Wealthgarden F.S. LLC Incresed Positions in Q2 2025

Wealthgarden F.S. LLC

  • $120 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.24K
+ 5.03%
$94.31 - $157.99 $117K - $196K
25.9K $4.6B
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 42.39%
$484.66 - $738.09 $500K - $761K
3.46K $2.68B
EFV
Msci Eafe Value ETF

ETFs
17.9K
+ 69.0%
$52.4 - $64.65 $939K - $1.16M
43.9K $2.78B
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.8K
+ 19.93%
$22.27 - $29.21 $395K - $519K
107K $3.23B
IEMG
Ishares Inc

ETFs
13.8K
+ 86.91%
N/A
29.6K $1.79B
OEF
Ishares S&P 100 ETF

ETFs
1.12K
+ 18.15%
N/A
7.3K $2.29B
SJNK
Spdr Bloomberg Short Term High

ETFs
20.8K
+ 33.22%
$24.12 - $25.48 $502K - $531K
83.5K $2.12B
MSFT
Microsoft Corp

Technology
55
+ 1.79%
$354.56 - $497.45 $19.5K - $27.4K
3.14K $1.67B
XLC
Select Sector Spdr Tr Communic

ETFs
3.8K
+ 47.56%
$86.13 - $108.53 $328K - $413K
11.8K $1.27B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.04K
+ 57.8%
$83.97 - $92.85 $508K - $561K
16.5K $1.43B
Blackrock ETF Trust Ii
8.5K
+ 81.0%
N/A
19K $1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
883
+ 1.62%
$43.53 - $54.46 $38.4K - $48.1K
55.5K $3.11B
Blackrock ETF Trust
6.09K
+ 19.55%
N/A
37.2K $1.35B
NFLX
Netflix Inc

Communication Services
175
+ 25.96%
$855.86 - $1339.13 $150K - $234K
849 $984M
TSLA
Tesla, Inc.

Consumer Cyclical
850
+ 91.2%
$221.86 - $362.89 $189K - $308K
1.78K $549M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6K
+ 14.23%
$50.36 - $50.68 $302K - $304K
48.1K $2.44B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
5.61K
+ 18.32%
$29.4 - $33.37 $165K - $187K
36.3K $1.23B
Morgan Stanley ETF Trust
2.4K
+ 15.76%
N/A
17.6K $1.12B
IAU
Ishares Gold Trust

ETFs
2.98K
+ 16.11%
$56.1 - $64.74 $167K - $193K
21.5K $1.33B
IEFA
Ishares Tr

ETFs
1.5K
+ 9.64%
$67.83 - $84.09 $102K - $126K
17.1K $1.4B
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.1%
$210.28 - $289.91 $631 - $870
3.14K $931M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.67K
+ 80.36%
$97.29 - $105.63 $162K - $176K
3.74K $375M
ITA
Ishares Tr

ETFs
170
+ 5.84%
$135.31 - $188.64 $23K - $32.1K
3.08K $606M
XLI
Industrial Sector Spdr

ETFs
250
+ 4.56%
$116.42 - $147.52 $29.1K - $36.9K
5.74K $872M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
16
+ 0.18%
$108.06 - $135.3 $1.73K - $2.16K
8.98K $1.24B
SPY
Spdr S&P 500 ETF Trust

ETFs
142
+ 19.09%
$496.48 - $617.85 $70.5K - $87.7K
886 $560M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.09K
+ 15.09%
$19.1 - $23.83 $59.1K - $73.7K
23.6K $575M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.1K
+ 20.0%
$24.54 - $25.07 $125K - $128K
30.6K $760M
CGGR
Capital Group Growth ETF Shs C

ETFs
130
+ 0.87%
$30.53 - $40.65 $3.97K - $5.28K
15K $626M
GLD
Spdr Gold Trust

ETFs
125
+ 2.5%
$273.71 - $316.29 $34.2K - $39.5K
5.13K $1.55B
SPYG
Spdr Portfolio

ETFs
32
+ 0.56%
$71.83 - $95.32 $2.3K - $3.05K
5.77K $569M
IVE
Ishares S&P 500 Value ETF

ETFs
444
+ 16.09%
$168.34 - $195.42 $74.7K - $86.8K
3.2K $631M
MUB
Ishares National Muni Bond ETF

ETFs
931
+ 26.99%
$102.31 - $105.8 $95.3K - $98.5K
4.38K $455M
SOXX
Ishares Semiconductor ETF

ETFs
14
+ 0.84%
$154.86 - $239.07 $2.17K - $3.35K
1.69K $405M
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 3.22%
$243.75 - $303.93 $12.7K - $15.8K
1.67K $518M
IWM
Ishares Russell 2000 ETF

ETFs
84
+ 3.21%
$174.82 - $215.79 $14.7K - $18.1K
2.7K $593M
VUG
Vanguard Growth ETF

ETFs
11
+ 1.64%
$329.49 - $438.4 $3.62K - $4.82K
681 $310M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
16
+ 0.11%
$53.75 - $67.21 $860 - $1.08K
14.3K $922M
URTH
Ishares Msci World ETF

ETFs
162
+ 10.33%
$136.3 - $169.38 $22.1K - $27.4K
1.73K $296M
CGDV
Capital Group Divid Value ETF

ETFs
154
+ 1.57%
$31.93 - $39.49 $4.92K - $6.08K
9.98K $405M
IWB
Ishares Tr Russell 1000 ETF

ETFs
20
+ 3.02%
$272.36 - $339.57 $5.45K - $6.79K
683 $237M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
11
+ 0.5%
$101.97 - $126.75 $1.12K - $1.39K
2.2K $282M
JNK
Spdr Bloomberg High Yield Bond

ETFs
125
+ 2.25%
$91.23 - $97.27 $11.4K - $12.2K
5.68K $550M
LQD
Ishares Iboxx $ Investment Gra

ETFs
154
+ 2.04%
$105.23 - $109.61 $16.2K - $16.9K
7.7K $840M
NEAR
Blackrock Short Maturity Bond

ETFs
100
+ 1.99%
$50.41 - $51.17 $5.04K - $5.12K
5.14K $262M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32
+ 1.21%
$96.84 - $99.46 $3.1K - $3.18K
2.67K $263M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4
+ 0.03%
$22.43 - $23.23 $89.7 - $92.9
12.9K $298M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
42
+ 0.33%
$54.27 - $63.01 $2.28K - $2.65K
12.6K $755M
AAPL
Apple Inc.

Technology
569
+ 6.07%
$172.42 - $223.89 $98.1K - $127K
9.94K $2.06B
Activity Summary
Buys All Purchases 69 New Holdings 18 Increased Positions 51 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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