Wealth Trust Asset Management, LLC Purchases in Q3 2025

Wealth Trust Asset Management, LLC

  • $139 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WLTG
ETF Opportunities Tr Wealthtru

ETFs
65.5K
+ 5.65%
$31.97 - $35.31 $2.09M - $2.31M
1.22M $42.7M
VGT
Vanguard Information Technolog

ETFs
2.91K
+ 34.95%
$656.44 - $753.15 $1.91M - $2.19M
11.2K $8.38M
CFG
Citizens Financial Group Inc

Financial Services
16.8K
New
$46.1 - $53.65 $772K - $899K
16.8K $890K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
42.4K
New
$15.38 - $20.2 $652K - $856K
42.4K $856K
GOOGL
Alphabet Inc.

Communication Services
1.5K
+ 20.61%
$174.36 - $254.72 $262K - $383K
8.79K $2.14M
VRT
Vertiv Holdings CO

Industrials
6.44K
New
N/A
6.44K $558K
NVDA
Nvidia Corp

Technology
37
+ 0.27%
$153.3 - $186.58 $5.67K - $6.9K
13.6K $2.54M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.96K
New
$82.22 - $96.68 $326K - $383K
3.96K $383K
MARA
Marathon Digital Holdings, Inc.

Financial Services
10.7K
New
N/A
10.7K $242K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
336
New
$567.77 - $614.76 $191K - $207K
336 $205K
NEE
Nextera Energy Inc

Utilities
2.66K
New
$69.77 - $77.54 $185K - $206K
2.66K $200K
NRG
Nrg Energy, Inc.

Utilities
1.16K
+ 45.62%
$144.77 - $173.91 $168K - $202K
3.71K $600K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.28%
$184.85 - $231.54 $2.03K - $2.55K
3.9K $903K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
2.24K
New
N/A
2.24K $166K
VV
Vanguard Large Cap ETF

ETFs
188
+ 5.66%
$285.05 - $309.14 $53.6K - $58.1K
3.51K $1.08M
MSFT
Microsoft Corp

Technology
54
+ 1.07%
$491.09 - $535.64 $26.5K - $28.9K
5.1K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.2%
$282.78 - $316.06 $1.7K - $1.9K
3.08K $972K
RDVY
First Trust Rising Dividend Ac

ETFs
549
+ 8.64%
$62.38 - $67.29 $34.2K - $36.9K
6.91K $464K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
98
+ 0.19%
$97.75 - $100.75 $9.58K - $9.87K
52.4K $5.26M
PEP
Pepsico Inc

Consumer Defensive
13
+ 0.22%
$133.81 - $152.16 $1.74K - $1.98K
6.04K $848K
SGHT
Sight Sciences, Inc.

Healthcare
19.9K
+ 85.27%
$3.27 - $4.25 $65.2K - $84.7K
43.3K $148K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
489
+ 0.72%
$91.44 - $91.77 $44.7K - $44.9K
68.7K $6.31M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.12%
$620.67 - $670.08 $621 - $670
858 $574K
IEF
Ishares Barclays

ETFs
308
+ 2.25%
$93.91 - $97.26 $28.9K - $30K
14K $1.35M
CVX
Chevron Corp

Energy
11
+ 0.42%
$145.57 - $161.83 $1.6K - $1.78K
2.65K $411K
PFF
Ishares Trust Ishares Pfd And

ETFs
144
+ 0.6%
$30.67 - $32.13 $4.42K - $4.63K
24.3K $769K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
354
+ 0.38%
$50.82 - $51.09 $18K - $18.1K
92.4K $4.72M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
2.15K
+ 19.9%
$11.93 - $12.5 $25.6K - $26.8K
12.9K $154K
FTA
First Tr Large Cap Value

ETFs
6
+ 0.21%
$78.13 - $83.78 $469 - $503
2.86K $237K
FV
First Trust Dorsey Wright Focu

ETFs
6
+ 0.14%
$59.23 - $62.14 $355 - $373
4.33K $268K
DUK
Duke Energy Corp

Utilities
8
+ 0.45%
$116.31 - $125.93 $930 - $1.01K
1.8K $222K
USA
Liberty All Star Equity Fund

Financial Services
7.45K
+ 9.47%
$6.34 - $6.94 $47.3K - $51.7K
86.1K $546K
FDL
First Tr Morningstar Dividend

ETFs
5
+ 0.08%
$41.96 - $44.59 $210 - $223
6.55K $284K
SO
Southern CO

Utilities
3
+ 0.1%
$90.83 - $96.0 $272 - $288
2.9K $274K
Rivernorth Opportunities Fd
10.8K
New
N/A
10.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
11.9K
New
N/A
11.9K $0
Calamos ETF Tr
15K
New
N/A
15K $0
Activity Summary
Buys All Purchases 38 New Holdings 12 Increased Positions 26 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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