Ma Private Wealth Purchases and Sells in Q1 2025

Ma Private Wealth

$530 Million
Q1 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	27.3K + 339.09%	$85.29 - $92.57 $2.32M - $2.52M	35.3K $3.21M
EMXC	35.2K + 273.71%	$54.25 - $57.64 $1.91M - $2.03M	48.1K $2.65M
HEFA	34.5K + 25.2%	$34.83 - $37.52 $1.2M - $1.3M	172K $6.23M
VMBS	3.04K + 0.52%	$44.68 - $46.49 $136K - $142K	593K $27.5M
IEV	10.7K + 227.83%	$51.89 - $60.68 $554K - $647K	15.3K $893K
IVLU	18.2K + 143.88%	$26.71 - $31.58 $487K - $576K	30.9K $936K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYDB	9.57K New	$46.82 - $47.8 $448K - $457K	9.57K $450K
AMZN	1.66K New	$190.26 - $242.06 $316K - $403K	1.66K $316K
IAU	3.89K New	$49.74 - $58.96 $193K - $229K	3.89K $229K
ABBV	1.05K New	$169.2 - $216.66 $178K - $228K	1.05K $220K
BMY	3.3K New	$53.9 - $63.11 $178K - $208K	3.3K $201K
BLACKROCK ETF TRUST	14K New	N/A	14K $0

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XCEM	-68.1K - 8.79%	$29.18 - $30.72 $1.99M - $2.09M	706K $20.9M
SPTL	-80.8K - 18.49%	$25.54 - $27.64 $2.06M - $2.23M	356K $9.7M
USMV	-19.5K - 17.87%	$87.68 - $94.52 $1.71M - $1.85M	89.9K $8.42M
IVV	-1 - -0.0%	$554.06 - $615.85 $554 - $616	20.4K $11.5M
MTUM	-1.64K - 8.83%	$196.12 - $229.48 $322K - $377K	17K $3.43M
IGSB	-6.54K - 4.66%	$51.52 - $52.37 $337K - $343K	134K $7.01M

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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