.07 - $52.57 $1.71K - $2K
9.17K $448M
PGR
Progressive Corp

Financial Services
19
+ 0.97%
$255.27 - $288.74 $4.85K - $5.49K
1.98K $529M
PG
Procter & Gamble CO

Consumer Defensive
30
+ 0.95%
$157.66 - $172.39 $4.73K - $5.17K
3.18K $506M
SON
Sonoco Products CO

Consumer Cyclical
94
+ 0.97%
$40.6 - $47.93 $3.82K - $4.51K
9.82K $428M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.74%
$285.55 - $321.23 $4K - $4.5K
1.92K $560M
CVX
Chevron Corp

Energy
95
+ 4.34%
$133.73 - $168.51 $12.7K - $16K
2.29K $327M
MRK
Merck & Co., Inc.

Healthcare
68
+ 1.4%
$73.47 - $87.12 $5K - $5.92K
4.92K $389M
ABBV
Abb Vie Inc.

Healthcare
47
+ 1.89%
$170.16 - $206.27 $8K - $9.69K
2.53K $469M
IP
International Paper CO

Consumer Cyclical
188
+ 2.05%
$43.89 - $54.46 $8.25K - $10.2K
9.36K $438M
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.32%
$128.02 - $151.37 $1.41K - $1.67K
3.4K $449M
Kenvue Inc
191
+ 0.88%
N/A
21.9K $459M
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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