Tolleson Wealth Management, Inc. Reduced Holdings in Q1 2025

Tolleson Wealth Management, Inc.

  • $518 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-23.5K
- 3.87%
$152.57 - $163.66 $3.59M - $3.85M
585K $91.6M
AAPL
Apple Inc.

Technology
-3.9K
- 33.68%
$209.68 - $247.1 $817K - $963K
7.67K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-640
- 2.17%
$551.42 - $612.93 $353K - $392K
28.8K $16.2M
MSFT
Microsoft Corp

Technology
-2.13K
- 29.01%
$375.39 - $447.2 $800K - $953K
5.22K $1.96M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-610
- 3.48%
$360.07 - $417.26 $220K - $255K
16.9K $6.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-28.9K
- 9.22%
$24.5 - $24.95 $707K - $720K
284K $7.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.44K
- 38.09%
$190.26 - $242.06 $463K - $590K
3.96K $753K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.88K
- 3.92%
$82.81 - $92.93 $238K - $267K
70.5K $6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.6K
- 5.62%
$114.9 - $139.6 $184K - $223K
26.8K $3.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-12.9K
- 11.56%
$74.85 - $84.89 $963K - $1.09M
98.5K $8.05M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.15K
- 23.91%
$87.68 - $94.52 $276K - $298K
10K $939K
SBUX
Starbucks Corp

Consumer Cyclical
-2.09K
- 39.49%
$91.75 - $115.81 $192K - $242K
3.2K $314K
V
Visa Inc.

Financial Services
-830
- 22.81%
$306.92 - $362.71 $255K - $301K
2.81K $984K
UNH
Unitedhealth Group Inc

Healthcare
-412
- 12.28%
$461.52 - $548.18 $190K - $226K
2.94K $1.54M
SYY
Sysco Corp

Consumer Defensive
-1.72K
- 17.82%
$70.0 - $77.13 $120K - $132K
7.91K $593K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.85K
- 25.0%
$69.81 - $78.9 $199K - $225K
8.55K $666K
ABT
Abbott Laboratories

Healthcare
-1.27K
- 37.06%
$111.1 - $140.22 $141K - $178K
2.16K $286K
IWD
Ishares Russell 1000 Val ETF

ETFs
-850
- 3.48%
$182.82 - $196.21 $155K - $167K
23.6K $4.44M
EEMA
Ishares Msci Emerging Markets

ETFs
-741
- 16.06%
$69.51 - $77.24 $51.5K - $57.2K
3.87K $287K
AMG
Affiliated Managers Group, Inc.

Financial Services
-74
- 5.31%
$154.65 - $189.71 $11.4K - $14K
1.32K $222K
EEMV
Ishares Msci Emerging Markets

ETFs
-522
- 11.84%
$57.07 - $59.29 $29.8K - $30.9K
3.89K $227K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-1.03K
- 2.86%
$28.11 - $30.42 $29K - $31.3K
35K $1.03M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-409
- 7.56%
$69.87 - $75.62 $28.6K - $30.9K
5K $363K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-389
- 3.88%
$95.85 - $99.25 $37.3K - $38.6K
9.65K $954K
INTU
Intuit Inc

Technology
-6
- 0.62%
$555.63 - $630.23 $3.33K - $3.78K
969 $595K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-449
- 2.6%
$58.01 - $64.46 $26K - $28.9K
16.8K $1.04M
AAXJ
Ishares Msci All Country Asia

ETFs
-203
- 0.46%
$69.59 - $77.09 $14.1K - $15.6K
43.9K $3.25M
GLD
Spdr Gold Trust

ETFs
-341
- 6.44%
$243.19 - $288.14 $82.9K - $98.3K
4.96K $1.43M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-89
- 0.37%
$63.07 - $73.5 $5.61K - $6.54K
24.2K $1.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-12K
- 4.07%
$36.91 - $41.03 $442K - $491K
282K $11.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.35K
- 1.11%
$56.51 - $62.98 $189K - $211K
298K $18.1M
Activity Summary
Buys All Purchases 17 New Holdings 4 Increased Positions 13 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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