Granite Bay Wealth Management, LLC Reduced Holdings in Q1 2025

Granite Bay Wealth Management, LLC

  • $288 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
-341K
- 73.66%
$28.46 - $34.53 $9.7M - $11.8M
122K $3.47M
BUG
Global X Fds Cybersecurity ETF

ETFs
-286K
- 83.32%
$31.56 - $36.78 $9.02M - $10.5M
57.2K $1.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-896
- 2.07%
$190.26 - $242.06 $170K - $217K
42.3K $8.05M
SHOP
Shopify Inc.

Technology
-1.46K
- 11.19%
$90.59 - $129.31 $132K - $188K
11.5K $1.1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.63K
- 6.16%
$225.19 - $279.95 $368K - $457K
24.9K $6.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.06K
- 12.19%
$21.75 - $24.28 $132K - $147K
43.6K $963K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.3K
- 13.89%
$24.91 - $29.02 $82.2K - $95.7K
20.5K $512K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-900
- 7.93%
$47.25 - $67.02 $42.5K - $60.3K
10.4K $497K
META
Meta Platforms, Inc.

Communication Services
-156
- 5.7%
$576.36 - $736.67 $89.9K - $115K
2.58K $1.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.64K
- 18.27%
$27.01 - $28.54 $125K - $132K
20.8K $580K
GOOGL
Alphabet Inc.

Communication Services
-71
- 3.3%
$154.33 - $206.19 $11K - $14.6K
2.08K $322K
IYW
Ishares Dj Us Tech ETF

ETFs
-238
- 9.23%
$140.44 - $166.79 $33.4K - $39.7K
2.34K $329K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-304
- 33.63%
$402.49 - $513.76 $122K - $156K
600 $291K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-300
- 10.83%
$168.16 - $186.21 $50.4K - $55.9K
2.47K $422K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-85
- 11.33%
$360.07 - $417.26 $30.6K - $35.5K
665 $240K
PG
Procter & Gamble CO

Consumer Defensive
-385
- 18.61%
$158.56 - $176.26 $61K - $67.9K
1.68K $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-72
- 8.42%
$507.05 - $563.67 $36.5K - $40.6K
783 $402K
PANW
Palo Alto Networks Inc

Technology
-30
- 0.97%
$167.82 - $208.28 $5.03K - $6.25K
3.07K $525K
IWD
Ishares Russell 1000 Val ETF

ETFs
-170
- 10.72%
$182.82 - $196.21 $31.1K - $33.4K
1.42K $266K
XOM
Exxon Mobil Corp

Energy
-592
- 14.59%
$105.44 - $118.93 $62.4K - $70.4K
3.47K $412K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-300
- 8.33%
$69.64 - $76.33 $20.9K - $22.9K
3.3K $239K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-589
- 9.03%
$58.01 - $64.46 $34.2K - $38K
5.94K $369K
GE
General Electric CO

Industrials
-156
- 10.99%
$168.59 - $212.13 $26.3K - $33.1K
1.26K $253K
V
Visa Inc.

Financial Services
-233
- 7.73%
$306.92 - $362.71 $71.5K - $84.5K
2.78K $974K
TMUS
T Mobile Us, Inc.

Communication Services
-2.32K
- 8.86%
$211.3 - $272.83 $490K - $632K
23.8K $6.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-114
- 0.75%
$442.66 - $534.52 $50.5K - $60.9K
15.2K $8.08M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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