Graham Capital Wealth Management, LLC Reduced Holdings in Q2 2025

Graham Capital Wealth Management, LLC

  • $62.9 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-35.8K
- 74.22%
$56.1 - $64.74 $2.01M - $2.32M
12.4K $775K
CI
Cigna Corp

Healthcare
-3.66K
- 37.17%
$301.89 - $340.04 $1.1M - $1.24M
6.19K $2.04M
CHCT
Community Healthcare Trust Inc

Real Estate
-44.3K
- 28.93%
$14.97 - $18.3 $664K - $811K
109K $1.81M
GOOGL
Alphabet Inc.

Communication Services
-6.38K
- 60.23%
$144.7 - $178.6 $923K - $1.14M
4.21K $741K
AMT
American Tower Corp

Real Estate
-3.27K
- 28.17%
$203.96 - $228.19 $668K - $747K
8.35K $1.85M
KOS
Kosmos Energy Ltd.

Energy
-9.22K
- 1.27%
$1.52 - $2.28 $14K - $21K
719K $1.24M
CPT
Camden Property Trust

Real Estate
-128
- 0.57%
$106.53 - $122.8 $13.6K - $15.7K
22.4K $2.53M
MAA
Mid America Apartment Communities Inc.

Real Estate
-80
- 0.72%
$145.91 - $168.0 $11.7K - $13.4K
11K $1.63M
KNTK
Kinetik Holdings Inc.

Energy
-127
- 0.55%
$40.12 - $53.83 $5.1K - $6.84K
23.1K $1.02M
HCC
Warrior Met Coal, Inc.

Basic Materials
-1.29K
- 2.76%
$40.66 - $50.18 $52.4K - $64.6K
45.4K $2.08M
WRB
Berkley W R Corp

Financial Services
-1.4K
- 24.66%
$64.28 - $75.17 $90K - $105K
4.28K $314K
KTF
Dws Municipal Income Trust

Financial Services
-4.6K
- 10.52%
$8.73 - $9.46 $40.1K - $43.5K
39.1K $345K
WPC
W. P. Carey Inc.

Real Estate
-540
- 1.46%
$56.12 - $64.53 $30.3K - $34.8K
36.5K $2.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-145
- 18.98%
$456.74 - $568.03 $66.2K - $82.4K
619 $351K
TIP
Ishares Tr Tips Bd ETF

ETFs
-117
- 5.06%
$107.93 - $110.97 $12.6K - $13K
2.2K $241K
NEE
Nextera Energy Inc

Utilities
-35
- 0.48%
$64.11 - $75.0 $2.24K - $2.63K
7.28K $505K
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 3.12%
$335.24 - $380.78 $10.1K - $11.4K
932 $341K
Aldel Finl Ii Inc
-5.27K
- 1.18%
N/A
441K $0
Sound Finl Bancorp Inc
-92
- 1.72%
N/A
5.26K $0
Launch One Acquisition Corp
-61
- 0.34%
N/A
17.8K $0
Voyager Acquisition Corp
-226
- 0.54%
N/A
41.3K $0
Okta Inc
-5K
- 3.65%
N/A
132K $0
Horizon Space Acquisition Ii
-4.05K
- 1.41%
N/A
283K $0
Sila Realty Trust Inc
-23.3K
- 24.8%
N/A
70.8K $0
Fact Ii Acquisition Corp
-938
- 0.66%
N/A
140K $0
Willow Lane Acquisition Corp
-636
- 0.97%
N/A
65.1K $0
Eqv Ventures Acquisition Cor
-2K
- 3.2%
N/A
60.6K $0
SPEPRC
Special Opportunities Fd Inc P
-121
- 0.49%
N/A
24.7K $0
Newbury Str Ii Acquisition C
-1.75K
- 3.35%
N/A
50.5K $0
ENB
Enbridge Inc

Energy
-1.13K
- 1.87%
$41.09 - $47.16 $46.5K - $53.3K
59.2K $2.68M
PM
Philip Morris International Inc.

Consumer Defensive
-30
- 1.08%
$149.23 - $184.95 $4.48K - $5.55K
2.75K $500K
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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