Topsail Wealth Management, LLC Purchases in Q1 2025

Topsail Wealth Management, LLC

  • $492 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
40.2K
+ 34.29%
$79.17 - $82.04 $3.18M - $3.3M
158K $12.9B
Vanguard Mun Bd Fds
45.7K
+ 136.97%
N/A
79K $5.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.26K
+ 79.17%
$551.42 - $612.93 $2.9M - $3.23M
11.9K $6.66B
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.8K
+ 34.04%
$71.17 - $73.66 $2.19M - $2.27M
121K $8.92B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.9K
+ 0.96%
$58.01 - $64.46 $342K - $380K
618K $38.4B
BNDX
Vanguard Total International B

ETFs
33.9K
+ 26.2%
$48.33 - $49.5 $1.64M - $1.68M
163K $7.97B
VEU
Vanguard Ftse All World Ex Us

ETFs
804
+ 0.26%
$56.51 - $62.98 $45.4K - $50.6K
310K $18.8B
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.0%
$47.4 - $52.99 $237 - $265
269K $13.7B
V
Visa Inc.

Financial Services
1.73K
+ 32.62%
$306.92 - $362.71 $531K - $627K
7.03K $2.46B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.15K
+ 639.88%
$360.07 - $417.26 $774K - $897K
2.49K $898M
UNH
Unitedhealth Group Inc

Healthcare
1.23K
+ 103.81%
$461.52 - $548.18 $565K - $672K
2.41K $1.26B
IWV
Ishares Russell 3000 ETF

ETFs
1.93K
New
$313.1 - $349.83 $605K - $676K
1.93K $613M
APH
Amphenol Corp

Technology
9.03K
New
$61.62 - $78.55 $557K - $709K
9.03K $594M
ACN
Accenture PLC

Technology
1.54K
New
$300.91 - $398.25 $464K - $614K
1.54K $481M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.03K
+ 38.06%
$522.96 - $601.18 $539K - $619K
3.74K $1.99B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.38K
+ 145.17%
$302.31 - $337.54 $418K - $466K
2.33K $716M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.93K
+ 23.64%
$77.7 - $78.94 $383K - $389K
25.8K $2.04B
XLK
Technology Sector Spdr

ETFs
1.81K
New
$206.38 - $242.18 $373K - $437K
1.81K $373M
RTX
Raytheon Technologies Corp

Industrials
2.81K
New
$114.1 - $135.66 $321K - $382K
2.81K $373M
AMT
American Tower Corp

Real Estate
1.6K
New
$173.46 - $217.6 $278K - $349K
1.6K $349M
CVS
Cvs Health Corp

Healthcare
4.97K
New
$44.22 - $68.64 $220K - $341K
4.97K $337M
NKE
Nike, Inc.

Consumer Cyclical
5.91K
+ 161.89%
$63.29 - $81.72 $374K - $483K
9.57K $611M
GOOGL
Alphabet Inc.

Communication Services
3.63K
+ 52.9%
$154.33 - $206.19 $560K - $748K
10.5K $1.62B
TXN
Texas Instruments Inc

Technology
2.03K
+ 32.95%
N/A
8.19K $1.47B
JPM
Jpmorgan Chase & CO

Financial Services
1.16K
+ 24.07%
$225.19 - $279.95 $262K - $326K
6K $1.47B
CMCSA
Comcast Corp

Communication Services
7.95K
New
$33.19 - $38.23 $264K - $304K
7.95K $293M
CL
Colgate Palmolive CO

Consumer Defensive
3.04K
New
$85.68 - $97.5 $261K - $297K
3.04K $285M
DE
Deere & CO

Industrials
569
New
$408.57 - $509.27 $232K - $290K
569 $267M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.03K
New
$208.48 - $244.03 $214K - $250K
1.03K $250M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.24K
New
$47.33 - $47.92 $248K - $251K
5.24K $249M
GE
General Electric CO

Industrials
1.23K
New
$168.59 - $212.13 $207K - $261K
1.23K $246M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
+ 3.04%
$442.66 - $534.52 $32.8K - $39.6K
2.51K $1.34B
Vanguard Malvern Fds
2.96K
New
N/A
2.96K $229M
MRK
Merck & Co., Inc.

Healthcare
2.75K
+ 129.59%
$83.01 - $101.02 $228K - $277K
4.87K $441M
IBM
International Business Machines Corp

Technology
902
New
$217.4 - $264.74 $196K - $239K
902 $224M
KO
Coca Cola CO

Consumer Defensive
3.04K
New
$60.81 - $72.32 $185K - $220K
3.04K $219M
XOM
Exxon Mobil Corp

Energy
1.53K
+ 47.43%
$105.44 - $118.93 $161K - $182K
4.76K $566M
MSFT
Microsoft Corp

Technology
2.21K
+ 16.49%
$375.39 - $447.2 $828K - $987K
15.6K $5.85B
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.75K
New
$61.92 - $76.95 $170K - $211K
2.75K $206M
WM
Waste Management Inc

Industrials
878
New
$200.54 - $233.78 $176K - $205K
878 $203M
TMO
Thermo Fisher Scientific Inc.

Healthcare
418
+ 96.31%
$497.6 - $606.74 $208K - $254K
852 $424M
PEP
Pepsico Inc

Consumer Defensive
1.26K
+ 89.84%
$142.64 - $156.42 $179K - $196K
2.65K $398M
SPGI
S&P Global Inc.

Financial Services
245
+ 40.43%
$478.26 - $543.77 $117K - $133K
851 $432M
IWS
Ishares Russell Midcap Value E

ETFs
1.01K
+ 48.99%
$122.59 - $135.24 $124K - $137K
3.08K $388M
IVE
Ishares S&P 500 Value ETF

ETFs
604
New
$185.78 - $198.58 $112K - $120K
604 $115M
QQQ
Invesco Qqq Trust, Series 1

ETFs
478
+ 18.15%
$468.34 - $539.52 $224K - $258K
3.11K $1.46B
SJNK
Spdr Bloomberg Short Term High

ETFs
4.44K
New
$25.08 - $25.64 $111K - $114K
4.44K $111M
ABT
Abbott Laboratories

Healthcare
351
+ 11.13%
$111.1 - $140.22 $39K - $49.2K
3.51K $465M
DFAX
Dimensional ETF Tr
181
+ 0.24%
$24.45 - $27.2 $4.43K - $4.92K
75.9K $1.99B
Activity Summary
Buys All Purchases 123 New Holdings 30 Increased Positions 93 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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