Upper Left Wealth Management, LLC Purchases in Q2 2025

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.4K
+ 13.17%
$58.41 - $72.69 $726K - $904K
107K $7.77M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.8K
+ 8.99%
$32.41 - $42.59 $285K - $375K
107K $4.54M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
29.2K
+ 19.21%
$24.61 - $25.89 $718K - $755K
181K $4.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.2K
New
$456.74 - $568.03 $547K - $680K
1.2K $680K
SPY
Spdr S&P 500 ETF Trust

ETFs
665
+ 31.12%
$496.48 - $617.85 $330K - $411K
2.8K $1.73M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.84K
+ 3.19%
$24.38 - $30.18 $118K - $146K
156K $4.72M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
845
+ 4.19%
$60.61 - $87.72 $51.2K - $74.1K
21K $1.78M
RWX
Spdr Dow Jones International R

ETFs
9.21K
+ 31.59%
$23.06 - $27.4 $212K - $252K
38.4K $1.05M
IEFA
Ishares Tr

ETFs
3.4K
New
$67.83 - $84.09 $231K - $286K
3.4K $284K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.93K
+ 25.87%
$34.72 - $42.74 $171K - $211K
24K $1.03M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.17K
New
$57.14 - $72.68 $181K - $231K
3.17K $230K
REET
Ishares Global Reit ETF

ETFs
8.33K
New
$21.59 - $25.16 $180K - $210K
8.33K $205K
IWM
Ishares Russell 2000 ETF

ETFs
456
+ 17.39%
$174.82 - $215.79 $79.7K - $98.4K
3.08K $664K
IEMG
Ishares Inc

ETFs
2.21K
+ 15.79%
N/A
16.2K $868K
PEGA
Pegasystems Inc

Technology
3K
+ 100.0%
$49.95 - $103.29 $150K - $310K
6K $324K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.8K
+ 4.5%
$19.55 - $21.78 $250K - $278K
297K $6.16M
FNDC
Schwab Fundamental Intl Small

ETFs
768
+ 6.43%
$32.97 - $42.05 $25.3K - $32.3K
12.7K $534K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
748
+ 8.35%
$47.63 - $60.01 $35.6K - $44.9K
9.71K $577K
BNDX
Vanguard Total International B

ETFs
136
+ 0.11%
$48.77 - $49.55 $6.63K - $6.74K
119K $5.87M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
846
+ 1.92%
$91.43 - $91.74 $77.3K - $77.6K
44.9K $4.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
329
+ 7.0%
$90.56 - $109.49 $29.8K - $36K
5.03K $549K
VNQ
Vanguard Specialized Funds Van

ETFs
679
+ 8.34%
$79.79 - $91.42 $54.2K - $62.1K
8.82K $785K
SCHR
Schwab Intermediate Term Us Tr

ETFs
392
+ 0.27%
$24.54 - $25.07 $9.62K - $9.83K
148K $3.7M
EWH
Ishares Msci Hong Kong ETF

ETFs
350
+ 2.55%
$15.2 - $20.06 $5.32K - $7.02K
14.1K $279K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10
+ 0.1%
$50.09 - $51.09 $501 - $511
10.1K $515K
Grayscale Bitcoin Mini Tr Et
951
+ 5.12%
N/A
19.5K $0
Ishares Bitcoin Trust ETF
3.55K
+ 3.82%
N/A
96.5K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
49
+ 0.03%
$26.18 - $26.93 $1.28K - $1.32K
141K $3.77M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 1 Puts 0
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