Family Wealth Partners, LLC Purchases and Sells in Q1 2025

Family Wealth Partners, LLC

$219 Billion
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	19.5K + 8.95%	$57.44 - $59.3 $1.12M - $1.15M	237K $14.1B
LPLA	4.08K + 3.79%	$308.87 - $383.33 $1.26M - $1.57M	112K $36.6B
DIHP	22.5K + 7.86%	$25.1 - $27.85 $564K - $626K	308K $8.31B
AVDV	7.97K + 6.97%	$63.74 - $71.96 $508K - $574K	122K $8.53B
IDEV	8.24K + 7.29%	$63.77 - $71.36 $526K - $588K	121K $8.36B
DFSD	11.6K + 8.18%	$46.74 - $47.55 $540K - $550K	153K $7.27B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	4.11K New	$106.98 - $149.43 $439K - $613K	4.11K $445M
AMZN	2.14K New	$190.26 - $242.06 $407K - $517K	2.14K $407M
GBDC	19.3K New	$14.46 - $15.96 $279K - $308K	19.3K $292M
ORCC	19.4K New	N/A	19.4K $285M
EPR	4.08K New	$43.98 - $53.81 $180K - $220K	4.08K $215M
WPC	3.22K New	$53.5 - $65.05 $172K - $210K	3.22K $203M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBR	-950 - 1.9%	$183.02 - $207.75 $174K - $197K	49.1K $9.15B
VB	-481 - 1.63%	$217.89 - $252.64 $105K - $122K	29K $6.43B
VTI	-549 - 2.48%	$271.18 - $303.12 $149K - $166K	21.6K $5.94B
VOO	-230 - 2.11%	$507.05 - $563.67 $117K - $130K	10.7K $5.47B
AGG	-2.44K - 6.25%	$95.85 - $99.25 $234K - $242K	36.6K $3.62B
IVV	-11 - 0.42%	$554.06 - $615.85 $6.09K - $6.77K	2.62K $1.47B

Activity Summary All Purchases 33 New Holdings 8 Increased Positions 25 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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