Wt Wealth Management Purchases in Q2 2025

Wt Wealth Management

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
70K
+ 264.57%
$50.28 - $50.47 $3.52M - $3.53M
96.5K $4.85M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.86K
+ 0.3%
$19.1 - $23.83 $73.7K - $91.9K
1.28M $30.6M
UNH
Unitedhealth Group Inc

Healthcare
7.81K
New
$274.35 - $599.47 $2.14M - $4.68M
7.81K $2.44M
EDOC
Global X Fds Telemedicine & Di

ETFs
236K
New
$8.53 - $9.49 $2.01M - $2.24M
236K $2.23M
TSLA
Tesla, Inc.

Consumer Cyclical
5.97K
+ 178.75%
$221.86 - $362.89 $1.32M - $2.17M
9.31K $2.96M
NKE
Nike, Inc.

Consumer Cyclical
27.2K
New
$53.27 - $72.04 $1.45M - $1.96M
27.2K $1.93M
EBAY
Ebay Inc

Consumer Cyclical
24.5K
New
$59.52 - $79.36 $1.46M - $1.94M
24.5K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
5.75K
New
$285.55 - $321.23 $1.64M - $1.85M
5.75K $1.68M
EFX
Equifax Inc

Industrials
6.31K
New
$205.5 - $280.54 $1.3M - $1.77M
6.31K $1.64M
ADBE
Adobe Inc.

Technology
4.22K
New
$340.0 - $420.68 $1.43M - $1.77M
4.22K $1.63M
TJX
Tjx Companies Inc

Consumer Cyclical
12.9K
New
$119.13 - $135.03 $1.54M - $1.74M
12.9K $1.59M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.09K
+ 2.35%
$105.2 - $141.69 $115K - $155K
47.5K $6.73M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12.8K
+ 103.69%
$85.42 - $94.39 $1.09M - $1.21M
25.1K $2.36M
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 3.88%
$146.58 - $180.01 $231K - $284K
42.3K $7.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
21.3K
+ 31.27%
$50.48 - $50.71 $1.08M - $1.08M
89.5K $4.54M
META
Meta Platforms, Inc.

Communication Services
23
+ 0.37%
$484.66 - $738.09 $11.1K - $17K
6.24K $4.61M
PAVE
Global X Fds Us Infrastructure

ETFs
9.55K
+ 10.99%
$33.78 - $43.68 $322K - $417K
96.4K $4.2M
ENFR
Alerian Energy Infrastructure

ETFs
28.5K
+ 17.95%
$28.49 - $33.44 $811K - $952K
187K $6.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.75K
+ 10.11%
$108.06 - $135.3 $297K - $372K
30K $4.06M
SLX
Vaneck ETF Tr Steel ETF

ETFs
10.9K
New
$52.5 - $66.53 $573K - $727K
10.9K $722K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.2K
+ 10.17%
$50.36 - $50.68 $663K - $667K
143K $7.23M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.66K
+ 12.84%
$50.08 - $63.14 $233K - $294K
41K $2.59M
SIVR
Abrdn Silver ETF Trust

ETFs
7.54K
+ 13.21%
$28.36 - $35.37 $214K - $267K
64.6K $2.22M
AVGO
Broadcom Inc.

Technology
1.18K
New
$146.29 - $275.65 $173K - $325K
1.18K $325K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
9.61K
New
$26.53 - $32.81 $255K - $315K
9.61K $310K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
741
+ 13.59%
$66.89 - $111.18 $49.6K - $82.4K
6.19K $688K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.26K
New
$141.37 - $228.57 $178K - $287K
1.26K $284K
ORCL
Oracle Corp

Technology
1.2K
New
$122.82 - $218.63 $147K - $262K
1.2K $262K
MU
Micron Technology Inc

Technology
2.11K
New
$64.72 - $127.91 $136K - $270K
2.11K $259K
COIN
Coinbase Global, Inc.

Technology
719
New
$151.47 - $375.07 $109K - $270K
719 $252K
AMD
Advanced Micro Devices Inc

Technology
1.75K
New
$78.21 - $143.81 $137K - $251K
1.75K $248K
COPX
Global X Copper Miners ETF

ETFs
3.74K
+ 28.11%
$31.24 - $45.59 $117K - $170K
17K $766K
WM
Waste Management Inc

Industrials
1.17K
+ 13.06%
$216.47 - $242.1 $253K - $283K
10.1K $2.32M
MNDY
Monday.Com Ltd.

Technology
750
New
$217.77 - $314.48 $163K - $236K
750 $235K
CEG
Constellation Energy Corp

Utilities
725
New
$170.96 - $322.76 $124K - $234K
725 $234K
VST
Vistra Corp.

Utilities
1.21K
New
$98.07 - $195.04 $119K - $236K
1.21K $234K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.22K
+ 2.91%
$27.3 - $31.8 $60.6K - $70.6K
78.7K $2.5M
FICO
Fair Isaac Corp

Technology
127
New
$1503.62 - $2206.01 $191K - $280K
127 $232K
NRG
Nrg Energy, Inc.

Utilities
1.41K
New
$83.61 - $162.67 $118K - $230K
1.41K $226K
PANW
Palo Alto Networks Inc

Technology
1.1K
New
$152.44 - $204.64 $168K - $225K
1.1K $225K
SNOW
Snowflake Inc.

Technology
988
New
$130.53 - $223.77 $129K - $221K
988 $221K
TDIV
First Trust Nasdaq Technology

ETFs
2.45K
New
$64.41 - $90.17 $158K - $221K
2.45K $220K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.69K
New
$17.76 - $22.1 $172K - $214K
9.69K $214K
NOW
Service Now, Inc.

Technology
207
New
$721.65 - $1040.18 $149K - $215K
207 $212K
FE
Firstenergy Corp

Utilities
5.27K
New
$38.31 - $43.17 $202K - $228K
5.27K $212K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
587
+ 0.48%
$43.15 - $46.09 $25.3K - $27.1K
124K $5.69M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.44K
New
$39.23 - $45.02 $174K - $200K
4.44K $200K
DBB
Invesco Db Base Metals Fund

ETFs
9.4K
+ 29.31%
$17.23 - $19.4 $162K - $182K
41.5K $802K
XLP
Consumer Staples Sector Spdr

ETFs
2.2K
+ 2.7%
N/A
83.6K $6.36M
Activity Summary
Buys All Purchases 85 New Holdings 33 Increased Positions 52 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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