Master'S Wealth Management Inc. Purchases in Q2 2025

Master'S Wealth Management Inc.

  • $214 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
110K
+ 6.65%
$29.12 - $35.84 $3.2M - $3.93M
1.76M $63.1B
DFAX
Dimensional ETF Tr
32.4K
+ 2.5%
$23.37 - $29.39 $757K - $952K
1.33M $39B
DFAT
Dimensional ETF Tr U S Target

ETFs
29.7K
+ 10.05%
$44.8 - $53.97 $1.33M - $1.6M
325K $17.5B
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.2K
+ 5.23%
$29.36 - $35.56 $740K - $896K
507K $18B
Dimensional ETF Trust
14.7K
+ 5.04%
N/A
307K $16.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.1K
+ 5.53%
$41.1 - $42.37 $702K - $724K
326K $13.8B
Dimensional ETF Trust
14.5K
+ 5.64%
N/A
272K $7.3B
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.24K
+ 1.5%
$24.32 - $29.74 $54.5K - $66.6K
152K $4.48B
AVGO
Broadcom Inc.

Technology
1.34K
New
$146.29 - $275.65 $196K - $370K
1.34K $370M
Kenvue Inc
16.5K
New
N/A
16.5K $345M
Dimensional ETF Trust
5.67K
+ 4.27%
N/A
139K $7.03B
MS
Morgan Stanley

Financial Services
2.01K
New
$99.83 - $140.86 $200K - $283K
2.01K $283M
WEC
Wec Energy Group, Inc.

Utilities
2.56K
New
$102.24 - $109.76 $262K - $281K
2.56K $267M
ITW
Illinois Tool Works Inc

Industrials
978
New
$218.41 - $252.43 $214K - $247K
978 $242M
CSX
Csx Corp

Industrials
7.14K
New
$26.69 - $32.91 $190K - $235K
7.14K $233M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1K
New
$141.37 - $228.57 $142K - $229K
1K $227M
DE
Deere & CO

Industrials
440
New
$412.99 - $531.48 $182K - $234K
440 $224M
MSFT
Microsoft Corp

Technology
438
New
$354.56 - $497.45 $155K - $218K
438 $218M
PLD
Prologis, Inc.

Real Estate
2.28K
+ 51.93%
$89.76 - $112.34 $205K - $257K
6.68K $702M
GOOGL
Alphabet Inc.

Communication Services
1.16K
New
$144.7 - $178.6 $167K - $207K
1.16K $204M
PAYX
Paychex Inc

Industrials
1.53K
+ 48.87%
$137.01 - $159.78 $210K - $245K
4.67K $679M
Dimensional ETF Trust
1.54K
+ 2.01%
N/A
78.3K $4.24B
SNA
Snap On Inc

Industrials
518
+ 50.68%
$292.36 - $342.2 $151K - $177K
1.54K $479M
PNC
Pnc Financial Services Group, Inc.

Financial Services
597
+ 28.84%
$149.76 - $186.42 $89.4K - $111K
2.67K $497M
NEE
Nextera Energy Inc

Utilities
1.97K
+ 49.78%
$64.11 - $75.0 $126K - $148K
5.92K $411M
UNP
Union Pacific Corp

Industrials
523
+ 35.65%
$208.27 - $238.46 $109K - $125K
1.99K $458M
PSX
Phillips 66

Energy
981
+ 40.71%
$92.87 - $125.73 $91.1K - $123K
3.39K $405M
RF
Regions Financial Corp

Financial Services
485
+ 1.22%
$18.34 - $23.52 $8.89K - $11.4K
40.3K $948M
COP
Conocophillips

Energy
1.17K
+ 54.89%
$82.66 - $106.1 $96.9K - $124K
3.31K $297M
JCI
Johnson Controls International PLC

Industrials
12
+ 0.47%
$71.14 - $105.62 $854 - $1.27K
2.59K $273M
MNKD
Mannkind Corp

Healthcare
11.8K
New
$3.71 - $5.04 $43.9K - $59.7K
11.8K $44.3M
GD
General Dynamics Corp

Industrials
7
+ 0.9%
$247.68 - $291.66 $1.73K - $2.04K
782 $228M
KMI
Kinder Morgan, Inc.

Energy
121
+ 1.07%
$25.21 - $29.4 $3.05K - $3.56K
11.4K $335M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
73
+ 1.33%
$50.36 - $50.68 $3.68K - $3.7K
5.56K $282M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.72%
$335.24 - $380.78 $3.02K - $3.43K
1.26K $463M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.49%
$456.3 - $540.39 $913 - $1.08K
411 $205M
CMCSA
Comcast Corp

Communication Services
102
+ 1.34%
$32.84 - $36.72 $3.35K - $3.75K
7.71K $275M
AJG
Arthur J. Gallagher & Co.

Financial Services
29
+ 1.0%
$310.86 - $348.77 $9.01K - $10.1K
2.92K $933M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$172.42 - $223.89 $172 - $224
10.4K $2.13B
Activity Summary
Buys All Purchases 40 New Holdings 11 Increased Positions 29 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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