Sentinel Wealth Management, Inc. Purchases in Q2 2025

Sentinel Wealth Management, Inc.

  • $106 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
53.7K
New
$272.36 - $339.57 $14.6M - $18.2M
53.7K $18.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
223K
New
$52.31 - $63.72 $11.7M - $14.2M
223K $14.2M
AVLV
American Centy ETF Tr Avantis
118K
New
$56.85 - $68.21 $6.73M - $8.07M
118K $8.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
234K
New
$24.21 - $29.47 $5.66M - $6.89M
234K $6.88M
VONV
Vanguard Russell 1000 Value Et

ETFs
73.1K
New
$73.19 - $85.21 $5.35M - $6.23M
73.1K $6.23M
DFAI
Dimensional ETF Tr

ETFs
159K
New
$28.02 - $34.71 $4.44M - $5.5M
159K $5.48M
SUB
Ishares Short Term National Mu

ETFs
51.3K
New
$104.77 - $106.34 $5.38M - $5.46M
51.3K $5.46M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
107K
New
$46.77 - $47.89 $5.01M - $5.13M
107K $5.08M
IWN
Ishares Russell2000 Val ETF

ETFs
29.9K
New
$131.84 - $157.76 $3.94M - $4.72M
29.9K $4.72M
IXUS
Ishares Tr

ETFs
47.5K
New
$62.37 - $77.63 $2.96M - $3.68M
47.5K $3.67M
AVRE
American Centy ETF Tr Avantis
60.8K
New
$38.75 - $44.92 $2.36M - $2.73M
60.8K $2.69M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18K
New
$90.56 - $109.49 $1.63M - $1.98M
18K $1.97M
DFAE
Dimensional ETF Tr

ETFs
62K
New
$22.87 - $28.95 $1.42M - $1.8M
62K $1.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
36.4K
New
$47.09 - $48.01 $1.71M - $1.75M
36.4K $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.71K
New
$416.06 - $551.64 $1.13M - $1.49M
2.71K $1.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.7K
New
$96.84 - $99.46 $1.42M - $1.46M
14.7K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
4.52K
New
$243.75 - $303.93 $1.1M - $1.37M
4.52K $1.38M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
16.2K
New
$60.22 - $80.1 $978K - $1.3M
16.2K $1.3M
VUG
Vanguard Growth ETF

ETFs
2.69K
New
$329.49 - $438.4 $886K - $1.18M
2.69K $1.18M
DIHP
Dimensional ETF Tr Dimensional

ETFs
36K
New
$24.32 - $29.74 $877K - $1.07M
36K $1.06M
VNQ
Vanguard Specialized Funds Van

ETFs
10K
New
$79.79 - $91.42 $798K - $915K
10K $891K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.26K
New
$468.22 - $566.51 $590K - $714K
1.26K $716K
IWM
Ishares Russell 2000 ETF

ETFs
3.28K
New
$174.82 - $215.79 $574K - $708K
3.28K $708K
IWV
Ishares Russell 3000 ETF

ETFs
1.91K
New
$281.67 - $351.0 $537K - $669K
1.91K $669K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.18K
New
$224.16 - $285.86 $489K - $623K
2.18K $623K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.37K
New
$320.42 - $424.58 $440K - $583K
1.37K $583K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.17K
New
$376.48 - $440.65 $440K - $516K
1.17K $517K
IVV
Ishares Core S&P 500 ETF

ETFs
815
New
$498.8 - $620.9 $407K - $506K
815 $506K
IWC
Russell Micro Cap ETF

ETFs
3.82K
New
$97.43 - $127.66 $372K - $487K
3.82K $487K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.43K
New
$57.14 - $72.68 $367K - $467K
6.43K $467K
EPD
Enterprise Products Partners L.P.

Energy
13.9K
New
$28.95 - $34.22 $401K - $474K
13.9K $430K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.14K
New
$166.82 - $194.23 $356K - $415K
2.14K $415K
OKE
Oneok Inc

Energy
4.95K
New
$78.71 - $100.37 $390K - $497K
4.95K $404K
CSCO
Cisco Systems, Inc.

Technology
5.17K
New
$53.19 - $69.38 $275K - $358K
5.17K $358K
IYR
Ishares Tr

ETFs
3.66K
New
$84.48 - $96.25 $309K - $352K
3.66K $347K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.65K
New
$72.96 - $90.39 $266K - $330K
3.65K $326K
PAA
Plains All American Pipeline LP

Energy
12.2K
New
$16.03 - $20.28 $196K - $248K
12.2K $224K
ET
Energy Transfer LP

Energy
11.2K
New
$15.65 - $18.93 $175K - $212K
11.2K $203K
Activity Summary
Buys All Purchases 39 New Holdings 39 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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