Worth Pointe, LLC Sells in Q2 2025

Worth Pointe, LLC

  • $232 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.23K
- 9.48%
$172.42 - $223.89 $212K - $275K
11.7K $2.41M
XBJL
Innovator Etfs Tr Us Equity Ac
-9.05K
- 57.33%
$30.83 - $35.99 $279K - $326K
6.74K $242K
XBAP
Innovator ETF Tr Us Equity Acc
-8.7K
- 24.49%
$32.27 - $36.74 $281K - $320K
26.8K $985K
CVX
Chevron Corp

Energy
-37
- 0.72%
$133.73 - $168.51 $4.95K - $6.23K
5.1K $729K
SCHW
Schwab Charles Corp

Financial Services
-1.12K
- 33.23%
$69.06 - $91.24 $77.4K - $102K
2.25K $205K
JPM
Jpmorgan Chase & CO

Financial Services
-418
- 29.13%
$210.28 - $289.91 $87.9K - $121K
1.02K $294K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.85K
- 7.57%
$33.46 - $38.01 $129K - $146K
47K $1.79M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.12K
- 12.92%
$53.65 - $67.02 $114K - $142K
14.3K $959K
IOCT
Innovator Etfs Tr Intl Dev Pow
-135
- 1.78%
N/A
7.47K $0
Innovator Etfs Trust
-534
- 6.04%
N/A
8.3K $0
BALT
Innovator Etfs Tr
-170
- 1.41%
$30.33 - $32.1 $5.16K - $5.46K
11.9K $382K
META
Meta Platforms, Inc.

Communication Services
-171
- 20.09%
$484.66 - $738.09 $82.9K - $126K
680 $501K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-410
- 5.14%
$23.4 - $29.68 $9.59K - $12.2K
7.57K $224K
GOOGL
Alphabet Inc.

Communication Services
-151
- 7.47%
$144.7 - $178.6 $21.8K - $27K
1.87K $329K
AMZN
Amazon Com Inc

Consumer Cyclical
-429
- 11.23%
$167.32 - $223.3 $71.8K - $95.8K
3.39K $744K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-73
- 0.91%
$31.44 - $36.79 $2.3K - $2.69K
7.99K $293K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-74
- 0.47%
$32.79 - $36.78 $2.43K - $2.72K
15.8K $582K
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
-85
- 0.47%
$18.55 - $21.31 $1.58K - $1.81K
18.2K $387K
WMT
Walmart Inc.

Consumer Defensive
-43
- 0.99%
$81.79 - $99.98 $3.52K - $4.3K
4.29K $419K
MSFT
Microsoft Corp

Technology
-672
- 21.34%
$354.56 - $497.45 $238K - $334K
2.48K $1.23M
AVDE
American Centy ETF Tr Avantis

ETFs
-16.4K
- 10.01%
$59.32 - $74.36 $971K - $1.22M
147K $10.9M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.79K
- 10.71%
$53.08 - $68.54 $360K - $465K
56.6K $3.88M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1K
- 2.02%
$44.8 - $53.97 $44.9K - $54.1K
48.8K $2.63M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-19
- 0.06%
$37.18 - $42.23 $706 - $802
31.3K $1.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-991
- 2.54%
$51.16 - $62.02 $50.7K - $61.5K
38.1K $2.36M
IJUL
Innovator Etfs Tr

ETFs
-1.36K
- 2.9%
$27.51 - $31.94 $37.3K - $43.3K
45.4K $1.45M
AVRE
American Centy ETF Tr Avantis
-4.05K
- 1.7%
$38.75 - $44.92 $157K - $182K
234K $10.4M
AVDV
American Centy ETF Tr Avantis

ETFs
-530
- 3.19%
$61.76 - $79.32 $32.7K - $42K
16.1K $1.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 1.13%
$141.37 - $228.57 $3.53K - $5.71K
2.18K $493K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.6K
- 2.68%
$37.66 - $43.85 $60.1K - $70K
58K $2.54M
NVDA
Nvidia Corp

Technology
-645
- 9.64%
$94.31 - $157.99 $60.8K - $102K
6.04K $954K
AVUS
American Centy ETF Tr Avantis

ETFs
-2.87K
- 1.1%
$81.38 - $100.82 $233K - $289K
257K $25.9M
Activity Summary
Buys All Purchases 45 New Holdings 14 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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