Kathleen S. Wright Associates Inc. Purchases in Q2 2025

Kathleen S. Wright Associates Inc.

  • $244 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.43K
+ 3.27%
$456.74 - $568.03 $655K - $814K
45.3K $25.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.92K
+ 9.86%
$243.75 - $303.93 $467K - $583K
21.4K $6.49M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.5K
+ 3.28%
$75.29 - $91.16 $189K - $228K
78.9K $7.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.64K
+ 4.7%
$100.35 - $100.71 $666K - $668K
148K $14.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.38K
+ 0.91%
$17.76 - $22.1 $42.3K - $52.6K
265K $5.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.05K
+ 40.52%
$114.78 - $133.31 $350K - $407K
10.6K $1.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.98K
+ 20.32%
$55.54 - $69.09 $221K - $275K
23.6K $1.63M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.11K
+ 60.03%
$65.84 - $80.81 $271K - $332K
11K $877K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.57K
+ 2.23%
N/A
164K $14M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.44K
+ 15.24%
$73.0 - $85.5 $178K - $208K
18.4K $1.55M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.07%
$498.8 - $620.9 $1.5K - $1.86K
4.56K $2.83M
GOOGL
Alphabet Inc.

Communication Services
200
+ 1.95%
$144.7 - $178.6 $28.9K - $35.7K
10.4K $1.84M
DFAX
Dimensional ETF Tr
4.08K
+ 10.06%
$23.37 - $29.39 $95.3K - $120K
44.6K $1.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.4K
+ 19.47%
$82.21 - $83.12 $197K - $199K
14.7K $1.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.51K
+ 2.41%
$85.42 - $94.39 $129K - $142K
63.9K $6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.61K
+ 56.99%
$29.12 - $35.84 $105K - $129K
9.95K $356K
HTRB
Hartford Fds Total Return Bd E

ETFs
3.07K
+ 3.09%
$33.14 - $34.12 $102K - $105K
102K $3.47M
IAU
Ishares Gold Trust

ETFs
924
+ 16.14%
$56.1 - $64.74 $51.8K - $59.8K
6.65K $414K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
672
+ 56.95%
$96.84 - $99.46 $65.1K - $66.8K
1.85K $183K
NVDA
Nvidia Corp

Technology
159
+ 39.36%
$94.31 - $157.99 $15K - $25.1K
563 $88K
XLF
Financial Sector Spdr

ETFs
4
+ 0.03%
$43.92 - $52.37 $176 - $209
14.8K $776K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
327
New
$73.02 - $90.22 $23.9K - $29.5K
327 $29K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.26K
+ 117.21%
$20.99 - $23.93 $26.4K - $30.2K
2.34K $54K
VTV
Vanguard Value ETF

ETFs
22
+ 0.39%
$153.67 - $176.74 $3.38K - $3.89K
5.73K $1.01M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
37
+ 0.31%
$16.89 - $21.2 $625 - $784
12K $254K
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 10.08%
$221.86 - $362.89 $5.32K - $8.71K
262 $83K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8
+ 0.24%
$86.58 - $104.98 $693 - $840
3.33K $349K
AMAT
Applied Materials Inc

Technology
1
+ 0.18%
$126.95 - $183.52 $127 - $184
554 $101K
VDE
Vanguard Energy ETF

ETFs
200
+ 25.0%
$105.87 - $130.56 $21.2K - $26.1K
1K $119K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
99
New
$108.06 - $135.3 $10.7K - $13.4K
99 $13K
BA
Boeing CO

Industrials
64
New
$136.59 - $217.51 $8.74K - $13.9K
64 $13K
SCHX
Schwab Strategic Tr Us Large C

ETFs
58
+ 1.28%
$19.6 - $24.44 $1.14K - $1.42K
4.58K $111K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
220
+ 2.29%
$50.36 - $50.68 $11.1K - $11.1K
9.81K $497K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
323
New
$30.87 - $39.17 $9.97K - $12.7K
323 $12K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.32%
$206.34 - $257.46 $413 - $515
625 $159K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
96
New
$101.97 - $126.75 $9.79K - $12.2K
96 $12K
FNB
Fnb Corp

Financial Services
356
+ 17.86%
$11.48 - $14.58 $4.09K - $5.19K
2.35K $34K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.61%
$211.12 - $274.14 $211 - $274
164 $44K
PRNDY
Pernod Ricard S A

Consumer Defensive
150
+ 6.0%
$18.92 - $22.21 $2.84K - $3.33K
2.65K $53K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
100
+ 2.13%
$97.38 - $108.84 $9.74K - $10.9K
4.79K $475K
HST
Host Hotels & Resorts, Inc.

Real Estate
8
+ 1.4%
$12.7 - $16.07 $102 - $129
581 $8K
Ishares Bitcoin Trust ETF
100
New
N/A
100 $0
Vanguard Wellington Fd
5.1K
+ 52.04%
N/A
14.9K $0
2023 ETF Series Trust Ii
1.81K
+ 804.44%
N/A
2.04K $0
Rbb Fund Trust
1K
New
N/A
1K $0
ROSC
Hartford Multifactor Small Cap
14
+ 0.29%
N/A
4.83K $0
Dimensional ETF Trust
2.96K
+ 23.53%
N/A
15.6K $0
JNJ
Johnson & Johnson

Healthcare
227
+ 3.12%
$146.36 - $159.82 $33.2K - $36.3K
7.5K $1.15M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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