Wpg Advisers, LLC Purchases in Q2 2025

Wpg Advisers, LLC

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
56.5K
+ 58.5%
$22.27 - $29.21 $1.26M - $1.65M
153K $4.47B
IVV
Ishares Core S&P 500 ETF

ETFs
1.54K
+ 20.52%
$498.8 - $620.9 $769K - $957K
9.06K $5.62B
MGV
Vanguard Mega Cap Value

ETFs
7.72K
+ 47.19%
$114.87 - $131.25 $887K - $1.01M
24.1K $3.16B
NVDA
Nvidia Corp

Technology
1.36K
+ 9.79%
$94.31 - $157.99 $128K - $215K
15.2K $2.41B
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.06K
+ 7.01%
$35.9 - $43.76 $325K - $397K
138K $5.98B
MSFT
Microsoft Corp

Technology
179
+ 3.19%
$354.56 - $497.45 $63.5K - $89K
5.79K $2.88B
PULS
Pgim ETF Tr

ETFs
14.2K
New
$49.39 - $49.76 $701K - $707K
14.2K $707M
American Healthcare Reit Inc
4.24K
+ 5.18%
N/A
86.1K $3.17B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.08K
+ 54.57%
$61.92 - $81.5 $315K - $414K
14.4K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
665
+ 6.68%
$167.32 - $223.3 $111K - $148K
10.6K $2.33B
HOOD
Robinhood Markets, Inc.

Technology
3.11K
+ 340.37%
$34.17 - $93.63 $106K - $291K
4.03K $377M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.02K
+ 49.09%
$72.02 - $73.82 $217K - $223K
9.17K $675M
VB
Vanguard Small Cap ETF

ETFs
294
+ 3.35%
$193.73 - $237.37 $57K - $69.8K
9.08K $2.15B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
563
+ 4.15%
$82.17 - $99.96 $46.3K - $56.3K
14.1K $1.39B
FTGS
First Tr Exchange Traded Fd Gr
2.55K
+ 23.03%
N/A
13.6K $466M
TSLA
Tesla, Inc.

Consumer Cyclical
222
+ 20.44%
$221.86 - $362.89 $49.3K - $80.6K
1.31K $415M
SPY
Spdr S&P 500 ETF Trust

ETFs
175
+ 41.37%
$496.48 - $617.85 $86.9K - $108K
598 $369M
Voyager Technologies Inc
3.38K
New
N/A
3.38K $132M
VUG
Vanguard Growth ETF

ETFs
43
+ 2.67%
$329.49 - $438.4 $14.2K - $18.9K
1.66K $726M
Talen Energy Corp
292
+ 113.62%
N/A
549 $160M
ORCL
Oracle Corp

Technology
29
+ 2.43%
$122.82 - $218.63 $3.56K - $6.34K
1.22K $267M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.24K
+ 12.53%
$48.13 - $49.85 $108K - $112K
20.1K $986M
Nebius Group N.V.
1.24K
+ 172.49%
N/A
1.95K $108M
MSTR
Microstrategy Inc

Technology
38
+ 6.9%
$237.95 - $421.61 $9.04K - $16K
589 $238M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.57%
$503.3 - $775.9 $1.01K - $1.55K
351 $269M
VST
Vistra Corp.

Utilities
261
+ 83.12%
$98.07 - $195.04 $25.6K - $50.9K
575 $111M
INTU
Intuit Inc

Technology
13
+ 4.04%
$544.07 - $787.63 $7.07K - $10.2K
335 $264M
AXON
Axon Enterprise, Inc.

Industrials
25
+ 16.89%
$497.13 - $827.94 $12.4K - $20.7K
173 $143M
CEG
Constellation Energy Corp

Utilities
167
+ 371.11%
$170.96 - $322.76 $28.6K - $53.9K
212 $68.5M
IBM
International Business Machines Corp

Technology
79
+ 10.84%
$221.03 - $294.78 $17.5K - $23.3K
808 $238M
VRT
Vertiv Holdings CO

Industrials
37
+ 4.29%
N/A
899 $115M
IEMG
Ishares Inc

ETFs
146
+ 2.2%
N/A
6.78K $407M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74
+ 63.79%
$456.74 - $568.03 $33.8K - $42K
190 $108M
DBX
Dropbox, Inc.

Technology
1.62K
+ 755.61%
$25.42 - $29.7 $41.1K - $48K
1.83K $52.4M
RBLX
Roblox Corp

Communication Services
399
+ 554.17%
$51.22 - $105.59 $20.4K - $42.1K
471 $49.5M
BK
Bank Of New York Mellon Corp

Financial Services
451
+ 92.23%
$73.31 - $91.62 $33.1K - $41.3K
940 $85.6M
CMCSA
Comcast Corp

Communication Services
1.26K
+ 99.45%
$32.84 - $36.72 $41.4K - $46.3K
2.53K $90.3M
GOOG
Alphabet Inc.

Communication Services
16
+ 0.85%
$146.58 - $180.01 $2.35K - $2.88K
1.9K $337M
CVNA
Carvana Co.

Consumer Cyclical
87
+ 87.88%
$162.57 - $345.64 $14.1K - $30.1K
186 $62.7M
CSCO
Cisco Systems, Inc.

Technology
325
+ 13.69%
$53.19 - $69.38 $17.3K - $22.5K
2.7K $187M
ASML
Asml Holding Nv

Technology
20
+ 12.42%
$595.37 - $815.24 $11.9K - $16.3K
181 $145M
EME
Emcor Group, Inc.

Industrials
54
+ 101.89%
$342.02 - $534.89 $18.5K - $28.9K
107 $57.2M
RTX
Raytheon Technologies Corp

Industrials
27
+ 1.09%
$113.75 - $148.48 $3.07K - $4.01K
2.5K $365M
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.7K
+ 622.71%
$19.94 - $22.91 $33.9K - $38.9K
1.97K $42.4M
COF
Capital One Financial Corp

Financial Services
146
+ 102.82%
$150.57 - $212.76 $22K - $31.1K
288 $61.3M
TAP
Molson Coors Beverage CO

Consumer Defensive
805
+ 353.07%
$47.24 - $62.46 $38K - $50.3K
1.03K $49.7M
BAC
Bank Of America Corp

Financial Services
81
+ 1.42%
$34.39 - $47.46 $2.79K - $3.84K
5.8K $274M
Astera Labs Inc
296
+ 106.09%
N/A
575 $52M
ILMN
Illumina, Inc.

Healthcare
237
+ 32.55%
$70.3 - $95.41 $16.7K - $22.6K
965 $92.1M
Activity Summary
Buys All Purchases 563 New Holdings 88 Increased Positions 475 Sells All Sells 573 Reductions 573 Sold out 0 Options Calls 0 Puts 0
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