Wick Capital Partners, LLC Purchases in Q1 2025

Wick Capital Partners, LLC

  • $312 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
294K
+ 325.74%
$23.9 - $24.18 $7.03M - $7.11M
384K $9.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37.7K
New
$58.01 - $64.46 $2.19M - $2.43M
37.7K $2.34M
ACWI
Ishares Msci Acwi ETF

ETFs
19.8K
New
$115.16 - $124.13 $2.29M - $2.46M
19.8K $2.31M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
53K
+ 27.05%
N/A
249K $5.91M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.45K
+ 87.83%
$302.31 - $337.54 $1.04M - $1.16M
7.38K $2.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.46K
New
$100.34 - $100.68 $749K - $751K
7.46K $751K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.8K
New
$22.11 - $22.43 $704K - $714K
31.8K $713K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.8K
New
$24.79 - $25.26 $689K - $702K
27.8K $701K
BALT
Innovator Etfs Tr
20.1K
New
$31.31 - $31.89 $629K - $641K
20.1K $630K
MSTR
Microstrategy Inc

Technology
2.05K
New
$239.27 - $396.5 $490K - $811K
2.05K $589K
GLD
Spdr Gold Trust

ETFs
1.57K
New
$243.19 - $288.14 $382K - $453K
1.57K $452K
NVDA
Nvidia Corp

Technology
5.83K
+ 69.79%
$106.98 - $149.43 $623K - $871K
14.2K $1.54M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.17K
New
$50.44 - $58.1 $362K - $417K
7.17K $369K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.75K
New
$196.12 - $229.48 $344K - $402K
1.75K $354K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.47K
New
$48.02 - $53.02 $311K - $343K
6.47K $320K
VO
Vanguard Mid Cap ETF

ETFs
1.13K
New
$251.87 - $277.95 $286K - $315K
1.13K $293K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.6K
New
$22.25 - $23.0 $280K - $289K
12.6K $289K
DHS
Wisdomtree Tr U.S

ETFs
2.69K
New
$91.55 - $99.74 $246K - $268K
2.69K $266K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.28K
New
$76.77 - $82.22 $252K - $270K
3.28K $260K
QQQ
Invesco Qqq Trust, Series 1

ETFs
703
+ 39.1%
$468.34 - $539.52 $329K - $379K
2.5K $1.17M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.89K
New
$31.63 - $35.22 $249K - $278K
7.89K $252K
SHV
Ishares Tr

ETFs
2.11K
+ 11.65%
$110.11 - $110.51 $232K - $233K
20.2K $2.23M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.43K
+ 23.7%
$39.96 - $43.3 $217K - $235K
28.3K $1.17M
DVY
Ishares Tr

ETFs
1.57K
New
$128.58 - $138.1 $202K - $217K
1.57K $211K
IAU
Ishares Gold Trust

ETFs
3.53K
New
$49.74 - $58.96 $176K - $208K
3.53K $208K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.04K
New
$95.85 - $99.25 $195K - $202K
2.04K $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 3.61%
$442.66 - $534.52 $27.9K - $33.7K
1.81K $963K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.04%
$142.06 - $167.7 $426 - $503
7.38K $1.22M
IWD
Ishares Russell 1000 Val ETF

ETFs
680
+ 10.0%
$182.82 - $196.21 $124K - $133K
7.48K $1.41M
VIG
Vanguard Dividend Appreciation

ETFs
628
+ 18.71%
N/A
3.98K $725K
META
Meta Platforms, Inc.

Communication Services
210
+ 29.66%
$576.36 - $736.67 $121K - $155K
918 $529K
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 23.88%
$190.26 - $242.06 $221K - $281K
6.03K $1.15M
LLY
Eli Lilly & CO

Healthcare
66
+ 14.01%
$725.72 - $929.72 $47.9K - $61.4K
537 $443K
BND
Vanguard Bd Index Fd Inc Total

ETFs
579
+ 5.06%
$71.17 - $73.66 $41.2K - $42.6K
12K $882K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.66K
+ 8.15%
$59.61 - $66.71 $98.7K - $110K
22K $1.33M
VNQ
Vanguard Specialized Funds Van

ETFs
250
+ 6.02%
$85.55 - $94.34 $21.4K - $23.6K
4.4K $398K
VTV
Vanguard Value ETF

ETFs
35
+ 1.11%
$167.73 - $179.21 $5.87K - $6.27K
3.18K $548K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
23
+ 0.28%
$76.94 - $78.28 $1.77K - $1.8K
8.17K $639K
WMT
Walmart Inc.

Consumer Defensive
125
+ 4.57%
$84.5 - $105.05 $10.6K - $13.1K
2.86K $250K
Goldman Sachs ETF Tr
4.5K
New
N/A
4.5K $0
Goldman Sachs ETF Tr
19.4K
New
N/A
19.4K $0
Innovator Etfs Trust
151K
New
N/A
151K $0
J P Morgan Exchange Traded F
19.1K
New
N/A
19.1K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.01%
$57.21 - $65.8 $57.2 - $65.8
8.71K $508K
IWF
Ishares Russell 1000 Gr ETF

ETFs
457
+ 8.61%
$360.07 - $417.26 $165K - $191K
5.77K $2.08M
GOOGL
Alphabet Inc.

Communication Services
205
+ 7.53%
$154.33 - $206.19 $31.6K - $42.3K
2.93K $452K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
118
+ 0.4%
$42.24 - $47.29 $4.98K - $5.58K
29.9K $1.28M
MSFT
Microsoft Corp

Technology
153
+ 4.98%
$375.39 - $447.2 $57.4K - $68.4K
3.22K $1.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
295
+ 2.87%
$551.42 - $612.93 $163K - $181K
10.6K $5.91M
Activity Summary
Buys All Purchases 55 New Holdings 24 Increased Positions 31 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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