Wealth Trust Asset Management, LLC Purchases in Q2 2025

Wealth Trust Asset Management, LLC

  • $130 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
8.31K
New
$470.37 - $663.28 $3.91M - $5.51M
8.31K $5.51M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
25.6K
+ 2.26%
$25.92 - $31.99 $664K - $819K
1.16M $37.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.03K
+ 62.14%
$272.36 - $339.57 $1.64M - $2.05M
15.7K $5.34M
ORCL
Oracle Corp

Technology
6.78K
New
$122.82 - $218.63 $833K - $1.48M
6.78K $1.48M
COF
Capital One Financial Corp

Financial Services
5.97K
New
$150.57 - $212.76 $898K - $1.27M
5.97K $1.27M
BAC
Bank Of America Corp

Financial Services
25.9K
New
$34.39 - $47.46 $889K - $1.23M
25.9K $1.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10K
+ 17.22%
$91.43 - $91.74 $917K - $920K
68.2K $6.26M
CHTR
Charter Communications, Inc.

Communication Services
2.18K
New
$321.68 - $427.25 $701K - $931K
2.18K $890K
BBY
Best Buy CO Inc

Consumer Cyclical
10.9K
New
$56.17 - $75.73 $611K - $824K
10.9K $730K
NVDA
Nvidia Corp

Technology
189
+ 1.41%
$94.31 - $157.99 $17.8K - $29.9K
13.6K $2.15M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
11.1K
+ 102.4%
$54.08 - $68.32 $600K - $758K
21.9K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 0.38%
$141.37 - $228.57 $3.82K - $6.17K
7.16K $1.62M
NRG
Nrg Energy, Inc.

Utilities
2.55K
New
$83.61 - $162.67 $213K - $414K
2.55K $408K
SYF
Synchrony Financial

Financial Services
1.64K
+ 9.77%
$43.81 - $66.74 $71.8K - $109K
18.4K $1.23M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.45K
+ 74.64%
$36.35 - $41.07 $198K - $224K
12.7K $523K
INTU
Intuit Inc

Technology
256
New
$544.07 - $787.63 $139K - $202K
256 $201K
RMD
Resmed Inc

Healthcare
20
+ 0.56%
$204.54 - $258.0 $4.09K - $5.16K
3.59K $925K
BK
Bank Of New York Mellon Corp

Financial Services
145
+ 1.04%
$73.31 - $91.62 $10.6K - $13.3K
14.1K $1.29M
AMP
Ameriprise Financial Inc

Financial Services
23
+ 1.49%
$422.19 - $533.73 $9.71K - $12.3K
1.57K $835K
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 6.59%
$498.8 - $620.9 $26.4K - $32.9K
857 $532K
CVX
Chevron Corp

Energy
519
+ 24.52%
$133.73 - $168.51 $69.4K - $87.5K
2.64K $377K
Aptiv PLC
17.7K
New
N/A
17.7K $0
Coherent Corp
10.6K
New
N/A
10.6K $0
Ishares Bitcoin Trust ETF
183
+ 1.23%
N/A
15K $0
UHS
Universal Health Services Inc

Healthcare
87
+ 3.2%
$157.05 - $197.94 $13.7K - $17.2K
2.81K $509K
TSN
Tyson Foods, Inc.

Consumer Defensive
309
+ 3.2%
$54.33 - $63.56 $16.8K - $19.6K
9.97K $557K
PEP
Pepsico Inc

Consumer Defensive
230
+ 3.97%
$128.02 - $151.37 $29.4K - $34.8K
6.03K $795K
BMY
Bristol Myers Squibb CO

Healthcare
527
+ 3.6%
$44.12 - $59.6 $23.3K - $31.4K
15.2K $702K
Activity Summary
Buys All Purchases 29 New Holdings 11 Increased Positions 18 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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