Worth Pointe, LLC Incresed Positions in Q1 2025

Worth Pointe, LLC

  • $218 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
1.53K
+ 0.95%
$60.63 - $68.55 $92.8K - $105K
163K $10.8M
PJAN
Innovator U.S. Equity Power Bu

ETFs
14.2K
+ 37.12%
$41.09 - $43.24 $582K - $612K
52.3K $2.17M
AVRE
American Centy ETF Tr Avantis
3.68K
+ 1.57%
$40.62 - $44.31 $149K - $163K
238K $10.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.3K
+ 42.79%
$46.74 - $47.55 $341K - $347K
24.4K $1.16M
GBF
Ishares Tr

ETFs
3.33K
+ 84.89%
$101.08 - $104.63 $337K - $349K
7.26K $755K
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.7K
+ 82.97%
$28.92 - $29.24 $339K - $342K
25.8K $755K
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.7K
+ 13.39%
$25.54 - $28.79 $171K - $193K
56.7K $1.57M
AVEM
American Centy ETF Tr Avantis

ETFs
1.33K
+ 2.14%
$57.11 - $62.4 $75.8K - $82.9K
63.4K $3.81M
BALT
Innovator Etfs Tr
4.07K
+ 50.65%
$31.31 - $31.89 $127K - $130K
12.1K $379K
AVDV
American Centy ETF Tr Avantis

ETFs
350
+ 2.15%
$63.74 - $71.96 $22.3K - $25.2K
16.6K $1.16M
SPMD
Spdr Portfolio

ETFs
1.39K
+ 20.81%
$50.21 - $57.73 $69.7K - $80.1K
8.06K $412K
ABT
Abbott Laboratories

Healthcare
7
+ 0.39%
$111.1 - $140.22 $778 - $982
1.82K $240K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45
+ 0.91%
$58.01 - $64.46 $2.61K - $2.9K
5.02K $311K
SCHW
Schwab Charles Corp

Financial Services
10
+ 0.3%
$71.24 - $83.64 $712 - $836
3.37K $264K
META
Meta Platforms, Inc.

Communication Services
21
+ 2.53%
$576.36 - $736.67 $12.1K - $15.5K
851 $490K
Innovator Etfs Trust
586
+ 7.1%
N/A
8.83K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
2.22K
+ 12.62%
N/A
19.9K $0
Dimensional ETF Trust
145
+ 0.68%
N/A
21.4K $0
Innovator Etfs Trust
3.83K
+ 29.11%
N/A
17K $0
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
341
+ 1.38%
$29.3 - $31.18 $9.99K - $10.6K
25K $741K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
25
+ 0.37%
$34.08 - $35.99 $852 - $900
6.81K $233K
PMAR
Innovator U.S. Equity Power Bu

ETFs
32
+ 0.1%
$39.51 - $41.0 $1.26K - $1.31K
31.3K $1.25M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
36
+ 0.23%
$34.28 - $36.12 $1.23K - $1.3K
15.9K $549K
PAPR
Innovator U.S. Equity Power Bu

ETFs
583
+ 1.33%
$35.21 - $37.69 $20.5K - $22K
44.5K $1.59M
GOOGL
Alphabet Inc.

Communication Services
209
+ 11.53%
$154.33 - $206.19 $32.3K - $43.1K
2.02K $312K
QQQ
Invesco Qqq Trust, Series 1

ETFs
103
+ 5.09%
$468.34 - $539.52 $48.2K - $55.6K
2.13K $996K
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 9.03%
$222.15 - $428.22 $14.2K - $27.4K
773 $200K
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 0.71%
$190.26 - $242.06 $5.14K - $6.54K
3.82K $726K
DFAT
Dimensional ETF Tr U S Target

ETFs
871
+ 1.78%
$50.44 - $58.1 $43.9K - $50.6K
49.8K $2.56M
AVUV
American Centy ETF Tr Avantis

ETFs
663
+ 1.36%
$84.95 - $100.62 $56.3K - $66.7K
49.3K $4.29M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 1
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