Global Wealth Management, LLC Purchases and Sells in Q2 2025

Global Wealth Management, LLC

$182 Billion
Q2 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	456 + 1.43%	$498.8 - $620.9 $227K - $283K	32.2K $20.2B
RSP	7.14K + 32.3%	$152.93 - $181.74 $1.09M - $1.3M	29.2K $5.4B
VIG	851 + 1.55%	N/A	55.6K $11.5B
VTI	24 + 0.1%	$243.75 - $303.93 $5.85K - $7.29K	23.8K $7.33B
JMST	7.49K + 1.45%	$50.52 - $50.92 $378K - $381K	524K $26.7B
MSFT	3 + 0.18%	$354.56 - $497.45 $1.06K - $1.49K	1.7K $856M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	4.14K New	$72.02 - $73.82 $298K - $306K	4.14K $301M
KRE	3.4K New	$48.81 - $59.48 $166K - $202K	3.4K $216M
AVGO	750 New	$146.29 - $275.65 $110K - $207K	750 $207M
SDY	1.44K New	$121.58 - $136.74 $176K - $197K	1.44K $201M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUSB	-23.1K - 3.89%	N/A	571K $28.4B
IJR	-9.64K - 9.92%	$90.56 - $109.49 $873K - $1.06M	87.5K $9.9B
JNJ	-456 - 4.13%	$146.36 - $159.82 $66.7K - $72.9K	10.6K $1.66B
VUG	-189 - 17.78%	$329.49 - $438.4 $62.3K - $82.9K	874 $388M
IJH	-8.26K - 7.22%	$51.16 - $62.02 $422K - $512K	106K $6.75B
VGT	-564 - 10.97%	$470.37 - $663.28 $265K - $374K	4.58K $3.07B

Activity Summary All Purchases 21 New Holdings 4 Increased Positions 17 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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