Wealthquest Corp Purchases in Q1 2025

Wealthquest Corp

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
714K
New
$253.32 - $282.66 $181M - $202M
714K $184M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.25M
New
$92.71 - $107.38 $116M - $135M
1.25M $116M
BALT
Innovator Etfs Tr
3.44M
New
$31.31 - $31.89 $108M - $110M
3.44M $108M
IEFA
Ishares Tr

ETFs
1.32M
New
$69.57 - $78.65 $91.5M - $103M
1.32M $99.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.09M
New
$67.03 - $74.61 $72.8M - $81M
1.09M $73.8M
AFG
American Financial Group Inc

Financial Services
343K
New
$119.82 - $138.45 $41.1M - $47.5M
343K $45.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
728K
New
$57.21 - $65.8 $41.7M - $47.9M
728K $42.5M
VO
Vanguard Mid Cap ETF

ETFs
134K
New
$251.87 - $277.95 $33.7M - $37.1M
134K $34.6M
VB
Vanguard Small Cap ETF

ETFs
143K
New
$217.89 - $252.64 $31.2M - $36.2M
143K $31.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
388K
New
$76.94 - $78.28 $29.9M - $30.4M
388K $30.4M
DFAI
Dimensional ETF Tr

ETFs
442K
New
$28.88 - $32.4 $12.8M - $14.3M
442K $13.8M
IEMG
Ishares Inc

ETFs
249K
New
N/A
249K $13.4M
AAPL
Apple Inc.

Technology
47.4K
New
$209.68 - $247.1 $9.95M - $11.7M
47.4K $10.5M
DFAE
Dimensional ETF Tr

ETFs
373K
New
$24.64 - $26.86 $9.2M - $10M
373K $9.67M
EFG
Msci Eafe Growth ETF

ETFs
62.8K
New
$96.1 - $106.37 $6.03M - $6.68M
62.8K $6.28M
LLY
Eli Lilly & CO

Healthcare
5.24K
New
$725.72 - $929.72 $3.8M - $4.87M
5.24K $4.33M
MSFT
Microsoft Corp

Technology
11.3K
New
$375.39 - $447.2 $4.25M - $5.06M
11.3K $4.25M
SPMD
Spdr Portfolio

ETFs
73.7K
New
$50.21 - $57.73 $3.7M - $4.26M
73.7K $3.77M
APA
Apa Corp

Energy
177K
New
$18.54 - $25.45 $3.29M - $4.51M
177K $3.73M
CTAS
Cintas Corp

Industrials
14.6K
New
$182.09 - $208.14 $2.66M - $3.04M
14.6K $3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28.4K
New
$102.49 - $119.96 $2.91M - $3.41M
28.4K $2.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.18K
New
$551.42 - $612.93 $2.85M - $3.17M
5.18K $2.89M
AMZN
Amazon Com Inc

Consumer Cyclical
14.3K
New
$190.26 - $242.06 $2.73M - $3.47M
14.3K $2.73M
BJUL
Innovator U.S. Equity Buffer E

ETFs
50.3K
New
$42.65 - $46.09 $2.15M - $2.32M
50.3K $2.17M
JPM
Jpmorgan Chase & CO

Financial Services
8.79K
New
$225.19 - $279.95 $1.98M - $2.46M
8.79K $2.16M
BOCT
Innovator U.S. Equity Buffer E

ETFs
49.7K
New
$41.53 - $44.57 $2.06M - $2.21M
49.7K $2.09M
NVDA
Nvidia Corp

Technology
17.9K
New
$106.98 - $149.43 $1.91M - $2.67M
17.9K $1.94M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
42.4K
New
$40.03 - $46.81 $1.7M - $1.98M
42.4K $1.73M
JNJ
Johnson & Johnson

Healthcare
9.12K
New
$142.06 - $167.7 $1.3M - $1.53M
9.12K $1.51M
XOM
Exxon Mobil Corp

Energy
12.6K
New
$105.44 - $118.93 $1.33M - $1.5M
12.6K $1.5M
MRK
Merck & Co., Inc.

Healthcare
16.5K
New
$83.01 - $101.02 $1.37M - $1.67M
16.5K $1.48M
VTI
Vanguard Total Stock Market Et

ETFs
5.02K
New
$271.18 - $303.12 $1.36M - $1.52M
5.02K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.49K
New
$442.66 - $534.52 $1.1M - $1.33M
2.49K $1.33M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
36.6K
New
$35.29 - $36.56 $1.29M - $1.34M
36.6K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.47K
New
$507.05 - $563.67 $1.25M - $1.39M
2.47K $1.27M
HSY
Hershey CO

Consumer Defensive
7.21K
New
$144.74 - $186.36 $1.04M - $1.34M
7.21K $1.23M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13.3K
New
$90.0 - $96.32 $1.2M - $1.28M
13.3K $1.23M
IVV
Ishares Core S&P 500 ETF

ETFs
2.11K
New
$554.06 - $615.85 $1.17M - $1.3M
2.11K $1.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.4K
New
$468.34 - $539.52 $1.12M - $1.29M
2.4K $1.12M
AMGN
Amgen Inc

Healthcare
3.45K
New
$258.59 - $327.36 $891K - $1.13M
3.45K $1.07M
VUG
Vanguard Growth ETF

ETFs
2.85K
New
$369.1 - $427.61 $1.05M - $1.22M
2.85K $1.06M
USB
Us Bancorp \De\

Financial Services
25K
New
$40.92 - $50.9 $1.02M - $1.27M
25K $1.05M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.3K
New
$100.34 - $100.68 $1.03M - $1.04M
10.3K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
20.2K
New
$47.4 - $52.99 $960K - $1.07M
20.2K $1.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.35K
New
$283.24 - $338.07 $948K - $1.13M
3.35K $986K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.21K
New
$302.31 - $337.54 $969K - $1.08M
3.21K $983K
ABT
Abbott Laboratories

Healthcare
7.36K
New
$111.1 - $140.22 $818K - $1.03M
7.36K $976K
CVX
Chevron Corp

Energy
5.38K
New
$146.71 - $167.97 $789K - $903K
5.38K $899K
GOOGL
Alphabet Inc.

Communication Services
5.76K
New
$154.33 - $206.19 $889K - $1.19M
5.76K $890K
Activity Summary
Buys All Purchases 134 New Holdings 134 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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