Wheelhouse Advisory Group LLC Purchases and Sells in Q3 2025

Wheelhouse Advisory Group LLC

$232 Billion
Q3 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	79.4K + 32.31%	$47.86 - $48.43 $3.8M - $3.85M	325K $15.7B
VOOG	2.9K + 5.26%	$393.18 - $439.39 $1.14M - $1.27M	57.9K $25.2B
VOO	2.3K + 6.07%	$567.77 - $614.76 $1.31M - $1.41M	40.2K $24.6B
VHT	6.36K + 8.78%	$239.12 - $259.95 $1.52M - $1.65M	78.8K $20.4B
VGT	709 + 3.1%	$656.44 - $753.15 $465K - $534K	23.6K $17.6B
AVSC	10.4K + 7.44%	$51.33 - $58.63 $533K - $609K	150K $14.9B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	3.78K New	$218.96 - $328.33 $827K - $1.24M	3.78K $1.06B
ELV	1.36K New	$274.66 - $395.76 $375K - $540K	1.36K $441M
MCD	802 New	$291.67 - $316.99 $234K - $254K	802 $244M
COST	259 New	$915.95 - $994.57 $237K - $258K	259 $240M
USB	4.4K New	$43.94 - $50.41 $193K - $222K	4.4K $213M
NEE	2.76K New	$69.77 - $77.54 $193K - $214K	2.76K $209M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMR	-5.14K - 52.76%	$128.6 - $149.63 $660K - $768K	4.6K $603M
BIL	-3.8K - 5.36%	$91.44 - $91.77 $348K - $349K	67.2K $6.16B
PM	-1.14K - 29.39%	$157.77 - $183.27 $179K - $208K	2.73K $442M
T	-4.38K - 18.86%	$26.94 - $29.62 $118K - $130K	18.8K $532M
PG	-507 - 10.4%	$150.47 - $161.22 $76.3K - $81.7K	4.37K $671M
AMZN	-469 - 10.94%	$211.65 - $238.24 $99.3K - $112K	3.82K $838M

Activity Summary All Purchases 24 New Holdings 6 Increased Positions 18 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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