Weinberger Asset Management, Inc Reduced Holdings in Q1 2025

Weinberger Asset Management, Inc

  • $233 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.12K
- 0.97%
$271.18 - $303.12 $304K - $339K
115K $31.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-9.95K
- 1.58%
$24.91 - $29.02 $248K - $289K
619K $15.5B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-14.9K
- 2.68%
$21.23 - $23.75 $316K - $354K
541K $11.6B
VUG
Vanguard Growth ETF

ETFs
-214
- 1.23%
$369.1 - $427.61 $79K - $91.5K
17.2K $6.38B
VBR
Vanguard Small Cap Value ETF

ETFs
-351
- 0.63%
$183.02 - $207.75 $64.2K - $72.9K
55.3K $10.3B
SQ
Block, Inc.

Technology
-1
- -0.0%
$54.04 - $92.95 $54 - $93
22.7K $1.23B
META
Meta Platforms, Inc.

Communication Services
-728
- 13.98%
$576.36 - $736.67 $420K - $536K
4.48K $2.58B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.07K
- 2.27%
$81.62 - $96.63 $87.7K - $104K
46.2K $3.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
-326
- 4.24%
$551.42 - $612.93 $180K - $200K
7.37K $4.12B
IWN
Ishares Russell2000 Val ETF

ETFs
-221
- 1.36%
$149.27 - $169.4 $33K - $37.4K
16K $2.42B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.57K
- 0.61%
$32.57 - $35.82 $51.1K - $56.2K
256K $8.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-839
- 2.07%
$57.21 - $65.8 $48K - $55.2K
39.8K $2.32B
VOT
Vanguard Mid Cap Growth Index

ETFs
-483
- 5.0%
$237.72 - $276.98 $115K - $134K
9.18K $2.24B
MSFT
Microsoft Corp

Technology
-271
- 14.87%
$375.39 - $447.2 $102K - $121K
1.55K $582M
MRK
Merck & Co., Inc.

Healthcare
-203
- 2.3%
$83.01 - $101.02 $16.9K - $20.5K
8.64K $776M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-805
- 6.38%
$75.47 - $84.24 $60.8K - $67.8K
11.8K $910M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 1.47%
$507.05 - $563.67 $23.3K - $25.9K
3.09K $1.59B
RBLX
Roblox Corp

Communication Services
-1.31K
- 9.1%
$53.77 - $75.47 $70.6K - $99.1K
13.1K $764M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-103
- 1.88%
$77.33 - $90.16 $7.96K - $9.29K
5.38K $422M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-190
- 3.24%
$117.4 - $131.02 $22.3K - $24.9K
5.68K $680M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.06K
- 2.52%
$25.77 - $27.6 $208K - $222K
312K $8.3B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-701
- 11.74%
$48.02 - $53.02 $33.7K - $37.2K
5.27K $261M
PFE
Pfizer Inc

Healthcare
-296
- 1.73%
$25.01 - $27.13 $7.4K - $8.03K
16.8K $426M
OXY
Occidental Petroleum Corp

Energy
-470
- 9.59%
$45.45 - $52.7 $21.4K - $24.8K
4.43K $219M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-291
- 10.59%
$78.97 - $85.82 $23K - $25K
2.46K $204M
WFC
Wells Fargo & Company

Financial Services
-140
- 3.17%
$66.78 - $81.42 $9.35K - $11.4K
4.27K $307M
DVY
Ishares Tr

ETFs
-368
- 2.03%
$128.58 - $138.1 $47.3K - $50.8K
17.7K $2.38B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-648
- 1.31%
$22.35 - $24.52 $14.5K - $15.9K
48.7K $1.16B
Ge Healthcare Technologies I
-6
- 0.16%
N/A
3.86K $311M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-500
- 1.57%
$11.44 - $12.4 $5.72K - $6.2K
31.3K $379M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-71
- 0.45%
$39.18 - $43.52 $2.78K - $3.09K
15.6K $652M
JPM
Jpmorgan Chase & CO

Financial Services
-21
- 0.43%
$225.19 - $279.95 $4.73K - $5.88K
4.82K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
-23
- 1.04%
$461.52 - $548.18 $10.6K - $12.6K
2.2K $1.15B
VZ
Verizon Communications Inc

Communication Services
-125
- 1.89%
$37.81 - $46.49 $4.73K - $5.81K
6.48K $294M
JNJ
Johnson & Johnson

Healthcare
-119
- 3.96%
$142.06 - $167.7 $16.9K - $20K
2.88K $478M
BP
Bp PLC

Energy
-88
- 0.74%
$29.93 - $35.31 $2.63K - $3.11K
11.8K $399M
VEA
Vanguard Ftse Developed Market

ETFs
-3.38K
- 4.46%
$47.4 - $52.99 $160K - $179K
72.4K $3.68B
VTV
Vanguard Value ETF

ETFs
-616
- 1.23%
$167.73 - $179.21 $103K - $110K
49.6K $8.57B
ELV
Elevance Health, Inc.

Healthcare
-8
- 0.68%
$365.9 - $436.25 $2.93K - $3.49K
1.17K $507M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 2.27%
$442.66 - $534.52 $14.6K - $17.6K
1.42K $756M
KO
Coca Cola CO

Consumer Defensive
-78
- 0.57%
$60.81 - $72.32 $4.74K - $5.64K
13.7K $980M
DFAI
Dimensional ETF Tr

ETFs
-492
- 0.5%
$28.88 - $32.4 $14.2K - $15.9K
98.5K $3.08B
MO
Altria Group, Inc.

Consumer Defensive
-1.21K
- 3.36%
$50.81 - $60.02 $61.2K - $72.3K
34.7K $2.08B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.62K
- 1.71%
$18.36 - $20.51 $103K - $115K
323K $6.39B
GE
General Electric CO

Industrials
-98
- 0.81%
$168.59 - $212.13 $16.5K - $20.8K
12K $2.4B
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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