Topsail Wealth Management, LLC Reduced Holdings in Q2 2025

Topsail Wealth Management, LLC

  • $547 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.9K
- 0.85%
$48.13 - $49.85 $522K - $541K
1.27M $62.2B
CINF
Cincinnati Financial Corp

Financial Services
-9.01K
- 2.76%
$126.6 - $151.6 $1.14M - $1.37M
317K $47.2B
UNH
Unitedhealth Group Inc

Healthcare
-124
- 5.16%
$274.35 - $599.47 $34K - $74.3K
2.28K $712M
AAPL
Apple Inc.

Technology
-580
- 2.35%
$172.42 - $223.89 $100K - $130K
24.1K $4.95B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-28.5K
- 19.12%
$19.1 - $23.83 $543K - $678K
120K $2.87B
PG
Procter & Gamble CO

Consumer Defensive
-457
- 3.54%
$157.66 - $172.39 $72.1K - $78.8K
12.5K $1.98B
PEP
Pepsico Inc

Consumer Defensive
-877
- 33.04%
$128.02 - $151.37 $112K - $133K
1.78K $235M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 1.91%
$483.48 - $539.8 $23.2K - $25.9K
2.46K $1.2B
GAMB
Gambling.Com Group LTD

Consumer Cyclical
-283
- 0.19%
$11.53 - $14.72 $3.26K - $4.17K
149K $1.77B
MCD
Mcdonalds Corp

Consumer Cyclical
-256
- 14.88%
$285.55 - $321.23 $73.1K - $82.2K
1.46K $428M
DD
Du Pont De Nemours, Inc.

Basic Materials
-63
- 0.42%
$55.13 - $75.25 $3.47K - $4.74K
15K $1.03B
MRK
Merck & Co., Inc.

Healthcare
-478
- 9.83%
$73.47 - $87.12 $35.1K - $41.6K
4.39K $347M
APD
Air Products & Chemicals, Inc.

Basic Materials
-263
- 22.89%
$248.61 - $294.96 $65.4K - $77.6K
886 $250M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 1.76%
$390.26 - $489.06 $5.85K - $7.34K
837 $339M
JNJ
Johnson & Johnson

Healthcare
-246
- 9.17%
$146.36 - $159.82 $36K - $39.3K
2.44K $372M
FXD
First Tr Exchange Traded Fd

ETFs
-1.46K
- 38.8%
$50.42 - $63.44 $73.8K - $92.8K
2.31K $146M
NEE
Nextera Energy Inc

Utilities
-865
- 14.67%
$64.11 - $75.0 $55.5K - $64.9K
5.03K $349M
LLY
Eli Lilly & CO

Healthcare
-41
- 5.28%
$713.71 - $898.95 $29.3K - $36.9K
735 $573M
HD
Home Depot, Inc.

Consumer Cyclical
-158
- 5.43%
$335.24 - $380.78 $53K - $60.2K
2.75K $1.01B
WMT
Walmart Inc.

Consumer Defensive
-1.18K
- 18.12%
$81.79 - $99.98 $96.3K - $118K
5.32K $520M
MA
Mastercard Inc

Financial Services
-104
- 20.76%
$479.92 - $590.74 $49.9K - $61.4K
397 $223M
HON
Honeywell International Inc

Industrials
-358
- 23.72%
$182.86 - $232.88 $65.5K - $83.4K
1.15K $268M
ABBV
Abb Vie Inc.

Healthcare
-28
- 1.66%
$170.16 - $206.27 $4.76K - $5.78K
1.66K $308M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-275
- 7.36%
$468.22 - $566.51 $129K - $156K
3.46K $1.96B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-27
- 2.63%
$212.1 - $244.27 $5.73K - $6.6K
998 $218M
LMT
Lockheed Martin Corp

Industrials
-96
- 12.58%
$430.82 - $486.45 $41.4K - $46.7K
667 $309M
FDL
First Tr Morningstar Dividend

ETFs
-280
- 2.73%
$38.19 - $43.19 $10.7K - $12.1K
9.99K $418M
CTAS
Cintas Corp

Industrials
-218
- 17.84%
$190.11 - $227.66 $41.4K - $49.6K
1K $224M
LOW
Lowes Companies Inc

Consumer Cyclical
-51
- 4.71%
$210.83 - $235.28 $10.8K - $12K
1.03K $229M
CMCSA
Comcast Corp

Communication Services
-312
- 3.93%
$32.84 - $36.72 $10.2K - $11.5K
7.63K $272M
UNP
Union Pacific Corp

Industrials
-38
- 3.93%
$208.27 - $238.46 $7.91K - $9.06K
928 $214M
CL
Colgate Palmolive CO

Consumer Defensive
-10
- 0.33%
$87.57 - $96.0 $876 - $960
3.03K $276M
KO
Coca Cola CO

Consumer Defensive
-83
- 2.73%
$68.37 - $73.9 $5.67K - $6.13K
2.96K $211M
BAC
Bank Of America Corp

Financial Services
-1K
- 13.96%
$34.39 - $47.46 $34.4K - $47.5K
6.17K $292M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-200
- 33.33%
$25.92 - $33.03 $5.18K - $6.61K
400 $13.2M
AMT
American Tower Corp

Real Estate
-7
- 0.44%
$203.96 - $228.19 $1.43K - $1.6K
1.6K $353M
VTC
Vanguard Scottsdale Fds Total

ETFs
-45
- 0.31%
$74.71 - $77.33 $3.36K - $3.48K
14.4K $1.12B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1
- 0.06%
$37.41 - $42.4 $37.4 - $42.4
1.65K $70M
SKYY
First Trust Cloud Computing Et

ETFs
-50
- 7.49%
$89.46 - $121.64 $4.47K - $6.08K
618 $75.2M
SPGI
S&P Global Inc.

Financial Services
-14
- 1.65%
$438.31 - $527.29 $6.14K - $7.38K
837 $441M
V
Visa Inc.

Financial Services
-56
- 0.8%
$308.27 - $373.31 $17.3K - $20.9K
6.98K $2.48B
ISRG
Intuitive Surgical Inc

Healthcare
-19
- 3.33%
$451.58 - $565.94 $8.58K - $10.8K
552 $300M
DE
Deere & CO

Industrials
-3
- 0.53%
$412.99 - $531.48 $1.24K - $1.59K
566 $288M
MS
Morgan Stanley

Financial Services
-571
- 13.42%
$99.83 - $140.86 $57K - $80.4K
3.69K $519M
RTX
Raytheon Technologies Corp

Industrials
-40
- 1.42%
$113.75 - $148.48 $4.55K - $5.94K
2.77K $405M
IBM
International Business Machines Corp

Technology
-23
- 2.55%
$221.03 - $294.78 $5.08K - $6.78K
879 $259M
NKE
Nike, Inc.

Consumer Cyclical
-319
- 3.33%
$53.27 - $72.04 $17K - $23K
9.25K $661M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 1.03%
$462.22 - $707.75 $2.31K - $3.54K
479 $339M
IWP
Ishares Russell Mid Cap Growth

ETFs
-50
- 1.27%
$104.34 - $138.68 $5.22K - $6.93K
3.88K $538M
Activity Summary
Buys All Purchases 78 New Holdings 19 Increased Positions 59 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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