Wt Wealth Management Purchases in Q2 2025

Wt Wealth Management

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAA
Plains All American Pipeline LP

Energy
11.4K
+ 36.42%
$16.03 - $20.28 $183K - $231K
42.7K $782K
DBA
Invesco Db Agriculture Fund

ETFs
5.35K
+ 22.57%
$25.27 - $27.68 $135K - $148K
29K $759K
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 6.41%
$210.28 - $289.91 $24.2K - $33.3K
1.91K $553K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.99K
+ 24.02%
$30.87 - $39.17 $61.4K - $77.9K
10.3K $402K
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.42K
+ 28.93%
$26.61 - $29.9 $171K - $192K
28.6K $765K
RIOT
Riot Blockchain, Inc.

Technology
1.32K
+ 5.98%
$6.29 - $11.3 $8.32K - $14.9K
23.4K $264K
GLD
Spdr Gold Trust

ETFs
142
+ 5.43%
$273.71 - $316.29 $38.9K - $44.9K
2.76K $840K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
297
+ 4.04%
$73.02 - $90.22 $21.7K - $26.8K
7.64K $681K
CSCO
Cisco Systems, Inc.

Technology
166
+ 1.96%
$53.19 - $69.38 $8.83K - $11.5K
8.63K $598K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3.14K
+ 25.92%
N/A
15.3K $344K
WFC
Wells Fargo & Company

Financial Services
306
+ 9.34%
$60.98 - $80.12 $18.7K - $24.5K
3.58K $286K
SCHQ
Schwab Strategic Tr Long Term

ETFs
3.9K
+ 4.46%
$30.46 - $33.4 $119K - $130K
91.3K $2.91M
ET
Energy Transfer LP

Energy
3.7K
+ 8.84%
$15.65 - $18.93 $58K - $70.1K
45.6K $826K
SLV
I Shares Silver Trust

ETFs
883
+ 10.44%
$27.08 - $33.74 $23.9K - $29.8K
9.34K $306K
IBM
International Business Machines Corp

Technology
10
+ 1.13%
$221.03 - $294.78 $2.21K - $2.95K
897 $264K
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 1.36%
$335.24 - $380.78 $36.9K - $41.9K
8.2K $3.01M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
705
+ 4.47%
$49.98 - $50.26 $35.2K - $35.4K
16.5K $825K
AAPL
Apple Inc.

Technology
3.56K
+ 8.67%
$172.42 - $223.89 $613K - $796K
44.6K $9.14M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
537
+ 8.28%
$34.58 - $38.82 $18.6K - $20.8K
7.02K $272K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
516
+ 5.43%
$45.2 - $46.6 $23.3K - $24K
10K $464K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.33K
+ 6.43%
$18.94 - $21.67 $25.1K - $28.8K
22K $464K
SCHP
Schwab Strategic Us Tips ETF

ETFs
737
+ 4.32%
$26.18 - $26.93 $19.3K - $19.8K
17.8K $475K
XOM
Exxon Mobil Corp

Energy
375
+ 13.84%
$99.93 - $119.04 $37.5K - $44.6K
3.08K $332K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
41
+ 1.11%
$100.35 - $100.71 $4.11K - $4.13K
3.74K $376K
Grayscale Ethereum Trust ETF
696
+ 5.86%
N/A
12.6K $0
First Tr Exchng Traded Fd Vi
15.9K
New
N/A
15.9K $0
Bitwise Bitcoin ETF Tr
2.19K
+ 9.25%
N/A
25.8K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
22.9K
New
N/A
22.9K $0
Ea Series Trust
6.52K
New
N/A
6.52K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
17.8K
New
N/A
17.8K $0
Listed Fds Tr
6.34K
+ 49.22%
N/A
19.2K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
574
+ 1.74%
$68.13 - $74.77 $39.1K - $42.9K
33.6K $2.45M
LLY
Eli Lilly & CO

Healthcare
14
+ 1.75%
$713.71 - $898.95 $9.99K - $12.6K
814 $634K
TMUS
T Mobile Us, Inc.

Communication Services
415
+ 5.74%
$220.99 - $268.54 $91.7K - $111K
7.64K $1.82M
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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