Wealth Trust Asset Management, LLC Sells in Q2 2025

Wealth Trust Asset Management, LLC

  • $130 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-66.9K
- 59.26%
$99.1 - $99.49 $6.63M - $6.66M
46K $4.58M
AAPL
Apple Inc.

Technology
-8.8K
- 45.96%
$172.42 - $223.89 $1.52M - $1.97M
10.3K $2.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.7K
- 11.35%
$96.84 - $99.46 $649K - $667K
52.3K $5.19M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-11.4K
- 11.0%
$50.1 - $51.02 $570K - $581K
92.1K $4.7M
GLD
Spdr Gold Trust

ETFs
-2.3K
- 30.45%
$273.71 - $316.29 $630K - $728K
5.26K $1.6M
IEF
Ishares Barclays

ETFs
-3.2K
- 18.94%
$93.15 - $96.56 $298K - $309K
13.7K $1.31M
PGR
Progressive Corp

Financial Services
-686
- 17.1%
$255.27 - $288.74 $175K - $198K
3.33K $887K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.74K
- 21.79%
$29.0 - $30.68 $195K - $207K
24.2K $741K
ABBV
Abb Vie Inc.

Healthcare
-554
- 12.47%
$170.16 - $206.27 $94.3K - $114K
3.89K $722K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.91K
- 11.05%
$152.93 - $181.74 $292K - $347K
15.4K $2.79M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.53K
- 28.48%
$51.6 - $62.74 $131K - $159K
6.36K $398K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.11K
- 17.61%
$167.32 - $223.3 $353K - $472K
9.88K $2.17M
LLY
Eli Lilly & CO

Healthcare
-68
- 5.21%
$713.71 - $898.95 $48.5K - $61.1K
1.24K $965K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.88K
- 22.9%
$45.3 - $50.64 $85.1K - $95.1K
6.32K $310K
FTA
First Tr Large Cap Value

ETFs
-1.39K
- 32.73%
$67.12 - $78.63 $93K - $109K
2.85K $224K
USA
Liberty All Star Equity Fund

Financial Services
-18.1K
- 18.66%
$5.9 - $6.81 $107K - $123K
78.7K $535K
VV
Vanguard Large Cap ETF

ETFs
-727
- 17.96%
$228.25 - $285.3 $166K - $207K
3.32K $947K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.36K
- 34.11%
$38.29 - $44.77 $90.2K - $105K
4.55K $203K
FDL
First Tr Morningstar Dividend

ETFs
-1.66K
- 20.26%
$38.19 - $43.19 $63.5K - $71.8K
6.54K $273K
T
At&T Inc.

Communication Services
-3K
- 27.85%
$26.33 - $28.94 $78.9K - $86.7K
7.76K $224K
GOOGL
Alphabet Inc.

Communication Services
-1.53K
- 17.32%
$144.7 - $178.6 $221K - $273K
7.29K $1.28M
DUK
Duke Energy Corp

Utilities
-310
- 14.76%
$112.46 - $124.05 $34.9K - $38.5K
1.79K $211K
FTC
First Tr Lge Cap Growth

ETFs
-545
- 28.36%
$116.97 - $150.97 $63.7K - $82.3K
1.38K $207K
XLV
Select Sector Spdr Fund Health

ETFs
-183
- 10.9%
$128.77 - $144.3 $23.6K - $26.4K
1.5K $201K
HD
Home Depot, Inc.

Consumer Cyclical
-106
- 14.4%
$335.24 - $380.78 $35.5K - $40.4K
630 $230K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-3.61K
- 25.06%
$10.42 - $12.26 $37.6K - $44.2K
10.8K $132K
SO
Southern CO

Utilities
-389
- 11.85%
$84.91 - $92.56 $33K - $36K
2.9K $265K
JPM
Jpmorgan Chase & CO

Financial Services
-608
- 16.5%
$210.28 - $289.91 $128K - $176K
3.08K $891K
FV
First Trust Dorsey Wright Focu

ETFs
-520
- 10.73%
$48.43 - $59.26 $25.2K - $30.8K
4.32K $256K
SGHT
Sight Sciences, Inc.

Healthcare
-20.2K
- 46.38%
$2.09 - $4.34 $42.3K - $87.8K
23.4K $96K
Calamos ETF Tr
-1.65K
- 16.53%
N/A
8.35K $0
Calamos ETF Tr
-1.63K
- 16.53%
N/A
8.22K $0
Calamos ETF Tr
-9.93K
- 43.25%
N/A
13K $0
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-1.18K
- 10.0%
$20.94 - $26.47 $24.8K - $31.3K
10.6K $281K
SPY
Spdr S&P 500 ETF Trust

ETFs
-42
- 5.27%
$496.48 - $617.85 $20.9K - $25.9K
755 $466K
XLK
Technology Sector Spdr

ETFs
-232
- 13.46%
$179.73 - $253.23 $41.7K - $58.7K
1.49K $377K
SLV
I Shares Silver Trust

ETFs
-181
- 0.84%
$27.08 - $33.74 $4.9K - $6.11K
21.5K $704K
RTX
Raytheon Technologies Corp

Industrials
-93
- 1.41%
$113.75 - $148.48 $10.6K - $13.8K
6.49K $947K
LDOS
Leidos Holdings, Inc.

Technology
-21
- 0.45%
$132.9 - $160.3 $2.79K - $3.37K
4.64K $731K
THC
Tenet Healthcare Corp

Healthcare
-43
- 0.73%
$110.41 - $176.0 $4.75K - $7.57K
5.81K $1.02M
META
Meta Platforms, Inc.

Communication Services
-470
- 11.71%
$484.66 - $738.09 $228K - $347K
3.54K $2.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-304
- 5.23%
$416.06 - $551.64 $126K - $168K
5.51K $3.04M
EME
Emcor Group, Inc.

Industrials
-1
- 0.05%
$342.02 - $534.89 $342 - $535
2.07K $1.11M
MSFT
Microsoft Corp

Technology
-693
- 12.07%
$354.56 - $497.45 $246K - $345K
5.05K $2.51M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-230
- 4.02%
$177.93 - $313.14 $40.9K - $72K
5.49K $1.72M
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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