Ullmann Wealth Partners Group, LLC Sells in Q1 2025

Ullmann Wealth Partners Group, LLC

  • $749 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.79K
- 0.73%
$554.06 - $615.85 $990K - $1.1M
242K $135M
LRGF
Ishares Tr

ETFs
-18.5K
- 1.2%
$56.95 - $63.95 $1.05M - $1.18M
1.52M $87.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.28K
- 0.51%
$120.29 - $134.6 $395K - $442K
643K $78.1M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-6.57K
- 1.16%
$60.91 - $71.4 $400K - $469K
562K $34.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-196
- 0.25%
$360.07 - $417.26 $70.6K - $81.8K
76.9K $27.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-29.6K
- 2.46%
$32.57 - $35.82 $966K - $1.06M
1.18M $38.6M
EMGF
Ishares Msci Emerging Markets

ETFs
-35.5K
- 23.32%
$44.18 - $48.23 $1.57M - $1.71M
117K $5.47M
AAPL
Apple Inc.

Technology
-2.31K
- 8.26%
$209.68 - $247.1 $485K - $572K
25.7K $5.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4.02K
- 6.44%
$117.4 - $131.02 $471K - $526K
58.3K $6.95M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.69K
- 3.66%
$57.21 - $65.8 $268K - $309K
124K $7.19M
MSFT
Microsoft Corp

Technology
-104
- 0.8%
$375.39 - $447.2 $39K - $46.5K
12.9K $4.84M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.92K
- 35.8%
$126.86 - $146.45 $497K - $574K
7.03K $892K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-397
- 0.67%
$168.16 - $186.21 $66.8K - $73.9K
58.6K $9.94M
TSLA
Tesla, Inc.

Consumer Cyclical
-376
- 13.69%
$222.15 - $428.22 $83.5K - $161K
2.37K $614K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-3.57K
- 13.95%
$94.5 - $110.71 $337K - $395K
22K $2.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-13.2K
- 8.92%
$44.68 - $46.49 $589K - $613K
135K $6.23M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-9.38K
- 7.84%
$56.58 - $60.89 $530K - $571K
110K $6.47M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.93K
- 45.12%
$89.18 - $104.04 $261K - $305K
3.56K $325K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.49K
- 27.3%
$149.27 - $169.4 $222K - $252K
3.97K $599K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-296
- 1.64%
$121.0 - $142.28 $35.8K - $42.1K
17.7K $2.19M
IWM
Ishares Russell 2000 ETF

ETFs
-623
- 23.71%
$198.1 - $229.79 $123K - $143K
2.01K $401K
GOOG
Alphabet Inc.

Communication Services
-109
- 2.66%
$156.06 - $207.71 $17K - $22.6K
4K $624K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.62K
- 42.36%
$90.0 - $96.32 $146K - $156K
2.21K $202K
IWD
Ishares Russell 1000 Val ETF

ETFs
-864
- 2.77%
$182.82 - $196.21 $158K - $170K
30.3K $5.64M
HD
Home Depot, Inc.

Consumer Cyclical
-52
- 1.6%
$347.25 - $424.87 $18.1K - $22.1K
3.2K $1.17M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.2K
- 21.72%
$69.15 - $74.69 $83K - $89.6K
4.33K $308K
UNH
Unitedhealth Group Inc

Healthcare
-190
- 13.43%
$461.52 - $548.18 $87.7K - $104K
1.23K $641K
DFAU
Dimensional ETF Tr

ETFs
-731
- 6.93%
$37.84 - $42.29 $27.7K - $30.9K
9.81K $375K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.39K
- 0.8%
$22.25 - $23.0 $31K - $32K
172K $3.95M
NEE
Nextera Energy Inc

Utilities
-476
- 6.51%
$66.96 - $76.16 $31.9K - $36.3K
6.84K $484K
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.3%
$476.63 - $610.45 $1.91K - $2.44K
1.33K $656K
WFC
Wells Fargo & Company

Financial Services
-512
- 9.46%
$66.78 - $81.42 $34.2K - $41.7K
4.9K $351K
CMCSA
Comcast Corp

Communication Services
-395
- 4.9%
$33.19 - $38.23 $13.1K - $15.1K
7.67K $282K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-1.04K
- 9.42%
$28.25 - $31.5 $29.4K - $32.8K
10K $303K
MCD
Mcdonalds Corp

Consumer Cyclical
-154
- 8.72%
$279.74 - $321.29 $43.1K - $49.5K
1.61K $503K
VTV
Vanguard Value ETF

ETFs
-71
- 2.15%
$167.73 - $179.21 $11.9K - $12.7K
3.23K $551K
VEA
Vanguard Ftse Developed Market

ETFs
-343
- 7.51%
$47.4 - $52.99 $16.3K - $18.2K
4.22K $216K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-750
- 7.74%
$74.85 - $84.89 $56.1K - $63.7K
8.94K $736K
DFAX
Dimensional ETF Tr
-236
- 2.0%
$24.45 - $27.2 $5.77K - $6.42K
11.6K $305K
PG
Procter & Gamble CO

Consumer Defensive
-62
- 0.34%
$158.56 - $176.26 $9.83K - $10.9K
18.2K $3.11M
VGSH
Vanguard

ETFs
-327
- 0.17%
$58.07 - $58.69 $19K - $19.2K
189K $11.1M
IXUS
Ishares Tr

ETFs
-12.8K
- 3.92%
$65.06 - $72.31 $832K - $925K
313K $22M
IEFA
Ishares Tr

ETFs
-7.46K
- 3.65%
$69.57 - $78.65 $519K - $587K
197K $15M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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