Ma Private Wealth Reduced Holdings in Q2 2025

Ma Private Wealth

  • $540 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-460K
- 49.96%
$72.02 - $73.82 $33.2M - $34M
461K $34M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-284K
- 47.88%
$45.2 - $46.6 $12.8M - $13.2M
309K $14.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-82K
- 32.73%
$152.42 - $182.82 $12.5M - $15M
168K $30.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31.2K
- 17.69%
$456.74 - $568.03 $14.2M - $17.7M
145K $82.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-116K
- 86.68%
$51.68 - $52.76 $6M - $6.12M
17.8K $940K
EFG
Msci Eafe Growth ETF

ETFs
-78.7K
- 32.94%
$89.8 - $112.0 $7.07M - $8.82M
160K $18M
IXC
Ishares Tr Global Energy ETF

ETFs
-123K
- 90.24%
$34.69 - $42.32 $4.28M - $5.22M
13.3K $523K
XCEM
Columbia ETF Tr Ii

ETFs
-131K
- 18.53%
$26.68 - $34.18 $3.49M - $4.47M
575K $19.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.59K
- 38.81%
$180.84 - $240.32 $1.19M - $1.58M
10.4K $2.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.61K
- 38.62%
$168.34 - $195.42 $776K - $901K
7.33K $1.43M
XLE
Energy Sector Spdr

ETFs
-3.04K
- 26.76%
$76.44 - $94.13 $232K - $286K
8.31K $705K
HEFA
Ishares Currency Hedged Msci E

ETFs
-12.9K
- 7.53%
$32.11 - $38.21 $415K - $494K
159K $6.02M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.28K
- 14.56%
$108.06 - $135.3 $462K - $579K
25.1K $3.4M
MBB
Ishares Tr

ETFs
-1.08K
- 4.62%
$91.41 - $94.22 $98.3K - $101K
22.2K $2.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.64K
- 15.87%
$50.08 - $63.14 $382K - $482K
40.5K $2.55M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.05K
- 10.0%
$498.8 - $620.9 $1.02M - $1.27M
18.4K $11.4M
JNJ
Johnson & Johnson

Healthcare
-178
- 10.77%
$146.36 - $159.82 $26.1K - $28.4K
1.47K $225K
XOM
Exxon Mobil Corp

Energy
-50
- 1.41%
$99.93 - $119.04 $5K - $5.95K
3.49K $375K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.84K
- 1.46%
$75.05 - $77.34 $138K - $142K
124K $9.62M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.49K
- 5.7%
$29.82 - $30.19 $44.5K - $45K
24.7K $745K
VEA
Vanguard Ftse Developed Market

ETFs
-2.51K
- 12.03%
$45.65 - $57.01 $115K - $143K
18.4K $1.05M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-85.2K
- 10.46%
$43.53 - $54.46 $3.71M - $4.64M
730K $39.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-216
- 6.99%
$272.36 - $339.57 $58.8K - $73.3K
2.87K $975K
IEV
Ishares Tr Europe ETF

ETFs
-239
- 1.56%
$51.8 - $64.59 $12.4K - $15.4K
15.1K $955K
SPY
Spdr S&P 500 ETF Trust

ETFs
-119
- 4.12%
$496.48 - $617.85 $59.1K - $73.5K
2.77K $1.71M
IXUS
Ishares Tr

ETFs
-1.18K
- 3.59%
$62.37 - $77.63 $73.7K - $91.7K
31.7K $2.45M
MSFT
Microsoft Corp

Technology
-97
- 4.42%
$354.56 - $497.45 $34.4K - $48.3K
2.1K $1.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.39K
- 3.4%
$108.12 - $135.04 $150K - $187K
39.4K $5.32M
IXN
Ishares Global Information Tec

ETFs
-205
- 0.8%
$65.81 - $92.34 $13.5K - $18.9K
25.3K $2.34M
VUG
Vanguard Growth ETF

ETFs
-42
- 0.27%
$329.49 - $438.4 $13.8K - $18.4K
15.8K $6.92M
MGC
Vanguard Mega Cap ETF

ETFs
-817
- 1.1%
$179.23 - $224.92 $146K - $184K
73.3K $16.5M
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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