Wealth Forward, LLC Purchases and Sells in Q3 2025

Wealth Forward, LLC

$172 Billion
Q3 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	55.5K + 11.32%	$24.38 - $26.34 $1.35M - $1.46M	546K $14.4B
BKLC	15.2K + 74.98%	$118.33 - $128.54 $1.8M - $1.95M	35.4K $4.54B
AAPL	264 + 2.05%	$202.38 - $256.87 $53.4K - $67.8K	13.1K $3.34B
NVDA	626 + 44.87%	$153.3 - $186.58 $96K - $117K	2.02K $377M
MSFT	58 + 2.42%	$491.09 - $535.64 $28.5K - $31.1K	2.45K $1.27B
DVN	156 + 2.17%	$31.75 - $36.99 $4.95K - $5.77K	7.36K $258M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	202K New	$52.39 - $53.11 $10.6M - $10.7M	202K $10.7B
ILCB	97.1K New	$85.66 - $92.67 $8.32M - $9M	97.1K $8.97B
BKAG	200K New	$41.55 - $42.82 $8.31M - $8.56M	200K $8.52B
BKIE	68.8K New	$83.41 - $89.78 $5.74M - $6.17M	68.8K $6.16B
SPHY	228K New	$23.54 - $23.97 $5.36M - $5.45M	228K $5.45B
TSLA	602 New	$293.94 - $444.72 $177K - $268K	602 $268M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-130K - 93.46%	$78.11 - $79.07 $10.2M - $10.3M	9.1K $718M
HYG	-64.8K - 95.98%	$79.85 - $81.32 $5.17M - $5.27M	2.72K $221M
VEA	-101K - 28.06%	$56.02 - $60.3 $5.63M - $6.06M	258K $15.4B
RSP	-14.2K - 12.36%	$181.56 - $190.33 $2.57M - $2.69M	100K $19B
TIP	-12.5K - 12.06%	$109.11 - $111.88 $1.37M - $1.4M	91.4K $10.2B
AOR	-19K - 17.79%	$60.99 - $64.39 $1.16M - $1.22M	87.7K $5.65B

Activity Summary All Purchases 18 New Holdings 10 Increased Positions 8 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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