Wheelhouse Advisory Group LLC Purchases and Sells in Q4 2025

Wheelhouse Advisory Group LLC

$263 Billion
Q4 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	136K + 41.97%	$48.17 - $48.5 $6.57M - $6.62M	462K $22.2B
VHT	4.7K + 5.96%	$264.7 - $283.93 $1.24M - $1.33M	83.4K $24.2B
DFNM	71.8K + 46.34%	$47.98 - $48.33 $3.45M - $3.47M	227K $10.9B
VOOG	3.06K + 5.28%	$426.99 - $455.46 $1.31M - $1.39M	61K $27.3B
VIG	6.57K + 7.8%	N/A	90.8K $20.1B
VOO	1.8K + 4.47%	$600.51 - $631.95 $1.08M - $1.14M	42K $26.6B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.14K New	$799.57 - $1025.28 $908K - $1.16M	1.14K $1.23B
BA	2.12K New	$191.81 - $225.32 $406K - $477K	2.12K $462M
VUG	662 New	$470.44 - $504.26 $311K - $334K	662 $326M
GOOGL	963 New	$236.57 - $291.31 $228K - $281K	963 $302M
INNOVATOR US EQY BUFFER ETF	6.02K New	N/A	6.02K $300M
VYM	2.03K New	$137.47 - $143.13 $279K - $291K	2.03K $294M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMR	-2.86K - 62.1%	$126.01 - $140.03 $360K - $400K	1.74K $236M
MYD	-20.1K - 66.39%	$10.51 - $10.73 $212K - $216K	10.2K $115M
MUB	-839 - 27.55%	$106.36 - $107.61 $89.2K - $90.3K	2.21K $236M
MO	-825 - 17.52%	$56.38 - $66.65 $46.5K - $55K	3.88K $224M
T	-204 - 1.08%	$24.44 - $27.55 $4.99K - $5.62K	18.6K $462M
FMB	-1.04K - 16.71%	$50.75 - $51.37 $52.8K - $53.4K	5.18K $265M

Activity Summary All Purchases 38 New Holdings 7 Increased Positions 31 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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