Reston Wealth Management LLC Incresed Positions in Q1 2025

Reston Wealth Management LLC

  • $247 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.6K
+ 1.1%
$33.84 - $37.77 $291K - $325K
787K $28.7M
FNDX
Schwab Fundamental U S Large C

ETFs
89.9K
+ 4.31%
$23.03 - $25.01 $2.07M - $2.25M
2.18M $51.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.6K
+ 9.87%
$18.36 - $20.51 $507K - $567K
308K $6.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.36K
+ 228.31%
$551.42 - $612.93 $752K - $835K
1.96K $1.1M
ABBV
Abb Vie Inc.

Healthcare
179
+ 12.84%
$169.2 - $216.66 $30.3K - $38.8K
1.57K $329K
KO
Coca Cola CO

Consumer Defensive
390
+ 9.71%
$60.81 - $72.32 $23.7K - $28.2K
4.41K $315K
UGI
Ugi Corp

Utilities
152
+ 1.32%
$28.0 - $34.16 $4.26K - $5.19K
11.7K $386K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.2K
+ 7.12%
$25.58 - $29.24 $286K - $327K
168K $4.4M
LLY
Eli Lilly & CO

Healthcare
15
+ 2.35%
$725.72 - $929.72 $10.9K - $13.9K
652 $538K
ADP
Automatic Data Processing Inc

Industrials
49
+ 5.74%
$286.85 - $318.64 $14.1K - $15.6K
903 $275K
MPC
Marathon Petroleum Corp

Energy
8
+ 0.55%
$134.72 - $159.03 $1.08K - $1.27K
1.47K $213K
Arista Networks Inc
481
+ 15.03%
N/A
3.68K $0
BGT
Blackrock Floating Rate Income Trust

Financial Services
469
+ 2.89%
$12.34 - $12.93 $5.79K - $6.06K
16.7K $207K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 2.16%
$476.63 - $610.45 $4.29K - $5.49K
426 $210K
LMT
Lockheed Martin Corp

Industrials
23
+ 4.51%
$423.19 - $506.29 $9.73K - $11.6K
533 $238K
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 0.29%
$120.29 - $134.6 $1.32K - $1.48K
3.81K $465K
FNDA
Schwab Fundamental U S Small C

ETFs
9.43K
+ 7.09%
$26.87 - $30.99 $253K - $292K
142K $3.9M
AAPL
Apple Inc.

Technology
317
+ 7.37%
$209.68 - $247.1 $66.5K - $78.3K
4.62K $1.03M
MAR
Marriott International Inc

Consumer Cyclical
58
+ 2.8%
$237.01 - $304.45 $13.7K - $17.7K
2.13K $507K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.13%
$360.07 - $417.26 $1.08K - $1.25K
2.29K $827K
NVDA
Nvidia Corp

Technology
442
+ 7.99%
$106.98 - $149.43 $47.3K - $66K
5.97K $647K
TSLA
Tesla, Inc.

Consumer Cyclical
43
+ 4.53%
$222.15 - $428.22 $9.55K - $18.4K
992 $257K
GOOGL
Alphabet Inc.

Communication Services
107
+ 2.56%
$154.33 - $206.19 $16.5K - $22.1K
4.28K $661K
MSFT
Microsoft Corp

Technology
37
+ 0.93%
$375.39 - $447.2 $13.9K - $16.5K
4.02K $1.51M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.99K
+ 1.6%
$60.91 - $71.4 $243K - $285K
254K $15.8M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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