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
ENB
Enbridge Inc

Energy
356
+ 5.13%
$41.54 - $45.45 $14.8K - $16.2K
7.3K $324M
META
Meta Platforms, Inc.

Communication Services
95
+ 3.08%
$576.36 - $736.67 $54.8K - $70K
3.18K $1.84B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
563
+ 11.27%
$75.47 - $84.24 $42.5K - $47.4K
5.56K $426M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
174
+ 4.32%
$95.85 - $99.25 $16.7K - $17.3K
4.2K $415M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
161
+ 12.22%
$126.11 - $135.06 $20.3K - $21.7K
1.48K $191M
VO
Vanguard Mid Cap ETF

ETFs
99
+ 5.82%
$251.87 - $277.95 $24.9K - $27.5K
1.8K $465M
APD
Air Products & Chemicals, Inc.

Basic Materials
35
+ 3.14%
$283.24 - $338.07 $9.91K - $11.8K
1.15K $339M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
300
+ 10.08%
$49.78 - $53.19 $14.9K - $16K
3.28K $167M
Blackrock Inc
51
+ 11.75%
N/A
485 $459M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
500
+ 3.94%
$21.64 - $22.08 $10.8K - $11K
13.2K $285M
IDXX
Idexx Laboratories Inc

Healthcare
9
+ 0.95%
$406.29 - $469.04 $3.66K - $4.22K
953 $400M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
582
+ 4.13%
$21.04 - $21.64 $12.2K - $12.6K
14.7K $310M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24
+ 0.48%
$76.94 - $78.28 $1.85K - $1.88K
5.07K $397M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
208
+ 21.89%
$32.39 - $34.01 $6.74K - $7.07K
1.16K $37.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.36%
$25.1 - $27.85 $100 - $111
1.12K $30.2M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 6.1%
$554.06 - $615.85 $5.54K - $6.16K
174 $97.8M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
57
+ 7.12%
$26.06 - $28.54 $1.49K - $1.63K
857 $22.4M
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.78%
$115.08 - $123.97 $921 - $992
1.04K $120M
RSP
Invesco S&P 500 Equal Weight E

ETFs
85
+ 1.16%
$169.43 - $182.84 $14.4K - $15.5K
7.4K $1.28B
GS
Goldman Sachs Group Inc

Financial Services
16
+ 3.42%
$524.81 - $672.19 $8.4K - $10.8K
484 $264M
HON
Honeywell International Inc

Industrials
70
+ 4.86%
$202.75 - $226.52 $14.2K - $15.9K
1.51K $320M
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 2.7%
$476.63 - $610.45 $7.15K - $9.16K
571 $283M
MS
Morgan Stanley

Financial Services
228
+ 5.66%
$111.68 - $141.08 $25.5K - $32.2K
4.26K $497M
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 1.6%
$222.66 - $268.42 $3.79K - $4.56K
1.08K $252M
HD
Home Depot, Inc.

Consumer Cyclical
141
+ 5.09%
$347.25 - $424.87 $49K - $59.9K
2.91K $1.07B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
20
+ 0.94%
$77.91 - $92.26 $1.56K - $1.85K
2.15K $170M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.08%
$57.21 - $65.8 $172 - $197
3.72K $217M
FV
First Trust Dorsey Wright Focu

ETFs
508
+ 4.28%
$53.91 - $63.03 $27.4K - $32K
12.4K $678M
DD
Du Pont De Nemours, Inc.

Basic Materials
9
+ 0.06%
$72.7 - $84.32 $654 - $759
15.1K $1.12B
AVGO
Broadcom Inc.

Technology
365
+ 27.36%
$167.43 - $244.7 $61.1K - $89.3K
1.7K $284M
SPYG
Spdr Portfolio

ETFs
5
+ 0.14%
$80.05 - $92.39 $400 - $462
3.46K $278M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
75
+ 2.11%
$77.33 - $90.16 $5.8K - $6.76K
3.62K $283M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.13%
$423.19 - $506.29 $423 - $506
763 $341M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
210
+ 3.21%
$33.65 - $43.06 $7.07K - $9.04K
6.76K $227M
AMAT
Applied Materials Inc

Technology
15
+ 0.6%
$145.06 - $195.51 $2.18K - $2.93K
2.53K $368M
NVDA
Nvidia Corp

Technology
1.96K
+ 19.2%
$106.98 - $149.43 $209K - $292K
12.1K $1.32B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.13K
+ 3.57%
$21.23 - $23.75 $109K - $122K
149K $3.2B
VB
Vanguard Small Cap ETF

ETFs
158
+ 2.47%
$217.89 - $252.64 $34.4K - $39.9K
6.54K $1.45B
AAPL
Apple Inc.

Technology
2.4K
+ 10.77%
$209.68 - $247.1 $503K - $593K
24.7K $5.48B
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 8.71%
$190.26 - $242.06 $206K - $262K
13.5K $2.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 0.06%
$507.05 - $563.67 $17.7K - $19.7K
56.5K $29.1B
VTI
Vanguard Total Stock Market Et

ETFs
13.6K
+ 3.22%
$271.18 - $303.12 $3.69M - $4.12M
436K $120B
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
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