Wick Capital Partners, LLC Reduced Holdings in Q1 2025

Wick Capital Partners, LLC

  • $312 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.6K
- 0.63%
$120.29 - $134.6 $674K - $754K
878K $107M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-25.4K
- 11.11%
$51.45 - $58.51 $1.3M - $1.48M
203K $10.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.97K
- 18.4%
$102.49 - $119.96 $920K - $1.08M
39.8K $4.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 2.8%
$192.82 - $222.1 $218K - $251K
39.3K $7.58M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-35.3K
- 39.65%
$25.05 - $25.16 $883K - $887K
53.7K $1.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.7K
- 5.84%
$56.17 - $59.71 $769K - $817K
221K $12.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.3K
- 23.01%
$81.83 - $82.73 $840K - $849K
34.3K $2.84M
EQAL
Invesco ETF

ETFs
-4.23K
- 5.06%
$46.28 - $50.51 $196K - $214K
79.3K $3.75M
VUG
Vanguard Growth ETF

ETFs
-70
- 1.36%
$369.1 - $427.61 $25.8K - $29.9K
5.1K $1.89M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-259
- 8.6%
$507.05 - $563.67 $131K - $146K
2.75K $1.42M
IVE
Ishares S&P 500 Value ETF

ETFs
-404
- 9.77%
$185.78 - $198.58 $75.1K - $80.2K
3.73K $710K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.5K
- 22.99%
$49.25 - $50.66 $73.9K - $76K
5.03K $249K
VOT
Vanguard Mid Cap Growth Index

ETFs
-97
- 2.99%
$237.72 - $276.98 $23.1K - $26.9K
3.15K $771K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-43
- 0.22%
$169.43 - $182.84 $7.29K - $7.86K
19.4K $3.35M
IEMG
Ishares Inc

ETFs
-861
- 6.28%
N/A
12.8K $689K
HYG
Ishares Tr

ETFs
-300
- 3.81%
$78.51 - $80.11 $23.6K - $24K
7.57K $597K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-114
- 1.2%
$21.23 - $23.75 $2.42K - $2.71K
9.35K $201K
Ishares Bitcoin Trust ETF
-5.39K
- 47.29%
N/A
6.01K $0
Blackrock ETF Trust Ii
-77.5K
- 18.59%
N/A
339K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
-500
- 1.66%
N/A
29.6K $0
Calamos ETF Tr
-5.26K
- 17.91%
N/A
24.1K $0
UNH
Unitedhealth Group Inc

Healthcare
-14
- 2.52%
$461.52 - $548.18 $6.46K - $7.67K
541 $283K
AZN
Astrazeneca PLC

Healthcare
-687
- 8.62%
$65.37 - $77.96 $44.9K - $53.6K
7.29K $535K
IXUS
Ishares Tr

ETFs
-11.7K
- 5.09%
$65.06 - $72.31 $764K - $849K
219K $15.3M
VEA
Vanguard Ftse Developed Market

ETFs
-160
- 1.0%
$47.4 - $52.99 $7.58K - $8.48K
15.8K $802K
IEFA
Ishares Tr

ETFs
-7.45K
- 4.77%
$69.57 - $78.65 $518K - $586K
149K $11.2M
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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