Members Wealth LLC Incresed Positions in Q1 2025

Members Wealth LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.78K
+ 22.56%
$554.06 - $615.85 $3.76M - $4.18M
36.8K $20.7B
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.89K
+ 360.27%
$302.31 - $337.54 $1.78M - $1.99M
7.53K $2.31B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.2K
+ 22.25%
$100.34 - $100.68 $1.12M - $1.13M
61.6K $6.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 107.61%
$468.34 - $539.52 $490K - $565K
2.02K $947M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.46K
+ 29.0%
$65.27 - $71.18 $356K - $389K
24.3K $1.61B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.9K
+ 10.32%
$25.05 - $25.16 $273K - $275K
117K $2.93B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.2K
+ 15.95%
N/A
81.2K $1.97B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.15K
+ 6.36%
$27.01 - $28.54 $220K - $233K
136K $3.81B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.01K
+ 5.12%
$24.79 - $25.26 $149K - $152K
123K $3.12B
Rb Global Inc
18
+ 0.06%
N/A
29.1K $2.92B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.06K
+ 3.36%
$22.61 - $23.14 $91.8K - $93.9K
125K $2.88B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.4K
+ 36.9%
$49.25 - $50.66 $118K - $121K
8.89K $441M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.99%
$442.66 - $534.52 $6.2K - $7.48K
1.43K $759M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.35K
+ 4.71%
$49.78 - $53.19 $167K - $178K
74.3K $3.8B
KO
Coca Cola CO

Consumer Defensive
28
+ 0.14%
$60.81 - $72.32 $1.7K - $2.02K
19.9K $1.43B
VIG
Vanguard Dividend Appreciation

ETFs
712
+ 7.52%
N/A
10.2K $1.98B
XOM
Exxon Mobil Corp

Energy
93
+ 3.55%
$105.44 - $118.93 $9.81K - $11.1K
2.71K $322M
VUG
Vanguard Growth ETF

ETFs
255
+ 21.06%
$369.1 - $427.61 $94.1K - $109K
1.47K $544M
IWY
Ishares Tr Russell 200 Growth

ETFs
288
+ 24.74%
$210.19 - $243.33 $60.5K - $70.1K
1.45K $306M
JNJ
Johnson & Johnson

Healthcare
13
+ 0.55%
$142.06 - $167.7 $1.85K - $2.18K
2.36K $391M
SO
Southern CO

Utilities
13
+ 0.29%
$80.96 - $92.96 $1.05K - $1.21K
4.47K $411M
IBMO
Ishares Tr Ibonds December 202

ETFs
786
+ 3.64%
$25.45 - $25.6 $20K - $20.1K
22.4K $573M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
506
+ 2.53%
$20.05 - $20.4 $10.1K - $10.3K
20.5K $417M
HON
Honeywell International Inc

Industrials
18
+ 1.58%
$202.75 - $226.52 $3.65K - $4.08K
1.15K $244M
EFA
Ishares Tr Msci Eafe ETF

ETFs
79
+ 1.77%
$74.85 - $84.89 $5.91K - $6.71K
4.54K $371M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
139
+ 0.45%
$23.9 - $24.18 $3.32K - $3.36K
30.9K $748M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.19%
$114.1 - $135.66 $342 - $407
1.62K $215M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3
+ 0.08%
$95.85 - $99.25 $288 - $298
3.76K $372M
XSMO
Invesco S&P Smallcap Momentum

ETFs
774
+ 9.86%
$59.97 - $70.03 $46.4K - $54.2K
8.63K $541M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
327
+ 13.53%
$102.49 - $119.96 $33.5K - $39.2K
2.74K $287M
V
Visa Inc.

Financial Services
23
+ 1.26%
$306.92 - $362.71 $7.06K - $8.34K
1.84K $646M
MA
Mastercard Inc

Financial Services
12
+ 1.92%
$504.67 - $576.31 $6.06K - $6.92K
638 $350M
JPM
Jpmorgan Chase & CO

Financial Services
81
+ 9.55%
$225.19 - $279.95 $18.2K - $22.7K
929 $228M
VTV
Vanguard Value ETF

ETFs
1
+ 0.04%
$167.73 - $179.21 $168 - $179
2.3K $398M
IWN
Ishares Russell2000 Val ETF

ETFs
58
+ 4.46%
$149.27 - $169.4 $8.66K - $9.83K
1.36K $205M
NFLX
Netflix Inc

Communication Services
11
+ 4.87%
$828.4 - $1058.6 $9.11K - $11.6K
237 $221M
VO
Vanguard Mid Cap ETF

ETFs
322
+ 5.41%
$251.87 - $277.95 $81.1K - $89.5K
6.27K $1.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 6.35%
$507.05 - $563.67 $60.8K - $67.6K
2.01K $1.03B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
50
+ 2.34%
$96.93 - $109.51 $4.85K - $5.48K
2.19K $215M
LLY
Eli Lilly & CO

Healthcare
23
+ 2.8%
$725.72 - $929.72 $16.7K - $21.4K
843 $696M
RSP
Invesco S&P 500 Equal Weight E

ETFs
38
+ 0.75%
$169.43 - $182.84 $6.44K - $6.95K
5.09K $881M
SYK
Stryker Corp

Healthcare
6
+ 0.2%
$355.18 - $399.9 $2.13K - $2.4K
2.97K $1.11B
ACN
Accenture PLC

Technology
3
+ 0.45%
$300.91 - $398.25 $903 - $1.19K
674 $210M
GOOGL
Alphabet Inc.

Communication Services
158
+ 5.59%
$154.33 - $206.19 $24.4K - $32.6K
2.99K $462M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.91%
$222.15 - $428.22 $3.78K - $7.28K
907 $235M
VOT
Vanguard Mid Cap Growth Index

ETFs
285
+ 6.16%
$237.72 - $276.98 $67.8K - $78.9K
4.91K $1.2B
GOOG
Alphabet Inc.

Communication Services
308
+ 4.91%
$156.06 - $207.71 $48.1K - $64K
6.58K $1.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 1.02%
$551.42 - $612.93 $21.5K - $23.9K
3.88K $2.17B
AAPL
Apple Inc.

Technology
20
+ 0.19%
$209.68 - $247.1 $4.19K - $4.94K
10.7K $2.38B
Activity Summary
Buys All Purchases 61 New Holdings 4 Increased Positions 57 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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