Granite Bay Wealth Management, LLC Purchases in Q2 2025

Granite Bay Wealth Management, LLC

  • $311 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
46.3K
New
$113.75 - $148.48 $5.27M - $6.88M
46.3K $6.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
+ 12.57%
$90.56 - $109.49 $2.27M - $2.75M
225K $24.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.4K
+ 10.02%
$152.93 - $181.74 $2.05M - $2.43M
147K $26.7M
JHCB
John Hancock Corporate Bond Et
132K
+ 10.95%
$20.55 - $21.44 $2.72M - $2.84M
1.34M $28.7M
EEM
Ishares Msci Emerging Markets

ETFs
22.3K
+ 6.27%
$38.52 - $48.28 $857K - $1.07M
377K $18.2M
NVDA
Nvidia Corp

Technology
51
+ 0.1%
$94.31 - $157.99 $4.81K - $8.06K
53.1K $8.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.09K
+ 2.16%
$468.22 - $566.51 $509K - $616K
51.5K $29.2M
GLD
Spdr Gold Trust

ETFs
5.86K
+ 55.45%
$273.71 - $316.29 $1.6M - $1.85M
16.4K $5.01M
EWJ
Ishares Msci Japan ETF

ETFs
6.89K
+ 3.65%
$61.32 - $75.28 $423K - $519K
196K $14.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
22.5K
+ 16.93%
$83.97 - $92.85 $1.89M - $2.09M
156K $13.7M
JHPI
John Hancock ETF Preferred Inc

ETFs
56.9K
+ 9.66%
$21.76 - $22.63 $1.24M - $1.29M
646K $14.6M
GOOG
Alphabet Inc.

Communication Services
3.39K
+ 9.6%
$146.58 - $180.01 $497K - $610K
38.7K $6.87M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
20.6K
+ 11.91%
$28.36 - $31.3 $585K - $645K
194K $6.21M
Ishares Tr
15.2K
+ 55.23%
N/A
42.8K $1.97M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.04K
+ 8.1%
$61.79 - $76.67 $188K - $233K
40.6K $3.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.4K
+ 33.05%
$390.26 - $489.06 $1.32M - $1.66M
13.7K $5.54M
HD
Home Depot, Inc.

Consumer Cyclical
1.12K
+ 7.19%
$335.24 - $380.78 $375K - $426K
16.7K $6.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
378
+ 14.33%
$496.48 - $617.85 $188K - $234K
3.02K $1.86M
CRWD
Crowd Strike Holdings, Inc.

Technology
583
New
$321.63 - $509.31 $188K - $297K
583 $297K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.3K
New
$58.8 - $89.17 $194K - $294K
3.3K $294K
Cava Group Inc
2.75K
New
N/A
2.75K $232K
AMGN
Amgen Inc

Healthcare
2.88K
+ 16.15%
$262.28 - $309.85 $755K - $892K
20.7K $5.78M
AVGO
Broadcom Inc.

Technology
800
New
$146.29 - $275.65 $117K - $221K
800 $221K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.5K
New
$104.34 - $138.68 $157K - $208K
1.5K $208K
XLK
Technology Sector Spdr

ETFs
400
+ 17.78%
$179.73 - $253.23 $71.9K - $101K
2.65K $671K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.25K
New
$73.7 - $90.98 $166K - $204K
2.25K $204K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.86K
+ 6.82%
$96.84 - $99.46 $180K - $185K
29.1K $2.89M
PANW
Palo Alto Networks Inc

Technology
376
+ 12.23%
$152.44 - $204.64 $57.3K - $76.9K
3.45K $706K
GE
General Electric CO

Industrials
242
+ 19.16%
$166.81 - $257.39 $40.4K - $62.3K
1.51K $387K
PG
Procter & Gamble CO

Consumer Defensive
918
+ 54.51%
$157.66 - $172.39 $145K - $158K
2.6K $415K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
300
+ 50.0%
$421.16 - $509.5 $126K - $153K
900 $401K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
942
+ 29.24%
$85.42 - $94.39 $80.5K - $88.9K
4.16K $391K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.77%
$456.74 - $568.03 $2.74K - $3.41K
789 $448K
V
Visa Inc.

Financial Services
2
+ 0.07%
$308.27 - $373.31 $617 - $747
2.78K $988K
SCHV
Schwab Strategic Tr Us Large C

ETFs
40
+ 0.53%
$23.55 - $27.67 $942 - $1.11K
7.64K $211K
XOM
Exxon Mobil Corp

Energy
390
+ 11.25%
$99.93 - $119.04 $39K - $46.4K
3.86K $416K
LLY
Eli Lilly & CO

Healthcare
9
+ 2.47%
$713.71 - $898.95 $6.42K - $8.09K
373 $291K
TMUS
T Mobile Us, Inc.

Communication Services
2.14K
+ 8.95%
$220.99 - $268.54 $472K - $573K
26K $6.19M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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