Libra Wealth LLC Purchases in Q2 2025

Libra Wealth LLC

  • $301 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
186K
+ 29.35%
$17.76 - $22.1 $3.3M - $4.1M
819K $18.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
173K
+ 29.36%
$19.1 - $23.83 $3.3M - $4.12M
761K $18.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
50.6K
+ 19.36%
$44.8 - $53.97 $2.27M - $2.73M
312K $16.8M
NVDA
Nvidia Corp

Technology
618
+ 1.1%
$94.31 - $157.99 $58.3K - $97.6K
57K $9M
VGIT
Vanguard Intermediate Term Tre

ETFs
35.8K
+ 4.05%
$58.63 - $59.9 $2.1M - $2.14M
919K $55M
AAPL
Apple Inc.

Technology
14.1K
+ 56.06%
$172.42 - $223.89 $2.42M - $3.15M
39.1K $8.03M
NFLX
Netflix Inc

Communication Services
55
+ 1.05%
$855.86 - $1339.13 $47.1K - $73.7K
5.29K $7.09M
MSFT
Microsoft Corp

Technology
412
+ 3.8%
$354.56 - $497.45 $146K - $205K
11.3K $5.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 22.72%
$496.48 - $617.85 $643K - $801K
7K $4.32M
AVDV
American Centy ETF Tr Avantis

ETFs
390
+ 0.34%
$61.76 - $79.32 $24.1K - $30.9K
114K $9.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
589
+ 1.44%
$108.12 - $135.04 $63.7K - $79.5K
41.5K $5.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.27K
New
$54.19 - $67.22 $448K - $556K
8.27K $555K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.54K
New
$108.06 - $135.3 $383K - $480K
3.54K $479K
VTV
Vanguard Value ETF

ETFs
2.18K
+ 67.59%
$153.67 - $176.74 $335K - $385K
5.4K $954K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.53K
New
$187.5 - $246.51 $286K - $376K
1.53K $375K
XLK
Technology Sector Spdr

ETFs
975
+ 97.5%
$179.73 - $253.23 $175K - $247K
1.98K $500K
MUB
Ishares National Muni Bond ETF

ETFs
2.57K
New
$102.31 - $105.8 $263K - $272K
2.57K $268K
AMZN
Amazon Com Inc

Consumer Cyclical
616
+ 14.34%
$167.32 - $223.3 $103K - $138K
4.91K $1.08M
GOOG
Alphabet Inc.

Communication Services
640
+ 10.44%
$146.58 - $180.01 $93.8K - $115K
6.77K $1.2M
CNXC
Concentrix Corp

Technology
4.58K
New
$45.73 - $57.88 $210K - $265K
4.58K $242K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.25K
New
$152.93 - $181.74 $191K - $227K
1.25K $227K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.53K
New
$24.32 - $27.87 $207K - $238K
8.53K $225K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.53K
New
$65.84 - $80.81 $166K - $204K
2.53K $202K
META
Meta Platforms, Inc.

Communication Services
134
+ 27.86%
$484.66 - $738.09 $64.9K - $98.9K
615 $453K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.74%
$456.74 - $568.03 $9.59K - $11.9K
2.87K $1.63M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.39K
+ 29.13%
$73.02 - $90.22 $101K - $125K
6.15K $548K
IBM
International Business Machines Corp

Technology
80
+ 2.93%
$221.03 - $294.78 $17.7K - $23.6K
2.81K $828K
QQQ
Invesco Qqq Trust, Series 1

ETFs
84
+ 7.72%
$416.06 - $551.64 $34.9K - $46.3K
1.17K $646K
INTU
Intuit Inc

Technology
26
+ 4.75%
$544.07 - $787.63 $14.1K - $20.5K
573 $451K
GOOGL
Alphabet Inc.

Communication Services
150
+ 4.84%
$144.7 - $178.6 $21.7K - $26.8K
3.25K $572K
VB
Vanguard Small Cap ETF

ETFs
154
+ 4.17%
$193.73 - $237.37 $29.8K - $36.6K
3.84K $910K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
916
+ 14.27%
$39.89 - $49.46 $36.5K - $45.3K
7.33K $362K
AXP
American Express CO

Financial Services
10
+ 0.8%
$231.39 - $318.98 $2.31K - $3.19K
1.26K $400K
ADI
Analog Devices Inc

Technology
10
+ 0.59%
$164.6 - $238.02 $1.65K - $2.38K
1.7K $405K
CSCO
Cisco Systems, Inc.

Technology
378
+ 9.53%
$53.19 - $69.38 $20.1K - $26.2K
4.34K $301K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 5.67%
$908.13 - $1056.85 $20K - $23.3K
410 $405K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$162.76 - $195.77 $163 - $196
3.63K $707K
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 4.3%
$335.24 - $380.78 $24.5K - $27.8K
1.77K $648K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 12.6%
$483.48 - $539.8 $31.9K - $35.6K
590 $286K
Fidelity Wise Origin Bitcoin
14K
+ 51.09%
N/A
41.5K $0
ABBV
Abb Vie Inc.

Healthcare
75
+ 3.1%
$170.16 - $206.27 $12.8K - $15.5K
2.49K $462K
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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