Reston Wealth Management LLC Purchases and Sells in Q2 2025

Reston Wealth Management LLC

$285 Million
Q2 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	37.1K + 5.84%	$71.83 - $95.32 $2.67M - $3.54M	673K $64.2M
SPDW	120K + 15.23%	$32.66 - $40.75 $3.92M - $4.89M	907K $36.7M
FNDX	113K + 5.2%	$20.84 - $24.54 $2.36M - $2.78M	2.29M $56.2M
SPMD	19.9K + 5.57%	$44.89 - $54.38 $895K - $1.08M	378K $20.6M
SCHF	64.2K + 20.86%	$17.76 - $22.1 $1.14M - $1.42M	372K $8.22M
SMLF	7.08K + 2.79%	$54.28 - $67.95 $384K - $481K	261K $17.7M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.37K New	$146.29 - $275.65 $200K - $377K	1.37K $377K
AMAT	1.42K New	$126.95 - $183.52 $181K - $261K	1.42K $260K
MS	1.65K New	$99.83 - $140.86 $165K - $233K	1.65K $232K
RCL	710 New	$177.93 - $313.14 $126K - $222K	710 $222K
MCK	300 New	$652.83 - $732.78 $196K - $220K	300 $219K
GE	816 New	$166.81 - $257.39 $136K - $210K	816 $210K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-12.6K - 78.17%	$102.31 - $105.8 $1.29M - $1.33M	3.52K $367K
BND	-1.01K - 2.63%	$72.02 - $73.82 $72.6K - $74.4K	37.4K $2.75M
ABBV	-151 - 9.6%	$170.16 - $206.27 $25.7K - $31.1K	1.42K $263K
BRK-B	-23 - 2.75%	$483.48 - $539.8 $11.1K - $12.4K	813 $394K
SPYV	-6.39K - 2.81%	$45.11 - $52.34 $288K - $335K	221K $11.6M
NOC	-66 - 10.56%	$456.3 - $540.39 $30.1K - $35.7K	559 $279K

Activity Summary All Purchases 39 New Holdings 9 Increased Positions 30 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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