Moneywise, Inc. Purchases in Q2 2025

Moneywise, Inc.

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRSK
Toews Agility Shares Managed R

Technology
668K
New
$30.02 - $33.57 $20M - $22.4M
668K $22.4M
IEFA
Ishares Tr

ETFs
92.6K
New
$67.83 - $84.09 $6.28M - $7.78M
92.6K $7.73M
IWP
Ishares Russell Mid Cap Growth

ETFs
51.9K
New
$104.34 - $138.68 $5.42M - $7.2M
51.9K $7.2M
XLK
Technology Sector Spdr

ETFs
17.3K
New
$179.73 - $253.23 $3.1M - $4.37M
17.3K $4.37M
XLI
Industrial Sector Spdr

ETFs
29.6K
New
$116.42 - $147.52 $3.45M - $4.37M
29.6K $4.37M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
25.3K
New
$100.35 - $100.71 $2.54M - $2.55M
25.3K $2.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.44K
+ 5.78%
$496.48 - $617.85 $715K - $890K
26.4K $16.3M
XLU
Utilities Sector Spdr

ETFs
27.5K
New
$73.09 - $82.77 $2.01M - $2.27M
27.5K $2.24M
XLF
Financial Sector Spdr

ETFs
42.6K
New
$43.92 - $52.37 $1.87M - $2.23M
42.6K $2.23M
VUG
Vanguard Growth ETF

ETFs
4.84K
+ 578.47%
$329.49 - $438.4 $1.59M - $2.12M
5.67K $2.49M
IWV
Ishares Russell 3000 ETF

ETFs
2.19K
+ 5.94%
$281.67 - $351.0 $618K - $770K
39.1K $13.7M
TPIF
Timothy Plan Intl ETF (De)

ETFs
52.4K
+ 208.03%
$26.0 - $32.29 $1.36M - $1.69M
77.6K $2.51M
UPS
United Parcel Service Inc

Industrials
9.69K
New
$91.92 - $110.2 $891K - $1.07M
9.69K $977K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.4K
+ 21.4%
$48.13 - $49.85 $691K - $716K
81.5K $4M
NUE
Nucor Corp

Basic Materials
3.77K
New
$103.22 - $131.43 $389K - $495K
3.77K $487K
MSFT
Microsoft Corp

Technology
240
+ 8.06%
$354.56 - $497.45 $85.1K - $119K
3.22K $1.6M
HYMU
Blackrock ETF Tr Ii High Yield
20.9K
New
N/A
20.9K $480K
SHYD
Vaneck Short High Yield Muni E

ETFs
19.4K
New
$21.84 - $22.79 $424K - $442K
19.4K $438K
IVV
Ishares Core S&P 500 ETF

ETFs
349
+ 10.43%
$498.8 - $620.9 $174K - $217K
3.7K $2.29M
VTI
Vanguard Total Stock Market Et

ETFs
940
+ 27.54%
$243.75 - $303.93 $229K - $286K
4.35K $1.32M
IVE
Ishares S&P 500 Value ETF

ETFs
1.79K
New
$168.34 - $195.42 $302K - $350K
1.79K $350K
AAPL
Apple Inc.

Technology
1.46K
+ 96.44%
$172.42 - $223.89 $252K - $327K
2.98K $610K
CSX
Csx Corp

Industrials
6.52K
New
$26.69 - $32.91 $174K - $215K
6.52K $212K
GE
General Electric CO

Industrials
791
New
$166.81 - $257.39 $132K - $204K
791 $203K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.65K
New
$103.88 - $123.68 $171K - $204K
1.65K $203K
IBM
International Business Machines Corp

Technology
688
New
$221.03 - $294.78 $152K - $203K
688 $202K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
356
New
$456.74 - $568.03 $163K - $202K
356 $202K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
3.53K
+ 16.35%
$27.43 - $34.32 $96.7K - $121K
25.1K $860K
IEMG
Ishares Inc

ETFs
3.61K
New
N/A
3.61K $193K
PRAY
Shp ETF Tr Fis Biblically Resp
4.38K
+ 19.61%
$25.39 - $30.62 $111K - $134K
26.7K $817K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.74K
+ 9.32%
$33.42 - $40.68 $58K - $70.6K
20.4K $827K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.71K
+ 10.04%
$32.77 - $38.72 $56.1K - $66.3K
18.8K $726K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$22.27 - $29.21 $22.3 - $29.2
17.2K $501K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20
+ 0.3%
$90.56 - $109.49 $1.81K - $2.19K
6.68K $729K
RFDI
First Trust ETF Iii Riverfront

ETFs
8
+ 0.22%
$58.95 - $73.36 $472 - $587
3.64K $265K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.08%
$73.7 - $90.98 $147 - $182
2.53K $230K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22
+ 0.44%
$48.5 - $49.35 $1.07K - $1.09K
5.06K $249K
Fidelity Merrimack Str Tr
5.02K
New
N/A
5.02K $0
Strategy Shs
163K
+ 274.18%
N/A
222K $0
Strategy Shs
1.41K
+ 4.86%
N/A
30.3K $0
XOM
Exxon Mobil Corp

Energy
13
+ 0.33%
$99.93 - $119.04 $1.3K - $1.55K
3.93K $423K
Activity Summary
Buys All Purchases 42 New Holdings 21 Increased Positions 21 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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