Wrapmanager Inc Purchases in Q1 2025

Wrapmanager Inc

  • $375 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
117K
+ 54.63%
$37.07 - $40.63 $4.34M - $4.76M
332K $13.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33K
+ 15.96%
$95.85 - $99.25 $3.17M - $3.28M
240K $23.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
67.5K
+ 11.68%
$32.5 - $33.3 $2.19M - $2.25M
646K $21.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.2K
+ 5.46%
$33.84 - $37.77 $685K - $765K
391K $14.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.1K
+ 17.16%
$114.57 - $118.14 $1.16M - $1.19M
69K $8.15M
RTX
Raytheon Technologies Corp

Industrials
8.66K
+ 350.57%
$114.1 - $135.66 $988K - $1.17M
11.1K $1.47M
SPSB
Spdr Portfolio Short Term Corp

ETFs
28.7K
+ 8.04%
$29.82 - $30.1 $856K - $864K
386K $11.6M
NEE
Nextera Energy Inc

Utilities
12.4K
New
$66.96 - $76.16 $828K - $942K
12.4K $876K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
12.7K
+ 17.35%
$46.18 - $47.84 $587K - $608K
85.9K $4.08M
T
At&T Inc.

Communication Services
21.1K
+ 194.44%
$21.56 - $28.28 $454K - $596K
31.9K $902K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
973
+ 1.0%
$75.32 - $84.77 $73.3K - $82.5K
97.9K $8M
GS
Goldman Sachs Group Inc

Financial Services
1.13K
New
$524.81 - $672.19 $591K - $757K
1.13K $615K
PFE
Pfizer Inc

Healthcare
23.7K
New
$25.01 - $27.13 $593K - $643K
23.7K $600K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
267
+ 4.63%
$442.66 - $534.52 $118K - $143K
6.04K $3.22M
INTU
Intuit Inc

Technology
943
New
$555.63 - $630.23 $524K - $594K
943 $578K
AXP
American Express CO

Financial Services
1.76K
New
$255.39 - $325.87 $449K - $573K
1.76K $473K
LOW
Lowes Companies Inc

Consumer Cyclical
2.01K
New
$222.66 - $268.42 $448K - $540K
2.01K $468K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
7.65K
New
$59.79 - $67.15 $457K - $514K
7.65K $463K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
14.6K
+ 16.8%
$25.83 - $27.09 $376K - $394K
101K $2.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
13.1K
+ 16.56%
$28.92 - $29.24 $379K - $383K
92.2K $2.7M
EMB
Ishares Tr

ETFs
3.66K
+ 10.65%
$88.64 - $92.03 $325K - $337K
38.1K $3.45M
COP
Conocophillips

Energy
3.45K
+ 93.83%
$88.6 - $105.85 $306K - $366K
7.14K $749K
MS
Morgan Stanley

Financial Services
3.13K
+ 117.74%
$111.68 - $141.08 $350K - $442K
5.79K $675K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.45K
New
$120.24 - $134.3 $294K - $329K
2.45K $298K
SNY
Sanofi

Healthcare
5.28K
New
$48.15 - $59.42 $254K - $314K
5.28K $292K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.84K
New
$101.98 - $115.66 $289K - $328K
2.84K $290K
LLY
Eli Lilly & CO

Healthcare
141
+ 4.74%
$725.72 - $929.72 $102K - $131K
3.12K $2.57M
JNJ
Johnson & Johnson

Healthcare
191
+ 1.79%
$142.06 - $167.7 $27.1K - $32K
10.9K $1.8M
AON
Aon PLC

Financial Services
579
+ 87.59%
$348.44 - $409.32 $202K - $237K
1.24K $494K
XOM
Exxon Mobil Corp

Energy
665
+ 4.93%
$105.44 - $118.93 $70.1K - $79.1K
14.2K $1.68M
SO
Southern CO

Utilities
2.39K
New
$80.96 - $92.96 $194K - $222K
2.39K $220K
CSGP
Costar Group, Inc.

Real Estate
2.68K
New
$69.29 - $80.37 $186K - $215K
2.68K $212K
KO
Coca Cola CO

Consumer Defensive
870
+ 5.57%
$60.81 - $72.32 $52.9K - $62.9K
16.5K $1.18M
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.28K
New
$47.74 - $65.16 $156K - $214K
3.28K $209K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.85K
+ 7.19%
$50.87 - $51.09 $196K - $197K
57.3K $2.93M
VNET
Vnet Group, Inc.

Technology
18.8K
New
$4.95 - $14.68 $92.8K - $275K
18.8K $153K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.17K
+ 2.61%
$20.1 - $20.8 $83.9K - $86.8K
164K $3.41M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.96K
+ 2.79%
$22.61 - $23.14 $89.4K - $91.5K
146K $3.37M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.59K
+ 2.76%
$24.79 - $25.26 $88.9K - $90.6K
133K $3.37M
IBDV
Ishares Tr

Technology
3.29K
+ 2.11%
$21.11 - $21.73 $69.5K - $71.5K
159K $3.46M
SBUX
Starbucks Corp

Consumer Cyclical
1.01K
+ 38.59%
$91.75 - $115.81 $92.3K - $117K
3.61K $354K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.12K
+ 2.28%
$23.9 - $24.18 $74.6K - $75.5K
140K $3.38M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.95K
+ 2.25%
$25.05 - $25.16 $73.8K - $74.2K
134K $3.37M
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 3.13%
$890.62 - $1076.86 $40.1K - $48.5K
1.48K $1.4M
NGG
National Grid PLC

Utilities
681
+ 19.26%
$56.13 - $65.61 $38.2K - $44.7K
4.22K $276K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.39K
+ 1.75%
N/A
139K $3.3M
PG
Procter & Gamble CO

Consumer Defensive
120
+ 1.03%
$158.56 - $176.26 $19K - $21.2K
11.8K $2.01M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 4.03%
$1739.0 - $2260.0 $10.4K - $13.6K
155 $302K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.84K
+ 3.82%
$22.21 - $22.56 $40.9K - $41.6K
50.1K $1.12M
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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