White Wing Wealth Management Purchases and Sells in Q2 2025

White Wing Wealth Management

$146 Million
Q2 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.33K + 0.88%	$243.75 - $303.93 $324K - $404K	153K $46.4M
VEA	818 + 0.36%	$45.65 - $57.01 $37.3K - $46.6K	228K $13M
VB	1.32K + 2.54%	$193.73 - $237.37 $256K - $314K	53.4K $12.7M
JPST	12.3K + 3.18%	$50.36 - $50.68 $619K - $623K	398K $20.2M
AMD	1.39K + 42.63%	$78.21 - $143.81 $108K - $199K	4.64K $657K
SCHJ	8.07K + 2.55%	$24.32 - $24.81 $196K - $200K	324K $8.04M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELF	2.94K New	$49.95 - $128.54 $147K - $378K	2.94K $366K
CAKE	5.33K New	$44.23 - $62.66 $236K - $334K	5.33K $333K
SHEL	3.69K New	$59.75 - $73.05 $221K - $270K	3.69K $259K
NFLX	191 New	$855.86 - $1339.13 $163K - $256K	191 $255K
AVGO	726 New	$146.29 - $275.65 $106K - $200K	726 $200K
SOFI	10.3K New	$9.5 - $18.21 $97.4K - $187K	10.3K $186K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	-5.13K - 5.39%	$47.09 - $48.01 $242K - $246K	90.1K $4.33M
BP	-4.63K - 39.44%	$26.11 - $33.81 $121K - $157K	7.11K $212K
AAPL	-84 - 1.03%	$172.42 - $223.89 $14.5K - $18.8K	8.06K $1.65M
FTSM	-105 - 2.63%	$59.8 - $60.07 $6.28K - $6.31K	3.89K $233K
DIMENSIONAL ETF TRUST	-4.65K - 28.93%	N/A	11.4K $0
DFEV	-1.19K - 1.61%	$23.66 - $29.99 $28.2K - $35.7K	72.9K $2.19M

Activity Summary All Purchases 21 New Holdings 6 Increased Positions 15 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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