Topsail Wealth Management, LLC Incresed Positions 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
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
74
+ 3.04%
$442.66 - $534.52 $32.8K - $39.6K
2.51K $1.34B
MRK
Merck & Co., Inc.

Healthcare
2.75K
+ 129.59%
$83.01 - $101.02 $228K - $277K
4.87K $441M
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
478
+ 18.15%
$468.34 - $539.52 $224K - $258K
3.11K $1.46B
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
VGT
Vanguard Information Technolog

ETFs
261
+ 50.1%
$542.38 - $646.34 $142K - $169K
782 $424M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.44K
+ 5.12%
$42.5 - $46.71 $61.2K - $67.3K
29.6K $1.34B
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 28.21%
$890.62 - $1076.86 $68.6K - $82.9K
350 $331M
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 18.24%
$58.74 - $64.87 $60.2K - $66.5K
6.64K $410M
LLY
Eli Lilly & CO

Healthcare
45
+ 6.16%
$725.72 - $929.72 $32.7K - $41.8K
776 $641M
DFAI
Dimensional ETF Tr

ETFs
110
+ 0.31%
$28.88 - $32.4 $3.18K - $3.56K
36.1K $1.13B
JNJ
Johnson & Johnson

Healthcare
134
+ 5.25%
$142.06 - $167.7 $19K - $22.5K
2.68K $445M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
20
+ 0.09%
$51.39 - $57.43 $1.03K - $1.15K
21.9K $1.22B
MA
Mastercard Inc

Financial Services
115
+ 29.79%
$504.67 - $576.31 $58K - $66.3K
501 $275M
ABBV
Abb Vie Inc.

Healthcare
33
+ 2.0%
$169.2 - $216.66 $5.58K - $7.15K
1.69K $353M
NEE
Nextera Energy Inc

Utilities
890
+ 17.78%
$66.96 - $76.16 $59.6K - $67.8K
5.9K $418M
BSJR
Invesco Indx Tr

ETFs
2.6K
+ 18.74%
$22.4 - $22.69 $58.3K - $59.1K
16.5K $370M
BAC
Bank Of America Corp

Financial Services
1.6K
+ 28.81%
$39.61 - $47.74 $63.5K - $76.6K
7.17K $299M
RDVY
First Trust Rising Dividend Ac

ETFs
1.02K
+ 6.4%
$57.22 - $63.39 $58.5K - $64.8K
17K $994M
VIG
Vanguard Dividend Appreciation

ETFs
249
+ 9.21%
N/A
2.95K $573M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
198
+ 0.85%
$73.11 - $77.43 $14.5K - $15.3K
23.4K $1.78B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
484
+ 57.48%
$67.08 - $76.14 $32.5K - $36.9K
1.33K $97.7M
IWN
Ishares Russell2000 Val ETF

ETFs
300
+ 57.36%
$149.27 - $169.4 $44.8K - $50.8K
823 $124M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.12K
+ 14.77%
$81.62 - $96.63 $91.4K - $108K
8.7K $725M
CTAS
Cintas Corp

Industrials
10
+ 0.83%
$182.09 - $208.14 $1.82K - $2.08K
1.22K $251M
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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