Wealthquest Corp Incresed Positions in Q2 2025

Wealthquest Corp

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
18.4K
+ 1.46%
$82.51 - $109.2 $1.51M - $2M
1.27M $139M
VV
Vanguard Large Cap ETF

ETFs
4.09K
+ 0.57%
$228.25 - $285.3 $934K - $1.17M
719K $205M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
20.3K
+ 1.87%
$60.34 - $74.89 $1.23M - $1.52M
1.11M $82.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35K
+ 4.81%
$51.16 - $62.02 $1.79M - $2.17M
763K $47.3M
VO
Vanguard Mid Cap ETF

ETFs
2.69K
+ 2.01%
$228.54 - $279.83 $614K - $751K
136K $38.1M
VB
Vanguard Small Cap ETF

ETFs
4.71K
+ 3.29%
$193.73 - $237.37 $912K - $1.12M
148K $35.1M
DFAI
Dimensional ETF Tr

ETFs
18.8K
+ 4.25%
$28.02 - $34.71 $526K - $652K
461K $15.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
21.2K
+ 5.46%
$77.74 - $78.78 $1.65M - $1.67M
410K $32.2M
DFAE
Dimensional ETF Tr

ETFs
23.2K
+ 6.21%
$22.87 - $28.95 $530K - $671K
397K $11.5M
MSFT
Microsoft Corp

Technology
156
+ 1.38%
$354.56 - $497.45 $55.3K - $77.6K
11.5K $5.71M
EFG
Msci Eafe Growth ETF

ETFs
1.53K
+ 2.43%
$89.8 - $112.0 $137K - $171K
64.3K $7.2M
GE
General Electric CO

Industrials
2.19K
+ 74.07%
$166.81 - $257.39 $365K - $563K
5.14K $1.32M
AMZN
Amazon Com Inc

Consumer Cyclical
565
+ 3.94%
$167.32 - $223.3 $94.5K - $126K
14.9K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
132
+ 1.5%
$210.28 - $289.91 $27.8K - $38.3K
8.93K $2.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.66K
+ 53.22%
$82.96 - $110.1 $221K - $293K
7.65K $842K
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 2.22%
$496.48 - $617.85 $57.1K - $71.1K
5.29K $3.27M
IVV
Ishares Core S&P 500 ETF

ETFs
315
+ 14.91%
$498.8 - $620.9 $157K - $196K
2.43K $1.51M
IEMG
Ishares Inc

ETFs
5.72K
+ 2.29%
N/A
255K $13.7M
CTAS
Cintas Corp

Industrials
118
+ 0.81%
$190.11 - $227.66 $22.4K - $26.9K
14.7K $3.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 4.8%
$416.06 - $551.64 $47.8K - $63.4K
2.51K $1.39M
GOOGL
Alphabet Inc.

Communication Services
604
+ 10.49%
$144.7 - $178.6 $87.4K - $108K
6.36K $1.12M
META
Meta Platforms, Inc.

Communication Services
95
+ 13.44%
$484.66 - $738.09 $46K - $70.1K
802 $591K
NFLX
Netflix Inc

Communication Services
46
+ 16.85%
$855.86 - $1339.13 $39.4K - $61.6K
319 $427K
ORCL
Oracle Corp

Technology
119
+ 6.4%
$122.82 - $218.63 $14.6K - $26K
1.98K $432K
WMT
Walmart Inc.

Consumer Defensive
562
+ 5.8%
$81.79 - $99.98 $46K - $56.2K
10.3K $1M
TSLA
Tesla, Inc.

Consumer Cyclical
171
+ 12.21%
$221.86 - $362.89 $37.9K - $62.1K
1.57K $499K
DIS
Walt Disney CO

Communication Services
179
+ 4.47%
$81.72 - $124.01 $14.6K - $22.2K
4.18K $518K
AXP
American Express CO

Financial Services
46
+ 2.6%
$231.39 - $318.98 $10.6K - $14.7K
1.82K $579K
IBM
International Business Machines Corp

Technology
100
+ 6.33%
$221.03 - $294.78 $22.1K - $29.5K
1.68K $495K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
89
+ 7.04%
$141.37 - $228.57 $12.6K - $20.3K
1.35K $306K
GOOG
Alphabet Inc.

Communication Services
192
+ 8.76%
$146.58 - $180.01 $28.1K - $34.6K
2.38K $422K
USB
Us Bancorp \De\

Financial Services
70
+ 0.28%
$36.4 - $45.76 $2.55K - $3.2K
25.1K $1.13M
KR
Kroger CO

Consumer Defensive
545
+ 7.56%
$64.62 - $74.0 $35.2K - $40.3K
7.76K $556K
PH
Parker Hannifin Corp

Industrials
7
+ 1.3%
$517.23 - $700.54 $3.62K - $4.9K
546 $381K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 16.13%
$908.13 - $1056.85 $36.3K - $42.3K
288 $285K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
461
+ 4.47%
$100.35 - $100.71 $46.3K - $46.4K
10.8K $1.08M
MA
Mastercard Inc

Financial Services
67
+ 10.24%
$479.92 - $590.74 $32.2K - $39.6K
721 $405K
SYK
Stryker Corp

Healthcare
49
+ 4.56%
$337.37 - $395.63 $16.5K - $19.4K
1.12K $444K
WFC
Wells Fargo & Company

Financial Services
134
+ 3.65%
$60.98 - $80.12 $8.17K - $10.7K
3.81K $305K
V
Visa Inc.

Financial Services
85
+ 4.49%
$308.27 - $373.31 $26.2K - $31.7K
1.98K $702K
T
At&T Inc.

Communication Services
935
+ 9.96%
$26.33 - $28.94 $24.6K - $27.1K
10.3K $298K
MO
Altria Group, Inc.

Consumer Defensive
597
+ 15.63%
$55.56 - $60.91 $33.2K - $36.4K
4.42K $258K
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
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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