Wealthquest Corp Purchases in Q2 2025

Wealthquest Corp

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
70
+ 3.82%
$335.24 - $380.78 $23.5K - $26.7K
1.9K $697K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 0.12%
$19.1 - $23.83 $248 - $310
10.6K $252K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46
+ 0.92%
$39.89 - $49.46 $1.83K - $2.28K
5.06K $250K
NSC
Norfolk Southern Corp

Industrials
10
+ 1.16%
$206.34 - $257.46 $2.06K - $2.57K
869 $222K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
193
+ 6.49%
$75.05 - $77.34 $14.5K - $14.9K
3.17K $244K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
99
+ 5.03%
$116.93 - $119.39 $11.6K - $11.8K
2.07K $246K
TXN
Texas Instruments Inc

Technology
67
+ 5.44%
N/A
1.3K $252K
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 1.68%
$119.13 - $135.03 $4.17K - $4.73K
2.12K $261K
ITW
Illinois Tool Works Inc

Industrials
30
+ 2.89%
$218.41 - $252.43 $6.55K - $7.57K
1.07K $263K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
67
+ 2.36%
$82.21 - $83.12 $5.51K - $5.57K
2.9K $240K
ENB
Enbridge Inc

Energy
8
+ 0.17%
$41.09 - $47.16 $329 - $377
4.59K $207K
CINF
Cincinnati Financial Corp

Financial Services
22
+ 1.46%
$126.6 - $151.6 $2.79K - $3.34K
1.53K $227K
PFE
Pfizer Inc

Healthcare
866
+ 5.96%
$21.59 - $24.84 $18.7K - $21.5K
15.4K $373K
CMCSA
Comcast Corp

Communication Services
230
+ 3.84%
$32.84 - $36.72 $7.55K - $8.45K
6.22K $221K
Dfa Us Large Cap Vector
51.2K
+ 3.46%
N/A
1.53M $0
Ge Vernova Inc Com
914
New
N/A
914 $0
Vanguard Ultra Short Treasury ETF
2.88K
+ 90.2%
N/A
6.08K $0
Linde PLC Shs
19
+ 2.03%
N/A
955 $0
Lam Research Corp Com New
38
+ 1.08%
N/A
3.56K $0
Ishares Bitcoin Trust ETF
4.4K
New
N/A
4.4K $0
Blackrock Inc Com
13
+ 5.39%
N/A
254 $0
KO
Coca Cola CO

Consumer Defensive
33
+ 0.55%
$68.37 - $73.9 $2.26K - $2.44K
6.08K $430K
HSY
Hershey CO

Consumer Defensive
1
+ 0.01%
$151.29 - $173.13 $151 - $173
7.21K $1.2M
ABBV
Abb Vie Inc.

Healthcare
99
+ 3.34%
$170.16 - $206.27 $16.8K - $20.4K
3.06K $568K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.68%
$483.48 - $539.8 $8.22K - $9.18K
2.51K $1.22M
MRK
Merck & Co., Inc.

Healthcare
189
+ 1.15%
$73.47 - $87.12 $13.9K - $16.5K
16.7K $1.32M
LLY
Eli Lilly & CO

Healthcare
16
+ 0.31%
$713.71 - $898.95 $11.4K - $14.4K
5.26K $4.1M
AAPL
Apple Inc.

Technology
198
+ 0.42%
$172.42 - $223.89 $34.1K - $44.3K
47.6K $9.77M
Activity Summary
Buys All Purchases 79 New Holdings 9 Increased Positions 70 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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