Reliant Wealth Planning Purchases and Sells in Q3 2025

Reliant Wealth Planning

$266 Million
Q3 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BALT	921K + 2526.97%	$32.11 - $32.82 $29.6M - $30.2M	957K $31.4M
MSFT	6.47K + 1002.33%	$491.09 - $535.64 $3.17M - $3.46M	7.11K $3.68M
SCHD	14.3K + 0.87%	$26.38 - $27.95 $377K - $399K	1.66M $45.4M
NVDA	695 + 30.94%	$153.3 - $186.58 $107K - $130K	2.94K $548K
IBTG	6.24K + 10.8%	$22.84 - $22.95 $142K - $143K	64K $1.47M
IBDR	5.89K + 11.9%	N/A	55.4K $1.32M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RISR	438K New	$35.84 - $37.19 $15.7M - $16.3M	438K $15.7M
AAPL	5.39K New	$202.38 - $256.87 $1.09M - $1.39M	5.39K $1.37M
IJH	3.53K New	$62.09 - $66.51 $219K - $235K	3.53K $230K
IWM	929 New	$214.92 - $244.84 $200K - $227K	929 $224K
IQDY	6.17K New	$31.97 - $34.38 $197K - $212K	6.17K $208K
IBHI	8.43K New	$23.43 - $23.88 $198K - $201K	8.43K $201K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	-91.7K - 13.49%	$76.16 - $78.59 $6.99M - $7.21M	588K $45.9M
VOO	-1.65K - 14.99%	$567.77 - $614.76 $938K - $1.02M	9.37K $5.74M
IBTM	-8.46K - 16.29%	$22.63 - $23.3 $191K - $197K	43.5K $1.01M
IBDX	-7.66K - 17.2%	$24.97 - $25.78 $191K - $198K	36.9K $945K
IAU	-2.12K - 25.48%	$61.62 - $72.77 $131K - $154K	6.2K $451K
IBDQ	-577 - 1.32%	$25.09 - $25.19 $14.5K - $14.5K	43K $1.08M

Activity Summary All Purchases 23 New Holdings 11 Increased Positions 12 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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