Reston Wealth Management LLC Incresed Positions in Q3 2025

Reston Wealth Management LLC

  • $309 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
1.63K
+ 0.24%
$94.33 - $105.31 $153K - $171K
675K $70.5M
FNDX
Schwab Fundamental U S Large C

ETFs
56.6K
+ 2.47%
$24.38 - $26.34 $1.38M - $1.49M
2.35M $61.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
47.1K
+ 12.66%
$21.69 - $23.34 $1.02M - $1.1M
419K $9.76M
SPMD
Spdr Portfolio

ETFs
116
+ 0.03%
$54.43 - $58.29 $6.31K - $6.76K
378K $21.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
39.7K
+ 13.71%
$22.9 - $23.58 $909K - $936K
329K $7.73M
FNDA
Schwab Fundamental U S Small C

ETFs
16.7K
+ 9.77%
$28.75 - $31.93 $480K - $533K
188K $5.84M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.5K
+ 10.65%
$28.15 - $30.13 $549K - $587K
202K $6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
22.2K
+ 2.38%
$25.21 - $25.99 $559K - $576K
953K $24.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.84K
+ 9.21%
$72.04 - $77.35 $204K - $219K
33.6K $2.58M
NVDA
Nvidia Corp

Technology
746
+ 11.17%
$153.3 - $186.58 $114K - $139K
7.43K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 2.65%
$293.94 - $444.72 $8.52K - $12.9K
1.12K $499K
MSFT
Microsoft Corp

Technology
50
+ 1.07%
$491.09 - $535.64 $24.6K - $26.8K
4.72K $2.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.09%
$420.11 - $472.68 $840 - $945
2.3K $1.08M
AVGO
Broadcom Inc.

Technology
25
+ 1.83%
$264.74 - $369.57 $6.62K - $9.24K
1.39K $459K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
392
+ 1.98%
$30.13 - $33.37 $11.8K - $13.1K
20.2K $674K
ABBV
Abb Vie Inc.

Healthcare
49
+ 3.45%
$184.85 - $231.54 $9.06K - $11.3K
1.47K $340K
LMT
Lockheed Martin Corp

Industrials
102
+ 18.96%
$410.74 - $499.21 $41.9K - $50.9K
640 $319K
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.5%
$282.78 - $316.06 $3.39K - $3.79K
2.44K $768K
VXF
Vanguard Extended Market ETF

ETFs
8
+ 0.28%
$193.58 - $213.07 $1.55K - $1.7K
2.88K $602K
MS
Morgan Stanley

Financial Services
99
+ 5.99%
$139.09 - $161.16 $13.8K - $16K
1.75K $278K
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
+ 0.28%
$135.0 - $146.02 $1.35K - $1.46K
3.52K $513K
GE
General Electric CO

Industrials
15
+ 1.84%
$244.75 - $305.63 $3.67K - $4.58K
831 $249K
IWR
Ishares Russell Mid Cap ETF

ETFs
19
+ 0.3%
$92.26 - $97.51 $1.75K - $1.85K
6.29K $607K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.33%
$62.09 - $66.51 $683 - $732
3.36K $219K
AMZN
Amazon Com Inc

Consumer Cyclical
19
+ 0.66%
$211.65 - $238.24 $4.02K - $4.53K
2.9K $637K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.29%
N/A
700 $186K
ADP
Automatic Data Processing Inc

Industrials
9
+ 1.08%
$288.69 - $310.94 $2.6K - $2.8K
843 $247K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.39%
$915.95 - $994.57 $4.58K - $4.97K
364 $336K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.1%
$255.35 - $282.87 $511 - $566
2.09K $544K
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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