Kondo Wealth Advisors, Inc. Incresed Positions in Q1 2025

Kondo Wealth Advisors, Inc.

  • $203 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
19.6K
+ 9.0%
$63.74 - $71.96 $1.25M - $1.41M
237K $16.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
30.9K
+ 9.27%
$57.44 - $59.4 $1.77M - $1.84M
364K $21.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
19.1K
+ 8.64%
$63.77 - $71.36 $1.22M - $1.36M
240K $16.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
18.6K
+ 8.05%
$46.74 - $47.55 $872K - $887K
250K $11.9B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13K
+ 8.06%
$48.43 - $49.9 $628K - $647K
174K $8.67B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.7K
+ 8.11%
$25.35 - $27.46 $752K - $814K
395K $10.5B
DWM
Wisdomtree Tr

ETFs
176
+ 0.98%
$52.19 - $59.86 $9.19K - $10.5K
18.2K $1.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 4.27%
$442.66 - $534.52 $15.9K - $19.2K
880 $469M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
324
+ 2.7%
$73.78 - $76.59 $23.9K - $24.8K
12.3K $945M
MSFT
Microsoft Corp

Technology
428
+ 17.22%
$375.39 - $447.2 $161K - $191K
2.91K $1.09B
NFLX
Netflix Inc

Communication Services
17
+ 5.92%
$828.4 - $1058.6 $14.1K - $18K
304 $283M
MA
Mastercard Inc

Financial Services
16
+ 3.95%
$504.67 - $576.31 $8.07K - $9.22K
421 $231M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.85%
$890.62 - $1076.86 $5.34K - $6.46K
330 $313M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 2.43%
$225.19 - $279.95 $7.21K - $8.96K
1.35K $331M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
101
+ 1.49%
$39.65 - $43.35 $4K - $4.38K
6.89K $290M
PG
Procter & Gamble CO

Consumer Defensive
65
+ 5.16%
$158.56 - $176.26 $10.3K - $11.5K
1.32K $226M
RWO
Spdr Dow Jones Global Real Est

ETFs
133
+ 2.65%
$41.41 - $45.24 $5.51K - $6.02K
5.15K $225M
META
Meta Platforms, Inc.

Communication Services
23
+ 3.22%
$576.36 - $736.67 $13.3K - $16.9K
738 $425M
SPGI
S&P Global Inc.

Financial Services
3
+ 0.64%
$478.26 - $543.77 $1.43K - $1.63K
475 $241M
BAC
Bank Of America Corp

Financial Services
77
+ 1.39%
$39.61 - $47.74 $3.05K - $3.68K
5.62K $235M
GOOGL
Alphabet Inc.

Communication Services
82
+ 4.22%
$154.33 - $206.19 $12.7K - $16.9K
2.02K $313M
GOOG
Alphabet Inc.

Communication Services
27
+ 1.38%
$156.06 - $207.71 $4.21K - $5.61K
1.99K $311M
AVGO
Broadcom Inc.

Technology
78
+ 6.48%
$167.43 - $244.7 $13.1K - $19.1K
1.28K $215M
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 17.84%
$222.15 - $428.22 $32K - $61.7K
951 $246M
DIS
Walt Disney CO

Communication Services
47
+ 0.65%
$96.87 - $114.0 $4.55K - $5.36K
7.23K $714M
AMZN
Amazon Com Inc

Consumer Cyclical
183
+ 3.56%
$190.26 - $242.06 $34.8K - $44.3K
5.33K $1.01B
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.9K
+ 4.84%
$120.29 - $134.6 $1.55M - $1.73M
279K $34B
AAPL
Apple Inc.

Technology
524
+ 4.55%
$209.68 - $247.1 $110K - $129K
12.1K $2.68B
AVUV
American Centy ETF Tr Avantis

ETFs
17.9K
+ 7.6%
$84.95 - $100.62 $1.52M - $1.8M
253K $22.1B
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 26 Reductions 25 Sold out 1 Options Calls 0 Puts 0
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