Wealth Collab, LLC Incresed Positions in Q1 2025

Wealth Collab, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SSRM
Ssr Mining Inc.

Basic Materials
34.7K
+ 4.07%
$7.06 - $11.21 $245K - $389K
887K $8.89B
MUB
Ishares National Muni Bond ETF

ETFs
9.61K
+ 19.54%
$104.71 - $107.69 $1.01M - $1.04M
58.8K $6.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.4K
+ 2.06%
$58.01 - $64.46 $255K - $284K
218K $13.5B
IXUS
Ishares Tr

ETFs
2.02K
+ 1.68%
$65.06 - $72.31 $131K - $146K
122K $8.55B
AVDV
American Centy ETF Tr Avantis

ETFs
2.52K
+ 2.9%
$63.74 - $71.96 $161K - $181K
89.4K $6.24B
VNQ
Vanguard Specialized Funds Van

ETFs
4.28K
+ 8.1%
$85.55 - $94.34 $366K - $404K
57.1K $5.17B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.02K
+ 108.65%
$100.34 - $100.68 $403K - $405K
7.72K $777M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.51K
+ 10.05%
$25.69 - $26.89 $244K - $256K
104K $2.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.69K
+ 2.04%
$71.17 - $73.66 $120K - $124K
84.6K $6.21B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.69K
+ 2.86%
$73.78 - $76.59 $125K - $129K
60.7K $4.64B
AVEM
American Centy ETF Tr Avantis

ETFs
2.07K
+ 4.48%
$57.11 - $62.4 $118K - $129K
48.2K $2.9B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
340
+ 43.7%
$80.53 - $147.57 $27.4K - $50.2K
1.12K $148M
CMF
Ishares California Muni Bond E

ETFs
1.49K
+ 4.38%
$55.93 - $57.47 $83.1K - $85.4K
35.4K $2B
ELV
Elevance Health, Inc.

Healthcare
99
+ 330.0%
$365.9 - $436.25 $36.2K - $43.2K
129 $56.1M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
3.09K
+ 414.19%
$14.03 - $17.33 $43.4K - $53.6K
3.84K $56.7M
USRT
Ishares Core U.S. Reit ETF

ETFs
599
+ 5.65%
$55.14 - $60.29 $33K - $36.1K
11.2K $645M
VRSN
Verisign Inc

Technology
95
+ 63.76%
$205.1 - $254.74 $19.5K - $24.2K
244 $61.9M
SKM
Sk Telecom CO LTD

Communication Services
1.41K
+ 32.33%
$20.91 - $23.05 $29.4K - $32.4K
5.75K $122M
VICI
Vici Properties Inc.

Real Estate
625
+ 92.46%
$28.21 - $32.68 $17.6K - $20.4K
1.3K $42.4M
Super Micro Computer Inc
550
+ 177.42%
N/A
860 $29.4M
MO
Altria Group, Inc.

Consumer Defensive
300
+ 319.15%
$50.81 - $60.02 $15.2K - $18K
394 $23.6M
XOM
Exxon Mobil Corp

Energy
12
+ 0.82%
$105.44 - $118.93 $1.27K - $1.43K
1.48K $175M
AVSU
American Centy ETF Tr Avantis

ETFs
318
+ 58.78%
$61.4 - $69.08 $19.5K - $22K
859 $53.6M
WDS
Woodside Energy Group LTD

Energy
1.19K
+ 157.35%
$14.15 - $16.33 $16.8K - $19.4K
1.94K $28.2M
DXC
Dxc Technology CO

Technology
989
+ 370.41%
$16.43 - $22.61 $16.2K - $22.4K
1.26K $21.4M
SNY
Sanofi

Healthcare
108
+ 8.44%
$48.15 - $59.42 $5.2K - $6.42K
1.39K $77M
VZ
Verizon Communications Inc

Communication Services
261
+ 42.03%
$37.81 - $46.49 $9.87K - $12.1K
882 $40M
V
Visa Inc.

Financial Services
10
+ 3.05%
$306.92 - $362.71 $3.07K - $3.63K
338 $118M
QCOM
Qualcomm Inc

Technology
93
+ 28.1%
$151.94 - $175.86 $14.1K - $16.4K
424 $65.1M
DBX
Dropbox, Inc.

Technology
659
+ 61.13%
$24.55 - $33.27 $16.2K - $21.9K
1.74K $46.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 300.0%
$4295.4 - $5141.88 $12.9K - $15.4K
4 $18.4M
AVSD
American Centy ETF Tr Avantis

ETFs
124
+ 9.28%
$54.89 - $62.11 $6.81K - $7.7K
1.46K $87.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8
+ 1.72%
$132.75 - $177.12 $1.06K - $1.42K
474 $72.4M
CVS
Cvs Health Corp

Healthcare
96
+ 34.29%
$44.22 - $68.64 $4.25K - $6.59K
376 $25.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.2K
+ 1.31%
$49.25 - $50.66 $59.1K - $60.7K
92.7K $4.6B
ERIC
Ericsson Lm Telephone CO

Technology
1.67K
+ 297.15%
$7.47 - $8.9 $12.5K - $14.8K
2.23K $17.3M
GOLD
Barrick Gold Corp

Basic Materials
121
+ 4.63%
$15.45 - $19.56 $1.87K - $2.37K
2.74K $53.2M
KT
Kt Corp

Communication Services
36
+ 0.66%
$15.57 - $18.63 $561 - $671
5.52K $97.7M
ABBV
Abb Vie Inc.

Healthcare
5
+ 1.44%
$169.2 - $216.66 $846 - $1.08K
353 $74M
HCA
Hca Healthcare, Inc.

Healthcare
25
+ 33.78%
$296.7 - $345.55 $7.42K - $8.64K
99 $34.2M
EQC
Equity Commonwealth

Real Estate
7.54K
+ 442.05%
$1.59 - $1.86 $12K - $14K
9.24K $14.9M
FTS
Fortis Inc.

Utilities
227
+ 378.33%
$40.49 - $45.58 $9.19K - $10.3K
287 $13.1M
DHIL
Diamond Hill Investment Group Inc

Financial Services
86
+ 56.95%
$142.84 - $156.59 $12.3K - $13.5K
237 $33.9M
ACI
Albertsons Companies, Inc.

Consumer Defensive
281
+ 15.79%
$19.58 - $22.02 $5.5K - $6.19K
2.06K $45.3M
NVS
Novartis Ag

Healthcare
20
+ 3.53%
$97.14 - $115.57 $1.94K - $2.31K
587 $65.4M
UI
Ubiquiti Inc.

Technology
33
+ 300.0%
$300.93 - $431.11 $9.93K - $14.2K
44 $13.6M
PM
Philip Morris International Inc.

Consumer Defensive
39
+ 41.05%
$117.15 - $158.79 $4.57K - $6.19K
134 $21.3M
GPOR
Gulfport Energy Corp

Energy
53
+ 61.63%
$159.2 - $196.22 $8.44K - $10.4K
139 $25.6M
HMC
Honda Motor CO LTD

Consumer Cyclical
366
+ 197.84%
$26.9 - $30.41 $9.85K - $11.1K
551 $14.9M
Activity Summary
Buys All Purchases 333 New Holdings 103 Increased Positions 230 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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