Ullmann Wealth Partners Group, LLC Purchases in Q2 2025

Ullmann Wealth Partners Group, LLC

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
18.4K
+ 7.62%
$498.8 - $620.9 $9.2M - $11.5M
260K $162M
AVLV
American Centy ETF Tr Avantis
103K
+ 587.2%
$56.85 - $68.21 $5.86M - $7.03M
121K $8.22M
MUB
Ishares National Muni Bond ETF

ETFs
58.1K
+ 161.64%
$102.31 - $105.8 $5.94M - $6.15M
94K $9.82M
IWR
Ishares Russell Mid Cap ETF

ETFs
38.7K
+ 39.36%
$74.88 - $91.97 $2.9M - $3.56M
137K $12.6M
AVUV
American Centy ETF Tr Avantis

ETFs
42.8K
+ 597.63%
$75.17 - $91.21 $3.22M - $3.91M
50K $4.56M
IEFA
Ishares Tr

ETFs
28.9K
+ 14.66%
$67.83 - $84.09 $1.96M - $2.43M
226K $18.8M
MEAR
Blackrock Short Maturity Munic

ETFs
66.3K
+ 18.11%
$49.74 - $50.27 $3.3M - $3.33M
432K $21.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.99K
+ 2.0%
$43.53 - $54.46 $261K - $326K
306K $16.7M
MSFT
Microsoft Corp

Technology
597
+ 4.63%
$354.56 - $497.45 $212K - $297K
13.5K $6.72M
NVDA
Nvidia Corp

Technology
3.85K
+ 16.57%
$94.31 - $157.99 $363K - $609K
27.1K $4.28M
VGSH
Vanguard

ETFs
25.7K
+ 13.58%
$58.32 - $58.95 $1.5M - $1.52M
215K $12.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.7K
+ 70.7%
$272.36 - $339.57 $1.01M - $1.26M
8.94K $3.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.08%
$496.48 - $617.85 $8.44K - $10.5K
21.5K $13.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
10K
+ 59.98%
$83.54 - $100.04 $835K - $1M
26.7K $2.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.93K
+ 64.45%
$82.96 - $110.1 $575K - $763K
17.7K $1.95M
VTI
Vanguard Total Stock Market Et

ETFs
2.6K
+ 99.2%
$243.75 - $303.93 $634K - $791K
5.22K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
188
+ 1.23%
$210.28 - $289.91 $39.5K - $54.5K
15.5K $4.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.35K
+ 14.53%
$96.84 - $99.46 $614K - $631K
50K $4.96M
AMD
Advanced Micro Devices Inc

Technology
4.19K
New
$78.21 - $143.81 $328K - $602K
4.19K $594K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.08%
$101.93 - $128.63 $3.06K - $3.86K
36.9K $4.75M
AVGO
Broadcom Inc.

Technology
467
+ 13.15%
$146.29 - $275.65 $68.3K - $129K
4.02K $1.11M
META
Meta Platforms, Inc.

Communication Services
146
+ 6.49%
$484.66 - $738.09 $70.8K - $108K
2.4K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 2.96%
$167.32 - $223.3 $62.1K - $82.8K
12.9K $2.83M
PWV
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.02%
$52.26 - $62.14 $1.05K - $1.24K
110K $6.85M
IBM
International Business Machines Corp

Technology
181
+ 3.11%
$221.03 - $294.78 $40K - $53.4K
6.01K $1.77M
TSLA
Tesla, Inc.

Consumer Cyclical
527
+ 22.24%
$221.86 - $362.89 $117K - $191K
2.9K $920K
BAC
Bank Of America Corp

Financial Services
155
+ 0.29%
$34.39 - $47.46 $5.33K - $7.36K
53.1K $2.51M
GOOGL
Alphabet Inc.

Communication Services
552
+ 6.09%
$144.7 - $178.6 $79.9K - $98.6K
9.61K $1.69M
PLTR
Palantir Technologies Inc.

Technology
2.09K
New
$74.01 - $144.25 $155K - $302K
2.09K $285K
HCA
Hca Healthcare, Inc.

Healthcare
67
+ 0.97%
$317.61 - $387.52 $21.3K - $26K
6.96K $2.67M
KLAC
Kla Corp

Technology
277
New
$576.53 - $902.94 $160K - $250K
277 $248K
RTX
Raytheon Technologies Corp

Industrials
1.66K
New
$113.75 - $148.48 $189K - $247K
1.66K $242K
ORCL
Oracle Corp

Technology
171
+ 7.29%
$122.82 - $218.63 $21K - $37.4K
2.52K $550K
AMAT
Applied Materials Inc

Technology
1.21K
New
$126.95 - $183.52 $154K - $222K
1.21K $221K
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $219K
GE
General Electric CO

Industrials
840
New
$166.81 - $257.39 $140K - $216K
840 $216K
IJK
Ishares S&P Midcap 400 Growth

ETFs
53
+ 0.2%
$73.7 - $90.98 $3.91K - $4.82K
26.9K $2.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$416.06 - $551.64 $416 - $552
2.57K $1.42M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.11K
New
$55.15 - $68.11 $172K - $212K
3.11K $211K
NOW
Service Now, Inc.

Technology
200
New
$721.65 - $1040.18 $144K - $208K
200 $205K
NFLX
Netflix Inc

Communication Services
27
+ 6.94%
$855.86 - $1339.13 $23.1K - $36.2K
416 $557K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.03%
$113.67 - $150.4 $227 - $301
7.03K $1.06M
IRM
Iron Mountain Inc

Real Estate
71
+ 0.77%
$76.93 - $105.25 $5.46K - $7.47K
9.24K $947K
CTAS
Cintas Corp

Industrials
22
+ 0.27%
$190.11 - $227.66 $4.18K - $5.01K
8.25K $1.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.66K
+ 46.05%
$24.32 - $27.87 $138K - $158K
18K $475K
GOOG
Alphabet Inc.

Communication Services
264
+ 6.61%
$146.58 - $180.01 $38.7K - $47.5K
4.26K $755K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.17K
+ 15.74%
$55.54 - $69.09 $65.1K - $81K
8.63K $595K
CEG
Constellation Energy Corp

Utilities
10
+ 1.0%
$170.96 - $322.76 $1.71K - $3.23K
1.01K $325K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.06%
$211.12 - $274.14 $422 - $548
3.22K $880K
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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