Granite Bay Wealth Management, LLC Purchases in Q3 2025

Granite Bay Wealth Management, LLC

  • $374 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
494K
+ 382.01%
$61.22 - $65.26 $30.2M - $32.2M
623K $40.3M
AAPL
Apple Inc.

Technology
39K
New
$202.38 - $256.87 $7.89M - $10M
39K $9.93M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
55.6K
New
$134.42 - $141.26 $7.48M - $7.86M
55.6K $7.85M
SLV
I Shares Silver Trust

ETFs
181K
New
$32.73 - $42.5 $5.92M - $7.69M
181K $7.67M
CRWD
Crowd Strike Holdings, Inc.

Technology
15.1K
+ 2589.71%
$412.46 - $514.1 $6.23M - $7.76M
15.7K $7.69M
BX
Blackstone Inc.

Financial Services
28.2K
New
$152.77 - $188.68 $4.3M - $5.31M
28.2K $4.81M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17.7K
+ 12.04%
$181.56 - $190.33 $3.21M - $3.37M
165K $31.3M
JHCB
John Hancock Corporate Bond Et
172K
+ 12.79%
$21.19 - $21.92 $3.64M - $3.76M
1.51M $32.9M
ARES
Ares Management Corp

Financial Services
25.2K
New
$159.89 - $192.76 $4.03M - $4.86M
25.2K $4.03M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
55.7K
New
$47.99 - $54.16 $2.67M - $3.01M
55.7K $2.94M
TLT
Ishares Barclays 20+ Year Trea

ETFs
21.1K
+ 13.54%
$85.01 - $90.35 $1.79M - $1.9M
177K $15.8M
EWJ
Ishares Msci Japan ETF

ETFs
10.8K
+ 5.55%
$71.69 - $81.49 $778K - $884K
206K $16.6M
JHPI
John Hancock ETF Preferred Inc

ETFs
60.5K
+ 9.36%
$22.54 - $23.42 $1.36M - $1.42M
707K $16.4M
WRB
Berkley W R Corp

Financial Services
21.2K
New
$67.78 - $76.62 $1.44M - $1.63M
21.2K $1.63M
GLD
Spdr Gold Trust

ETFs
1.75K
+ 10.63%
$300.96 - $355.47 $525K - $621K
18.2K $6.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
486
+ 3.56%
$404.94 - $499.99 $197K - $243K
14.2K $6.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.8K
+ 12.0%
$459.11 - $506.91 $827K - $913K
16.8K $8.45M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
31.8K
New
$32.02 - $36.34 $1.02M - $1.16M
31.8K $1.14M
RTX
Raytheon Technologies Corp

Industrials
591
+ 1.28%
$144.19 - $167.33 $85.2K - $98.9K
46.9K $7.85M
IVV
Ishares Core S&P 500 ETF

ETFs
1.59K
New
$620.67 - $670.08 $986K - $1.06M
1.59K $1.06M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
40.5K
+ 20.89%
N/A
234K $7.21M
HD
Home Depot, Inc.

Consumer Cyclical
774
+ 4.64%
$357.4 - $423.42 $277K - $328K
17.5K $7.07M
AMGN
Amgen Inc

Healthcare
2.57K
+ 12.4%
$271.18 - $309.22 $696K - $794K
23.3K $6.57M
JPM
Jpmorgan Chase & CO

Financial Services
351
+ 1.41%
$282.78 - $316.06 $99.3K - $111K
25.2K $7.95M
TMUS
T Mobile Us, Inc.

Communication Services
2.27K
+ 8.73%
$226.02 - $259.01 $513K - $587K
28.2K $6.76M
VUG
Vanguard Growth ETF

ETFs
913
New
$433.97 - $484.08 $396K - $442K
913 $437K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
876
New
$435.72 - $463.74 $382K - $406K
876 $406K
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 3.88%
$211.65 - $238.24 $340K - $383K
43K $9.43M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.2K
+ 5.41%
$74.68 - $80.26 $164K - $176K
42.8K $3.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.85K
+ 9.78%
$97.75 - $100.75 $278K - $287K
31.9K $3.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.66K
+ 63.78%
$92.18 - $95.14 $245K - $253K
6.82K $648K
TSLA
Tesla, Inc.

Consumer Cyclical
562
New
$293.94 - $444.72 $165K - $250K
562 $249K
DFIV
Dimensional ETF Tr

ETFs
5.07K
New
$42.66 - $46.53 $216K - $236K
5.07K $233K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.72K
New
$53.36 - $59.69 $198K - $222K
3.72K $216K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.17K
New
$103.83 - $179.9 $121K - $210K
1.17K $209K
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 1.86%
$617.65 - $666.84 $34.6K - $37.3K
3.07K $2.05M
AVGO
Broadcom Inc.

Technology
128
+ 16.0%
$264.74 - $369.57 $33.9K - $47.3K
928 $306K
PANW
Palo Alto Networks Inc

Technology
410
+ 11.88%
$167.06 - $208.19 $68.5K - $85.4K
3.86K $785K
META
Meta Platforms, Inc.

Communication Services
32
+ 2.04%
$695.21 - $791.73 $22.2K - $25.3K
1.6K $1.18M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39
+ 0.51%
$27.61 - $29.15 $1.08K - $1.14K
7.68K $223K
Blackrock ETF Trust
279K
New
N/A
279K $0
Ishares Tr
6.85K
New
N/A
6.85K $0
Activity Summary
Buys All Purchases 43 New Holdings 17 Increased Positions 26 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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