Wick Capital Partners, LLC Incresed Positions 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
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
NVDA
Nvidia Corp

Technology
5.83K
+ 69.79%
$106.98 - $149.43 $623K - $871K
14.2K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
703
+ 39.1%
$468.34 - $539.52 $329K - $379K
2.5K $1.17M
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
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
META
Meta Platforms, Inc.

Communication Services
210
+ 29.66%
$576.36 - $736.67 $121K - $155K
918 $529K
LLY
Eli Lilly & CO

Healthcare
66
+ 14.01%
$725.72 - $929.72 $47.9K - $61.4K
537 $443K
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 23.88%
$190.26 - $242.06 $221K - $281K
6.03K $1.15M
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
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
VB
Vanguard Small Cap ETF

ETFs
53
+ 0.7%
$217.89 - $252.64 $11.5K - $13.4K
7.65K $1.7M
TSLA
Tesla, Inc.

Consumer Cyclical
992
+ 33.89%
$222.15 - $428.22 $220K - $425K
3.92K $1.02M
AAPL
Apple Inc.

Technology
130
+ 0.78%
$209.68 - $247.1 $27.3K - $32.1K
16.8K $3.73M
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 0.17%
$554.06 - $615.85 $31.6K - $35.1K
33.2K $18.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.96K
+ 1.68%
$271.18 - $303.12 $530K - $593K
118K $32.6M
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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