Wt Wealth Management Purchases and Sells in Q2 2025

Wt Wealth Management

$328 Million
Q2 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	70K + 264.57%	$50.28 - $50.47 $3.52M - $3.53M	96.5K $4.85M
SCHB	3.86K + 0.3%	$19.1 - $23.83 $73.7K - $91.9K	1.28M $30.6M
TSLA	5.97K + 178.75%	$221.86 - $362.89 $1.32M - $2.17M	9.31K $2.96M
PPA	1.09K + 2.35%	$105.2 - $141.69 $115K - $155K	47.5K $6.73M
USMV	12.8K + 103.69%	$85.42 - $94.39 $1.09M - $1.21M	25.1K $2.36M
GOOG	1.58K + 3.88%	$146.58 - $180.01 $231K - $284K	42.3K $7.5M

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	7.81K New	$274.35 - $599.47 $2.14M - $4.68M	7.81K $2.44M
EDOC	236K New	$8.53 - $9.49 $2.01M - $2.24M	236K $2.23M
NKE	27.2K New	$53.27 - $72.04 $1.45M - $1.96M	27.2K $1.93M
EBAY	24.5K New	$59.52 - $79.36 $1.46M - $1.94M	24.5K $1.82M
MCD	5.75K New	$285.55 - $321.23 $1.64M - $1.85M	5.75K $1.68M
EFX	6.31K New	$205.5 - $280.54 $1.3M - $1.77M	6.31K $1.64M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	-24.2K - 50.8%	$128.77 - $144.3 $3.11M - $3.49M	23.4K $3.15M
SJNK	-82.4K - 77.95%	$24.12 - $25.48 $1.99M - $2.1M	23.3K $593K
ULST	-48.2K - 34.72%	$40.41 - $40.68 $1.95M - $1.96M	90.6K $3.69M
SGOL	-68.4K - 15.55%	$28.39 - $32.75 $1.94M - $2.24M	371K $11.7M
XLF	-23.2K - 15.06%	$43.92 - $52.37 $1.02M - $1.21M	131K $6.85M
SCHO	-29.3K - 6.42%	$24.19 - $24.45 $710K - $717K	428K $10.4M

Activity Summary All Purchases 85 New Holdings 33 Increased Positions 52 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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