Latko Wealth Management, Ltd. Purchases in Q2 2025

Latko Wealth Management, Ltd.

  • $178 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.9K
+ 3.99%
$498.8 - $620.9 $1.45M - $1.8M
75.7K $47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.33K
+ 4.04%
$171.4 - $227.1 $743K - $984K
112K $25.4M
VGT
Vanguard Information Technolog

ETFs
3K
+ 119.79%
$470.37 - $663.28 $1.41M - $1.99M
5.51K $3.65M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.62K
+ 2.54%
$376.48 - $440.65 $610K - $714K
65.4K $28.8M
AMZN
Amazon Com Inc

Consumer Cyclical
4.29K
+ 365.45%
$167.32 - $223.3 $718K - $959K
5.47K $1.2M
VUG
Vanguard Growth ETF

ETFs
170
+ 1.53%
$329.49 - $438.4 $56K - $74.5K
11.3K $4.95M
NVDA
Nvidia Corp

Technology
4.87K
New
$94.31 - $157.99 $459K - $769K
4.87K $769K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.68K
+ 9.47%
$90.56 - $109.49 $424K - $512K
54.1K $5.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 10.01%
$22.27 - $29.21 $233K - $306K
115K $3.36M
VO
Vanguard Mid Cap ETF

ETFs
785
+ 3.73%
$228.54 - $279.83 $179K - $220K
21.8K $6.11M
AAPL
Apple Inc.

Technology
3.09K
+ 25.29%
$172.42 - $223.89 $533K - $693K
15.3K $3.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.06K
+ 39.09%
$82.21 - $83.12 $416K - $421K
18K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
280
+ 7.02%
$456.74 - $568.03 $128K - $159K
4.27K $2.42M
MSFT
Microsoft Corp

Technology
403
+ 51.53%
$354.56 - $497.45 $143K - $200K
1.19K $590K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.9K
+ 7.71%
$24.32 - $27.87 $872K - $999K
501K $13.3M
V
Visa Inc.

Financial Services
611
New
$308.27 - $373.31 $188K - $228K
611 $217K
APH
Amphenol Corp

Technology
2.15K
New
$59.09 - $98.75 $127K - $213K
2.15K $213K
INTU
Intuit Inc

Technology
1
+ 0.16%
$544.07 - $787.63 $544 - $788
642 $506K
DIS
Walt Disney CO

Communication Services
120
+ 5.43%
$81.72 - $124.01 $9.81K - $14.9K
2.33K $289K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
376
+ 6.39%
$51.16 - $62.02 $19.2K - $23.3K
6.26K $388K
CRM
Salesforce, Inc.

Technology
54
+ 2.69%
$236.26 - $291.15 $12.8K - $15.7K
2.06K $561K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
91
+ 1.43%
$75.05 - $77.34 $6.83K - $7.04K
6.45K $499K
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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