Tl Private Wealth Purchases in Q2 2025

Tl Private Wealth

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.03K
+ 1.67%
$329.49 - $438.4 $670K - $891K
124K $54.3M
VO
Vanguard Mid Cap ETF

ETFs
2.56K
+ 2.03%
$228.54 - $279.83 $584K - $715K
128K $35.9M
VTV
Vanguard Value ETF

ETFs
4.65K
+ 2.05%
$153.67 - $176.74 $714K - $822K
232K $41M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.93K
+ 1.44%
$54.19 - $67.22 $213K - $264K
276K $18.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
79
+ 0.73%
$496.48 - $617.85 $39.2K - $48.8K
10.9K $6.75M
TXN
Texas Instruments Inc

Technology
1.21K
New
N/A
1.21K $236K
DE
Deere & CO

Industrials
456
New
$412.99 - $531.48 $188K - $242K
456 $231K
AOA
Ishares Tr Core Aggressive All

ETFs
2.76K
New
$69.46 - $83.4 $191K - $230K
2.76K $229K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.77K
+ 1.4%
$44.64 - $47.48 $124K - $132K
201K $9.53M
CSCO
Cisco Systems, Inc.

Technology
3.11K
New
$53.19 - $69.38 $165K - $216K
3.11K $215K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10
+ 0.14%
$113.67 - $150.4 $1.14K - $1.5K
7.01K $1.05M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
633
+ 1.51%
$121.58 - $136.74 $77K - $86.6K
42.7K $5.79M
ORCL
Oracle Corp

Technology
2
+ 0.12%
$122.82 - $218.63 $246 - $437
1.71K $374K
FTSL
First Trust Senior Ln Fund

ETFs
542
+ 0.12%
$44.58 - $46.07 $24.2K - $25K
456K $20.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.21%
$416.06 - $551.64 $832 - $1.1K
952 $525K
VEA
Vanguard Ftse Developed Market

ETFs
73
+ 0.8%
$45.65 - $57.01 $3.33K - $4.16K
9.2K $524K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.01%
$51.16 - $62.02 $102 - $124
14.1K $875K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17
+ 0.21%
$90.56 - $109.49 $1.54K - $1.86K
8.04K $878K
IVE
Ishares S&P 500 Value ETF

ETFs
16
+ 1.29%
$168.34 - $195.42 $2.69K - $3.13K
1.26K $245K
FMB
First Tr Exchange Traded Fd Ii

ETFs
84
+ 0.62%
$49.12 - $50.93 $4.13K - $4.28K
13.7K $683K
MDT
Medtronic PLC

Healthcare
12
+ 0.48%
$80.68 - $88.86 $968 - $1.07K
2.49K $217K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.22%
$146.36 - $159.82 $732 - $799
2.24K $341K
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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