Wfa Of San Diego, LLC Purchases in Q2 2025

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
300
+ 454.55%
$154.86 - $239.07 $46.5K - $71.7K
366 $87K
ET
Energy Transfer LP

Energy
4K
New
$15.65 - $18.93 $62.6K - $75.7K
4K $72K
IYT
Ishares Tr U.S. Transportation

ETFs
1K
New
$55.22 - $68.54 $55.2K - $68.5K
1K $68K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.51K
+ 4581.82%
$43.63 - $45.4 $66K - $68.6K
1.55K $69K
XLE
Energy Sector Spdr

ETFs
825
+ 89.19%
$76.44 - $94.13 $63.1K - $77.7K
1.75K $148K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
599
+ 39.91%
$96.84 - $99.46 $58K - $59.6K
2.1K $208K
SCHW
Schwab Charles Corp

Financial Services
134
+ 8.36%
$69.06 - $91.24 $9.25K - $12.2K
1.74K $158K
HTGC
Hercules Capital, Inc.

Financial Services
3K
New
$16.24 - $19.1 $48.7K - $57.3K
3K $54K
MPLX
Mplx LP

Energy
1K
New
$46.68 - $53.89 $46.7K - $53.9K
1K $51K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.29K
New
$20.93 - $22.05 $48K - $50.6K
2.29K $50K
ATO
Atmos Energy Corp

Utilities
300
New
$145.06 - $162.66 $43.5K - $48.8K
300 $46K
MSI
Motorola Solutions, Inc.

Technology
108
+ 337.5%
$394.72 - $440.39 $42.6K - $47.6K
140 $58K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.73K
+ 2029.41%
$22.66 - $23.41 $39.1K - $40.4K
1.81K $42K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.21K
New
$32.62 - $33.58 $39.3K - $40.5K
1.21K $40K
DIS
Walt Disney CO

Communication Services
172
+ 30.28%
$81.72 - $124.01 $14.1K - $21.3K
740 $91K
F
Ford Motor CO

Consumer Cyclical
3.1K
+ 114.81%
$8.69 - $10.85 $26.9K - $33.6K
5.8K $62K
DE
Deere & CO

Industrials
44
+ 38.26%
$412.99 - $531.48 $18.2K - $23.4K
159 $80K
DTM
Dt Midstream, Inc.

Energy
301
New
$87.23 - $109.91 $26.3K - $33.1K
301 $33K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
600
+ 300.0%
$45.88 - $54.4 $27.5K - $32.6K
800 $43K
ARCC
Ares Capital Corp

Financial Services
1.5K
+ 1000.0%
$18.91 - $22.43 $28.4K - $33.6K
1.65K $36K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.23K
+ 1256.12%
$26.61 - $29.9 $32.8K - $36.8K
1.33K $35K
BWXT
Bwx Technologies, Inc.

Industrials
200
New
$89.24 - $144.06 $17.8K - $28.8K
200 $28K
CVX
Chevron Corp

Energy
253
+ 11.61%
$133.73 - $168.51 $33.8K - $42.6K
2.43K $348K
BP
Bp PLC

Energy
932
+ 152.04%
$26.11 - $33.81 $24.3K - $31.5K
1.55K $46K
AIQ
Global X Funds Global X Artifi

ETFs
600
New
$31.5 - $43.69 $18.9K - $26.2K
600 $26K
VLO
Valero Energy Corp

Energy
200
+ 39.68%
$104.69 - $141.77 $20.9K - $28.4K
704 $94K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.51K
New
$10.09 - $10.88 $25.4K - $27.3K
2.51K $26K
EVF
Eaton Vance Senior Income Trust

Financial Services
4.69K
+ 398.72%
$5.15 - $5.81 $24.1K - $27.2K
5.86K $33K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
850
New
$24.53 - $29.78 $20.9K - $25.3K
850 $25K
CMF
Ishares California Muni Bond E

ETFs
465
New
$54.52 - $56.7 $25.4K - $26.4K
465 $25K
CG
Carlyle Group Inc.

Financial Services
500
New
$34.78 - $51.4 $17.4K - $25.7K
500 $25K
TQQQ
Proshares Ultrapro Qqq

ETFs
300
New
$38.9 - $83.0 $11.7K - $24.9K
300 $24K
INTC
Intel Corp

Technology
1.33K
+ 23.79%
$18.13 - $22.69 $24.1K - $30.2K
6.92K $155K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
511
+ 88.1%
$40.82 - $43.14 $20.9K - $22K
1.09K $47K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.02K
New
$20.97 - $21.71 $21.3K - $22K
1.02K $21K
BROS
Dutch Bros Inc.

Consumer Cyclical
300
New
$51.37 - $73.72 $15.4K - $22.1K
300 $20K
FTV
Fortive Corp

Technology
400
New
$52.13 - $74.29 $20.9K - $29.7K
400 $20K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
New
$299.15 - $396.54 $15K - $19.8K
50 $19K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.23K
+ 164.84%
$22.68 - $23.28 $50.5K - $51.8K
3.58K $83K
CORP
Pimco Investment Grade Corp Bd

ETFs
183
New
$94.14 - $97.31 $17.2K - $17.8K
183 $17K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
300
New
$51.1 - $53.29 $15.3K - $16K
300 $15K
RF
Regions Financial Corp

Financial Services
600
New
$18.34 - $23.52 $11K - $14.1K
600 $14K
XOM
Exxon Mobil Corp

Energy
1.07K
+ 9.86%
$99.93 - $119.04 $107K - $127K
11.9K $1.28M
NCA
Nuveen California Municipal Value Fund

Financial Services
1.5K
New
$8.24 - $8.73 $12.4K - $13.1K
1.5K $13K
LLY
Eli Lilly & CO

Healthcare
118
+ 15.8%
$713.71 - $898.95 $84.2K - $106K
865 $674K
ETR
Entergy Corp

Utilities
207
+ 300.0%
$79.01 - $86.61 $16.4K - $17.9K
276 $22K
HPQ
Hp Inc

Technology
516
New
$21.88 - $29.32 $11.3K - $15.1K
516 $12K
COF
Capital One Financial Corp

Financial Services
14
+ 10.14%
$150.57 - $212.76 $2.11K - $2.98K
152 $32K
BBDC
Barings Bdc, Inc.

Financial Services
1.4K
New
$7.89 - $9.51 $11K - $13.3K
1.4K $12K
Activity Summary
Buys All Purchases 182 New Holdings 70 Increased Positions 112 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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