Aegis Wealth Management LLC Sells in Q4 2025

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-12.8K
- 65.0%
$182.87 - $189.72 $2.34M - $2.43M
6.9K $1.32B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.87K
- 15.31%
$656.2 - $690.71 $1.88M - $1.98M
15.9K $10.9B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.1K
- 58.87%
$92.24 - $96.56 $1.48M - $1.55M
11.2K $1.08B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-53.7K
- 78.06%
$26.44 - $27.53 $1.42M - $1.48M
15.1K $414M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.21K
- 13.74%
$653.02 - $687.39 $1.44M - $1.52M
13.9K $9.46B
DFAU
Dimensional ETF Tr

ETFs
-25.8K
- 15.77%
$44.77 - $47.01 $1.15M - $1.21M
138K $6.44B
VBR
Vanguard Small Cap Value ETF

ETFs
-4.28K
- 38.87%
$201.42 - $211.15 $863K - $904K
6.74K $1.43B
REET
Ishares Global Reit ETF

ETFs
-32.5K
- 59.64%
$24.8 - $26.02 $807K - $846K
22K $549M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 25.0%
$712170.0 - $770185.0 $712K - $770K
3 $2.26B
AAPL
Apple Inc.

Technology
-3.22K
- 21.95%
$245.27 - $275.25 $790K - $887K
11.5K $3.11B
IWM
Ishares Russell 2000 ETF

ETFs
-2.72K
- 16.08%
$236.79 - $250.33 $644K - $681K
14.2K $3.49B
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.77K
- 37.1%
$199.44 - $208.01 $553K - $577K
4.7K $988M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-9.42K
- 8.53%
$66.04 - $69.67 $622K - $657K
101K $7.04B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-16.7K
- 29.83%
$30.55 - $32.35 $510K - $540K
39.3K $1.29B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-16.9K
- 10.3%
$43.57 - $45.71 $736K - $772K
147K $6.85B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-18.4K
- 38.66%
$23.07 - $24.16 $424K - $444K
29.2K $668M
EEM
Ishares Msci Emerging Markets

ETFs
-8.5K
- 21.69%
$51.94 - $56.01 $441K - $476K
30.7K $1.68B
T
At&T Inc.

Communication Services
-2.13K
- 14.25%
$24.44 - $27.55 $52K - $58.6K
12.8K $318M
PFE
Pfizer Inc

Healthcare
-2.38K
- 20.07%
$24.23 - $27.37 $57.7K - $65.2K
9.49K $236M
GIS
General Mills Inc

Consumer Defensive
-945
- 17.27%
$45.98 - $50.93 $43.5K - $48.1K
4.53K $211M
LAMR
Lamar Advertising CO

Real Estate
-602
- 19.38%
$116.11 - $129.63 $69.9K - $78K
2.5K $317M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-950
- 19.59%
$63.25 - $66.24 $60.1K - $62.9K
3.9K $257M
LYG
Lloyds Banking Group PLC

Financial Services
-23.8K
- 25.89%
$4.42 - $5.03 $105K - $120K
68K $361M
MO
Altria Group, Inc.

Consumer Defensive
-212
- 4.4%
$56.38 - $66.65 $12K - $14.1K
4.61K $266M
WEC
Wec Energy Group, Inc.

Utilities
-179
- 5.11%
$110.61 - $117.5 $19.8K - $21K
3.32K $350M
PEAK
Healthpeak Properties, Inc.

Real Estate
-732
- 5.76%
N/A
12K $192M
EIX
Edison International

Utilities
-1.15K
- 25.05%
$52.12 - $59.08 $60.1K - $68.1K
3.45K $207M
PKG
Packaging Corp Of America

Consumer Cyclical
-126
- 7.55%
$195.59 - $215.64 $24.6K - $27.2K
1.54K $318M
NKE
Nike, Inc.

Consumer Cyclical
-206
- 5.52%
$60.8 - $74.57 $12.5K - $15.4K
3.52K $225M
VZ
Verizon Communications Inc

Communication Services
-330
- 5.04%
$38.4 - $43.83 $12.7K - $14.5K
6.21K $253M
DRI
Darden Restaurants Inc

Consumer Cyclical
-88
- 5.41%
$171.59 - $193.49 $15.1K - $17K
1.54K $283M
IEFA
Ishares Tr

ETFs
-910
- 3.42%
$86.09 - $89.88 $78.3K - $81.8K
25.7K $2.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.42K
- 10.77%
$35.06 - $36.3 $49.8K - $51.6K
11.8K $447M
PM
Philip Morris International Inc.

Consumer Defensive
-72
- 1.64%
$144.33 - $160.86 $10.4K - $11.6K
4.32K $693M
MDT
Medtronic PLC

Healthcare
-230
- 3.45%
$90.06 - $98.43 $20.7K - $22.6K
6.43K $617M
DFAE
Dimensional ETF Tr

ETFs
-4.42K
- 3.48%
$30.74 - $33.05 $136K - $146K
123K $3.99B
FIS
Fidelity National Information Services, Inc.

Technology
-200
- 4.42%
$61.5 - $68.57 $12.3K - $13.7K
4.33K $288M
AEP
American Electric Power CO Inc

Utilities
-141
- 4.71%
$112.75 - $122.73 $15.9K - $17.3K
2.85K $329M
SBUX
Starbucks Corp

Consumer Cyclical
-66
- 1.99%
$78.46 - $87.26 $5.18K - $5.76K
3.25K $274M
OMC
Omnicom Group Inc.

Communication Services
-48
- 1.49%
$72.23 - $81.23 $3.47K - $3.9K
3.18K $257M
BP
Bp PLC

Energy
-211
- 1.79%
$32.78 - $37.35 $6.92K - $7.88K
11.6K $402M
JNJ
Johnson & Johnson

Healthcare
-333
- 10.98%
$185.98 - $199.58 $61.9K - $66.5K
2.7K $559M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-650
- 4.38%
$30.89 - $32.15 $20.1K - $20.9K
14.2K $468M
TFC
Truist Financial Corp

Financial Services
-243
- 4.02%
$41.09 - $45.64 $9.98K - $11.1K
5.8K $285M
PAGP
Plains Gp Holdings LP

Energy
-212
- 1.29%
$16.85 - $18.3 $3.57K - $3.88K
16.2K $309M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-243
- 0.7%
$25.2 - $26.46 $6.12K - $6.43K
34.7K $910M
USB
Us Bancorp \De\

Financial Services
-283
- 4.08%
$45.28 - $48.26 $12.8K - $13.7K
6.66K $355M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19
- 4.6%
$524.58 - $588.02 $9.97K - $11.2K
394 $228M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30
- 0.94%
$600.51 - $631.95 $18K - $19K
3.17K $1.99B
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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