Wheelhouse Advisory Group LLC Purchases in Q3 2025

Wheelhouse Advisory Group LLC

  • $232 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
79.4K
+ 32.31%
$47.86 - $48.43 $3.8M - $3.85M
325K $15.7B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.9K
+ 5.26%
$393.18 - $439.39 $1.14M - $1.27M
57.9K $25.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.3K
+ 6.07%
$567.77 - $614.76 $1.31M - $1.41M
40.2K $24.6B
VHT
Vanguard Health Care ETF

ETFs
6.36K
+ 8.78%
$239.12 - $259.95 $1.52M - $1.65M
78.8K $20.4B
VGT
Vanguard Information Technolog

ETFs
709
+ 3.1%
$656.44 - $753.15 $465K - $534K
23.6K $17.6B
AVSC
American Centy ETF Tr Avantis
10.4K
+ 7.44%
$51.33 - $58.63 $533K - $609K
150K $14.9B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.26K
+ 2.74%
$362.31 - $405.74 $456K - $511K
47.3K $19B
VV
Vanguard Large Cap ETF

ETFs
2.24K
+ 3.74%
$285.05 - $309.14 $639K - $693K
62.2K $19.1B
VIG
Vanguard Dividend Appreciation

ETFs
4.36K
+ 5.46%
N/A
84.3K $18.2B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
36K
+ 30.24%
$47.18 - $48.17 $1.7M - $1.73M
155K $7.44B
ORCL
Oracle Corp

Technology
3.78K
New
$218.96 - $328.33 $827K - $1.24M
3.78K $1.06B
VFH
Vanguard Financial ETF

ETFs
2.91K
+ 4.03%
$125.23 - $132.78 $364K - $386K
75K $9.85B
AAPL
Apple Inc.

Technology
699
+ 10.77%
$202.38 - $256.87 $141K - $180K
7.19K $1.83B
ELV
Elevance Health, Inc.

Healthcare
1.36K
New
$274.66 - $395.76 $375K - $540K
1.36K $441M
NVDA
Nvidia Corp

Technology
501
+ 4.84%
$153.3 - $186.58 $76.8K - $93.5K
10.9K $2.03B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.33K
+ 21.66%
$72.57 - $74.72 $242K - $249K
18.7K $1.39B
MCD
Mcdonalds Corp

Consumer Cyclical
802
New
$291.67 - $316.99 $234K - $254K
802 $244M
COST
Costco Wholesale Corp

Consumer Defensive
259
New
$915.95 - $994.57 $237K - $258K
259 $240M
USB
Us Bancorp \De\

Financial Services
4.4K
New
$43.94 - $50.41 $193K - $222K
4.4K $213M
NEE
Nextera Energy Inc

Utilities
2.76K
New
$69.77 - $77.54 $193K - $214K
2.76K $209M
AEE
Ameren Corp

Utilities
176
+ 2.99%
$95.0 - $104.38 $16.7K - $18.4K
6.05K $632M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
175
+ 0.58%
$9.82 - $10.65 $1.72K - $1.86K
30.3K $320M
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.13%
$103.24 - $106.68 $413 - $427
3.05K $324M
Activity Summary
Buys All Purchases 24 New Holdings 6 Increased Positions 18 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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