Vivid Wealth Management, LLC Purchases in Q1 2025

Vivid Wealth Management, LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Tidal ETF Tr
175K
New
N/A
175K $3.19B
VTV
Vanguard Value ETF

ETFs
15.2K
+ 43.09%
$167.73 - $179.21 $2.56M - $2.73M
50.6K $8.74B
ABT
Abbott Laboratories

Healthcare
19.5K
New
$111.1 - $140.22 $2.17M - $2.74M
19.5K $2.59B
QCOM
Qualcomm Inc

Technology
15.8K
New
$151.94 - $175.86 $2.4M - $2.78M
15.8K $2.43B
MSTR
Microstrategy Inc

Technology
7.76K
New
$239.27 - $396.5 $1.86M - $3.08M
7.76K $2.24B
ACN
Accenture PLC

Technology
7.02K
New
$300.91 - $398.25 $2.11M - $2.79M
7.02K $2.19B
PYPL
Pay Pal Holdings, Inc.

Financial Services
33.2K
New
$65.15 - $91.81 $2.16M - $3.05M
33.2K $2.17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.3K
New
$64.88 - $72.1 $2.1M - $2.33M
32.3K $2.13B
Ge Vernova Inc
6.9K
New
N/A
6.9K $2.11B
PLTR
Palantir Technologies Inc.

Technology
24.8K
New
$64.98 - $124.62 $1.61M - $3.09M
24.8K $2.1B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
17.1K
New
$78.0 - $84.37 $1.33M - $1.44M
17.1K $1.37B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.2K
New
$53.6 - $58.97 $817K - $899K
15.2K $835M
PGR
Progressive Corp

Financial Services
982
+ 10.98%
$235.61 - $291.22 $231K - $286K
9.93K $2.81B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.48K
+ 5.01%
$91.45 - $91.75 $501K - $503K
115K $10.5B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.73K
+ 4.75%
$100.34 - $100.68 $475K - $477K
104K $10.5B
AMD
Advanced Micro Devices Inc

Technology
6.79K
+ 43.75%
$96.63 - $129.55 $656K - $879K
22.3K $2.29B
BK
Bank Of New York Mellon Corp

Financial Services
2.22K
+ 7.59%
$75.42 - $88.95 $167K - $197K
31.4K $2.63B
SPGI
S&P Global Inc.

Financial Services
630
+ 13.91%
$478.26 - $543.77 $301K - $343K
5.16K $2.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
508
New
$442.66 - $534.52 $225K - $272K
508 $271M
Ishares Bitcoin Trust ETF
5.47K
New
N/A
5.47K $256M
GRMN
Garmin LTD

Technology
140
+ 1.1%
$204.55 - $241.93 $28.6K - $33.9K
12.8K $2.79B
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 2.58%
$890.62 - $1076.86 $60.6K - $73.2K
2.7K $2.55B
XLF
Financial Sector Spdr

ETFs
103
+ 0.13%
$47.32 - $52.19 $4.87K - $5.38K
82.2K $4.09B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.71K
+ 2.62%
$56.17 - $59.71 $152K - $162K
106K $6.07B
DE
Deere & CO

Industrials
30
+ 2.89%
$408.57 - $509.27 $12.3K - $15.3K
1.07K $501M
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.03%
$76.34 - $89.04 $153 - $178
7.44K $628M
WFC
Wells Fargo & Company

Financial Services
198
+ 1.17%
$66.78 - $81.42 $13.2K - $16.1K
17.1K $1.23B
DNP
Dnp Select Income Fund Inc

Financial Services
94
+ 0.87%
$8.93 - $9.92 $839 - $932
10.9K $107M
PANW
Palo Alto Networks Inc

Technology
860
+ 6.22%
$167.82 - $208.28 $144K - $179K
14.7K $2.51B
GS
Goldman Sachs Group Inc

Financial Services
137
+ 3.36%
$524.81 - $672.19 $71.9K - $92.1K
4.22K $2.3B
LMT
Lockheed Martin Corp

Industrials
3
+ 0.24%
$423.19 - $506.29 $1.27K - $1.52K
1.24K $552M
CAT
Caterpillar Inc

Industrials
419
+ 6.34%
$326.75 - $407.63 $137K - $171K
7.03K $2.32B
ORCL
Oracle Corp

Technology
2.03K
+ 14.55%
$139.81 - $186.47 $283K - $378K
15.9K $2.23B
EMR
Emerson Electric CO

Industrials
1.64K
+ 8.5%
$108.64 - $131.17 $178K - $215K
21K $2.3B
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 1.02%
$476.63 - $610.45 $23.8K - $30.5K
4.93K $2.44B
AXON
Axon Enterprise, Inc.

Industrials
250
+ 6.42%
$496.65 - $710.01 $124K - $178K
4.15K $2.18B
ETN
Eaton Corp PLC

Industrials
894
+ 13.91%
$271.83 - $371.23 $243K - $332K
7.32K $1.99B
AXP
American Express CO

Financial Services
364
+ 4.11%
$255.39 - $325.87 $93K - $119K
9.22K $2.48B
CDNS
Cadence Design Systems Inc

Technology
808
+ 10.28%
$233.96 - $324.52 $189K - $262K
8.67K $2.2B
PWR
Quanta Services, Inc.

Industrials
1.05K
+ 15.15%
$236.71 - $358.03 $249K - $376K
7.98K $2.03B
NVDA
Nvidia Corp

Technology
960
+ 4.51%
$106.98 - $149.43 $103K - $143K
22.2K $2.41B
IVV
Ishares Core S&P 500 ETF

ETFs
332
+ 0.7%
$554.06 - $615.85 $184K - $204K
47.7K $26.8B
TSLA
Tesla, Inc.

Consumer Cyclical
921
+ 7.95%
$222.15 - $428.22 $205K - $394K
12.5K $3.24B
Activity Summary
Buys All Purchases 44 New Holdings 14 Increased Positions 30 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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