Wealthspan Partners, LLC Incresed Positions in Q1 2025

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
339
+ 1.19%
$408.57 - $509.27 $139K - $173K
28.8K $13.5M
IAU
Ishares Gold Trust

ETFs
2.42K
+ 2.06%
$49.74 - $58.96 $121K - $143K
120K $7.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.5K
+ 24.52%
$44.41 - $45.98 $779K - $807K
89.1K $4.07M
VTV
Vanguard Value ETF

ETFs
2.01K
+ 1.54%
$167.73 - $179.21 $337K - $361K
133K $22.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.3K
+ 27.4%
$56.17 - $59.71 $693K - $737K
57.4K $3.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.2K
+ 21.35%
$27.01 - $28.54 $492K - $520K
104K $2.89M
IWM
Ishares Russell 2000 ETF

ETFs
3.33K
+ 31.49%
$198.1 - $229.79 $659K - $765K
13.9K $2.77M
DFAI
Dimensional ETF Tr

ETFs
2.59K
+ 1.6%
$28.88 - $32.4 $74.9K - $84K
164K $5.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.38K
+ 6.62%
$77.7 - $78.94 $340K - $345K
70.5K $5.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.33K
+ 5.61%
$126.11 - $135.06 $294K - $315K
43.9K $5.67M
VEA
Vanguard Ftse Developed Market

ETFs
4.04K
+ 9.91%
$47.4 - $52.99 $191K - $214K
44.8K $2.28M
SLV
I Shares Silver Trust

ETFs
143
+ 0.37%
$26.93 - $31.32 $3.85K - $4.48K
39.3K $1.22M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.33K
+ 78.25%
$51.45 - $58.51 $171K - $195K
7.58K $392K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.4K
+ 18.15%
$42.5 - $46.71 $102K - $112K
15.6K $705K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.1%
$725.72 - $929.72 $1.45K - $1.86K
2.1K $1.73M
MLPX
Global X Mlp & Energy Infrastr

ETFs
891
+ 5.49%
$59.6 - $67.2 $53.1K - $59.9K
17.1K $1.09M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.26K
+ 4.09%
$25.54 - $28.79 $32.2K - $36.2K
32.1K $890K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.7K
+ 17.74%
$31.25 - $34.24 $53K - $58.1K
11.3K $384K
VHT
Vanguard Health Care ETF

ETFs
68
+ 2.16%
$254.06 - $273.83 $17.3K - $18.6K
3.21K $850K
ED
Consolidated Edison Inc

Utilities
6
+ 0.26%
$88.0 - $110.59 $528 - $664
2.28K $252K
DFIV
Dimensional ETF Tr

ETFs
127
+ 1.29%
$35.33 - $40.77 $4.49K - $5.18K
9.97K $392K
SO
Southern CO

Utilities
2
+ 0.05%
$80.96 - $92.96 $162 - $186
4.33K $398K
SLB
Schlumberger Limited

Energy
100
+ 1.12%
$38.4 - $43.74 $3.84K - $4.37K
9K $376K
DFAR
Dimensional ETF Tr Dimensional

ETFs
840
+ 6.7%
$22.35 - $24.52 $18.8K - $20.6K
13.4K $318K
XLE
Energy Sector Spdr

ETFs
2
+ 0.06%
$85.7 - $93.96 $171 - $188
3.39K $316K
DNP
Dnp Select Income Fund Inc

Financial Services
163
+ 0.74%
$8.93 - $9.92 $1.46K - $1.62K
22.1K $218K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 4.9%
$890.62 - $1076.86 $12.5K - $15.1K
300 $283K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
285
+ 1.11%
$8.29 - $8.97 $2.36K - $2.56K
25.9K $222K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.12%
$158.56 - $176.26 $317 - $353
1.62K $275K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
23
+ 0.2%
$12.18 - $12.91 $280 - $297
11.8K $146K
Dimensional ETF Trust
68.1K
+ 93.96%
N/A
141K $0
UUUU
Energy Fuels Inc

Energy
3K
+ 30.0%
$3.73 - $5.88 $11.2K - $17.6K
13K $48K
OKE
Oneok Inc

Energy
21
+ 0.3%
$89.57 - $109.85 $1.88K - $2.31K
7.01K $695K
WMT
Walmart Inc.

Consumer Defensive
57
+ 0.32%
$84.5 - $105.05 $4.82K - $5.99K
17.9K $1.57M
AXON
Axon Enterprise, Inc.

Industrials
29
+ 3.35%
$496.65 - $710.01 $14.4K - $20.6K
894 $470K
SOFI
So Fi Technologies, Inc.

Financial Services
1.85K
+ 9.36%
$11.18 - $18.03 $20.7K - $33.4K
21.6K $251K
NVDA
Nvidia Corp

Technology
1.35K
+ 17.0%
$106.98 - $149.43 $144K - $201K
9.26K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.64%
$190.26 - $242.06 $4.57K - $5.81K
3.77K $717K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.85K
+ 4.84%
$58.81 - $68.2 $168K - $194K
61.8K $3.69M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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