Market Street Wealth Management Advisors LLC Purchases in Q2 2025

Market Street Wealth Management Advisors LLC

  • $551 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.75K
+ 0.7%
$58.41 - $72.69 $219K - $273K
540K $39.3M
VUG
Vanguard Growth ETF

ETFs
842
+ 1.67%
$329.49 - $438.4 $277K - $369K
51.3K $22.5M
DFAE
Dimensional ETF Tr

ETFs
3.52K
+ 0.43%
$22.87 - $28.95 $80.5K - $102K
818K $23.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
28.2K
+ 2.11%
$41.1 - $42.37 $1.16M - $1.19M
1.36M $57.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.76K
+ 1.2%
$24.32 - $29.74 $140K - $171K
487K $14.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.95K
+ 42.8%
$152.42 - $182.82 $906K - $1.09M
19.8K $3.63M
MSFT
Microsoft Corp

Technology
1.32K
+ 31.51%
$354.56 - $497.45 $469K - $659K
5.53K $2.75M
VTV
Vanguard Value ETF

ETFs
787
+ 0.57%
$153.67 - $176.74 $121K - $139K
140K $24.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.78K
+ 0.68%
$47.09 - $48.01 $366K - $373K
1.16M $55.5M
NVDA
Nvidia Corp

Technology
1.3K
+ 9.02%
$94.31 - $157.99 $122K - $205K
15.7K $2.48M
AVGO
Broadcom Inc.

Technology
791
+ 53.85%
$146.29 - $275.65 $116K - $218K
2.26K $622K
EFV
Msci Eafe Value ETF

ETFs
1.47K
+ 2.41%
$52.4 - $64.65 $77K - $95K
62.5K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
587
+ 17.7%
$210.28 - $289.91 $123K - $170K
3.9K $1.13M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.83K
New
$29.12 - $35.84 $257K - $316K
8.83K $316K
GOOG
Alphabet Inc.

Communication Services
1.53K
New
$146.58 - $180.01 $224K - $275K
1.53K $271K
NFLX
Netflix Inc

Communication Services
202
New
$855.86 - $1339.13 $173K - $271K
202 $270K
META
Meta Platforms, Inc.

Communication Services
108
+ 9.25%
$484.66 - $738.09 $52.3K - $79.7K
1.28K $941K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.05K
+ 0.39%
$77.94 - $79.5 $81.5K - $83.2K
268K $21.3M
AMZN
Amazon Com Inc

Consumer Cyclical
102
+ 1.56%
$167.32 - $223.3 $17.1K - $22.8K
6.65K $1.46M
RJF
Raymond James Financial Inc

Financial Services
1.39K
New
$123.65 - $153.88 $172K - $214K
1.39K $213K
V
Visa Inc.

Financial Services
574
New
$308.27 - $373.31 $177K - $214K
574 $203K
PLTR
Palantir Technologies Inc.

Technology
1.48K
New
$74.01 - $144.25 $110K - $213K
1.48K $201K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.22K
+ 3.44%
$72.02 - $73.82 $160K - $164K
66.8K $4.92M
DFIP
Dimensional ETF Tr Inflation P

ETFs
6.17K
+ 2.17%
$41.11 - $42.42 $253K - $262K
290K $12.1M
DFAX
Dimensional ETF Tr
1.67K
+ 4.46%
$23.37 - $29.39 $39.1K - $49.1K
39.1K $1.15M
VB
Vanguard Small Cap ETF

ETFs
21
+ 0.23%
$193.73 - $237.37 $4.07K - $4.98K
9.03K $2.14M
GE
General Electric CO

Industrials
91
+ 4.77%
$166.81 - $257.39 $15.2K - $23.4K
2K $514K
GOOGL
Alphabet Inc.

Communication Services
153
+ 3.19%
$144.7 - $178.6 $22.1K - $27.3K
4.96K $873K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.54%
$221.86 - $362.89 $2.22K - $3.63K
1.87K $593K
BAC
Bank Of America Corp

Financial Services
914
+ 15.21%
$34.39 - $47.46 $31.4K - $43.4K
6.92K $327K
HD
Home Depot, Inc.

Consumer Cyclical
168
+ 24.38%
$335.24 - $380.78 $56.3K - $64K
857 $314K
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.48%
$45.65 - $57.01 $1.37K - $1.71K
6.34K $361K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
101
+ 13.12%
$483.48 - $539.8 $48.8K - $54.5K
871 $423K
ICSH
Blackrock Ultra Short Term Bon

ETFs
126
+ 1.12%
$50.48 - $50.71 $6.36K - $6.39K
11.3K $575K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
71
+ 2.15%
$102.02 - $103.5 $7.24K - $7.35K
3.37K $346K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10
+ 0.36%
$82.21 - $83.12 $822 - $831
2.75K $227K
VUSB
Vanguard Bd Index Fds
2.09K
+ 21.05%
N/A
12K $0
Dimensional ETF Trust
76.1K
+ 19.12%
N/A
474K $0
Ge Vernova Inc
511
New
N/A
511 $0
DUK
Duke Energy Corp

Utilities
62
+ 2.06%
$112.46 - $124.05 $6.97K - $7.69K
3.08K $363K
SPG
Simon Property Group Inc

Real Estate
27
+ 0.92%
$140.37 - $171.44 $3.79K - $4.63K
2.96K $475K
AAPL
Apple Inc.

Technology
54
+ 0.37%
$172.42 - $223.89 $9.31K - $12.1K
14.5K $2.97M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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