Kathleen S. Wright Associates Inc. Purchases in Q1 2025

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
15.8K
+ 12.57%
$100.34 - $100.68 $1.58M - $1.59M
141K $14.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.99K
+ 12.84%
$507.05 - $563.67 $2.53M - $2.81M
43.8K $22.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.51K
+ 3.4%
$78.97 - $85.82 $198K - $215K
76.4K $6.34M
MSFT
Microsoft Corp

Technology
1.21K
+ 175.4%
$375.39 - $447.2 $455K - $542K
1.9K $714K
SUB
Ishares Short Term National Mu

ETFs
3.2K
+ 3479.35%
$105.3 - $106.24 $337K - $340K
3.29K $347K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.78K
+ 2.42%
N/A
160K $13.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
103
+ 0.17%
$87.68 - $94.52 $9.03K - $9.74K
62.4K $5.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.89K
+ 10.94%
$71.17 - $73.66 $206K - $213K
29.3K $2.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.27K
+ 6.95%
$58.01 - $64.46 $73.8K - $82.1K
19.6K $1.22M
HTRB
Hartford Fds Total Return Bd E

ETFs
2.29K
+ 2.36%
$33.03 - $34.09 $75.5K - $78K
99.3K $3.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
846
+ 12.66%
$126.11 - $135.06 $107K - $114K
7.53K $971K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.25K
+ 5.63%
$25.35 - $27.46 $82.3K - $89.2K
60.9K $1.61M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
20
+ 0.43%
$80.4 - $103.55 $1.61K - $2.07K
4.69K $474K
CSGP
Costar Group, Inc.

Real Estate
100
+ 1.88%
$69.29 - $80.37 $6.93K - $8.04K
5.43K $430K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.67K
+ 11.43%
$57.21 - $65.8 $95.4K - $110K
16.3K $948K
NVDA
Nvidia Corp

Technology
254
+ 169.33%
$106.98 - $149.43 $27.2K - $38K
404 $43K
XLF
Financial Sector Spdr

ETFs
4
+ 0.03%
$47.32 - $52.19 $189 - $209
14.8K $737K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
180
+ 18.0%
$95.85 - $99.25 $17.3K - $17.9K
1.18K $116K
SCHW
Schwab Charles Corp

Financial Services
100
+ 3.45%
$71.24 - $83.64 $7.12K - $8.36K
3K $234K
VDE
Vanguard Energy ETF

ETFs
100
+ 14.29%
$119.14 - $132.76 $11.9K - $13.3K
800 $103K
IXUS
Ishares Tr

ETFs
230
New
$65.06 - $72.31 $15K - $16.6K
230 $16K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
190
+ 10.5%
$48.65 - $53.06 $9.24K - $10.1K
2K $103K
MUB
Ishares National Muni Bond ETF

ETFs
109
+ 5.19%
$104.71 - $107.69 $11.4K - $11.7K
2.21K $233K
VV
Vanguard Large Cap ETF

ETFs
66
+ 7.72%
$253.32 - $282.66 $16.7K - $18.7K
921 $236K
VEA
Vanguard Ftse Developed Market

ETFs
40
+ 6.61%
$47.4 - $52.99 $1.9K - $2.12K
645 $32K
META
Meta Platforms, Inc.

Communication Services
7
+ 8.86%
$576.36 - $736.67 $4.03K - $5.16K
86 $49K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.32%
$227.69 - $259.76 $455 - $520
623 $147K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.08%
N/A
3.58K $652K
Vanguard Wellington Fd
3.4K
+ 53.13%
N/A
9.8K $0
HAS
Hasbro, Inc.

Consumer Cyclical
1
+ 16.67%
$56.16 - $69.06 $56.2 - $69.1
7 $0
Tidal ETF Tr
49
New
N/A
49 $0
Grayscale Bitcoin Mini Tr Et
485
+ 373.08%
N/A
615 $0
Dimensional ETF Trust
46
+ 0.37%
N/A
12.6K $0
Sandisk Corp
205
New
N/A
205 $0
ROSC
Hartford Multifactor Small Cap
13
+ 0.27%
N/A
4.81K $0
VIACA
Paramount Global

Communication Services
2
+ 33.33%
N/A
8 $0
MAT
Mattel Inc

Consumer Cyclical
5
+ 27.78%
$17.73 - $21.94 $88.7 - $110
23 $0
NWL
Newell Brands Inc.

Consumer Defensive
81
+ 426.32%
$6.2 - $10.66 $502 - $863
100 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
7
+ 1.24%
$14.21 - $17.45 $99.5 - $122
573 $8K
AFRM
Affirm Holdings, Inc.

Technology
1.05K
+ 31.46%
$43.7 - $80.98 $45.8K - $84.8K
4.38K $197K
AMAT
Applied Materials Inc

Technology
1
+ 0.18%
$145.06 - $195.51 $145 - $196
553 $80K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8
+ 0.24%
$96.85 - $111.39 $775 - $891
3.32K $327K
TGT
Target Corp

Consumer Defensive
40
+ 4.17%
$103.65 - $142.5 $4.15K - $5.7K
1K $104K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 9.17%
$222.15 - $428.22 $4.44K - $8.56K
238 $61K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 0.95%
$102.49 - $119.96 $5.12K - $6K
5.33K $557K
VTI
Vanguard Total Stock Market Et

ETFs
820
+ 4.4%
$271.18 - $303.12 $222K - $249K
19.5K $5.35M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.52K
+ 3.12%
$59.61 - $66.71 $90.4K - $101K
50.1K $3.03M
VO
Vanguard Mid Cap ETF

ETFs
49
+ 0.15%
$251.87 - $277.95 $12.3K - $13.6K
31.8K $8.22M
VB
Vanguard Small Cap ETF

ETFs
107
+ 0.74%
$217.89 - $252.64 $23.3K - $27K
14.6K $3.24M
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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