Litman Gregory Wealth Management LLC Reduced Holdings in Q3 2025

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-152K
- 20.27%
$30.02 - $30.29 $4.55M - $4.59M
597K $18.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.32K
- 81.33%
$420.11 - $472.68 $1.81M - $2.04M
991 $464K
UNH
Unitedhealth Group Inc

Healthcare
-7.32K
- 30.93%
$237.77 - $353.61 $1.74M - $2.59M
16.3K $5.64M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-6.11K
- 17.6%
$138.59 - $171.12 $847K - $1.05M
28.6K $4.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-35
- 1.43%
$5364.25 - $5815.92 $188K - $204K
2.42K $13.1M
CDW
Cdw Corp

Technology
-1.54K
- 3.65%
$156.97 - $182.84 $241K - $281K
40.5K $6.45M
EW
Edwards Lifesciences Corp

Healthcare
-11.7K
- 8.06%
$73.75 - $81.83 $860K - $955K
133K $10.4M
TSCO
Tractor Supply CO

Consumer Cyclical
-32.9K
- 13.91%
$54.08 - $62.65 $1.78M - $2.06M
204K $11.6M
V
Visa Inc.

Financial Services
-382
- 0.8%
$332.09 - $358.86 $127K - $137K
47.3K $16.2M
META
Meta Platforms, Inc.

Communication Services
-729
- 2.79%
$695.21 - $791.73 $507K - $577K
25.4K $18.7M
SPGI
S&P Global Inc.

Financial Services
-103
- 0.8%
$484.94 - $564.15 $49.9K - $58.1K
12.7K $6.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-38.7K
- 5.79%
$62.09 - $66.51 $2.4M - $2.57M
629K $41M
IEF
Ishares Barclays

ETFs
-2.83K
- 4.15%
$93.91 - $97.26 $265K - $275K
65.2K $6.29M
IEMG
Ishares Inc

ETFs
-3.88K
- 0.55%
N/A
696K $37.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-16.9K
- 10.61%
$41.34 - $45.65 $697K - $769K
142K $6.4M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-7.62K
- 13.81%
$21.91 - $22.57 $167K - $172K
47.6K $1.07M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.41K
- 6.52%
$26.44 - $27.1 $143K - $147K
77.6K $2.09M
ADP
Automatic Data Processing Inc

Industrials
-200
- 5.09%
$288.69 - $310.94 $57.7K - $62.2K
3.73K $1.1M
TPL
Texas Pacific Land Corp

Energy
-25
- 4.72%
$854.83 - $1075.97 $21.4K - $26.9K
505 $471K
VB
Vanguard Small Cap ETF

ETFs
-391
- 20.01%
$237.58 - $259.17 $92.9K - $101K
1.56K $397K
AMZN
Amazon Com Inc

Consumer Cyclical
-170
- 3.96%
$211.65 - $238.24 $36K - $40.5K
4.13K $905K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-390
- 2.6%
$97.75 - $100.75 $38.1K - $39.3K
14.6K $1.46M
T
At&T Inc.

Communication Services
-250
- 1.22%
$26.94 - $29.62 $6.74K - $7.41K
20.2K $569K
SCHO
Schwab Short Term Us Treasury

ETFs
-540
- 4.03%
$24.23 - $24.42 $13.1K - $13.2K
12.9K $314K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-260
- 6.5%
$75.26 - $80.19 $19.6K - $20.8K
3.74K $298K
VIG
Vanguard Dividend Appreciation

ETFs
-45
- 0.11%
N/A
39.7K $7.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-625
- 5.73%
$26.38 - $27.95 $16.5K - $17.5K
10.3K $280K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-675
- 5.93%
$64.75 - $69.05 $43.7K - $46.6K
10.7K $738K
TD
Toronto Dominion Bank

Financial Services
-325
- 9.77%
$72.55 - $79.95 $23.6K - $26K
3K $239K
XLP
Consumer Staples Sector Spdr

ETFs
-53
- 1.67%
N/A
3.11K $236K
FSLR
First Solar, Inc.

Technology
-500
- 25.97%
$160.84 - $223.53 $80.4K - $112K
1.43K $314K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-221
- 2.37%
$43.76 - $46.12 $9.67K - $10.2K
9.11K $419K
WMT
Walmart Inc.

Consumer Defensive
-60
- 2.16%
$94.4 - $104.27 $5.66K - $6.26K
2.72K $280K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-77
- 1.94%
$62.54 - $68.42 $4.82K - $5.27K
3.89K $262K
XLE
Energy Sector Spdr

ETFs
-46
- 0.9%
$84.25 - $91.99 $3.88K - $4.23K
5.04K $450K
AMD
Advanced Micro Devices Inc

Technology
-127
- 5.97%
$134.8 - $184.42 $17.1K - $23.4K
2K $323K
DFIV
Dimensional ETF Tr

ETFs
-66
- 0.81%
$42.66 - $46.53 $2.82K - $3.07K
8.08K $372K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-765
- 3.54%
$25.29 - $28.33 $19.3K - $21.7K
20.9K $582K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7.5K
- 8.74%
$39.06 - $43.42 $293K - $326K
78.3K $3.4M
USB
Us Bancorp \De\

Financial Services
-538
- 2.14%
$43.94 - $50.41 $23.6K - $27.1K
24.6K $1.19M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-145
- 1.09%
$94.17 - $99.95 $13.7K - $14.5K
13.2K $1.31M
NVDA
Nvidia Corp

Technology
-60
- 2.34%
$153.3 - $186.58 $9.2K - $11.2K
2.5K $466K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-265
- 5.86%
$546.99 - $602.2 $145K - $160K
4.26K $2.56M
POOL
Pool Corp

Industrials
-430
- 3.8%
$292.13 - $333.62 $126K - $143K
10.9K $3.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-66
- 0.55%
$181.56 - $190.33 $12K - $12.6K
12K $2.28M
IEFA
Ishares Tr

ETFs
-35
- 0.12%
$81.7 - $87.53 $2.86K - $3.06K
30K $2.62M
VTV
Vanguard Value ETF

ETFs
-352
- 1.81%
$175.51 - $186.57 $61.8K - $65.7K
19.1K $3.55M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-20
- 0.14%
$126.64 - $135.65 $2.53K - $2.71K
14.7K $2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.31K
- 5.32%
$339.37 - $366.46 $444K - $479K
23.2K $8.49M
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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