Litman Gregory Wealth Management LLC Purchases in Q1 2025

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
871K
New
$57.21 - $65.8 $49.8M - $57.3M
871K $50.8M
VO
Vanguard Mid Cap ETF

ETFs
34.4K
+ 1117.36%
$251.87 - $277.95 $8.67M - $9.57M
37.5K $9.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
172K
+ 24.41%
$29.82 - $30.1 $5.12M - $5.16M
874K $26.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
124K
New
$38.41 - $44.06 $4.76M - $5.46M
124K $4.84M
URI
United Rentals, Inc.

Industrials
5.94K
New
$594.17 - $789.56 $3.53M - $4.69M
5.94K $3.73M
ODFL
Old Dominion Freight Line, Inc.

Industrials
20.4K
+ 192.25%
$161.13 - $209.29 $3.29M - $4.28M
31.1K $5.14M
DGRO
Ishares Core Dividend Growth E

ETFs
44.1K
+ 12.58%
$60.46 - $64.42 $2.67M - $2.84M
395K $24.4M
SPGI
S&P Global Inc.

Financial Services
2.74K
+ 26.81%
$478.26 - $543.77 $1.31M - $1.49M
12.9K $6.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.12K
+ 223.96%
$468.34 - $539.52 $1.46M - $1.68M
4.52K $2.12M
UNH
Unitedhealth Group Inc

Healthcare
1.53K
+ 5.89%
$461.52 - $548.18 $708K - $841K
27.6K $14.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
100
+ 3.65%
$1187.71 - $1432.58 $119K - $143K
2.84K $4.07M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
34K
+ 161.46%
$21.49 - $22.24 $731K - $756K
55.1K $1.22M
NEAR
Blackrock Short Maturity Bond

ETFs
11.6K
New
$50.4 - $50.89 $585K - $591K
11.6K $590K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.73K
+ 30.51%
$169.43 - $182.84 $462K - $499K
11.7K $2.02M
AEE
Ameren Corp

Utilities
3.65K
New
$86.87 - $103.67 $317K - $378K
3.65K $366K
VNQ
Vanguard Specialized Funds Van

ETFs
3.13K
+ 26.61%
$85.55 - $94.34 $268K - $295K
14.9K $1.35M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.06K
+ 4.83%
$32.74 - $36.2 $133K - $147K
88K $3.08M
FSLR
First Solar, Inc.

Technology
1.93K
New
$126.34 - $197.73 $243K - $381K
1.93K $243K
CDW
Cdw Corp

Technology
4.7K
+ 12.63%
$160.26 - $206.13 $752K - $968K
41.9K $6.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
869
+ 9.29%
$551.42 - $612.93 $479K - $533K
10.2K $5.72M
LLY
Eli Lilly & CO

Healthcare
250
New
$725.72 - $929.72 $181K - $232K
250 $206K
POOL
Pool Corp

Industrials
1.26K
+ 13.32%
$314.92 - $364.31 $397K - $459K
10.7K $3.41M
SCHO
Schwab Short Term Us Treasury

ETFs
3.21K
+ 32.08%
$24.1 - $24.34 $77.4K - $78.1K
13.2K $321K
VTV
Vanguard Value ETF

ETFs
1
+ 0.01%
$167.73 - $179.21 $168 - $179
19.4K $3.35M
NVDA
Nvidia Corp

Technology
1.15K
+ 34.48%
$106.98 - $149.43 $123K - $172K
4.49K $486K
VT
Vanguard Total World Stk Index

ETFs
324
+ 7.53%
$115.08 - $123.97 $37.3K - $40.2K
4.62K $536K
VIG
Vanguard Dividend Appreciation

ETFs
150
+ 0.38%
N/A
39.2K $7.14M
AMD
Advanced Micro Devices Inc

Technology
550
+ 30.1%
$96.63 - $129.55 $53.1K - $71.3K
2.38K $244K
EW
Edwards Lifesciences Corp

Healthcare
3.69K
+ 2.34%
$67.95 - $76.19 $251K - $281K
162K $11.7M
FNDX
Schwab Fundamental U S Large C

ETFs
607
+ 3.34%
$23.03 - $25.01 $14K - $15.2K
18.8K $443K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66
+ 0.61%
$27.01 - $28.54 $1.78K - $1.88K
10.8K $303K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8
+ 0.02%
$36.63 - $37.45 $293 - $300
32.2K $1.18M
Proshares Tr
9.38K
New
N/A
9.38K $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
95
+ 3.07%
$120.24 - $134.3 $11.4K - $12.8K
3.19K $389K
VOTE
Engine No 1 ETF Tr

ETFs
2.24K
+ 1.15%
$64.6 - $72.12 $145K - $162K
197K $12.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 0.8%
$4295.4 - $5141.88 $85.9K - $103K
2.52K $11.6M
GOOG
Alphabet Inc.

Communication Services
4.11K
+ 6.16%
$156.06 - $207.71 $642K - $854K
70.8K $11.1M
MSFT
Microsoft Corp

Technology
13
+ 0.03%
$375.39 - $447.2 $4.88K - $5.81K
41.1K $15.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.92K
+ 4.97%
$65.15 - $91.81 $581K - $819K
188K $12.3M
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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