Instrumental Wealth, LLC Purchases in Q2 2025

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
3.74K
+ 2.61%
$82.96 - $110.1 $311K - $412K
147K $16.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.7K
+ 6.29%
$51.16 - $62.02 $905K - $1.1M
299K $18.7B
IVE
Ishares S&P 500 Value ETF

ETFs
1.38K
+ 2.24%
$168.34 - $195.42 $232K - $269K
62.8K $12.3B
IVV
Ishares Core S&P 500 ETF

ETFs
129
+ 0.91%
$498.8 - $620.9 $64.3K - $80.1K
14.3K $8.95B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.15K
+ 3.28%
$152.93 - $181.74 $176K - $210K
36.4K $6.62B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.51K
+ 1.07%
$47.46 - $55.3 $71.7K - $83.5K
143K $7.92B
IEFA
Ishares Tr

ETFs
2.39K
+ 2.3%
$67.83 - $84.09 $162K - $201K
106K $8.73B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.42K
+ 2.27%
$32.0 - $39.87 $77.3K - $96.4K
109K $4.39B
Tidal Tr Ii
27.1K
+ 61.63%
N/A
71.1K $1.59B
SNV
Synovus Financial Corp

Financial Services
8.56K
New
$38.27 - $51.75 $328K - $443K
8.56K $450M
MSFT
Microsoft Corp

Technology
42
+ 1.39%
$354.56 - $497.45 $14.9K - $20.9K
3.06K $1.55B
Ishares Tr
11.2K
+ 3.14%
N/A
367K $9.37B
Slide Ins Hldgs Inc
14.7K
New
N/A
14.7K $272M
ORCL
Oracle Corp

Technology
969
New
$122.82 - $218.63 $119K - $212K
969 $228M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
778
New
$179.95 - $278.88 $140K - $217K
778 $226M
COIN
Coinbase Global, Inc.

Technology
581
New
$151.47 - $375.07 $88K - $218K
581 $225M
FENY
Fidelity Covington Tr Msci Ene

ETFs
8.7K
New
$20.83 - $25.75 $181K - $224K
8.7K $209M
AVGO
Broadcom Inc.

Technology
118
+ 7.09%
$146.29 - $275.65 $17.3K - $32.5K
1.78K $501M
Amplify ETF Tr
363
+ 3.29%
N/A
11.4K $954M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.11%
$272.36 - $339.57 $1.09K - $1.36K
3.49K $1.19B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
88
+ 3.16%
$139.8 - $197.22 $12.3K - $17.4K
2.88K $578M
ICLN
Ishares

ETFs
3.91K
+ 10.94%
$10.56 - $13.31 $41.3K - $52.1K
39.7K $536M
Fidelity Wise Origin Bitcoin
125
+ 2.93%
N/A
4.4K $447M
GOOG
Alphabet Inc.

Communication Services
84
+ 2.39%
$146.58 - $180.01 $12.3K - $15.1K
3.6K $659M
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 4.69%
$210.28 - $289.91 $13.2K - $18.3K
1.41K $403M
IWY
Ishares Tr Russell 200 Growth

ETFs
56
+ 3.69%
$187.5 - $246.51 $10.5K - $13.8K
1.57K $393M
IBDV
Ishares Tr

Technology
2.42K
+ 2.69%
$21.28 - $21.98 $51.4K - $53.1K
92.3K $2.01B
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 3.58%
$221.86 - $362.89 $10.9K - $17.8K
1.42K $440M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.07K
+ 2.69%
$24.94 - $25.42 $51.6K - $52.5K
78.9K $1.99B
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.41K
+ 5.92%
$11.71 - $13.88 $16.5K - $19.6K
25.3K $353M
SYK
Stryker Corp

Healthcare
9
+ 0.55%
$337.37 - $395.63 $3.04K - $3.56K
1.65K $646M
NFLX
Netflix Inc

Communication Services
4
+ 1.61%
$855.86 - $1339.13 $3.42K - $5.36K
252 $318M
XOM
Exxon Mobil Corp

Energy
180
+ 3.88%
$99.93 - $119.04 $18K - $21.4K
4.82K $544M
CMF
Ishares California Muni Bond E

ETFs
330
+ 2.62%
$54.52 - $56.7 $18K - $18.7K
12.9K $717M
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 8.57%
$335.24 - $380.78 $16.1K - $18.3K
608 $218M
V
Visa Inc.

Financial Services
11
+ 1.36%
$308.27 - $373.31 $3.39K - $4.11K
817 $284M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
386
+ 2.44%
$22.4 - $23.8 $8.65K - $9.19K
16.2K $381M
PFF
Ishares Trust Ishares Pfd And

ETFs
117
+ 1.3%
$29.0 - $30.68 $3.39K - $3.59K
9.11K $282M
WMT
Walmart Inc.

Consumer Defensive
91
+ 3.93%
$81.79 - $99.98 $7.44K - $9.1K
2.41K $230M
MRK
Merck & Co., Inc.

Healthcare
141
+ 4.6%
$73.47 - $87.12 $10.4K - $12.3K
3.21K $261M
MA
Mastercard Inc

Financial Services
1
+ 0.23%
$479.92 - $590.74 $480 - $591
427 $235M
KO
Coca Cola CO

Consumer Defensive
282
+ 5.83%
$68.37 - $73.9 $19.3K - $20.8K
5.12K $355M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
268
+ 2.26%
$12.71 - $14.52 $3.41K - $3.89K
12.1K $167M
MUB
Ishares National Muni Bond ETF

ETFs
12
+ 0.23%
$102.31 - $105.8 $1.23K - $1.27K
5.12K $531M
LLY
Eli Lilly & CO

Healthcare
25
+ 7.79%
$713.71 - $898.95 $17.8K - $22.5K
346 $267M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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