Litman Gregory Wealth Management LLC Purchases in Q3 2025

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
26.4K
+ 2.22%
$74.68 - $80.26 $1.97M - $2.12M
1.21M $97.3M
DGRO
Ishares Core Dividend Growth E

ETFs
40.5K
+ 8.87%
$64.12 - $68.08 $2.59M - $2.75M
497K $33.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
34.1K
+ 36.1%
$87.05 - $93.19 $2.97M - $3.18M
129K $12M
ZTS
Zoetis Inc.

Healthcare
22.4K
+ 289.17%
$141.13 - $159.19 $3.17M - $3.57M
30.2K $4.42M
VO
Vanguard Mid Cap ETF

ETFs
4.37K
+ 4.18%
$279.83 - $293.74 $1.22M - $1.28M
109K $32M
VTWO
Vanguard Russell 2000 ETF

ETFs
872
+ 0.82%
$86.92 - $99.32 $75.8K - $86.6K
107K $10.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.85K
+ 2.7%
$87.29 - $93.61 $423K - $454K
185K $17.2M
PFE
Pfizer Inc

Healthcare
44.4K
New
$23.29 - $25.88 $1.03M - $1.15M
44.4K $1.13M
AEP
American Electric Power CO Inc

Utilities
8.35K
New
$103.26 - $115.0 $862K - $960K
8.35K $939K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
18.4K
+ 10.52%
$39.58 - $40.74 $727K - $748K
193K $7.83M
KMB
Kimberly Clark Corp

Consumer Defensive
4.9K
New
$121.72 - $136.77 $596K - $670K
4.9K $609K
MRK
Merck & Co., Inc.

Healthcare
6.15K
New
$77.6 - $87.37 $477K - $537K
6.15K $516K
VZ
Verizon Communications Inc

Communication Services
9.92K
New
$40.84 - $45.06 $405K - $447K
9.92K $435K
BMY
Bristol Myers Squibb CO

Healthcare
7.54K
New
$43.31 - $48.98 $327K - $369K
7.54K $340K
DUK
Duke Energy Corp

Utilities
2.35K
New
$116.31 - $125.93 $274K - $296K
2.35K $291K
JPIE
J P Morgan Exchange Traded Fd
5.9K
New
$46.01 - $46.55 $271K - $275K
5.9K $273K
FNDF
Schwab Fundamental Intl Large

ETFs
4.98K
New
$39.84 - $43.15 $198K - $215K
4.98K $214K
VBR
Vanguard Small Cap Value ETF

ETFs
971
New
$195.41 - $212.37 $190K - $206K
971 $202K
CGDV
Capital Group Divid Value ETF

ETFs
2.69K
+ 8.38%
$39.59 - $42.21 $107K - $114K
34.8K $1.46M
VT
Vanguard Total World Stk Index

ETFs
154
+ 3.18%
$128.41 - $138.03 $19.8K - $21.3K
5K $689K
VNQ
Vanguard Specialized Funds Van

ETFs
155
+ 0.97%
$88.47 - $93.24 $13.7K - $14.5K
16.1K $1.47M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.01K
+ 3.13%
$37.14 - $37.85 $37.5K - $38.2K
33.2K $1.25M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
204
+ 4.64%
$48.5 - $50.19 $9.89K - $10.2K
4.6K $230K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
140
+ 1.81%
$46.86 - $48.27 $6.56K - $6.76K
7.88K $378K
Ssga Active Tr
9.06K
New
N/A
9.06K $0
Advisors Ser Tr
5.3K
New
N/A
5.3K $0
CPRT
Copart Inc

Consumer Cyclical
993
+ 0.59%
$44.6 - $49.97 $44.3K - $49.6K
169K $7.59M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.83K
+ 3.61%
$65.64 - $78.22 $448K - $534K
196K $13.1M
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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