Wt Wealth Management Reduced Holdings in Q1 2025

Wt Wealth Management

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-10.1K
- 75.16%
$222.15 - $428.22 $2.25M - $4.33M
3.34K $865K
IAK
Ishares Tr

ETFs
-21.9K
- 83.11%
$121.85 - $137.9 $2.66M - $3.02M
4.45K $612K
USFR
Wisdomtree Floating Rate Treas

ETFs
-48.4K
- 64.66%
$50.29 - $50.5 $2.44M - $2.45M
26.5K $1.33M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-93.8K
- 26.49%
$24.05 - $24.86 $2.25M - $2.33M
260K $6.47M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-99.8K
- 22.28%
$21.77 - $22.56 $2.17M - $2.25M
348K $7.82M
MSFT
Microsoft Corp

Technology
-2.3K
- 9.82%
$375.39 - $447.2 $862K - $1.03M
21.1K $7.92M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
-28.4K
- 18.75%
$44.65 - $46.38 $1.27M - $1.32M
123K $5.49M
AAPL
Apple Inc.

Technology
-250
- 0.61%
$209.68 - $247.1 $52.4K - $61.8K
41K $9.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-13.4K
- 52.03%
$87.68 - $94.52 $1.17M - $1.27M
12.3K $1.16M
SCHO
Schwab Short Term Us Treasury

ETFs
-42.1K
- 8.43%
$24.1 - $24.34 $1.01M - $1.02M
457K $11.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.89K
- 19.08%
$47.79 - $59.89 $377K - $472K
33.4K $1.68M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.8K
- 12.25%
$120.24 - $134.3 $457K - $510K
27.2K $3.32M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-2.05K
- 17.21%
$157.11 - $206.52 $323K - $424K
9.88K $1.66M
WMT
Walmart Inc.

Consumer Defensive
-4.66K
- 9.99%
$84.5 - $105.05 $394K - $489K
42K $3.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-677
- 15.2%
$468.34 - $539.52 $317K - $365K
3.78K $1.77M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-10K
- 19.92%
N/A
40.3K $1.96M
META
Meta Platforms, Inc.

Communication Services
-633
- 9.24%
$576.36 - $736.67 $365K - $466K
6.22K $3.59M
SPOT
Spotify Technology S.A.

Communication Services
-1.68K
- 33.82%
$457.79 - $648.32 $769K - $1.09M
3.29K $1.81M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-15.8K
- 15.32%
$30.72 - $33.22 $486K - $525K
87.4K $2.86M
DIS
Walt Disney CO

Communication Services
-996
- 6.33%
$96.87 - $114.0 $96.5K - $114K
14.8K $1.46M
WM
Waste Management Inc

Industrials
-2.45K
- 21.46%
$200.54 - $233.78 $491K - $573K
8.96K $2.08M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-5K
- 8.82%
$85.24 - $94.86 $426K - $474K
51.7K $4.71M
XLY
Select Sector Spdr Consumer Di

ETFs
-235
- 6.11%
$192.6 - $233.2 $45.3K - $54.8K
3.61K $713K
V
Visa Inc.

Financial Services
-1.27K
- 13.04%
$306.92 - $362.71 $389K - $460K
8.46K $2.96M
XLK
Technology Sector Spdr

ETFs
-148
- 7.37%
$206.38 - $242.18 $30.5K - $35.8K
1.86K $384K
FDUS
Fidus Investment Corp

Financial Services
-2.06K
- 3.72%
$20.39 - $23.37 $42.1K - $48.2K
53.4K $1.09M
MA
Mastercard Inc

Financial Services
-350
- 6.35%
$504.67 - $576.31 $177K - $202K
5.17K $2.83M
IVW
Ishares S&P 500 Growth ETF

ETFs
-310
- 6.18%
$92.45 - $106.69 $28.7K - $33.1K
4.7K $436K
XOM
Exxon Mobil Corp

Energy
-793
- 22.64%
$105.44 - $118.93 $83.6K - $94.3K
2.71K $322K
XLC
Select Sector Spdr Tr Communic

ETFs
-329
- 4.69%
$94.84 - $105.31 $31.2K - $34.6K
6.69K $644K
COST
Costco Wholesale Corp

Consumer Defensive
-128
- 4.27%
$890.62 - $1076.86 $114K - $138K
2.87K $2.72M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.05K
- 11.22%
$32.74 - $36.2 $34.2K - $37.9K
8.28K $289K
CVX
Chevron Corp

Energy
-365
- 20.43%
$146.71 - $167.97 $53.5K - $61.3K
1.42K $237K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-759
- 11.4%
$41.61 - $44.72 $31.6K - $33.9K
5.9K $255K
IBM
International Business Machines Corp

Technology
-160
- 15.28%
$217.4 - $264.74 $34.8K - $42.4K
887 $220K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-677
- 8.44%
$75.32 - $84.77 $51K - $57.4K
7.35K $600K
PLTR
Palantir Technologies Inc.

Technology
-373
- 11.23%
$64.98 - $124.62 $24.2K - $46.5K
2.95K $248K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-3.69K
- 18.4%
N/A
16.3K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-39.9K
- 45.19%
N/A
48.4K $0
TMUS
T Mobile Us, Inc.

Communication Services
-1.51K
- 17.28%
$211.3 - $272.83 $319K - $412K
7.23K $1.93M
CSCO
Cisco Systems, Inc.

Technology
-298
- 3.4%
$58.74 - $64.87 $17.5K - $19.3K
8.46K $522K
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.28%
$225.19 - $279.95 $1.13K - $1.4K
1.79K $440K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-1.75K
- 6.07%
$3.88 - $4.37 $6.81K - $7.66K
27.1K $118K
PSLV
Sprott Physical Silver Trust

Financial Services
-950
- 7.31%
$9.86 - $11.68 $9.37K - $11.1K
12.1K $139K
NFLX
Netflix Inc

Communication Services
-127
- 3.69%
$828.4 - $1058.6 $105K - $134K
3.31K $3.09M
XLV
Select Sector Spdr Fund Health

ETFs
-1.85K
- 3.75%
$137.61 - $149.68 $255K - $277K
47.6K $6.95M
UBER
Uber Technologies, Inc

Technology
-226
- 0.92%
$63.17 - $81.49 $14.3K - $18.4K
24.3K $1.77M
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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