Payne Capital Management, LLC Incresed Positions in Q2 2025

Payne Capital Management, LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
13.9K
+ 5.29%
$45.65 - $57.01 $636K - $794K
277K $15.8B
VUG
Vanguard Growth ETF

ETFs
974
+ 3.48%
$329.49 - $438.4 $321K - $427K
29K $12.7B
MSFT
Microsoft Corp

Technology
2.81K
+ 229.53%
$354.56 - $497.45 $998K - $1.4M
4.04K $2.01B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
24.8K
+ 14.49%
$24.38 - $30.18 $605K - $749K
196K $5.91B
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.68K
+ 1.46%
$37.77 - $46.15 $101K - $123K
186K $8.59B
VBK
Vanguard Small Cap Growth ETF

ETFs
54
+ 0.14%
$219.76 - $276.94 $11.9K - $15K
38.2K $10.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.5K
+ 239.23%
$416.06 - $551.64 $624K - $827K
2.13K $1.17B
VTV
Vanguard Value ETF

ETFs
2.1K
+ 3.62%
$153.67 - $176.74 $322K - $370K
59.9K $10.6B
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.78K
+ 0.6%
$23.55 - $27.67 $65.5K - $77K
466K $12.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
942
+ 91.63%
$483.48 - $539.8 $455K - $508K
1.97K $957M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.78K
+ 27.42%
$67.03 - $80.35 $254K - $304K
17.6K $1.4B
IFGL
Ishares International Develope

ETFs
5.34K
+ 8.93%
$18.5 - $22.72 $98.8K - $121K
65.2K $1.48B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.24K
+ 22.69%
$70.44 - $86.87 $158K - $195K
12.1K $1.05B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.83K
+ 16.65%
$66.87 - $79.47 $189K - $225K
19.8K $1.57B
TSLA
Tesla, Inc.

Consumer Cyclical
414
+ 32.45%
$221.86 - $362.89 $91.9K - $150K
1.69K $537M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
258
+ 2.91%
$104.23 - $134.39 $26.9K - $34.7K
9.13K $1.23B
AVGO
Broadcom Inc.

Technology
1
+ 0.06%
$146.29 - $275.65 $146 - $276
1.58K $436M
VTI
Vanguard Total Stock Market Et

ETFs
319
+ 18.85%
$243.75 - $303.93 $77.8K - $97K
2.01K $611M
VNQ
Vanguard Specialized Funds Van

ETFs
2.18K
+ 6.26%
$79.79 - $91.42 $174K - $199K
37K $3.3B
AMZN
Amazon Com Inc

Consumer Cyclical
600
+ 20.86%
$167.32 - $223.3 $100K - $134K
3.48K $763M
MCK
Mckesson Corp

Healthcare
2
+ 0.3%
$652.83 - $732.78 $1.31K - $1.47K
677 $496M
MRK
Merck & Co., Inc.

Healthcare
1.58K
+ 62.32%
$73.47 - $87.12 $116K - $137K
4.11K $325M
UNP
Union Pacific Corp

Industrials
400
+ 22.47%
$208.27 - $238.46 $83.3K - $95.4K
2.18K $502M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.46K
+ 8.62%
$45.07 - $52.57 $201K - $235K
56.2K $2.75B
SCHC
Schwab Strategic Tr Intl Small

ETFs
158
+ 2.57%
$32.41 - $42.59 $5.12K - $6.73K
6.3K $268M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.61%
$456.74 - $568.03 $2.74K - $3.41K
991 $563M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
30
+ 0.5%
$121.58 - $136.74 $3.65K - $4.1K
6.04K $820M
JNJ
Johnson & Johnson

Healthcare
132
+ 10.22%
$146.36 - $159.82 $19.3K - $21.1K
1.42K $218M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.27K
+ 0.91%
$24.18 - $27.61 $54.9K - $62.7K
251K $6.8B
AAPL
Apple Inc.

Technology
104
+ 1.01%
$172.42 - $223.89 $17.9K - $23.3K
10.4K $2.13B
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 23 Reductions 21 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Payne Capital Management, LLC Portfolio

Follow Payne Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Payne Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Payne Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email