Reston Wealth Management LLC Purchases in Q2 2025

Reston Wealth Management LLC

  • $285 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
37.1K
+ 5.84%
$71.83 - $95.32 $2.67M - $3.54M
673K $64.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
120K
+ 15.23%
$32.66 - $40.75 $3.92M - $4.89M
907K $36.7M
FNDX
Schwab Fundamental U S Large C

ETFs
113K
+ 5.2%
$20.84 - $24.54 $2.36M - $2.78M
2.29M $56.2M
SPMD
Spdr Portfolio

ETFs
19.9K
+ 5.57%
$44.89 - $54.38 $895K - $1.08M
378K $20.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.2K
+ 20.86%
$17.76 - $22.1 $1.14M - $1.42M
372K $8.22M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
7.08K
+ 2.79%
$54.28 - $67.95 $384K - $481K
261K $17.7M
FNDA
Schwab Fundamental U S Small C

ETFs
28.5K
+ 19.99%
$23.85 - $28.69 $679K - $817K
171K $4.89M
MSFT
Microsoft Corp

Technology
648
+ 16.13%
$354.56 - $497.45 $230K - $322K
4.67K $2.32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15K
+ 8.94%
$22.92 - $28.05 $344K - $421K
183K $5.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.81K
+ 6.94%
$22.27 - $29.21 $107K - $141K
74.2K $2.17M
AVGO
Broadcom Inc.

Technology
1.37K
New
$146.29 - $275.65 $200K - $377K
1.37K $377K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.09K
+ 3.67%
$57.14 - $72.68 $62.2K - $79.1K
30.8K $2.24M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.8K
+ 5.02%
$22.68 - $23.28 $314K - $322K
290K $6.73M
AMAT
Applied Materials Inc

Technology
1.42K
New
$126.95 - $183.52 $181K - $261K
1.42K $260K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.8K
+ 0.85%
$24.98 - $25.66 $195K - $200K
931K $23.8M
MS
Morgan Stanley

Financial Services
1.65K
New
$99.83 - $140.86 $165K - $233K
1.65K $232K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
710
New
$177.93 - $313.14 $126K - $222K
710 $222K
MCK
Mckesson Corp

Healthcare
300
New
$652.83 - $732.78 $196K - $220K
300 $219K
GE
General Electric CO

Industrials
816
New
$166.81 - $257.39 $136K - $210K
816 $210K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.63K
+ 19.89%
$72.96 - $90.39 $119K - $147K
9.82K $877K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.35K
New
$51.16 - $62.02 $171K - $208K
3.35K $207K
BAC
Bank Of America Corp

Financial Services
4.31K
New
$34.39 - $47.46 $148K - $205K
4.31K $203K
OEF
Ishares S&P 100 ETF

ETFs
698
New
N/A
698 $185K
GOOG
Alphabet Inc.

Communication Services
164
+ 2.63%
$146.58 - $180.01 $24K - $29.5K
6.41K $1.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.09%
$320.42 - $424.58 $641 - $849
2.29K $973K
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 5.95%
$210.28 - $289.91 $28.6K - $39.4K
2.42K $702K
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 3.85%
$167.32 - $223.3 $17.9K - $23.9K
2.88K $632K
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 31.5%
$908.13 - $1056.85 $78.1K - $90.9K
359 $355K
TSLA
Tesla, Inc.

Consumer Cyclical
102
+ 10.28%
$221.86 - $362.89 $22.6K - $37K
1.09K $347K
AAPL
Apple Inc.

Technology
752
+ 16.29%
$172.42 - $223.89 $130K - $168K
5.37K $1.1M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.24%
$150.43 - $192.71 $1.05K - $1.35K
2.87K $552K
MPC
Marathon Petroleum Corp

Energy
108
+ 7.36%
$118.55 - $170.08 $12.8K - $18.4K
1.58K $261K
IWR
Ishares Russell Mid Cap ETF

ETFs
18
+ 0.29%
$74.88 - $91.97 $1.35K - $1.66K
6.27K $576K
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 8.22%
$451.58 - $565.94 $15.8K - $19.8K
461 $250K
UGI
Ugi Corp

Utilities
14
+ 0.12%
$30.18 - $36.59 $423 - $512
11.7K $426K
LLY
Eli Lilly & CO

Healthcare
55
+ 8.44%
$713.71 - $898.95 $39.3K - $49.4K
707 $551K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.94%
$430.82 - $486.45 $2.15K - $2.43K
538 $249K
KO
Coca Cola CO

Consumer Defensive
30
+ 0.68%
$68.37 - $73.9 $2.05K - $2.22K
4.44K $313K
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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