Wealth Collab, LLC Reduced Holdings in Q1 2025

Wealth Collab, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 9.28%
$190.26 - $242.06 $304K - $387K
15.6K $2.98B
CRM
Salesforce, Inc.

Technology
-522
- 18.2%
$268.36 - $359.95 $140K - $188K
2.35K $630M
DASH
Door Dash, Inc.

Communication Services
-1.83K
- 86.94%
$168.37 - $213.38 $308K - $390K
275 $50.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.79K
- 1.77%
$21.23 - $23.75 $59.3K - $66.3K
155K $3.34B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.96K
- 3.96%
$32.42 - $36.13 $96.1K - $107K
71.9K $2.37B
META
Meta Platforms, Inc.

Communication Services
-211
- 12.35%
$576.36 - $736.67 $122K - $155K
1.5K $863M
DFAT
Dimensional ETF Tr U S Target

ETFs
-515
- 2.21%
$50.44 - $58.1 $26K - $29.9K
22.8K $1.17B
EA
Electronic Arts Inc.

Communication Services
-768
- 23.92%
$116.53 - $146.29 $89.5K - $112K
2.44K $353M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 0.51%
$507.05 - $563.67 $10.1K - $11.3K
3.9K $2B
TSLA
Tesla, Inc.

Consumer Cyclical
-67
- 13.06%
$222.15 - $428.22 $14.9K - $28.7K
446 $116M
Celestica Inc
-256
- 8.37%
N/A
2.8K $221M
INFY
Infosys LTD

Technology
-1.69K
- 29.49%
$18.06 - $22.89 $30.5K - $38.7K
4.04K $73.7M
GRVY
Gravity Co., Ltd.

Communication Services
-794
- 81.1%
$53.77 - $64.0 $42.7K - $50.8K
185 $11.2M
AVGO
Broadcom Inc.

Technology
-2
- 0.26%
$167.43 - $244.7 $335 - $489
761 $127M
RDY
Dr Reddys Laboratories LTD

Healthcare
-1.94K
- 35.15%
$12.53 - $15.81 $24.2K - $30.6K
3.57K $47.1M
TFII
Tfi International Inc.

Industrials
-250
- 82.24%
$76.98 - $140.13 $19.2K - $35K
54 $4.18M
UBER
Uber Technologies, Inc

Technology
-1.18K
- 25.64%
$63.17 - $81.49 $74.4K - $95.9K
3.41K $249M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.45K
- 7.45%
$22.46 - $23.26 $32.6K - $33.8K
18K $418M
GSL
Global Ship Lease, Inc.

Industrials
-1.17K
- 44.67%
$21.1 - $23.88 $24.6K - $27.9K
1.45K $33.1M
PRG
Prog Holdings, Inc.

Industrials
-85
- 6.17%
$25.94 - $43.82 $2.2K - $3.72K
1.29K $34.4M
NVO
Novo Nordisk A S

Healthcare
-155
- 20.58%
$69.3 - $90.95 $10.7K - $14.1K
598 $41.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-29
- 59.18%
$634.14 - $744.83 $18.4K - $21.6K
20 $12.7M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-419
- 15.77%
$38.84 - $41.54 $16.3K - $17.4K
2.24K $86.9M
STLA
Stellantis N.V.

Consumer Cyclical
-746
- 16.24%
$11.21 - $14.21 $8.36K - $10.6K
3.85K $43.1M
TSEM
Tower Semiconductor LTD

Technology
-19
- 2.01%
$35.43 - $54.74 $673 - $1.04K
928 $33.1M
SWKS
Skyworks Solutions, Inc.

Technology
-100
- 28.74%
$64.12 - $93.96 $6.41K - $9.4K
248 $16M
WINA
Winmark Corp

Consumer Cyclical
-21
- 19.44%
$304.11 - $396.66 $6.39K - $8.33K
87 $27.7M
Teekay Tankers LTD
-354
- 83.1%
N/A
72 $2.76M
Aptiv PLC
-228
- 71.47%
N/A
91 $5.42M
M
Macy'S, Inc.

Consumer Cyclical
-731
- 73.62%
$12.56 - $16.82 $9.18K - $12.3K
262 $3.29M
HDB
Hdfc Bank LTD

Financial Services
-204
- 61.82%
$58.06 - $66.85 $11.8K - $13.6K
126 $8.37M
LENB
Lennar Corporation Cl B
-8
- 1.67%
N/A
470 $51.3M
RCI
Rogers Communications Inc

Communication Services
-334
- 45.57%
$26.73 - $31.05 $8.93K - $10.4K
399 $10.7M
PLTR
Palantir Technologies Inc.

Technology
-190
- 30.3%
$64.98 - $124.62 $12.3K - $23.7K
437 $36.9M
MED
Medifast Inc

Consumer Cyclical
-509
- 94.96%
$13.48 - $17.6 $6.86K - $8.96K
27 $364K
NOG
Northern Oil & Gas, Inc.

Energy
-164
- 30.48%
$26.89 - $42.07 $4.41K - $6.9K
374 $11.3M
BKE
Buckle Inc

Consumer Cyclical
-25
- 4.05%
$35.15 - $51.65 $879 - $1.29K
592 $22.7M
DAVA
Endava PLC

Technology
-180
- 49.86%
$19.51 - $34.49 $3.51K - $6.21K
181 $3.53M
MGA
Magna International Inc

Consumer Cyclical
-128
- 33.16%
$33.99 - $41.85 $4.35K - $5.36K
258 $8.77M
AKAM
Akamai Technologies Inc

Technology
-73
- 78.49%
N/A
20 $1.61M
AMD
Advanced Micro Devices Inc

Technology
-3
- 0.82%
$96.63 - $129.55 $290 - $389
364 $37.4M
ICLN
Ishares

ETFs
-634
- 5.87%
$10.94 - $11.86 $6.94K - $7.52K
10.2K $116M
Fidelis Insurance Holdings L
-304
- 32.65%
N/A
627 $10.2M
TDC
Teradata Corp

Technology
-116
- 25.16%
$21.95 - $32.78 $2.55K - $3.8K
345 $7.76M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-14
- 0.95%
$38.51 - $45.32 $539 - $634
1.45K $56.8M
CE
Celanese Corp

Basic Materials
-75
- 69.44%
$47.02 - $74.12 $3.53K - $5.56K
33 $1.87M
ASTL
Algoma Steel Group Inc.

Basic Materials
-323
- 37.17%
$5.42 - $9.7 $1.75K - $3.13K
546 $2.96M
UTHR
United Therapeutics Corp

Healthcare
-7
- 9.33%
$304.42 - $380.78 $2.13K - $2.67K
68 $21M
RNG
Ring Central, Inc.

Technology
-128
- 66.67%
$24.76 - $36.77 $3.17K - $4.71K
64 $1.59M
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
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