Noble Wealth Management Pbc Sells in Q1 2025

Noble Wealth Management Pbc

  • $113 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.25%
$225.19 - $279.95 $1.13K - $1.4K
1.96K $480K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.59%
$442.66 - $534.52 $2.66K - $3.21K
1.02K $533K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
-3.28K
- 7.13%
$9.94 - $10.45 $32.6K - $34.2K
42.7K $426K
Innovator Equity Defined Protection ETF 2 Yr To July 2025
-455
- 2.78%
N/A
15.9K $0
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
-6.13K
- 9.83%
$7.02 - $7.46 $43K - $45.7K
56.2K $397K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-600
- 3.72%
$26.45 - $28.62 $15.9K - $17.2K
15.5K $411K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-7K
- 20.23%
$11.13 - $11.61 $77.9K - $81.3K
27.6K $309K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-3.63K
- 10.33%
$11.01 - $11.72 $39.9K - $42.5K
31.5K $353K
IEF
Ishares Barclays

ETFs
-428
- 10.32%
$91.17 - $95.39 $39K - $40.8K
3.72K $353K
VOT
Vanguard Mid Cap Growth Index

ETFs
-83
- 5.69%
$237.72 - $276.98 $19.7K - $23K
1.38K $335K
Invesco Bulletshares 2033 Corporate Bond ETF
-875
- 5.26%
N/A
15.8K $0
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-3.7K
- 6.27%
$5.54 - $5.98 $20.5K - $22.1K
55.3K $311K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-66
- 2.02%
$87.68 - $94.52 $5.79K - $6.24K
3.21K $297K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.22%
$576.36 - $736.67 $576 - $737
455 $262K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-100
- 0.78%
$19.51 - $20.4 $1.95K - $2.04K
12.8K $255K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-750
- 5.31%
$16.12 - $16.78 $12.1K - $12.6K
13.4K $220K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 1.01%
$347.25 - $424.87 $1.74K - $2.12K
492 $180K
Calamos S&P 500 Structured Alt Protection ETF
-5.5K
- 76.39%
N/A
1.7K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-108
- 5.54%
$65.15 - $91.81 $7.04K - $9.92K
1.84K $120K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
-18K
- 73.21%
$6.57 - $6.89 $118K - $124K
6.59K $43K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-450
- 13.08%
$45.66 - $47.41 $20.5K - $21.3K
2.99K $139K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-77
- 4.43%
$81.62 - $96.63 $6.28K - $7.44K
1.66K $138K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-38
- 1.13%
$46.55 - $51.16 $1.77K - $1.94K
3.33K $165K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 1.31%
$461.52 - $548.18 $1.85K - $2.19K
302 $158K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-1.08K
- 14.31%
$20.56 - $21.51 $22.1K - $23.1K
6.44K $136K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-700
- 4.96%
$10.68 - $11.3 $7.48K - $7.91K
13.4K $145K
IWD
Ishares Russell 1000 Val ETF

ETFs
-54
- 6.89%
$182.82 - $196.21 $9.87K - $10.6K
730 $135K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-1.3K
- 6.47%
$7.01 - $7.34 $9.13K - $9.56K
18.8K $131K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-2.3K
- 16.67%
$9.96 - $10.76 $22.9K - $24.7K
11.5K $117K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-273
- 15.96%
$76.77 - $82.22 $21K - $22.4K
1.44K $112K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-115
- 4.7%
$49.78 - $53.19 $5.72K - $6.12K
2.33K $117K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-108
- 6.48%
$69.81 - $78.9 $7.54K - $8.52K
1.56K $122K
BSCU
Invesco Exc Self Ind Tr

ETFs
-2.68K
- 40.07%
$16.2 - $16.64 $43.3K - $44.5K
4K $66K
PML
Pimco Municipal Income Fund Ii

Financial Services
-2K
- 15.42%
$8.04 - $8.62 $16.1K - $17.2K
11K $88K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-460
- 8.76%
$18.36 - $20.51 $8.45K - $9.43K
4.79K $95K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-81
- 11.46%
$108.02 - $120.45 $8.75K - $9.76K
626 $68K
CVX
Chevron Corp

Energy
-392
- 70.38%
$146.71 - $167.97 $57.5K - $65.8K
165 $27K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-668
- 10.06%
$11.4 - $11.96 $7.62K - $7.99K
5.97K $68K
PCF
High Income Securities Fund

Financial Services
-2.17K
- 20.36%
$6.51 - $6.86 $14.1K - $14.9K
8.5K $56K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-37
- 3.64%
$61.46 - $66.32 $2.27K - $2.45K
980 $63K
Ft Vest U.S. Equity Moderate Buffer ETF July
-550
- 36.67%
N/A
950 $0
CXH
Mfs Investment Grade Municipal Trust

Financial Services
-693
- 10.35%
$7.86 - $8.18 $5.45K - $5.67K
6K $47K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-226
- 19.38%
$38.89 - $41.6 $8.79K - $9.4K
940 $37K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-25
- 2.0%
N/A
1.23K $0
PYN
Pimco New York Municipal Income Fund Iii

Financial Services
-700
- 9.08%
$5.61 - $5.98 $3.93K - $4.19K
7.01K $39K
PEP
Pepsico Inc

Consumer Defensive
-20
- 7.66%
$142.64 - $156.42 $2.85K - $3.13K
241 $36K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-33
- 13.58%
$126.86 - $146.45 $4.19K - $4.83K
210 $26K
Thomson Reuters Corp Com
-126
- 61.17%
N/A
80 $0
SPGI
S&P Global Inc.

Financial Services
-4
- 6.35%
$478.26 - $543.77 $1.91K - $2.18K
59 $29K
Activity Summary
Buys All Purchases 129 New Holdings 61 Increased Positions 68 Sells All Sells 132 Reductions 130 Sold out 2 Options Calls 0 Puts 0
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