Master'S Wealth Management Inc. Incresed Positions in Q1 2025

Master'S Wealth Management Inc.

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
32.3K
+ 2.56%
$24.45 - $27.2 $789K - $878K
1.29M $33.9B
Dimensional ETF Trust
17.3K
+ 6.29%
N/A
292K $15.6B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.43K
+ 2.81%
$40.79 - $42.32 $344K - $357K
309K $13B
BWZ
Spdr Bloomberg Short Term Inte

ETFs
7.41K
+ 2.59%
$25.07 - $26.54 $186K - $197K
294K $7.71B
Dimensional ETF Trust
9.86K
+ 3.98%
N/A
257K $6.76B
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.14K
+ 4.28%
$25.1 - $27.85 $154K - $171K
150K $4.03B
Dimensional ETF Trust
1.05K
+ 1.38%
N/A
76.7K $4.08B
VZ
Verizon Communications Inc

Communication Services
477
+ 4.49%
$37.81 - $46.49 $18K - $22.2K
11.1K $504M
PLD
Prologis, Inc.

Real Estate
204
+ 4.86%
$103.59 - $124.04 $21.1K - $25.3K
4.4K $492M
PAYX
Paychex Inc

Industrials
20
+ 0.64%
$136.06 - $154.52 $2.72K - $3.09K
3.14K $484M
PSX
Phillips 66

Energy
22
+ 0.92%
$113.93 - $131.55 $2.51K - $2.89K
2.41K $298M
XOM
Exxon Mobil Corp

Energy
5
+ 0.24%
$105.44 - $118.93 $527 - $595
2.1K $250M
TPHD
Timothy Plan High Divid Stk Et

ETFs
80
+ 0.48%
$36.09 - $38.27 $2.89K - $3.06K
16.7K $629M
COP
Conocophillips

Energy
108
+ 5.33%
$88.6 - $105.85 $9.57K - $11.4K
2.14K $224M
KMI
Kinder Morgan, Inc.

Energy
119
+ 1.07%
$26.1 - $31.22 $3.11K - $3.72K
11.3K $322M
UNP
Union Pacific Corp

Industrials
8
+ 0.55%
$225.21 - $254.42 $1.8K - $2.04K
1.47K $347M
GD
General Dynamics Corp

Industrials
5
+ 0.65%
$241.94 - $272.58 $1.21K - $1.36K
775 $211M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.15%
$158.56 - $176.26 $476 - $529
1.97K $335M
JCI
Johnson Controls International PLC

Industrials
12
+ 0.47%
$76.12 - $90.6 $913 - $1.09K
2.58K $206M
PH
Parker Hannifin Corp

Industrials
38
+ 5.23%
$591.65 - $707.05 $22.5K - $26.9K
764 $464M
SNA
Snap On Inc

Industrials
6
+ 0.59%
$324.09 - $358.62 $1.94K - $2.15K
1.02K $345M
NEE
Nextera Energy Inc

Utilities
31
+ 0.79%
$66.96 - $76.16 $2.08K - $2.36K
3.95K $280M
CMCSA
Comcast Corp

Communication Services
73
+ 0.97%
$33.19 - $38.23 $2.42K - $2.79K
7.61K $281M
PEG
Public Service Enterprise Group Inc

Utilities
19
+ 0.77%
$78.2 - $90.39 $1.49K - $1.72K
2.49K $205M
CAT
Caterpillar Inc

Industrials
84
+ 8.65%
$326.75 - $407.63 $27.4K - $34.2K
1.06K $348M
LAMR
Lamar Advertising CO

Real Estate
24
+ 1.38%
$110.65 - $132.9 $2.66K - $3.19K
1.76K $201M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.36%
$507.05 - $563.67 $1.52K - $1.69K
847 $435M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.56%
$347.25 - $424.87 $2.43K - $2.97K
1.25K $460M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.15%
$168.84 - $202.89 $507 - $609
2.07K $364M
PRK
Park National Corp

Financial Services
21
+ 0.68%
$151.4 - $174.01 $3.18K - $3.65K
3.1K $469M
RF
Regions Financial Corp

Financial Services
418
+ 1.06%
$20.84 - $24.77 $8.71K - $10.4K
39.8K $865M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.42K
+ 1.56%
$32.57 - $35.82 $242K - $266K
482K $16B
AAPL
Apple Inc.

Technology
21
+ 0.2%
$209.68 - $247.1 $4.4K - $5.19K
10.4K $2.31B
DFAT
Dimensional ETF Tr U S Target

ETFs
10.7K
+ 3.75%
$50.44 - $58.1 $537K - $619K
295K $15.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24.7K
+ 1.52%
$32.42 - $36.13 $801K - $893K
1.65M $54.5B
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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