Instrumental Wealth, LLC Purchases and Sells in Q2 2025

Instrumental Wealth, LLC

$126 Billion
Q2 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	3.74K + 2.61%	$82.96 - $110.1 $311K - $412K	147K $16.4B
IJH	17.7K + 6.29%	$51.16 - $62.02 $905K - $1.1M	299K $18.7B
IVE	1.38K + 2.24%	$168.34 - $195.42 $232K - $269K	62.8K $12.3B
IVV	129 + 0.91%	$498.8 - $620.9 $64.3K - $80.1K	14.3K $8.95B
RSP	1.15K + 3.28%	$152.93 - $181.74 $176K - $210K	36.4K $6.62B
COWZ	1.51K + 1.07%	$47.46 - $55.3 $71.7K - $83.5K	143K $7.92B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNV	8.56K New	$38.27 - $51.75 $328K - $443K	8.56K $450M
SLIDE INS HLDGS INC	14.7K New	N/A	14.7K $272M
ORCL	969 New	$122.82 - $218.63 $119K - $212K	969 $228M
SMH	778 New	$179.95 - $278.88 $140K - $217K	778 $226M
COIN	581 New	$151.47 - $375.07 $88K - $218K	581 $225M
FENY	8.7K New	$20.83 - $25.75 $181K - $224K	8.7K $209M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-1 - 0.13%	$483.48 - $539.8 $483 - $540	788 $370M
AAPL	-214 - 2.54%	$172.42 - $223.89 $36.9K - $47.9K	8.2K $1.71B
CVX	-164 - 6.94%	$133.73 - $168.51 $21.9K - $27.6K	2.2K $332M
ICOW	-496 - 4.65%	$27.79 - $34.16 $13.8K - $16.9K	10.2K $345M
VWO	-215 - 4.39%	$39.89 - $49.46 $8.58K - $10.6K	4.69K $234M
SPY	-6 - 0.92%	$496.48 - $617.85 $2.98K - $3.71K	645 $401M

Activity Summary All Purchases 46 New Holdings 6 Increased Positions 40 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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