Ma Private Wealth Reduced Holdings in Q3 2025

Ma Private Wealth

  • $574 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.2K
- 30.77%
$236.25 - $257.69 $755K - $823K
7.19K $1.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.5K
- 2.49%
$72.57 - $74.72 $835K - $859K
450K $33.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-7.25K
- 5.83%
$76.16 - $78.59 $552K - $570K
117K $9.14M
VB
Vanguard Small Cap ETF

ETFs
-1.92K
- 37.37%
$237.58 - $259.17 $456K - $497K
3.22K $817K
XLE
Energy Sector Spdr

ETFs
-4.86K
- 58.46%
$84.25 - $91.99 $409K - $447K
3.45K $308K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.47K
- 15.98%
$62.54 - $68.42 $404K - $442K
34K $2.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.2K
- 23.58%
$52.39 - $53.11 $220K - $223K
13.6K $722K
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.37K
- 18.65%
$53.69 - $57.31 $235K - $251K
19.1K $1.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.31K
- 3.7%
$85.01 - $90.35 $112K - $119K
34.2K $3.06M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-3.26K
- 10.57%
$32.53 - $35.69 $106K - $116K
27.6K $980K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.15K
- 1.34%
$45.72 - $47.27 $190K - $196K
305K $14.3M
VEA
Vanguard Ftse Developed Market

ETFs
-931
- 5.06%
$56.02 - $60.3 $52.2K - $56.1K
17.5K $1.05M
XOM
Exxon Mobil Corp

Energy
-14
- 0.4%
$105.83 - $117.22 $1.48K - $1.64K
3.47K $391K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-95
- 3.31%
$339.37 - $366.46 $32.2K - $34.8K
2.78K $1.02M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-208
- 1.67%
$39.06 - $43.42 $8.12K - $9.03K
12.3K $532K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-521
- 4.59%
$115.96 - $125.95 $60.4K - $65.6K
10.8K $1.36M
JNJ
Johnson & Johnson

Healthcare
-2
- 0.14%
$155.17 - $185.42 $310 - $371
1.47K $272K
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.67K
- 2.95%
$37.2 - $39.61 $174K - $185K
154K $6.1M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-928
- 3.08%
$67.21 - $72.65 $62.4K - $67.4K
29.2K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 1.81%
$617.65 - $666.84 $30.9K - $33.3K
2.72K $1.81M
VLUE
Ishares Msci Usa Value Factor

ETFs
-173
- 1.43%
$111.55 - $125.05 $19.3K - $21.6K
11.9K $1.49M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-869
- 3.46%
$134.94 - $145.86 $117K - $127K
24.2K $3.53M
IXUS
Ishares Tr

ETFs
-425
- 1.34%
$76.35 - $82.58 $32.4K - $35.1K
31.3K $2.59M
IXN
Ishares Global Information Tec

ETFs
-219
- 0.86%
$91.28 - $103.32 $20K - $22.6K
25.1K $2.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-272
- 0.69%
$135.0 - $146.02 $36.7K - $39.7K
39.1K $5.7M
VUG
Vanguard Growth ETF

ETFs
-138
- 0.87%
$433.97 - $484.08 $59.9K - $66.8K
15.6K $7.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-223
- 1.21%
$620.67 - $670.08 $138K - $149K
18.2K $12.2M
AAPL
Apple Inc.

Technology
-130
- 0.75%
$202.38 - $256.87 $26.3K - $33.4K
17.3K $4.39M
XCEM
Columbia ETF Tr Ii

ETFs
-597
- 0.1%
$33.85 - $36.86 $20.2K - $22K
575K $20.9M
MGC
Vanguard Mega Cap ETF

ETFs
-295
- 0.4%
$224.2 - $245.55 $66.1K - $72.4K
73K $17.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.67K
- 0.99%
$182.33 - $194.5 $304K - $325K
167K $32.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-555
- 0.46%
$171.38 - $197.01 $95.1K - $109K
120K $23.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-506
- 0.13%
$108.97 - $121.65 $55.1K - $61.6K
391K $47.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.15K
- 0.79%
$567.77 - $614.76 $654K - $708K
144K $88.1M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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