Wealthgarden F.S. LLC Purchases and Sells in Q1 2025

Wealthgarden F.S. LLC

$104 Billion
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	10.8K + 36.08%	$49.78 - $53.19 $539K - $575K	40.8K $2.08B
IEMG	9.4K + 145.66%	N/A	15.8K $855M
XLC	3.41K + 74.23%	$94.84 - $105.31 $323K - $359K	8K $771M
OEF	1.51K + 32.39%	N/A	6.18K $1.67B
GLD	375 + 8.1%	$243.19 - $288.14 $91.2K - $108K	5.01K $1.44B
IEUR	4.31K + 43.14%	$53.69 - $62.68 $231K - $270K	14.3K $860M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	31.1K New	N/A	31.1K $987M
HEFA	13.5K New	$34.83 - $37.52 $470K - $506K	13.5K $490M
RSP	2.78K New	$169.43 - $182.84 $471K - $509K	2.78K $482M
SCHQ	11.4K New	$30.72 - $33.22 $351K - $380K	11.4K $375M
EAGG	7.43K New	$45.92 - $47.58 $341K - $354K	7.43K $353M
ISHARES BITCOIN TRUST ETF	5.81K New	N/A	5.81K $272M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-1.62K - 18.29%	$554.06 - $615.85 $895K - $995K	7.21K $4.05B
SPLG	-14.7K - 46.23%	$64.88 - $72.1 $955K - $1.06M	17.1K $1.13B
EFG	-10.3K - 48.05%	$96.1 - $106.37 $990K - $1.1M	11.1K $1.11B
EFV	-14.4K - 35.65%	$51.88 - $60.73 $746K - $874K	26K $1.53B
XLK	-1.18K - 13.51%	$206.38 - $242.18 $244K - $287K	7.58K $1.57B
IVW	-350 - 0.92%	$92.45 - $106.69 $32.4K - $37.3K	37.5K $3.48B

Activity Summary All Purchases 61 New Holdings 12 Increased Positions 49 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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