Worth Pointe, LLC Sells in Q3 2025

Worth Pointe, LLC

  • $259 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-4.39K
- 42.46%
$300.96 - $355.47 $1.32M - $1.56M
5.95K $2.11M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-7.22K
- 13.54%
$37.32 - $38.38 $269K - $277K
46.1K $1.77M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-5.32K
- 50.52%
$40.37 - $42.12 $215K - $224K
5.21K $219K
BALT
Innovator Etfs Tr
-4.26K
- 35.75%
$32.11 - $32.82 $137K - $140K
7.66K $251K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.38K
- 5.82%
$43.83 - $45.64 $148K - $154K
54.6K $2.49M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.2K
- 6.81%
$37.99 - $39.69 $122K - $127K
43.8K $1.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-74
- 2.18%
$211.65 - $238.24 $15.7K - $17.6K
3.32K $728K
SCHO
Schwab Short Term Us Treasury

ETFs
-567
- 5.77%
$24.23 - $24.42 $13.7K - $13.8K
9.25K $225K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-648
- 5.14%
$37.73 - $38.9 $24.4K - $25.2K
12K $465K
IJUL
Innovator Etfs Tr

ETFs
-1.17K
- 2.57%
$31.5 - $32.72 $36.8K - $38.2K
44.2K $1.45M
PSEP
Innovator U.S. Equity Power Bu
-810
- 10.95%
N/A
6.59K $0
Innovator Etfs Trust
-100
- 1.35%
N/A
7.29K $0
Innovator Etfs Trust
-189
- 1.09%
N/A
17.1K $0
USEP
Innovator U.S. Equity Ultra Bu
-409
- 4.0%
N/A
9.82K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-399
- 1.99%
N/A
19.6K $0
PDEC
Innovator U.S. Equity Power Bu
-643
- 11.57%
N/A
4.91K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.68%
$459.11 - $506.91 $2.3K - $2.53K
730 $367K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-272
- 1.76%
$27.55 - $28.94 $7.49K - $7.87K
15.2K $439K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-51
- 0.68%
$36.37 - $38.37 $1.85K - $1.96K
7.48K $287K
XBAP
Innovator ETF Tr Us Equity Acc
-396
- 1.48%
$36.72 - $37.86 $14.5K - $15K
26.4K $1M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-163
- 0.99%
$39.79 - $41.15 $6.49K - $6.71K
16.3K $670K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.29K
- 3.16%
$41.27 - $43.1 $53.3K - $55.7K
39.6K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 1.52%
$357.4 - $423.42 $3.93K - $4.66K
715 $289K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-667
- 2.13%
$42.21 - $43.91 $28.2K - $29.3K
30.7K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.39%
$282.78 - $316.06 $1.13K - $1.26K
1.01K $319K
KJUL
Innovator U.S. Small Cap Power

Technology
-254
- 0.98%
$29.2 - $31.07 $7.42K - $7.89K
25.6K $793K
AVRE
American Centy ETF Tr Avantis
-124
- 0.05%
$43.53 - $45.34 $5.4K - $5.62K
234K $10.4M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-490
- 0.93%
$43.95 - $45.8 $21.5K - $22.4K
52.1K $2.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-38
- 4.78%
$293.94 - $444.72 $11.2K - $16.9K
757 $336K
ORCL
Oracle Corp

Technology
-72
- 4.1%
$218.96 - $328.33 $15.8K - $23.6K
1.68K $473K
GOOGL
Alphabet Inc.

Communication Services
-11
- 0.59%
$174.36 - $254.72 $1.92K - $2.8K
1.86K $451K
GOOG
Alphabet Inc.

Communication Services
-5
- 0.24%
$175.16 - $255.24 $876 - $1.28K
2.09K $508K
SPY
Spdr S&P 500 ETF Trust

ETFs
-275
- 3.3%
$617.65 - $666.84 $170K - $183K
8.06K $5.37M
AAPL
Apple Inc.

Technology
-328
- 2.8%
$202.38 - $256.87 $66.4K - $84.3K
11.4K $2.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-563
- 0.38%
$63.41 - $69.69 $35.7K - $39.2K
146K $9.98M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-620
- 0.12%
$41.91 - $44.87 $26K - $27.8K
535K $23.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-21.2K
- 1.2%
$36.04 - $38.78 $763K - $821K
1.74M $67.3M
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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