Tlwm Sells in Q2 2025

Tlwm

  • $521 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-59
- 2.16%
$274.35 - $599.47 $16.2K - $35.4K
2.68K $835K
BSCV
Invesco ETF Self Indexed Fd Tr
-9.59K
- 13.2%
$15.97 - $16.53 $153K - $159K
63K $1.04M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.44K
- 2.15%
$25.04 - $25.18 $136K - $137K
248K $6.24M
EMN
Eastman Chemical CO

Basic Materials
-11
- 0.12%
$72.7 - $88.29 $800 - $971
9.14K $682K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-5.76K
- 21.2%
$18.28 - $18.7 $105K - $108K
21.4K $400K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.31K
- 2.39%
$23.96 - $24.27 $103K - $104K
176K $4.28M
COP
Conocophillips

Energy
-6
- 0.12%
$82.66 - $106.1 $496 - $637
4.97K $446K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.03%
$285.55 - $321.23 $286 - $321
3.01K $877K
VONE
Vanguard Russell 1000 ETF

ETFs
-266
- 16.89%
$225.48 - $280.86 $60K - $74.7K
1.31K $367K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-394
- 1.06%
N/A
36.9K $876K
V
Visa Inc.

Financial Services
-21
- 0.39%
$308.27 - $373.31 $6.47K - $7.84K
5.41K $1.92M
RSG
Republic Services, Inc.

Industrials
-46
- 0.6%
$227.2 - $258.07 $10.5K - $11.9K
7.6K $1.87M
NICE
Nice Ltd.

Technology
-45
- 1.23%
$141.3 - $178.32 $6.36K - $8.02K
3.61K $610K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-85
- 0.6%
$32.66 - $40.75 $2.78K - $3.46K
14K $566K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-84
- 0.62%
$60.34 - $74.89 $5.07K - $6.29K
13.5K $1.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-90
- 0.63%
$58.41 - $72.69 $5.26K - $6.54K
14.2K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-144
- 0.7%
$81.79 - $99.98 $11.8K - $14.4K
20.5K $2.01M
BAC
Bank Of America Corp

Financial Services
-147
- 0.41%
$34.39 - $47.46 $5.06K - $6.98K
36.1K $1.71M
MS
Morgan Stanley

Financial Services
-72
- 0.52%
$99.83 - $140.86 $7.19K - $10.1K
13.8K $1.94M
AMZN
Amazon Com Inc

Consumer Cyclical
-83
- 0.66%
$167.32 - $223.3 $13.9K - $18.5K
12.5K $2.74M
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 0.42%
$210.28 - $289.91 $7.36K - $10.1K
8.23K $2.38M
TSLA
Tesla, Inc.

Consumer Cyclical
-321
- 3.9%
$221.86 - $362.89 $71.2K - $116K
7.91K $2.51M
META
Meta Platforms, Inc.

Communication Services
-20
- 0.48%
$484.66 - $738.09 $9.69K - $14.8K
4.17K $3.08M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-10.7K
- 1.3%
$49.48 - $61.22 $529K - $655K
812K $49.5M
IWV
Ishares Russell 3000 ETF

ETFs
-1.42K
- 0.48%
$281.67 - $351.0 $399K - $498K
294K $103M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.01K
- 0.58%
$496.48 - $617.85 $500K - $622K
173K $107M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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