Great Point Wealth Advisors, LLC Sells in Q4 2025

Great Point Wealth Advisors, LLC

  • $498 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
-15.7K
- 8.18%
$87.37 - $90.92 $1.37M - $1.43M
177K $15.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.9K
- 35.86%
$52.54 - $55.77 $781K - $829K
26.6K $1.46M
DFAI
Dimensional ETF Tr

ETFs
-42K
- 3.32%
$35.82 - $37.52 $1.5M - $1.57M
1.22M $45.3M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-8.03K
- 13.9%
$63.24 - $66.46 $508K - $534K
49.8K $3.22M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-3.81K
- 4.28%
$168.39 - $174.07 $641K - $663K
85.1K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.69K
- 47.15%
$213.04 - $254.0 $360K - $429K
1.89K $444K
URI
United Rentals, Inc.

Industrials
-119
- 16.9%
$806.61 - $1020.0 $96K - $121K
585 $471K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.18K
- 12.44%
$114.27 - $121.15 $135K - $143K
8.29K $968K
MSFT
Microsoft Corp

Technology
-78
- 0.74%
$496.82 - $542.07 $38.8K - $42.3K
10.5K $5.31M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-2.79K
- 5.22%
$55.31 - $57.46 $154K - $160K
50.6K $2.9M
JPM
Jpmorgan Chase & CO

Financial Services
-76
- 1.51%
$294.11 - $320.41 $22.4K - $24.4K
4.96K $1.49M
DFAU
Dimensional ETF Tr

ETFs
-3.39K
- 1.08%
$44.77 - $47.01 $152K - $159K
309K $14.2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.48K
- 0.84%
N/A
293K $9.23M
VB
Vanguard Small Cap ETF

ETFs
-39
- 0.27%
$248.1 - $260.08 $9.68K - $10.1K
14.2K $3.55M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-214
- 0.56%
$66.04 - $69.67 $14.1K - $14.9K
38.2K $2.57M
NVDA
Nvidia Corp

Technology
-257
- 9.59%
$179.83 - $207.04 $46.2K - $53.2K
2.42K $452K
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 3.71%
$358.03 - $397.02 $10.4K - $11.5K
752 $269K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-349
- 1.81%
$142.79 - $150.05 $49.8K - $52.4K
18.9K $2.77M
VTI
Vanguard Total Stock Market Et

ETFs
-304
- 0.8%
$321.8 - $337.95 $97.8K - $103K
37.6K $12.4M
AOA
Ishares Tr Core Aggressive All

ETFs
-367
- 6.65%
$86.51 - $90.12 $31.7K - $33.1K
5.15K $457K
IEFA
Ishares Tr

ETFs
-500
- 3.25%
$86.09 - $89.88 $43K - $44.9K
14.9K $1.32M
IEMG
Ishares Inc

ETFs
-378
- 8.25%
N/A
4.2K $225K
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 2.7%
$653.02 - $687.39 $12.4K - $13.1K
684 $455K
VV
Vanguard Large Cap ETF

ETFs
-94
- 1.32%
$301.9 - $317.98 $28.4K - $29.9K
7.02K $2.18M
AVGO
Broadcom Inc.

Technology
-67
- 5.85%
$324.63 - $385.98 $21.8K - $25.9K
1.08K $369K
VEA
Vanguard Ftse Developed Market

ETFs
-282
- 2.8%
$59.18 - $62.09 $16.7K - $17.5K
9.8K $601K
AVGE
American Centy ETF Tr Avantis
-58
- 1.69%
N/A
3.37K $0
DISV
Dimensional ETF Tr Dimensional

ETFs
-86
- 0.61%
$35.06 - $36.3 $3.02K - $3.12K
14K $501K
GOOGL
Alphabet Inc.

Communication Services
-120
- 11.14%
$236.57 - $291.31 $28.4K - $35K
957 $264K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-220
- 0.24%
$45.45 - $48.31 $10K - $10.6K
92.7K $4.4M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.05K
- 1.51%
$73.09 - $78.36 $76.7K - $82.2K
68.2K $5.29M
AVUS
American Centy ETF Tr Avantis

ETFs
-3.09K
- 0.27%
$105.96 - $111.17 $327K - $343K
1.12M $122M
GOOG
Alphabet Inc.

Communication Services
-279
- 3.97%
$237.49 - $291.74 $66.3K - $81.4K
6.75K $1.93M
DFAE
Dimensional ETF Tr

ETFs
-20.4K
- 1.86%
$30.74 - $33.05 $627K - $674K
1.08M $35M
Activity Summary
Buys All Purchases 20 New Holdings 4 Increased Positions 16 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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