Ma Private Wealth Incresed Positions in Q1 2025

Ma Private Wealth

  • $530 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
27.3K
+ 339.09%
$85.29 - $92.57 $2.32M - $2.52M
35.3K $3.21M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35.2K
+ 273.71%
$54.25 - $57.64 $1.91M - $2.03M
48.1K $2.65M
HEFA
Ishares Currency Hedged Msci E

ETFs
34.5K
+ 25.2%
$34.83 - $37.52 $1.2M - $1.3M
172K $6.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.04K
+ 0.52%
$44.68 - $46.49 $136K - $142K
593K $27.5M
IEV
Ishares Tr Europe ETF

ETFs
10.7K
+ 227.83%
$51.89 - $60.68 $554K - $647K
15.3K $893K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18.2K
+ 143.88%
$26.71 - $31.58 $487K - $576K
30.9K $936K
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.8K
+ 70.18%
$29.82 - $30.1 $322K - $325K
26.2K $788K
AAPL
Apple Inc.

Technology
3.16K
+ 22.33%
$209.68 - $247.1 $662K - $781K
17.3K $3.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.41K
+ 12.12%
$120.29 - $134.6 $530K - $593K
40.8K $4.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.94K
+ 32.34%
$37.07 - $40.63 $220K - $241K
24.3K $956K
VTV
Vanguard Value ETF

ETFs
70
+ 0.26%
$167.73 - $179.21 $11.7K - $12.5K
26.6K $4.6M
IBM
International Business Machines Corp

Technology
77
+ 3.61%
$217.4 - $264.74 $16.7K - $20.4K
2.21K $549K
XOM
Exxon Mobil Corp

Energy
14
+ 0.4%
$105.44 - $118.93 $1.48K - $1.67K
3.54K $420K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.36%
$142.06 - $167.7 $852 - $1.01K
1.65K $273K
IVE
Ishares S&P 500 Value ETF

ETFs
18
+ 0.15%
$185.78 - $198.58 $3.34K - $3.57K
11.9K $2.28M
Blackrock ETF Trust Ii
215
+ 0.87%
N/A
24.9K $0
MSFT
Microsoft Corp

Technology
50
+ 2.33%
$375.39 - $447.2 $18.8K - $22.4K
2.2K $824K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.7K
+ 4.18%
$48.06 - $53.73 $1.57M - $1.76M
815K $39.7M
MGC
Vanguard Mega Cap ETF

ETFs
1.07K
+ 1.47%
$199.2 - $222.69 $214K - $239K
74.2K $14.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.39K
+ 1.78%
$168.16 - $186.21 $737K - $817K
250K $42.8M
IYW
Ishares Dj Us Tech ETF

ETFs
1.28K
+ 1.08%
$140.44 - $166.79 $179K - $213K
119K $16.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.57K
+ 1.41%
$92.45 - $106.69 $423K - $488K
329K $30.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.76K
+ 1.01%
$507.05 - $563.67 $891K - $990K
176K $90.6M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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