Refined Wealth Management Purchases and Sells in Q2 2025

Refined Wealth Management

$143 Million
Q2 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	940 + 1.63%	$151.47 - $375.07 $142K - $353K	58.7K $20.6M
QQQ	405 + 1.65%	$416.06 - $551.64 $169K - $223K	25K $13.8M
ENVX	15.7K + 2.33%	$5.46 - $10.53 $85.8K - $165K	691K $7.15M
VSGX	1.77K + 0.73%	$52.84 - $65.52 $93.6K - $116K	243K $15.9M
VTV	863 + 1.34%	$153.67 - $176.74 $133K - $153K	65.2K $11.5M
VO	285 + 2.19%	$228.54 - $279.83 $65.1K - $79.8K	13.3K $3.72M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	368 New	$484.66 - $738.09 $178K - $272K	368 $271K
TSLA	668 New	$221.86 - $362.89 $148K - $242K	668 $212K
XSOE	6.03K New	$27.26 - $34.48 $164K - $208K	6.03K $207K
ETN	582 New	$246.52 - $356.99 $143K - $208K	582 $207K
GLDM	3.07K New	$58.96 - $67.97 $181K - $209K	3.07K $201K
ISHARES BITCOIN TRUST ETF	3.49K New	N/A	3.49K $0

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-219 - 7.38%	$172.42 - $223.89 $37.8K - $49K	2.75K $564K
AMZN	-253 - 5.58%	$167.32 - $223.3 $42.3K - $56.5K	4.28K $939K
NULG	-568 - 4.23%	$70.54 - $93.95 $40.1K - $53.4K	12.9K $1.21M
NVDA	-65 - 1.32%	$94.31 - $157.99 $6.13K - $10.3K	4.87K $769K

Activity Summary All Purchases 23 New Holdings 6 Increased Positions 17 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Refined Wealth Management with notifications on news.