Topsail Wealth Management, LLC Purchases in Q3 2025

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDT
First Trust Developed Markets

ETFs
717
New
$68.09 - $76.05 $48.8K - $54.5K
717 $54M
FV
First Trust Dorsey Wright Focu

ETFs
294
+ 1.95%
$59.23 - $62.14 $17.4K - $18.3K
15.4K $949M
LOW
Lowes Companies Inc

Consumer Cyclical
85
+ 8.24%
$215.01 - $273.02 $18.3K - $23.2K
1.12K $280M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
210
+ 5.64%
$79.39 - $90.39 $16.7K - $19K
3.93K $349M
Vanguard Wellington Fd
2
+ 0.0%
N/A
51.1K $5.21B
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.27%
N/A
3.68K $797M
PEP
Pepsico Inc

Consumer Defensive
190
+ 10.69%
$133.81 - $152.16 $25.4K - $28.9K
1.97K $276M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
529
+ 17.58%
N/A
3.54K $237M
ABT
Abbott Laboratories

Healthcare
343
+ 9.49%
$120.51 - $136.62 $41.3K - $46.9K
3.96K $530M
WMT
Walmart Inc.

Consumer Defensive
89
+ 1.67%
$94.4 - $104.27 $8.4K - $9.28K
5.41K $557M
FDD
First Trust Stoxx European Sel

ETFs
1.52K
+ 10.78%
$15.26 - $16.67 $23.1K - $25.3K
15.6K $252M
NEE
Nextera Energy Inc

Utilities
28
+ 0.56%
$69.77 - $77.54 $1.95K - $2.17K
5.06K $382M
SPYG
Spdr Portfolio

ETFs
4
+ 0.12%
$94.33 - $105.31 $377 - $421
3.46K $362M
VTC
Vanguard Scottsdale Fds Total

ETFs
179
+ 1.24%
$76.18 - $78.81 $13.6K - $14.1K
14.6K $1.14B
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.37%
$291.67 - $316.99 $5.83K - $6.34K
1.48K $451M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.09%
$78.88 - $85.2 $394 - $426
5.66K $472M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
370
+ 46.25%
$42.26 - $47.16 $15.6K - $17.4K
1.17K $54.2M
VV
Vanguard Large Cap ETF

ETFs
62
New
$285.05 - $309.14 $17.7K - $19.2K
62 $19.1M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
800
+ 4.98%
$21.89 - $22.2 $17.5K - $17.8K
16.9K $372M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.12%
$108.46 - $120.63 $217 - $241
1.68K $199M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
349
New
$39.8 - $42.86 $13.9K - $15K
349 $14.9M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
610
+ 3.01%
$21.35 - $21.7 $13K - $13.2K
20.8K $450M
UNP
Union Pacific Corp

Industrials
33
+ 3.56%
$214.91 - $237.16 $7.09K - $7.83K
961 $227M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
134
New
$94.17 - $99.95 $12.6K - $13.4K
134 $13.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.08%
$62.09 - $66.51 $186 - $200
3.72K $243M
SPMD
Spdr Portfolio

ETFs
189
New
$54.43 - $58.29 $10.3K - $11K
189 $10.8M
SKYY
First Trust Cloud Computing Et

ETFs
5
+ 0.81%
$118.24 - $138.53 $591 - $693
623 $83.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21
+ 0.5%
$97.75 - $100.75 $2.05K - $2.12K
4.23K $424M
APD
Air Products & Chemicals, Inc.

Basic Materials
53
+ 5.98%
$265.78 - $299.3 $14.1K - $15.9K
939 $256M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49
+ 0.96%
$78.11 - $79.07 $3.83K - $3.87K
5.16K $407M
EFV
Msci Eafe Value ETF

ETFs
67
New
$62.79 - $68.42 $4.21K - $4.58K
67 $4.55M
EFG
Msci Eafe Growth ETF

ETFs
36
New
$106.99 - $114.46 $3.85K - $4.12K
36 $4.1M
SPGI
S&P Global Inc.

Financial Services
76
+ 9.08%
$484.94 - $564.15 $36.9K - $42.9K
913 $444M
BSJR
Invesco Indx Tr

ETFs
100
+ 0.53%
$22.64 - $22.85 $2.26K - $2.29K
18.8K $429M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
20
New
$109.47 - $119.06 $2.19K - $2.38K
20 $2.37M
DFIS
Dimensional ETF Tr Dimensional

ETFs
71
New
$29.65 - $31.77 $2.11K - $2.26K
71 $2.25M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.35%
$28.69 - $30.59 $115 - $122
1.14K $34.6M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.27%
$625.65 - $812.69 $1.25K - $1.63K
737 $562M
CTAS
Cintas Corp

Industrials
2
+ 0.2%
$199.29 - $226.27 $399 - $453
1.01K $206M
CRM
Salesforce, Inc.

Technology
58
+ 6.48%
$231.66 - $273.65 $13.4K - $15.9K
953 $226M
NFLX
Netflix Inc

Communication Services
2
+ 1.18%
$1147.87 - $1297.18 $2.3K - $2.59K
171 $205M
V
Visa Inc.

Financial Services
203
+ 2.91%
$332.09 - $358.86 $67.4K - $72.8K
7.18K $2.45B
CMCSA
Comcast Corp

Communication Services
21
+ 0.28%
$31.41 - $36.33 $660 - $763
7.65K $240M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Topsail Wealth Management, LLC Portfolio

Follow Topsail Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topsail Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topsail Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email