Litman Gregory Wealth Management LLC Purchases and Sells in Q3 2025

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025

Top Buys

Incresed Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
26.4K
+ 2.22%
$74.68 - $80.26 $1.97M - $2.12M
1.21M $97.3M
40.5K
+ 8.87%
$64.12 - $68.08 $2.59M - $2.75M
497K $33.8M
34.1K
+ 36.1%
$87.05 - $93.19 $2.97M - $3.18M
129K $12M
22.4K
+ 289.17%
$141.13 - $159.19 $3.17M - $3.57M
30.2K $4.42M
4.37K
+ 4.18%
$279.83 - $293.74 $1.22M - $1.28M
109K $32M
872
+ 0.82%
$86.92 - $99.32 $75.8K - $86.6K
107K $10.4M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
44.4K
New
$23.29 - $25.88 $1.03M - $1.15M
44.4K $1.13M
8.35K
New
$103.26 - $115.0 $862K - $960K
8.35K $939K
4.9K
New
$121.72 - $136.77 $596K - $670K
4.9K $609K
6.15K
New
$77.6 - $87.37 $477K - $537K
6.15K $516K
9.92K
New
$40.84 - $45.06 $405K - $447K
9.92K $435K
7.54K
New
$43.31 - $48.98 $327K - $369K
7.54K $340K
View all

Top Sells

Reduced Positions

71 operations
Stock Shares change Price Range Shares Held Trade History
-152K
- 20.27%
$30.02 - $30.29 $4.55M - $4.59M
597K $18.1M
-4.32K
- 81.33%
$420.11 - $472.68 $1.81M - $2.04M
991 $464K
-7.32K
- 30.93%
$237.77 - $353.61 $1.74M - $2.59M
16.3K $5.64M
-6.11K
- 17.6%
$138.59 - $171.12 $847K - $1.05M
28.6K $4.03M
-35
- 1.43%
$5364.25 - $5815.92 $188K - $204K
2.42K $13.1M
-1.54K
- 3.65%
$156.97 - $182.84 $241K - $281K
40.5K $6.45M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
SPDR S&P 500 ETF TR
2.8K
New
N/A
2.8K $0
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 0
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