Wt Wealth Management Purchases in Q1 2025

Wt Wealth Management

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
101K
+ 64.88%
$50.48 - $51.04 $5.11M - $5.16M
257K $13M
ENFR
Alerian Energy Infrastructure

ETFs
124K
+ 356.17%
$30.27 - $34.12 $3.75M - $4.23M
159K $5.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.45K
New
$442.66 - $534.52 $3.3M - $3.98M
7.45K $3.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
73.2K
+ 130.06%
$50.39 - $50.66 $3.69M - $3.71M
129K $6.55M
XLF
Financial Sector Spdr

ETFs
67.6K
+ 78.39%
$47.32 - $52.19 $3.2M - $3.53M
154K $7.67M
JBBB
Janus Detroit Str Tr Henderson

ETFs
47.4K
+ 24.38%
$48.34 - $49.66 $2.29M - $2.35M
242K $11.8M
SGOL
Abrdn Gold ETF Trust

ETFs
1.15K
+ 0.26%
$25.14 - $29.82 $28.8K - $34.2K
440K $13.1M
SJNK
Spdr Bloomberg Short Term High

ETFs
69K
+ 188.16%
$25.08 - $25.64 $1.73M - $1.77M
106K $2.66M
ICSH
Blackrock Ultra Short Term Bon

ETFs
33.7K
+ 97.89%
$50.44 - $50.7 $1.7M - $1.71M
68.1K $3.45M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
79.7K
+ 112.24%
$20.7 - $21.15 $1.65M - $1.68M
151K $3.12M
OEF
Ishares S&P 100 ETF

ETFs
5.35K
New
N/A
5.35K $1.42M
QDEF
Flexshares Quality Div Defensi

ETFs
19.8K
New
$68.8 - $72.94 $1.36M - $1.44M
19.8K $1.38M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.3K
New
$53.6 - $58.97 $1.3M - $1.43M
24.3K $1.33M
PPA
Invesco Exchange Traded Fd Tr

ETFs
9.36K
+ 25.25%
$113.59 - $123.29 $1.06M - $1.15M
46.4K $5.41M
PAVE
Global X Fds Us Infrastructure

ETFs
27.9K
+ 47.23%
$37.31 - $43.82 $1.04M - $1.22M
86.8K $3.28M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
19.6K
+ 16.42%
$40.24 - $40.65 $788K - $796K
139K $5.64M
SIVR
Abrdn Silver ETF Trust

ETFs
9.27K
+ 19.4%
$28.07 - $32.82 $260K - $304K
57.1K $1.85M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.29K
+ 39.18%
$34.58 - $45.97 $183K - $243K
18.8K $864K
AIQ
Global X Funds Global X Artifi

ETFs
11.1K
New
$36.38 - $42.77 $402K - $473K
11.1K $402K
XLP
Consumer Staples Sector Spdr

ETFs
4.53K
+ 5.89%
N/A
81.4K $6.19M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.69K
+ 8.85%
$68.32 - $75.06 $183K - $202K
33K $2.47M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.11K
+ 20.99%
$211.47 - $267.17 $1.08M - $1.36M
29.4K $6.23M
VZ
Verizon Communications Inc

Communication Services
1.92K
+ 4.37%
$37.81 - $46.49 $72.7K - $89.4K
46K $2.09M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
8.33K
New
$37.69 - $39.76 $314K - $331K
8.33K $316K
SLV
I Shares Silver Trust

ETFs
8.46K
New
$26.93 - $31.32 $228K - $265K
8.46K $262K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
6.48K
New
$37.84 - $39.74 $245K - $258K
6.48K $245K
WFC
Wells Fargo & Company

Financial Services
3.28K
New
$66.78 - $81.42 $219K - $267K
3.28K $235K
MELI
Mercadolibre Inc

Consumer Cyclical
114
New
$1739.0 - $2260.0 $198K - $258K
114 $222K
HEFA
Ishares Currency Hedged Msci E

ETFs
651
+ 0.53%
$34.83 - $37.52 $22.7K - $24.4K
124K $4.51M
DBB
Invesco Db Base Metals Fund

ETFs
10.2K
+ 46.63%
$18.55 - $19.95 $189K - $203K
32.1K $615K
NSC
Norfolk Southern Corp

Industrials
850
New
$227.69 - $259.76 $194K - $221K
850 $201K
COPX
Global X Copper Miners ETF

ETFs
4.94K
+ 59.09%
$37.72 - $43.32 $186K - $214K
13.3K $519K
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.63K
+ 34.01%
$27.81 - $30.21 $157K - $170K
22.2K $656K
DBA
Invesco Db Agriculture Fund

ETFs
6.58K
+ 38.43%
$26.05 - $28.38 $171K - $187K
23.7K $623K
GLD
Spdr Gold Trust

ETFs
201
+ 8.32%
$243.19 - $288.14 $48.9K - $57.9K
2.62K $753K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.73K
+ 9.65%
$29.34 - $31.31 $197K - $211K
76.4K $2.27M
PAA
Plains All American Pipeline LP

Energy
2.23K
+ 7.66%
$17.32 - $20.96 $38.6K - $46.7K
31.3K $626K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.33K
+ 17.31%
$50.03 - $50.27 $116K - $117K
15.8K $789K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.97K
+ 56.43%
$73.27 - $96.21 $144K - $189K
5.45K $399K
HYHG
Proshares High Yield Interest

ETFs
1.54K
+ 32.35%
$64.04 - $66.96 $98.9K - $103K
6.32K $404K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
725
+ 8.65%
$47.45 - $51.96 $34.4K - $37.7K
9.11K $472K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.7K
+ 11.03%
$25.69 - $26.89 $43.5K - $45.6K
17.1K $458K
QUAL
Ishares Msci Usa Quality Facto

ETFs
624
+ 9.07%
$168.16 - $186.21 $105K - $116K
7.5K $1.28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.95K
+ 10.44%
$20.2 - $22.24 $39.4K - $43.4K
20.6K $443K
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.11K
+ 21.01%
N/A
12.1K $273K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
840
+ 9.7%
$44.68 - $46.49 $37.5K - $39.1K
9.5K $439K
ET
Energy Transfer LP

Energy
2.97K
+ 7.62%
$17.26 - $21.08 $51.2K - $62.5K
41.9K $778K
CRWD
Crowd Strike Holdings, Inc.

Technology
18
+ 3.04%
$308.86 - $455.36 $5.56K - $8.2K
611 $215K
Bitwise Bitcoin ETF Tr
4.35K
+ 22.55%
N/A
23.6K $0
Activity Summary
Buys All Purchases 63 New Holdings 13 Increased Positions 50 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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