Wt Wealth Management Reduced Holdings in Q2 2025

Wt Wealth Management

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-24.2K
- 50.8%
$128.77 - $144.3 $3.11M - $3.49M
23.4K $3.15M
SJNK
Spdr Bloomberg Short Term High

ETFs
-82.4K
- 77.95%
$24.12 - $25.48 $1.99M - $2.1M
23.3K $593K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-48.2K
- 34.72%
$40.41 - $40.68 $1.95M - $1.96M
90.6K $3.69M
SGOL
Abrdn Gold ETF Trust

ETFs
-68.4K
- 15.55%
$28.39 - $32.75 $1.94M - $2.24M
371K $11.7M
XLF
Financial Sector Spdr

ETFs
-23.2K
- 15.06%
$43.92 - $52.37 $1.02M - $1.21M
131K $6.85M
SCHO
Schwab Short Term Us Treasury

ETFs
-29.3K
- 6.42%
$24.19 - $24.45 $710K - $717K
428K $10.4M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-5.1K
- 9.86%
$80.28 - $91.78 $409K - $468K
46.6K $4.1M
WMT
Walmart Inc.

Consumer Defensive
-9.28K
- 22.11%
$81.79 - $99.98 $759K - $928K
32.7K $3.2M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-5.63K
- 2.33%
$46.79 - $48.56 $263K - $273K
236K $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.19K
- 31.6%
$416.06 - $551.64 $497K - $659K
2.58K $1.43M
OEF
Ishares S&P 100 ETF

ETFs
-1.01K
- 18.97%
N/A
4.33K $1.15M
MA
Mastercard Inc

Financial Services
-598
- 11.58%
$479.92 - $590.74 $287K - $353K
4.57K $2.57M
HYHG
Proshares High Yield Interest

ETFs
-3.17K
- 50.17%
$61.25 - $64.99 $194K - $206K
3.15K $203K
VZ
Verizon Communications Inc

Communication Services
-2.07K
- 4.51%
$41.67 - $45.62 $86.4K - $94.6K
43.9K $1.9M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-9.95K
- 6.61%
$20.12 - $21.0 $200K - $209K
141K $2.94M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.09K
- 31.26%
$86.13 - $108.53 $180K - $227K
4.6K $498K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-10.1K
- 2.9%
$21.85 - $22.76 $221K - $230K
338K $7.69M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-3.24K
- 20.98%
$83.67 - $109.12 $271K - $353K
12.2K $1.33M
QDEF
Flexshares Quality Div Defensi

ETFs
-2.61K
- 13.17%
$62.5 - $74.05 $163K - $193K
17.2K $1.27M
XLY
Select Sector Spdr Consumer Di

ETFs
-635
- 17.59%
$176.34 - $218.59 $112K - $139K
2.98K $646K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-1.11K
- 2.76%
N/A
39.2K $1.91M
IAK
Ishares Tr

ETFs
-287
- 6.46%
$122.44 - $138.47 $35.1K - $39.7K
4.16K $559K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-11.9K
- 43.9%
$3.84 - $4.48 $45.7K - $53.3K
15.2K $66K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.04K
- 0.4%
$49.79 - $50.75 $51.8K - $52.8K
256K $13M
FDUS
Fidus Investment Corp

Financial Services
-1.52K
- 2.85%
$17.32 - $20.65 $26.3K - $31.4K
51.9K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
-152
- 5.29%
$908.13 - $1056.85 $138K - $161K
2.72K $2.69M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-293
- 4.97%
$38.18 - $45.52 $11.2K - $13.3K
5.61K $245K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-540
- 7.2%
$152.42 - $182.82 $82.3K - $98.7K
6.96K $1.27M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-6.18K
- 37.8%
N/A
10.2K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-9K
- 18.61%
N/A
39.4K $0
Ea Series Trust
-5.58K
- 15.49%
N/A
30.4K $0
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.01K
- 10.71%
$41.45 - $54.46 $83.4K - $110K
16.8K $873K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-735
- 0.28%
$24.54 - $25.07 $18K - $18.4K
259K $6.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-65
- 4.24%
$498.8 - $620.9 $32.4K - $40.4K
1.47K $911K
AIQ
Global X Funds Global X Artifi

ETFs
-14
- 0.13%
$31.5 - $43.69 $441 - $612
11K $482K
IYW
Ishares Dj Us Tech ETF

ETFs
-5
- 0.14%
$122.57 - $173.27 $613 - $866
3.48K $602K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.37K
- 1.9%
$32.11 - $38.21 $76K - $90.4K
122K $4.63M
PLTR
Palantir Technologies Inc.

Technology
-119
- 4.04%
$74.01 - $144.25 $8.81K - $17.2K
2.83K $385K
UBER
Uber Technologies, Inc

Technology
-3.38K
- 13.87%
$64.62 - $93.3 $218K - $315K
21K $1.96M
NFLX
Netflix Inc

Communication Services
-657
- 19.84%
$855.86 - $1339.13 $562K - $880K
2.65K $3.55M
SPOT
Spotify Technology S.A.

Communication Services
-140
- 4.26%
$503.3 - $775.9 $70.5K - $109K
3.15K $2.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-819
- 1.81%
$167.32 - $223.3 $137K - $183K
44.4K $9.75M
MSFT
Microsoft Corp

Technology
-1.67K
- 7.94%
$354.56 - $497.45 $594K - $833K
19.4K $9.66M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-749
- 2.54%
$179.95 - $278.88 $135K - $209K
28.7K $8M
NVDA
Nvidia Corp

Technology
-175
- 0.26%
$94.31 - $157.99 $16.5K - $27.6K
67.7K $10.7M
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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