Ma Private Wealth Purchases and Sells in Q2 2025

Ma Private Wealth

$540 Million
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	138K + 519.89%	$153.67 - $176.74 $21.3M - $24.5M	165K $29.2M
IVW	63K + 19.17%	$82.96 - $110.1 $5.22M - $6.93M	391K $43.1M
IAU	139K + 3577.46%	$56.1 - $64.74 $7.81M - $9.01M	143K $8.92M
SPTL	263K + 73.93%	$25.48 - $27.78 $6.71M - $7.31M	619K $16.5M
HYDB	128K + 1340.35%	$44.64 - $47.48 $5.73M - $6.09M	138K $6.55M
IYW	778 + 0.65%	$122.57 - $173.27 $95.4K - $135K	120K $20.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGLB	354K New	$47.55 - $50.44 $16.9M - $17.9M	354K $17.8M
SCHF	328K New	$17.76 - $22.1 $5.82M - $7.25M	328K $7.25M
VTIP	20K New	$49.57 - $50.27 $993K - $1.01M	20K $1.01M
TSLA	1.5K New	$221.86 - $362.89 $333K - $544K	1.5K $476K
VO	1.22K New	$228.54 - $279.83 $278K - $341K	1.22K $340K
NFLX	204 New	$855.86 - $1339.13 $175K - $273K	204 $273K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-460K - 49.96%	$72.02 - $73.82 $33.2M - $34M	461K $34M
VMBS	-284K - 47.88%	$45.2 - $46.6 $12.8M - $13.2M	309K $14.3M
QUAL	-82K - 32.73%	$152.42 - $182.82 $12.5M - $15M	168K $30.8M
VOO	-31.2K - 17.69%	$456.74 - $568.03 $14.2M - $17.7M	145K $82.4M
IGSB	-116K - 86.68%	$51.68 - $52.76 $6M - $6.12M	17.8K $940K
EFG	-78.7K - 32.94%	$89.8 - $112.0 $7.07M - $8.82M	160K $18M

Activity Summary All Purchases 24 New Holdings 8 Increased Positions 16 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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