Luminvest Wealth Management LLC Purchases and Sells in Q2 2025

Luminvest Wealth Management LLC

  • $279 Billion
  • Q2 2025

Top Buys

Incresed Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
2.02K
+ 0.81%
$243.75 - $303.93 $493K - $615K
252K $77B
40.9K
+ 5.82%
$55.54 - $69.09 $2.27M - $2.83M
743K $51.3B
18.5K
+ 4.35%
$54.19 - $67.22 $1M - $1.24M
443K $29.9B
43.5K
+ 11.57%
$48.13 - $49.85 $2.09M - $2.17M
419K $20.5B
379
+ 2.69%
$456.74 - $568.03 $173K - $215K
14.5K $8.25B
2.6K
+ 12.89%
$150.43 - $192.71 $391K - $501K
22.8K $4.39B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
25.3K
New
$108.12 - $135.04 $2.74M - $3.42M
25.3K $3.42B
81K
New
$19.1 - $23.83 $1.55M - $1.93M
81K $1.93B
17.9K
New
$62.37 - $77.63 $1.12M - $1.39M
17.9K $1.39B
VANGUARD CALIF TAX FREE FDS
11.9K
New
N/A
11.9K $1.16B
1.47K
New
$94.31 - $157.99 $138K - $231K
1.47K $231M
728
New
$210.28 - $289.91 $153K - $211K
728 $211M
View all

Top Sells

Reduced Positions

5 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MUN BD FDS
-1.82K
- 27.52%
N/A
4.78K $471M
-571
- 19.13%
$172.42 - $223.89 $98.5K - $128K
2.41K $498M
-519
- 1.99%
$20.42 - $25.3 $10.6K - $13.1K
25.5K $646M
-60
- 0.93%
N/A
6.36K $1.3B
-1.4K
- 1.48%
$77.94 - $79.5 $109K - $111K
93.3K $7.56B
Activity Summary
Buys All Purchases 27 New Holdings 10 Increased Positions 17 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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