Wealthgarden F.S. LLC Reduced Holdings in Q3 2025

Wealthgarden F.S. LLC

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-19.3K
- 65.3%
N/A
10.3K $697M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.89K
- 67.8%
$171.38 - $197.01 $837K - $963K
2.32K $463M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.02K
- 20.03%
$182.33 - $194.5 $1.1M - $1.17M
24K $4.7B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-14.3K
- 28.47%
N/A
36K $1.39B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.27K
- 31.96%
$85.01 - $90.35 $448K - $476K
11.2K $1.03B
XLC
Select Sector Spdr Tr Communic

ETFs
-3.76K
- 31.86%
$105.99 - $119.41 $398K - $449K
8.04K $935M
EFV
Msci Eafe Value ETF

ETFs
-7.94K
- 18.08%
$62.79 - $68.42 $498K - $543K
36K $2.46B
AMZN
Amazon Com Inc

Consumer Cyclical
-854
- 18.84%
$211.65 - $238.24 $181K - $203K
3.68K $797M
IEFA
Ishares Tr

ETFs
-2.72K
- 15.88%
$81.7 - $87.53 $222K - $238K
14.4K $1.28B
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.45K
- 21.34%
$53.69 - $57.31 $131K - $140K
9.02K $519M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-270
- 8.69%
$459.11 - $506.91 $124K - $137K
2.84K $1.4B
LLY
Eli Lilly & CO

Healthcare
-169
- 13.03%
$625.65 - $812.69 $106K - $137K
1.13K $913M
Innovator Etfs Trust
-2.06K
- 19.57%
N/A
8.47K $248M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-571
- 7.42%
$107.66 - $112.36 $61.5K - $64.2K
7.13K $802M
XLE
Energy Sector Spdr

ETFs
-365
- 10.29%
$84.25 - $91.99 $30.8K - $33.6K
3.18K $276M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.17K
- 7.55%
$48.5 - $50.19 $56.6K - $58.6K
14.3K $723M
Ishares Bitcoin Trust ETF
-191
- 3.65%
N/A
5.04K $317M
MUB
Ishares National Muni Bond ETF

ETFs
-383
- 8.74%
$103.24 - $106.68 $39.5K - $40.9K
4K $430M
Blackrock ETF Trust Ii
-668
- 3.52%
N/A
18.3K $977M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-308
- 11.55%
$97.75 - $100.75 $30.1K - $31K
2.36K $238M
DIS
Walt Disney CO

Communication Services
-11
- 0.42%
$112.25 - $124.0 $1.23K - $1.36K
2.61K $293M
XLV
Select Sector Spdr Fund Health

ETFs
-683
- 11.97%
$129.01 - $139.72 $88.1K - $95.4K
5.02K $727M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-472
- 6.3%
$110.74 - $122.12 $52.3K - $57.6K
7.02K $851M
NEAR
Blackrock Short Maturity Bond

ETFs
-235
- 4.58%
$50.8 - $51.32 $11.9K - $12.1K
4.9K $252M
Innovator Etfs Trust
-322
- 4.36%
N/A
7.06K $203M
First Tr Exchng Traded Fd Vi
-299
- 3.86%
N/A
7.45K $223M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-220
- 3.45%
$46.86 - $48.27 $10.3K - $10.6K
6.15K $298M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.53K
- 1.88%
$26.38 - $27.95 $40.3K - $42.7K
79.6K $2.15B
SCHQ
Schwab Strategic Tr Long Term

ETFs
-385
- 5.08%
$30.81 - $32.63 $11.9K - $12.6K
7.2K $237M
Aim ETF Products Trust
-153
- 2.13%
N/A
7.04K $232M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-65
- 1.2%
$92.18 - $95.14 $5.99K - $6.18K
5.35K $507M
VTI
Vanguard Total Stock Market Et

ETFs
-73
- 4.38%
$303.93 - $329.86 $22.2K - $24.1K
1.59K $527M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-159
- 1.45%
$49.98 - $52.24 $7.95K - $8.31K
10.8K $565M
Innovator Etfs Trust
-41
- 0.4%
N/A
10.1K $291M
URTH
Ishares Msci World ETF

ETFs
-29
- 1.68%
$168.96 - $181.71 $4.9K - $5.27K
1.7K $312M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-3
- 0.14%
$126.64 - $135.65 $380 - $407
2.19K $300M
KJUL
Innovator U.S. Small Cap Power

Technology
-56
- 0.52%
$29.2 - $31.07 $1.64K - $1.74K
10.6K $332M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-111
- 0.4%
$41.01 - $42.23 $4.55K - $4.69K
27.3K $1.16B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-52
- 1.34%
$115.96 - $125.95 $6.03K - $6.55K
3.84K $487M
First Tr Exchng Traded Fd Vi
-347
- 1.85%
N/A
18.4K $466M
FCPI
Fidelity Covington Tr Stocks F

ETFs
-13
- 0.12%
$46.6 - $50.13 $606 - $652
10.8K $540M
IJUL
Innovator Etfs Tr

ETFs
-119
- 0.53%
$31.5 - $32.72 $3.75K - $3.89K
22.4K $738M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-125
- 1.19%
$67.21 - $72.65 $8.4K - $9.08K
10.3K $758M
IEV
Ishares Tr Europe ETF

ETFs
-62
- 0.62%
$61.37 - $65.49 $3.8K - $4.06K
9.99K $666M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-230
- 1.61%
$64.17 - $68.19 $14.8K - $15.7K
14.1K $976M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-103
- 0.47%
$32.53 - $35.69 $3.35K - $3.68K
21.7K $778M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.45K
- 4.26%
$108.97 - $121.65 $158K - $176K
32.5K $3.95B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-238
- 2.39%
$225.11 - $247.9 $53.6K - $59K
9.71K $2.44B
AAPL
Apple Inc.

Technology
-181
- 1.82%
$202.38 - $256.87 $36.6K - $46.5K
9.76K $2.56B
Activity Summary
Buys All Purchases 81 New Holdings 22 Increased Positions 59 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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