One Charles Private Wealth Services, LLC Sells in Q2 2025

One Charles Private Wealth Services, LLC

  • $325 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-3.38K
- 13.98%
$128.77 - $144.3 $436K - $488K
20.8K $2.81M
EPD
Enterprise Products Partners L.P.

Energy
-2.31K
- 3.16%
$28.95 - $34.22 $66.9K - $79K
70.7K $2.19M
VDE
Vanguard Energy ETF

ETFs
-1.26K
- 30.77%
$105.87 - $130.56 $133K - $164K
2.83K $337K
IVE
Ishares S&P 500 Value ETF

ETFs
-854
- 37.51%
$168.34 - $195.42 $144K - $167K
1.42K $278K
UNH
Unitedhealth Group Inc

Healthcare
-26
- 3.8%
$274.35 - $599.47 $7.13K - $15.6K
658 $205K
BMY
Bristol Myers Squibb CO

Healthcare
-142
- 1.98%
$44.12 - $59.6 $6.27K - $8.46K
7.03K $325K
MCD
Mcdonalds Corp

Consumer Cyclical
-205
- 9.94%
$285.55 - $321.23 $58.5K - $65.9K
1.86K $542K
MPLX
Mplx LP

Energy
-550
- 1.97%
$46.68 - $53.89 $25.7K - $29.6K
27.4K $1.41M
VIS
Vanguard Industrial ETF

ETFs
-908
- 15.53%
$220.04 - $280.07 $200K - $254K
4.94K $1.38M
SBUX
Starbucks Corp

Consumer Cyclical
-323
- 11.52%
$79.69 - $99.41 $25.7K - $32.1K
2.48K $227K
LLY
Eli Lilly & CO

Healthcare
-32
- 7.84%
$713.71 - $898.95 $22.8K - $28.8K
376 $293K
MUB
Ishares National Muni Bond ETF

ETFs
-209
- 7.58%
$102.31 - $105.8 $21.4K - $22.1K
2.55K $266K
UNP
Union Pacific Corp

Industrials
-55
- 3.68%
$208.27 - $238.46 $11.5K - $13.1K
1.44K $331K
VPU
Vanguard Utilities ETF

ETFs
-150
- 9.37%
$158.36 - $178.82 $23.8K - $26.8K
1.45K $256K
IYK
Ishares U.S. Consumer Staples

ETFs
-135
- 2.82%
$67.29 - $72.42 $9.08K - $9.78K
4.65K $327K
VIG
Vanguard Dividend Appreciation

ETFs
-76
- 1.04%
N/A
7.26K $1.32M
ADBE
Adobe Inc.

Technology
-37
- 5.81%
$340.0 - $420.68 $12.6K - $15.6K
600 $232K
ABT
Abbott Laboratories

Healthcare
-141
- 3.8%
$123.95 - $138.08 $17.5K - $19.5K
3.57K $485K
IEMG
Ishares Inc

ETFs
-94
- 1.62%
N/A
5.72K $306K
SACH
Sachem Capital Corp.

Real Estate
-5K
- 25.0%
$0.85 - $1.23 $4.25K - $6.15K
15K $18K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-42
- 0.76%
$93.63 - $103.68 $3.93K - $4.35K
5.47K $567K
XLP
Consumer Staples Sector Spdr

ETFs
-37
- 0.45%
N/A
8.13K $618K
RYF
Invesco S&P 500 Equal Weight F

ETFs
-57
- 1.31%
N/A
4.29K $0
AMT
American Tower Corp

Real Estate
-32
- 1.53%
$203.96 - $228.19 $6.53K - $7.3K
2.06K $455K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-178
- 14.93%
$416.06 - $551.64 $74.1K - $98.2K
1.01K $559K
GOOG
Alphabet Inc.

Communication Services
-620
- 11.48%
$146.58 - $180.01 $90.9K - $112K
4.78K $847K
HON
Honeywell International Inc

Industrials
-147
- 7.37%
$182.86 - $232.88 $26.9K - $34.2K
1.85K $430K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-79
- 0.73%
$37.86 - $43.29 $2.99K - $3.42K
10.7K $453K
IYJ
Ishares Tr

ETFs
-30
- 0.69%
$115.07 - $142.31 $3.45K - $4.27K
4.29K $611K
BOTZ
Global X Fds

ETFs
-186
- 1.36%
$24.51 - $32.65 $4.56K - $6.07K
13.5K $441K
IYC
Ishares U.S. Consumer Discreti

ETFs
-32
- 0.66%
$79.19 - $99.64 $2.53K - $3.19K
4.84K $481K
SLV
I Shares Silver Trust

ETFs
-1.14K
- 2.32%
$27.08 - $33.74 $30.8K - $38.3K
47.9K $1.57M
RXI
Ishares Tr

ETFs
-2
- 0.04%
$157.03 - $192.24 $314 - $384
5.09K $957K
IYF
Ishares Tr

ETFs
-97
- 1.01%
$99.23 - $120.99 $9.63K - $11.7K
9.52K $1.15M
VBR
Vanguard Small Cap Value ETF

ETFs
-43
- 0.42%
$162.76 - $195.77 $7K - $8.42K
10.1K $1.98M
SPYG
Spdr Portfolio

ETFs
-298
- 3.9%
$71.83 - $95.32 $21.4K - $28.4K
7.35K $700K
NFLX
Netflix Inc

Communication Services
-13
- 3.94%
$855.86 - $1339.13 $11.1K - $17.4K
317 $424K
XLY
Select Sector Spdr Consumer Di

ETFs
-51
- 0.73%
$176.34 - $218.59 $8.99K - $11.1K
6.94K $1.51M
VBK
Vanguard Small Cap Growth ETF

ETFs
-123
- 1.74%
$219.76 - $276.94 $27K - $34.1K
6.93K $1.92M
XLC
Select Sector Spdr Tr Communic

ETFs
-916
- 3.91%
$86.13 - $108.53 $78.9K - $99.4K
22.5K $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
-126
- 1.23%
$243.75 - $303.93 $30.7K - $38.3K
10.1K $3.07M
AVGO
Broadcom Inc.

Technology
-304
- 9.44%
$146.29 - $275.65 $44.5K - $83.8K
2.92K $804K
AMZN
Amazon Com Inc

Consumer Cyclical
-240
- 2.05%
$167.32 - $223.3 $40.2K - $53.6K
11.5K $2.51M
XLK
Technology Sector Spdr

ETFs
-564
- 1.63%
$179.73 - $253.23 $101K - $143K
34K $8.62M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.81K
- 2.4%
$40.51 - $71.03 $73.2K - $128K
73.6K $5.17M
ACVA
Acv Auctions Inc.

Consumer Cyclical
-5.17K
- 0.52%
$12.82 - $17.04 $66.3K - $88.1K
996K $16.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.1K
- 0.37%
$60.61 - $87.72 $66.5K - $96.2K
292K $24.8M
Activity Summary
Buys All Purchases 88 New Holdings 23 Increased Positions 65 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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