Wealth Collab, LLC Purchases in Q2 2025

Wealth Collab, LLC

  • $179 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
11
+ 11.11%
$317.61 - $387.52 $3.49K - $4.26K
110 $42.1M
QLYS
Qualys, Inc.

Technology
38
+ 26.57%
$115.21 - $142.87 $4.38K - $5.43K
181 $25.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5
+ 0.15%
$17.76 - $22.1 $88.8 - $111
3.32K $73.4M
CCSI
Consensus Cloud Solutions, Inc.

Technology
336
+ 34.82%
$18.19 - $23.53 $6.11K - $7.91K
1.3K $30M
NEU
Newmarket Corp

Basic Materials
3
+ 7.32%
$519.95 - $690.86 $1.56K - $2.07K
44 $30.4M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
446
New
$13.46 - $16.77 $6K - $7.48K
446 $7.16M
AEIS
Advanced Energy Industries Inc

Industrials
52
New
$79.03 - $133.84 $4.11K - $6.96K
52 $6.89M
PFE
Pfizer Inc

Healthcare
442
+ 12.48%
$21.59 - $24.84 $9.54K - $11K
3.99K $96.6M
RMAX
Re/Max Holdings, Inc.

Real Estate
834
+ 484.88%
$7.03 - $8.99 $5.86K - $7.5K
1.01K $8.23M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
697
+ 59.37%
$7.79 - $9.98 $5.43K - $6.96K
1.87K $17.3M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
42
+ 20.19%
$38.28 - $61.65 $1.61K - $2.59K
250 $15.4M
JBL
Jabil Inc

Technology
11
+ 23.91%
$116.88 - $218.1 $1.29K - $2.4K
57 $12.4M
APP
App Lovin Corp

Technology
13
+ 68.42%
$219.37 - $417.89 $2.85K - $5.43K
32 $11.2M
MGA
Magna International Inc

Consumer Cyclical
128
+ 49.61%
$30.82 - $38.61 $3.94K - $4.94K
386 $14.9M
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 11.94%
$149.23 - $184.95 $2.39K - $2.96K
150 $27.3M
OLED
Universal Display Corp Pa

Technology
39
New
$106.6 - $161.02 $4.16K - $6.28K
39 $6.02M
G
Genpact LTD

Technology
519
+ 19.6%
$40.65 - $50.56 $21.1K - $26.2K
3.17K $139M
UBS
Ubs Group Ag

Financial Services
145
+ 47.08%
$26.12 - $33.82 $3.79K - $4.9K
453 $15.3M
INTU
Intuit Inc

Technology
5
+ 45.45%
$544.07 - $787.63 $2.72K - $3.94K
16 $12.6M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
93
New
$53.93 - $61.5 $5.02K - $5.72K
93 $5.71M
FTNT
Fortinet, Inc.

Technology
50
+ 151.52%
$84.71 - $108.69 $4.24K - $5.43K
83 $8.78M
CNXC
Concentrix Corp

Technology
121
+ 35.69%
$45.73 - $57.88 $5.53K - $7K
460 $24.3M
RE
Everest Re Group LTD

Financial Services
17
+ 121.43%
N/A
31 $10.5M
NJR
New Jersey Resources Corp

Utilities
121
New
$44.23 - $49.97 $5.35K - $6.05K
121 $5.42M
SF
Stifel Financial Corp

Financial Services
51
New
$76.49 - $103.78 $3.9K - $5.29K
51 $5.29M
FSK
Fs Kkr Capital Corp

Financial Services
255
New
$17.95 - $21.5 $4.58K - $5.48K
255 $5.29M
KR
Kroger CO

Consumer Defensive
16
+ 1.59%
$64.62 - $74.0 $1.03K - $1.18K
1.03K $73.5M
ALGN
Align Technology Inc

Healthcare
25
+ 156.25%
$144.32 - $190.42 $3.61K - $4.76K
41 $7.76M
Bgc Group Inc
427
+ 57.78%
N/A
1.17K $11.9M
SIGA
Siga Technologies Inc

Healthcare
522
+ 32.98%
$5.22 - $6.56 $2.72K - $3.42K
2.11K $13.7M
AFG
American Financial Group Inc

Financial Services
40
New
$116.9 - $132.12 $4.68K - $5.28K
40 $5.05M
FOR
Forestar Group Inc.

Real Estate
252
New
$18.45 - $21.41 $4.65K - $5.4K
252 $5.04M
NBIX
Neurocrine Biosciences Inc

Healthcare
40
New
$87.54 - $128.18 $3.5K - $5.13K
40 $5.03M
Aegon LTD
647
+ 141.89%
N/A
1.1K $7.99M
CROX
Crocs, Inc.

Consumer Cyclical
49
New
$88.67 - $120.26 $4.34K - $5.89K
49 $4.96M
QCOM
Qualcomm Inc

Technology
16
+ 3.77%
$124.66 - $159.48 $1.99K - $2.55K
440 $70.1M
RNG
Ring Central, Inc.

Technology
164
+ 256.25%
$21.51 - $28.36 $3.53K - $4.65K
228 $6.46M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
207
New
$22.96 - $28.29 $4.75K - $5.86K
207 $4.75M
ALC
Alcon Inc

Healthcare
67
+ 37.85%
$82.88 - $98.3 $5.55K - $6.59K
244 $21.5M
TDC
Teradata Corp

Technology
212
+ 61.45%
$19.2 - $23.59 $4.07K - $5K
557 $12.4M
SIG
Signet Jewelers LTD

Consumer Cyclical
28
+ 24.78%
$50.77 - $82.74 $1.42K - $2.32K
141 $11.2M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
538
+ 39.07%
$6.24 - $8.83 $3.36K - $4.75K
1.92K $16.5M
HIMX
Himax Technologies, Inc.

Technology
324
+ 29.83%
$5.89 - $9.44 $1.91K - $3.06K
1.41K $12.6M
CNC
Centene Corp

Healthcare
103
+ 67.32%
$53.4 - $64.29 $5.5K - $6.62K
256 $13.9M
Gladstone Capital Corp
170
New
N/A
170 $4.59M
Xperi Inc
563
+ 329.24%
N/A
734 $5.81M
SNN
Smith & Nephew PLC

Healthcare
80
+ 9.28%
$24.97 - $30.63 $2K - $2.45K
942 $28.9M
IIPR
Innovative Industrial Properties Inc

Real Estate
78
+ 97.5%
$48.03 - $58.9 $3.75K - $4.59K
158 $8.73M
SNPS
Synopsys Inc

Technology
3
+ 8.82%
$380.9 - $517.66 $1.14K - $1.55K
37 $19M
Activity Summary
Buys All Purchases 292 New Holdings 113 Increased Positions 179 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Wealth Collab, LLC Portfolio

Follow Wealth Collab, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Collab, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Collab, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email