Heirloom Wealth Management Incresed Positions in Q2 2025

Heirloom Wealth Management

  • $358 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.12K
+ 0.58%
$94.31 - $157.99 $106K - $177K
193K $30.5M
MELI
Mercadolibre Inc

Consumer Cyclical
78
+ 1.31%
$1794.73 - $2613.63 $140K - $204K
6.03K $15.8M
META
Meta Platforms, Inc.

Communication Services
386
+ 2.04%
$484.66 - $738.09 $187K - $285K
19.3K $14.3M
ASML
Asml Holding Nv

Technology
171
+ 0.74%
$595.37 - $815.24 $102K - $139K
23.2K $18.6M
GOOG
Alphabet Inc.

Communication Services
485
+ 0.38%
$146.58 - $180.01 $71.1K - $87.3K
127K $22.4M
DFAU
Dimensional ETF Tr

ETFs
8.19K
+ 5.7%
$34.04 - $42.36 $279K - $347K
152K $6.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.52K
+ 2.27%
$22.27 - $29.21 $56.1K - $73.6K
114K $3.32M
RSG
Republic Services, Inc.

Industrials
413
+ 0.49%
$227.2 - $258.07 $93.8K - $107K
84.4K $20.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.58K
+ 7.33%
$24.21 - $29.47 $62.5K - $76.1K
37.8K $1.11M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.07K
+ 1.58%
$100.04 - $100.54 $107K - $108K
68.9K $6.93M
BX
Blackstone Inc.

Financial Services
8
+ 0.09%
$120.07 - $151.11 $961 - $1.21K
8.52K $1.27M
AOM
Ishares Tr Core Moderate Alloc

ETFs
981
+ 11.48%
$41.55 - $46.04 $40.8K - $45.2K
9.53K $438K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
76
+ 0.93%
$44.64 - $55.3 $3.39K - $4.2K
8.24K $455K
Linde PLC
86
+ 0.29%
N/A
29.3K $0
Ishares Bitcoin Trust ETF
2.03K
+ 1.8%
N/A
115K $0
Pimco ETF Tr
1.53K
+ 60.23%
N/A
4.07K $0
NVO
Novo Nordisk A S

Healthcare
233
+ 0.28%
$58.08 - $81.05 $13.5K - $18.9K
83.1K $5.74M
LLY
Eli Lilly & CO

Healthcare
21
+ 0.23%
$713.71 - $898.95 $15K - $18.9K
9.06K $7.06M
XOM
Exxon Mobil Corp

Energy
100
+ 0.16%
$99.93 - $119.04 $9.99K - $11.9K
63K $6.79M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
80
+ 0.41%
$421.16 - $509.5 $33.7K - $40.8K
19.6K $8.74M
AAPL
Apple Inc.

Technology
84
+ 0.18%
$172.42 - $223.89 $14.5K - $18.8K
45.5K $9.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 0.52%
$483.48 - $539.8 $95.2K - $106K
38.3K $18.6M
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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