Tlwm Incresed Positions in Q3 2025

Tlwm

  • $551 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
1.33K
+ 0.45%
$351.04 - $379.81 $465K - $503K
295K $112M
SPY
Spdr S&P 500 ETF Trust

ETFs
555
+ 0.32%
$617.65 - $666.84 $343K - $370K
173K $115M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.75K
+ 0.34%
$60.01 - $65.01 $165K - $179K
815K $53M
TSLA
Tesla, Inc.

Consumer Cyclical
182
+ 2.3%
$293.94 - $444.72 $53.5K - $80.9K
8.09K $3.6M
NVDA
Nvidia Corp

Technology
2.87K
+ 23.92%
$153.3 - $186.58 $440K - $536K
14.9K $2.78M
GOOGL
Alphabet Inc.

Communication Services
320
+ 2.69%
$174.36 - $254.72 $55.8K - $81.5K
12.2K $2.97M
AAPL
Apple Inc.

Technology
526
+ 3.91%
$202.38 - $256.87 $106K - $135K
14K $3.56M
MRVL
Marvell Technology, Inc.

Technology
7.65K
+ 84.47%
$62.31 - $84.07 $477K - $643K
16.7K $1.4M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
29.3K
+ 2.43%
$20.66 - $20.74 $605K - $608K
1.24M $25.6M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
25.1K
+ 1.61%
$19.49 - $19.61 $490K - $493K
1.59M $31M
NICE
Nice Ltd.

Technology
3.98K
+ 110.27%
$127.85 - $171.98 $509K - $685K
7.6K $1.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.1K
+ 1.34%
$20.41 - $20.67 $370K - $375K
1.37M $28.3M
BSCU
Invesco Exc Self Ind Tr

ETFs
16.7K
+ 1.02%
$16.67 - $17.03 $279K - $285K
1.67M $28.1M
MS
Morgan Stanley

Financial Services
755
+ 5.47%
$139.09 - $161.16 $105K - $122K
14.5K $2.31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.32K
+ 0.69%
$100.37 - $100.74 $333K - $334K
488K $49.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
385
+ 16.97%
$567.77 - $614.76 $219K - $237K
2.65K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
329
+ 4.0%
$282.78 - $316.06 $93K - $104K
8.56K $2.7M
GD
General Dynamics Corp

Industrials
275
+ 6.56%
$293.92 - $341.0 $80.8K - $93.8K
4.47K $1.52M
CRM
Salesforce, Inc.

Technology
2.31K
+ 33.48%
$231.66 - $273.65 $535K - $632K
9.21K $2.18M
BAC
Bank Of America Corp

Financial Services
2.17K
+ 6.02%
$44.92 - $52.42 $97.6K - $114K
38.3K $1.98M
AZN
Astrazeneca PLC

Healthcare
1.09K
+ 6.25%
$68.72 - $82.11 $74.8K - $89.4K
18.5K $1.42M
CVX
Chevron Corp

Energy
555
+ 5.83%
$145.57 - $161.83 $80.8K - $89.8K
10.1K $1.56M
WMT
Walmart Inc.

Consumer Defensive
897
+ 4.37%
$94.4 - $104.27 $84.7K - $93.5K
21.4K $2.21M
SCHW
Schwab Charles Corp

Financial Services
1.08K
+ 6.08%
$91.03 - $98.69 $97.9K - $106K
18.8K $1.79M
UNH
Unitedhealth Group Inc

Healthcare
159
+ 5.94%
$237.77 - $353.61 $37.8K - $56.2K
2.84K $979K
GLD
Spdr Gold Trust

ETFs
284
+ 37.92%
$300.96 - $355.47 $85.5K - $101K
1.03K $367K
GOOG
Alphabet Inc.

Communication Services
50
+ 3.22%
$175.16 - $255.24 $8.76K - $12.8K
1.61K $390K
XOM
Exxon Mobil Corp

Energy
560
+ 5.8%
$105.83 - $117.22 $59.3K - $65.6K
10.2K $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
470
+ 3.76%
$211.65 - $238.24 $99.5K - $112K
13K $2.85M
NXPI
Nxp Semiconductors N.V.

Technology
287
+ 6.95%
$205.16 - $239.07 $58.9K - $68.6K
4.42K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
164
+ 5.46%
$291.67 - $316.99 $47.8K - $52K
3.17K $963K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.55K
+ 9.55%
$16.46 - $17.1 $58.4K - $60.7K
40.7K $692K
ZS
Zscaler, Inc.

Technology
310
+ 6.67%
$267.68 - $316.5 $83K - $98.1K
4.96K $1.49M
V
Visa Inc.

Financial Services
265
+ 4.9%
$332.09 - $358.86 $88K - $95.1K
5.67K $1.94M
Jacobs Solutions Inc
399
+ 6.34%
N/A
6.69K $0
NTRA
Natera, Inc.

Healthcare
50
+ 1.71%
$133.66 - $181.11 $6.68K - $9.06K
2.97K $478K
ADBE
Adobe Inc.

Technology
147
+ 6.14%
$333.65 - $392.1 $49K - $57.6K
2.54K $897K
RSG
Republic Services, Inc.

Industrials
427
+ 5.62%
$225.33 - $246.01 $96.2K - $105K
8.02K $1.84M
BSX
Boston Scientific Corp

Healthcare
928
+ 6.39%
$97.03 - $108.14 $90K - $100K
15.4K $1.51M
STZ
Constellation Brands, Inc.

Consumer Defensive
200
+ 5.93%
$131.78 - $176.09 $26.4K - $35.2K
3.57K $480K
HON
Honeywell International Inc

Industrials
278
+ 4.78%
$207.7 - $240.4 $57.7K - $66.8K
6.09K $1.28M
EMN
Eastman Chemical CO

Basic Materials
528
+ 5.77%
$58.79 - $81.56 $31K - $43.1K
9.67K $609K
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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