Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2021 Filed on Jul 27, 2021
256
$77.05 - $83.36 $19.7K - $21.3K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2021 Filed on Jul 27, 2021
166
$102.45 - $110.12 $17K - $18.3K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
1,700
$31.67 - $34.2 $53.8K - $58.1K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
299
$22.11 - $22.26 $6.61K - $6.66K
USAS
Americas Gold & Silver Corp

Basic Materials
Q2 2021 Filed on Jul 27, 2021
396
$1.44 - $2.4 $570 - $950
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Jul 27, 2021
24
$214.81 - $229.48 $5.16K - $5.51K
SHW
Sherwin Williams CO

Basic Materials
Q2 2021 Filed on Jul 27, 2021
5
$249.75 - $288.65 $1.25K - $1.44K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 27, 2021
17
$115.26 - $132.96 $1.96K - $2.26K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Jul 27, 2021
54
$278.74 - $313.3 $15.1K - $16.9K
MDT
Medtronic PLC

Healthcare
Q2 2021 Filed on Jul 27, 2021
322
$118.19 - $131.5 $38.1K - $42.3K
MBB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 27, 2021
74
$107.91 - $108.86 $7.99K - $8.06K
MA
Mastercard Inc

Financial Services
Q2 2021 Filed on Jul 27, 2021
18
$356.62 - $395.65 $6.42K - $7.12K
LMT
Lockheed Martin Corp

Industrials
Q2 2021 Filed on Jul 27, 2021
254
$371.02 - $394.1 $94.2K - $100K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2021 Filed on Jul 27, 2021
416
$110.51 - $117.85 $46K - $49K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2021 Filed on Jul 27, 2021
150
$109.57 - $110.96 $16.4K - $16.6K
HL
Hecla Mining CO

Basic Materials
Q2 2021 Filed on Jul 27, 2021
700
$5.89 - $9.31 $4.12K - $6.52K
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Jul 27, 2021
55
$484.98 - $555.31 $26.7K - $30.5K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q2 2021 Filed on Jul 27, 2021
105
$39.9 - $48.92 $4.19K - $5.14K
WFC
Wells Fargo & Company

Financial Services
Q2 2021 Filed on Jul 27, 2021
555
$39.48 - $47.9 $21.9K - $26.6K
ABT
Abbott Laboratories

Healthcare
Q2 2021 Filed on Jul 27, 2021
535
$105.79 - $124.53 $56.6K - $66.6K
Maxim Intregrated
Q2 2021 Filed on Jul 27, 2021
243
N/A
EMIF
Ishares Emerging Markets Infra

ETFs
Q2 2021 Filed on Jul 27, 2021
21
$24.02 - $25.55 $504 - $537
BNDX
Vanguard Total International B

ETFs
Q2 2021 Filed on Jul 27, 2021
244
$56.57 - $57.29 $13.8K - $14K
BAC
Bank Of America Corp

Financial Services
Q2 2021 Filed on Jul 27, 2021
2,763
$38.08 - $43.27 $105K - $120K
DEO
Diageo PLC

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
703
$167.44 - $195.76 $118K - $138K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2021 Filed on Jul 27, 2021
124
$45.2 - $50.55 $5.6K - $6.27K
CMP
Compass Minerals International Inc

Basic Materials
Q2 2021 Filed on Jul 27, 2021
113
$58.4 - $71.16 $6.6K - $8.04K
RBLX
Roblox Corp

Communication Services
Q2 2021 Filed on Jul 27, 2021
100
$64.0 - $99.86 $6.4K - $9.99K
AXP
American Express CO

Financial Services
Q2 2021 Filed on Jul 27, 2021
200
$144.33 - $169.45 $28.9K - $33.9K
CVX
Chevron Corp

Energy
Q2 2021 Filed on Jul 27, 2021
1,108
$100.95 - $110.81 $112K - $123K
DFS
Discover Financial Services

Financial Services
Q2 2021 Filed on Jul 27, 2021
1,000
$96.8 - $124.19 $96.8K - $124K
WY
Weyerhaeuser CO

Real Estate
Q2 2021 Filed on Jul 27, 2021
1,075
$33.41 - $40.79 $35.9K - $43.8K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Jul 27, 2021
145
$12.97 - $16.15 $1.88K - $2.34K
General Finance Corp
Q2 2021 Filed on Jul 27, 2021
61,481
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Jul 27, 2021
259
$130.46 - $139.84 $33.8K - $36.2K
PANW
Palo Alto Networks Inc

Technology
Q2 2021 Filed on Jul 27, 2021
109
$323.88 - $378.47 $35.3K - $41.3K
Bank Of Commerce Holdings Inc
Q2 2021 Filed on Jul 27, 2021
2,872
N/A
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q2 2021 Filed on Jul 27, 2021
260
$12.85 - $13.91 $3.34K - $3.62K
HPQ
Hp Inc

Technology
Q2 2021 Filed on Jul 27, 2021
100
$28.64 - $35.57 $2.86K - $3.56K
Invesco Bldrs Emerging Markets 50 Adr (Etf)
Q2 2021 Filed on Jul 27, 2021
22
N/A
KKR
Kkr & Co. Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
694
$50.35 - $60.76 $34.9K - $42.2K
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Jul 27, 2021
128
$225.08 - $271.69 $28.8K - $34.8K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Jul 27, 2021
100
$14.45 - $16.54 $1.45K - $1.65K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q2 2021 Filed on Jul 27, 2021
183
$14.24 - $14.88 $2.61K - $2.72K
O
Realty Income Corp

Real Estate
Q2 2021 Filed on Jul 27, 2021
319
$62.7 - $68.88 $20K - $22K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Jul 27, 2021
9
$135.6 - $145.73 $1.22K - $1.31K
CMCSA
Comcast Corp

Communication Services
Q2 2021 Filed on Jul 27, 2021
24
$53.3 - $58.68 $1.28K - $1.41K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 10, 2021
205
$129.36 - $173.99 $26.5K - $35.7K
SCI
Service Corp International

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
742
$46.19 - $54.12 $34.3K - $40.2K
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