Wt Wealth Management Reduced Holdings in Q3 2025

Wt Wealth Management

  • $333 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-313K
- 73.2%
$24.23 - $24.42 $7.59M - $7.65M
115K $2.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
-115K
- 94.43%
$37.2 - $39.61 $4.28M - $4.56M
6.79K $268K
AMZN
Amazon Com Inc

Consumer Cyclical
-5.67K
- 12.75%
$211.65 - $238.24 $1.2M - $1.35M
38.8K $8.51M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-48.1K
- 18.55%
$24.69 - $25.26 $1.19M - $1.22M
211K $5.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12.4K
- 49.31%
$92.18 - $95.14 $1.14M - $1.18M
12.7K $1.21M
NFLX
Netflix Inc

Communication Services
-528
- 19.89%
$1147.87 - $1297.18 $606K - $685K
2.13K $2.55M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-9.87K
- 59.97%
$50.08 - $50.37 $494K - $497K
6.59K $331K
WMT
Walmart Inc.

Consumer Defensive
-5.91K
- 18.08%
$94.4 - $104.27 $558K - $616K
26.8K $2.76M
HD
Home Depot, Inc.

Consumer Cyclical
-1.76K
- 21.41%
$357.4 - $423.42 $627K - $743K
6.44K $2.61M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.68K
- 3.0%
$50.53 - $50.82 $388K - $391K
248K $12.6M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.24K
- 5.86%
$50.52 - $50.75 $265K - $266K
84.2K $4.27M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.33K
- 15.46%
$62.54 - $68.42 $396K - $433K
34.6K $2.34M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-3.76K
- 1.59%
$48.04 - $48.61 $180K - $183K
232K $11.2M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 0.59%
$915.95 - $994.57 $14.7K - $15.9K
2.7K $2.5M
PAA
Plains All American Pipeline LP

Energy
-5.68K
- 13.31%
$16.88 - $18.93 $95.9K - $108K
37K $631K
ET
Energy Transfer LP

Energy
-5.63K
- 12.34%
$17.11 - $18.16 $96.2K - $102K
40K $685K
LLY
Eli Lilly & CO

Healthcare
-165
- 20.27%
$625.65 - $812.69 $103K - $134K
649 $495K
DBB
Invesco Db Base Metals Fund

ETFs
-6.7K
- 16.15%
$19.03 - $20.57 $127K - $138K
34.8K $714K
DBA
Invesco Db Agriculture Fund

ETFs
-3.66K
- 12.61%
$25.62 - $27.91 $93.8K - $102K
25.4K $678K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-2.81K
- 18.41%
N/A
12.5K $281K
AVGO
Broadcom Inc.

Technology
-384
- 32.54%
$264.74 - $369.57 $102K - $142K
796 $262K
CRWD
Crowd Strike Holdings, Inc.

Technology
-77
- 12.6%
$412.46 - $514.1 $31.8K - $39.6K
534 $261K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.12K
- 20.64%
$39.06 - $43.42 $82.7K - $92K
8.15K $353K
WFC
Wells Fargo & Company

Financial Services
-700
- 19.54%
$77.05 - $85.16 $53.9K - $59.6K
2.88K $241K
VST
Vistra Corp.

Utilities
-175
- 14.47%
$182.0 - $217.92 $31.9K - $38.1K
1.03K $202K
IAK
Ishares Tr

ETFs
-180
- 4.33%
$126.37 - $134.46 $22.7K - $24.2K
3.98K $533K
CEG
Constellation Energy Corp

Utilities
-71
- 9.79%
$298.82 - $354.89 $21.2K - $25.2K
654 $215K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
-537
- 7.65%
$38.32 - $39.33 $20.6K - $21.1K
6.48K $254K
RIOT
Riot Blockchain, Inc.

Technology
-10.4K
- 44.55%
$11.03 - $19.78 $115K - $206K
13K $247K
XLC
Select Sector Spdr Tr Communic

ETFs
-485
- 10.55%
$105.99 - $119.41 $51.4K - $57.9K
4.11K $486K
FDUS
Fidus Investment Corp

Financial Services
-742
- 1.43%
$20.18 - $21.99 $15K - $16.3K
51.1K $1.04M
ORCL
Oracle Corp

Technology
-300
- 25.02%
$218.96 - $328.33 $65.7K - $98.5K
899 $252K
EBAY
Ebay Inc

Consumer Cyclical
-4.53K
- 18.49%
$75.33 - $100.77 $341K - $456K
19.9K $1.81M
NRG
Nrg Energy, Inc.

Utilities
-50
- 3.54%
$144.77 - $173.91 $7.24K - $8.7K
1.36K $220K
Grayscale Ethereum Trust ETF
-5.14K
- 40.87%
N/A
7.44K $0
Ea Series Trust
-12.8K
- 42.13%
N/A
17.6K $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6
- 0.16%
$100.37 - $100.74 $602 - $604
3.74K $376K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-12.9K
- 72.57%
N/A
4.88K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-5.65K
- 55.57%
N/A
4.52K $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-222
- 17.68%
$224.68 - $282.71 $49.9K - $62.8K
1.03K $288K
XOM
Exxon Mobil Corp

Energy
-84
- 2.72%
$105.83 - $117.22 $8.89K - $9.85K
3K $338K
AMD
Advanced Micro Devices Inc

Technology
-162
- 9.27%
$134.8 - $184.42 $21.8K - $29.9K
1.59K $256K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-207
- 2.71%
$87.05 - $93.19 $18K - $19.3K
7.44K $691K
UBER
Uber Technologies, Inc

Technology
-885
- 4.22%
$86.91 - $99.57 $76.9K - $88.1K
20.1K $1.97M
JPM
Jpmorgan Chase & CO

Financial Services
-105
- 5.5%
$282.78 - $316.06 $29.7K - $33.2K
1.8K $569K
MU
Micron Technology Inc

Technology
-460
- 21.81%
$104.88 - $168.89 $48.2K - $77.7K
1.65K $275K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-969
- 2.08%
$82.58 - $90.36 $80K - $87.6K
45.6K $4.12M
XLF
Financial Sector Spdr

ETFs
-2.81K
- 2.15%
$51.37 - $54.25 $144K - $152K
128K $6.89M
XLV
Select Sector Spdr Fund Health

ETFs
-354
- 1.51%
$129.01 - $139.72 $45.7K - $49.5K
23.1K $3.21M
Activity Summary
Buys All Purchases 65 New Holdings 12 Increased Positions 53 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wt Wealth Management Portfolio

Follow Wt Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email