Great Point Wealth Advisors, LLC Purchases in Q3 2025

Great Point Wealth Advisors, LLC

  • $497 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
12K
+ 1.1%
$28.84 - $31.84 $345K - $381K
1.1M $34.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
68.5K
+ 11.06%
$50.47 - $50.74 $3.46M - $3.47M
687K $34.9M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
64K
+ 31.75%
$107.28 - $125.1 $6.86M - $8M
266K $28.8M
AVUV
American Centy ETF Tr Avantis

ETFs
5.28K
+ 2.68%
$90.37 - $102.12 $477K - $539K
202K $20.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
75.1K
+ 14.1%
$33.47 - $34.58 $2.51M - $2.6M
608K $20.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43.8K
+ 13.17%
$50.53 - $50.82 $2.21M - $2.23M
376K $19.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
73.4K
+ 14.24%
$29.12 - $29.34 $2.14M - $2.15M
589K $17.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
30
+ 0.08%
$108.97 - $121.65 $3.27K - $3.65K
36.5K $4.41M
RKT
Rocket Companies, Inc.

Financial Services
47.6K
New
$13.31 - $21.16 $633K - $1.01M
47.6K $921K
QQQ
Invesco Qqq Trust, Series 1

ETFs
845
New
$546.99 - $602.2 $462K - $509K
845 $507K
AVGO
Broadcom Inc.

Technology
1.15K
New
$264.74 - $369.57 $303K - $423K
1.15K $377K
COST
Costco Wholesale Corp

Consumer Defensive
310
New
$915.95 - $994.57 $284K - $308K
310 $286K
GOOGL
Alphabet Inc.

Communication Services
1.08K
New
$174.36 - $254.72 $188K - $274K
1.08K $261K
DUSA
Davis Fundamental ETF Tr

ETFs
5.47K
New
$45.16 - $48.81 $247K - $267K
5.47K $259K
AMD
Advanced Micro Devices Inc

Technology
1.53K
New
$134.8 - $184.42 $206K - $282K
1.53K $247K
NVDA
Nvidia Corp

Technology
288
+ 12.04%
$153.3 - $186.58 $44.2K - $53.7K
2.68K $500K
META
Meta Platforms, Inc.

Communication Services
307
New
$695.21 - $791.73 $213K - $243K
307 $225K
MGK
Vanguard Mega Cap Growth ETF

ETFs
527
New
$362.31 - $405.74 $191K - $214K
527 $212K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
485
New
$393.18 - $439.39 $191K - $213K
485 $211K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.04%
$194.44 - $206.51 $972 - $1.03K
12K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
85
+ 2.43%
$211.65 - $238.24 $18K - $20.3K
3.58K $786K
VUG
Vanguard Growth ETF

ETFs
80
+ 14.18%
$433.97 - $484.08 $34.7K - $38.7K
644 $308K
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 5.24%
$617.65 - $666.84 $21.6K - $23.3K
703 $468K
Pimco ETF Tr
601K
+ 2386.55%
N/A
626K $0
American Centy ETF Tr
19
+ 0.02%
N/A
90.9K $0
Grayscale Ethereum Mini Tr E
6.39K
New
N/A
6.39K $0
Fidelity Wise Origin Bitcoin
91.2K
New
N/A
91.2K $0
Activity Summary
Buys All Purchases 28 New Holdings 12 Increased Positions 16 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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