Wealth Management Strategies, Inc. Incresed Positions in Q1 2025

Wealth Management Strategies, Inc.

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
269K
+ 967.67%
$21.16 - $21.77 $5.7M - $5.87M
297K $6.47M
VEA
Vanguard Ftse Developed Market

ETFs
44.9K
+ 16.74%
$47.4 - $52.99 $2.13M - $2.38M
313K $15.9M
VTV
Vanguard Value ETF

ETFs
8.62K
+ 24.55%
$167.73 - $179.21 $1.45M - $1.54M
43.7K $7.56M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
41.1K
+ 11.71%
$22.11 - $22.43 $910K - $923K
392K $8.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.4K
+ 13.66%
$42.5 - $46.71 $781K - $859K
153K $6.93M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
41.8K
+ 11.86%
$23.29 - $23.38 $973K - $977K
394K $9.21M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
40.7K
+ 11.56%
$22.77 - $22.94 $926K - $933K
393K $9.01M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
36.2K
+ 11.41%
$21.77 - $22.25 $789K - $806K
354K $7.87M
VUG
Vanguard Growth ETF

ETFs
8.43K
+ 14.13%
$369.1 - $427.61 $3.11M - $3.61M
68.1K $25.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.2K
+ 8.25%
$32.57 - $35.82 $822K - $904K
331K $11M
VB
Vanguard Small Cap ETF

ETFs
2.91K
+ 11.17%
$217.89 - $252.64 $634K - $735K
28.9K $6.42M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.16%
$725.72 - $929.72 $1.45K - $1.86K
1.23K $1.01M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
165
+ 4.54%
$55.47 - $61.45 $9.15K - $10.1K
3.8K $224K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.31%
$158.56 - $176.26 $793 - $881
1.63K $278K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.5%
N/A
3.02K $549K
DFSU
Dimensional ETF Tr Dimen Us Su
53.5K
+ 144.45%
N/A
90.5K $0
DFSI
Dimensional ETF Tr Dimen Intl
10.2K
+ 141.59%
N/A
17.4K $0
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.46%
$251.87 - $277.95 $1.51K - $1.67K
1.32K $341K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
93
+ 3.29%
$96.93 - $109.51 $9.01K - $10.2K
2.92K $285K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.36%
$551.42 - $612.93 $1.1K - $1.23K
561 $313K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.29%
$120.29 - $134.6 $1.08K - $1.21K
3.07K $373K
VTI
Vanguard Total Stock Market Et

ETFs
339
+ 4.44%
$271.18 - $303.12 $91.9K - $103K
7.97K $2.19M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4
+ 0.12%
$68.07 - $78.99 $272 - $316
3.36K $228K
PNC
Pnc Financial Services Group, Inc.

Financial Services
18
+ 0.81%
$168.84 - $202.89 $3.04K - $3.65K
2.24K $394K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.25%
$507.05 - $563.67 $2.03K - $2.25K
1.63K $838K
DFAT
Dimensional ETF Tr U S Target

ETFs
30
+ 0.29%
$50.44 - $58.1 $1.51K - $1.74K
10.3K $527K
MSFT
Microsoft Corp

Technology
3
+ 0.12%
$375.39 - $447.2 $1.13K - $1.34K
2.52K $944K
AAPL
Apple Inc.

Technology
4
+ 0.02%
$209.68 - $247.1 $839 - $988
19.3K $4.29M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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