Market Street Wealth Management Advisors LLC Sells in Q2 2025

Market Street Wealth Management Advisors LLC

  • $551 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-80.9K
- 17.68%
$48.77 - $49.55 $3.94M - $4.01M
377K $18.6M
LLY
Eli Lilly & CO

Healthcare
-120
- 0.76%
$713.71 - $898.95 $85.6K - $108K
15.7K $12.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.5K
- 12.52%
$79.56 - $82.92 $837K - $873K
73.5K $6.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.57K
- 38.33%
$50.36 - $50.68 $482K - $485K
15.4K $780K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.43K
- 27.86%
$75.05 - $77.34 $407K - $420K
14K $1.09M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.18K
- 12.66%
$51.1 - $53.29 $265K - $276K
35.8K $1.91M
COST
Costco Wholesale Corp

Consumer Defensive
-193
- 9.04%
$908.13 - $1056.85 $175K - $204K
1.94K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
-230
- 7.52%
$157.66 - $172.39 $36.3K - $39.6K
2.83K $450K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-507
- 17.76%
$97.29 - $105.63 $49.3K - $53.6K
2.35K $238K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-640
- 9.47%
$83.54 - $100.04 $53.5K - $64K
6.12K $608K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.27K
- 10.97%
$54.12 - $62.8 $68.5K - $79.4K
10.3K $644K
IVE
Ishares S&P 500 Value ETF

ETFs
-503
- 3.41%
$168.34 - $195.42 $84.7K - $98.3K
14.3K $2.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-187
- 3.97%
$121.58 - $136.74 $22.7K - $25.6K
4.53K $614K
IEFA
Ishares Tr

ETFs
-1.82K
- 10.66%
$67.83 - $84.09 $124K - $153K
15.3K $1.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-356
- 7.42%
$90.56 - $109.49 $32.2K - $39K
4.45K $485K
Dimensional ETF Trust
-174K
- 20.55%
N/A
674K $0
Dimensional ETF Trust
-678
- 1.35%
N/A
49.7K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-62
- 1.45%
$67.03 - $80.35 $4.16K - $4.98K
4.21K $335K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-55
- 1.42%
$51.16 - $62.02 $2.81K - $3.41K
3.81K $236K
DGRO
Ishares Core Dividend Growth E

ETFs
-253
- 1.88%
$55.22 - $63.94 $14K - $16.2K
13.2K $846K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-598
- 1.73%
$23.55 - $27.67 $14.1K - $16.5K
34.1K $942K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-12
- 1.77%
$299.15 - $396.54 $3.59K - $4.76K
665 $263K
VBR
Vanguard Small Cap Value ETF

ETFs
-140
- 1.73%
$162.76 - $195.77 $22.8K - $27.4K
7.97K $1.55M
EFG
Msci Eafe Growth ETF

ETFs
-2.08K
- 8.59%
$89.8 - $112.0 $187K - $233K
22.2K $2.48M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-181
- 0.6%
$17.76 - $22.1 $3.21K - $4K
30.1K $665K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-662
- 2.46%
$152.93 - $181.74 $101K - $120K
26.3K $4.77M
VGT
Vanguard Information Technolog

ETFs
-123
- 7.12%
$470.37 - $663.28 $57.9K - $81.6K
1.6K $1.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-844
- 1.05%
$19.6 - $24.44 $16.5K - $20.6K
79.4K $1.94M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-747
- 0.65%
$35.77 - $42.27 $26.7K - $31.6K
113K $4.79M
DFAU
Dimensional ETF Tr

ETFs
-2.65K
- 3.54%
$34.04 - $42.36 $90.2K - $112K
72.1K $3.06M
VV
Vanguard Large Cap ETF

ETFs
-20
- 0.25%
$228.25 - $285.3 $4.57K - $5.71K
8.07K $2.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-76
- 0.44%
$82.96 - $110.1 $6.3K - $8.37K
17.1K $1.88M
IYW
Ishares Dj Us Tech ETF

ETFs
-201
- 1.68%
$122.57 - $173.27 $24.6K - $34.8K
11.8K $2.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-281
- 2.41%
$496.48 - $617.85 $140K - $174K
11.4K $7.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 0.25%
$456.74 - $568.03 $13.2K - $16.5K
11.4K $6.49M
DFIV
Dimensional ETF Tr

ETFs
-13K
- 3.04%
$34.67 - $43.21 $452K - $563K
415K $17.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-652
- 3.3%
$320.42 - $421.7 $209K - $275K
19.1K $8.06M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-610
- 0.17%
$52.31 - $63.72 $31.9K - $38.9K
351K $22.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-522
- 1.7%
$498.8 - $620.9 $260K - $324K
30.1K $18.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-16.6K
- 1.39%
$29.36 - $35.56 $488K - $591K
1.18M $41.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.4K
- 0.74%
$24.94 - $31.15 $159K - $199K
860K $26.7M
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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