Granite Bay Wealth Management, LLC Reduced Holdings in Q3 2025

Granite Bay Wealth Management, LLC

  • $374 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-49.4K
- 95.9%
$567.09 - $607.37 $28M - $30M
2.11K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.2K
- 75.08%
$546.99 - $602.2 $7.2M - $7.92M
4.37K $2.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-63.9K
- 28.42%
$108.46 - $120.63 $6.93M - $7.71M
161K $19.1M
BOTZ
Global X Fds

ETFs
-90.4K
- 85.24%
$32.14 - $35.96 $2.9M - $3.25M
15.7K $554K
COST
Costco Wholesale Corp

Consumer Defensive
-904
- 68.17%
$915.95 - $994.57 $828K - $899K
422 $390K
BUG
Global X Fds Cybersecurity ETF

ETFs
-17.9K
- 43.51%
$32.23 - $37.41 $578K - $671K
23.3K $819K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.3K
- 39.8%
$24.46 - $26.5 $300K - $325K
18.5K $488K
V
Visa Inc.

Financial Services
-417
- 14.99%
$332.09 - $358.86 $138K - $150K
2.37K $807K
IWM
Ishares Russell 2000 ETF

ETFs
-1.12K
- 30.21%
$214.92 - $244.84 $241K - $275K
2.59K $627K
SHOP
Shopify Inc.

Technology
-2.83K
- 34.88%
$112.11 - $157.12 $318K - $445K
5.29K $785K
PG
Procter & Gamble CO

Consumer Defensive
-690
- 26.52%
$150.47 - $161.22 $104K - $111K
1.91K $293K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.9K
- 38.78%
$68.24 - $73.73 $130K - $140K
3K $220K
NFLX
Netflix Inc

Communication Services
-45
- 17.05%
$1147.87 - $1297.18 $51.7K - $58.4K
219 $262K
VTI
Vanguard Total Stock Market Et

ETFs
-319
- 27.01%
$303.93 - $329.86 $97K - $105K
862 $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-133
- 16.86%
$567.77 - $614.76 $75.5K - $81.8K
656 $401K
IYW
Ishares Dj Us Tech ETF

ETFs
-500
- 21.74%
$171.38 - $197.01 $85.7K - $98.5K
1.8K $352K
LLY
Eli Lilly & CO

Healthcare
-47
- 12.6%
$625.65 - $812.69 $29.4K - $38.2K
326 $248K
GE
General Electric CO

Industrials
-350
- 23.26%
$244.75 - $305.63 $85.7K - $107K
1.16K $347K
XLK
Technology Sector Spdr

ETFs
-400
- 15.09%
$250.97 - $282.66 $100K - $113K
2.25K $634K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.86K
- 10.89%
$28.92 - $32.19 $53.9K - $60K
15.2K $486K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-786
- 18.86%
$68.94 - $86.3 $54.2K - $67.8K
3.38K $291K
IWD
Ishares Russell 1000 Val ETF

ETFs
-47
- 3.32%
$192.76 - $203.86 $9.06K - $9.58K
1.37K $278K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 7.52%
$420.11 - $472.68 $21K - $23.6K
615 $288K
XLV
Select Sector Spdr Fund Health

ETFs
-40
- 0.95%
$129.01 - $139.72 $5.16K - $5.59K
4.15K $577K
GOOGL
Alphabet Inc.

Communication Services
-420
- 23.64%
$174.36 - $254.72 $73.2K - $107K
1.36K $329K
MSFT
Microsoft Corp

Technology
-242
- 1.28%
$491.09 - $535.64 $119K - $130K
18.7K $9.68M
NVDA
Nvidia Corp

Technology
-4.93K
- 9.28%
$153.3 - $186.58 $756K - $920K
48.2K $8.99M
GOOG
Alphabet Inc.

Communication Services
-3.37K
- 8.69%
$175.16 - $255.24 $590K - $859K
35.3K $8.61M
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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