Weaver Consulting Group Incresed Positions in Q1 2025

Weaver Consulting Group

  • $293 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
13.6K
+ 2.11%
$31.61 - $34.2 $429K - $465K
658K $22.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.6K
+ 13.26%
$50.87 - $51.09 $741K - $744K
124K $6.35M
GLD
Spdr Gold Trust

ETFs
10
+ 0.1%
$243.19 - $288.14 $2.43K - $2.88K
10.1K $2.9M
BMAR
Innovator U.S. Equity Buffer E

ETFs
8.68K
+ 103.29%
$44.99 - $47.69 $390K - $414K
17.1K $777K
AOA
Ishares Tr Core Aggressive All

ETFs
4.89K
+ 14.1%
$75.7 - $80.01 $370K - $391K
39.6K $3.03M
BOCT
Innovator U.S. Equity Buffer E

ETFs
7.91K
+ 158.57%
$41.53 - $44.57 $328K - $352K
12.9K $542K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.44K
+ 2.41%
$50.48 - $51.04 $275K - $278K
231K $11.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.74K
+ 71.51%
$58.81 - $68.2 $220K - $255K
8.97K $535K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
5.68K
+ 63.98%
$32.81 - $35.43 $186K - $201K
14.5K $484K
BA
Boeing CO

Industrials
1.2K
+ 10.07%
$148.15 - $186.25 $177K - $223K
13.1K $2.23M
POCT
Innovator U.S. Equity Power Bu

ETFs
2.94K
+ 20.55%
$38.53 - $40.49 $113K - $119K
17.3K $670K
XOM
Exxon Mobil Corp

Energy
3
+ 0.03%
$105.44 - $118.93 $316 - $357
8.77K $1.04M
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.54K
+ 35.7%
$39.51 - $41.0 $100K - $104K
9.64K $384K
AMGN
Amgen Inc

Healthcare
35
+ 2.13%
$258.59 - $327.36 $9.05K - $11.5K
1.68K $522K
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 3.84%
$890.62 - $1076.86 $49K - $59.2K
1.49K $1.41M
HDV
Ishares Core High Dividend ETF

ETFs
17
+ 0.17%
$110.86 - $121.12 $1.88K - $2.06K
9.89K $1.2M
VT
Vanguard Total World Stk Index

ETFs
800
+ 19.02%
$115.08 - $123.97 $92.1K - $99.2K
5.01K $580K
V
Visa Inc.

Financial Services
166
+ 21.96%
$306.92 - $362.71 $50.9K - $60.2K
922 $323K
VNQ
Vanguard Specialized Funds Van

ETFs
794
+ 33.5%
$85.55 - $94.34 $67.9K - $74.9K
3.16K $286K
DMA
Destra Multi Alternative Fund

Financial Services
7.5K
+ 34.29%
$8.36 - $8.82 $62.7K - $66.2K
29.4K $249K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
10.6K
+ 9.03%
$37.73 - $43.15 $401K - $458K
128K $4.95M
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.08%
$123.25 - $162.53 $247 - $325
2.51K $394K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.72K
+ 8.58%
$41.09 - $43.24 $70.7K - $74.4K
21.8K $903K
MRK
Merck & Co., Inc.

Healthcare
858
+ 25.67%
$83.01 - $101.02 $71.2K - $86.7K
4.2K $376K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
873
+ 3.67%
$65.27 - $71.18 $57K - $62.1K
24.7K $1.64M
VTV
Vanguard Value ETF

ETFs
148
+ 3.28%
$167.73 - $179.21 $24.8K - $26.5K
4.66K $804K
UNH
Unitedhealth Group Inc

Healthcare
59
+ 13.14%
$461.52 - $548.18 $27.2K - $32.3K
508 $266K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
344
+ 12.33%
$95.85 - $99.25 $33K - $34.1K
3.13K $309K
MCD
Mcdonalds Corp

Consumer Cyclical
63
+ 8.59%
$279.74 - $321.29 $17.6K - $20.2K
796 $248K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
848
+ 6.49%
$47.03 - $47.8 $39.9K - $40.5K
13.9K $654K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.61%
$725.72 - $929.72 $2.18K - $2.79K
495 $408K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
55
+ 0.3%
$21.48 - $22.98 $1.18K - $1.26K
18.2K $410K
PG
Procter & Gamble CO

Consumer Defensive
75
+ 2.74%
$158.56 - $176.26 $11.9K - $13.2K
2.82K $479K
RSP
Invesco S&P 500 Equal Weight E

ETFs
121
+ 3.66%
$169.43 - $182.84 $20.5K - $22.1K
3.43K $593K
WFC
Wells Fargo & Company

Financial Services
9
+ 0.12%
$66.78 - $81.42 $601 - $733
7.27K $521K
MA
Mastercard Inc

Financial Services
1
+ 0.2%
$504.67 - $576.31 $505 - $576
506 $277K
META
Meta Platforms, Inc.

Communication Services
72
+ 3.18%
$576.36 - $736.67 $41.5K - $53K
2.34K $1.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 0.04%
$77.7 - $78.94 $233 - $237
7.55K $595K
AGNC
Agnc Investment Corp.

Real Estate
143
+ 0.94%
$9.12 - $10.54 $1.3K - $1.51K
15.4K $147K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
54
+ 1.34%
N/A
4.08K $349K
USFR
Wisdomtree Floating Rate Treas

ETFs
17
+ 0.15%
$50.29 - $50.5 $855 - $859
11.3K $569K
BAC
Bank Of America Corp

Financial Services
400
+ 5.68%
$39.61 - $47.74 $15.8K - $19.1K
7.44K $310K
SPYI
Shp ETF Tr Neos S&P 500 High I
3.1K
+ 24.27%
N/A
15.9K $0
Valued Advisers Tr
1.8K
+ 19.46%
N/A
11.1K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
2K
+ 13.16%
N/A
17.2K $0
Fortress Biotech Inc
23.4K
+ 101.83%
N/A
46.4K $0
PSEP
Innovator U.S. Equity Power Bu
50
+ 0.24%
N/A
20.7K $0
T Rowe Price ETF Inc
716
+ 1.59%
N/A
45.7K $0
Listed Fd Tr
2.25K
+ 14.95%
N/A
17.3K $0
Activity Summary
Buys All Purchases 89 New Holdings 13 Increased Positions 76 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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