Wealth Collab, LLC Purchases in Q4 2025

Wealth Collab, LLC

  • $244 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PCG
Pg&E Corp

Utilities
145
+ 50.17%
$15.63 - $16.81 $2.27K - $2.44K
434 $6.98M
THG
Hanover Insurance Group, Inc.

Financial Services
14
New
$168.39 - $184.62 $2.36K - $2.58K
14 $2.56M
DRS
Leonardo Drs, Inc.
74
New
N/A
74 $2.52M
Diversified Energy CO
174
New
N/A
174 $2.52M
WPP
Wpp PLC

Communication Services
108
New
$17.62 - $24.89 $1.9K - $2.69K
108 $2.43M
FAST
Fastenal CO

Industrials
60
New
$40.45 - $48.17 $2.43K - $2.89K
60 $2.41M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
9
+ 1.07%
$49.42 - $51.28 $445 - $462
850 $44.3M
WDFC
Wd 40 CO

Basic Materials
12
New
$189.47 - $206.54 $2.27K - $2.48K
12 $2.36M
NEWT
Newtek Business Services Corp.

Financial Services
203
New
$10.05 - $11.37 $2.04K - $2.31K
203 $2.31M
PGR
Progressive Corp

Financial Services
11
+ 91.67%
$203.7 - $246.46 $2.24K - $2.71K
23 $5.24M
DELL
Dell Technologies Inc.

Technology
52
+ 19.19%
$133.76 - $164.88 $6.96K - $8.57K
323 $40.7M
EURN
Euronav Nv

Energy
204
+ 19.94%
N/A
1.23K $11.8M
YORW
York Water CO

Utilities
69
New
$29.95 - $32.65 $2.07K - $2.25K
69 $2.2M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
88
+ 225.64%
$20.31 - $23.18 $1.79K - $2.04K
127 $2.97M
ZTO
Zto Express (Cayman) Inc.

Industrials
99
New
$18.5 - $19.36 $1.83K - $1.92K
99 $2.07M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
31
New
$60.25 - $64.15 $1.87K - $1.99K
31 $2.03M
GAIN
Gladstone Investment Corporation\De

Financial Services
145
New
$13.2 - $14.1 $1.91K - $2.04K
145 $2.03M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
16
+ 47.06%
$79.4 - $86.54 $1.27K - $1.38K
50 $4.9M
Ww Intl Inc
68
New
N/A
68 $1.99M
ITB
Ishares Tr

ETFs
20
New
$97.11 - $109.24 $1.94K - $2.18K
20 $1.93M
URBN
Urban Outfitters Inc

Consumer Cyclical
21
+ 23.86%
$61.37 - $73.13 $1.29K - $1.54K
109 $8.2M
STKL
Sun Opta Inc.

Consumer Defensive
858
+ 130.2%
$3.86 - $6.04 $3.31K - $5.18K
1.52K $5.77M
MOH
Molina Healthcare, Inc.

Healthcare
13
+ 65.0%
$137.54 - $203.26 $1.79K - $2.64K
33 $5.73M
XLE
Energy Sector Spdr

ETFs
40
New
$85.22 - $92.02 $3.41K - $3.68K
40 $1.79M
DD
Du Pont De Nemours, Inc.

Basic Materials
43
New
$34.69 - $82.16 $1.49K - $3.53K
43 $1.73M
NLOK
Norton Life Lock Inc.

Technology
62
New
N/A
62 $1.69M
GRNT
Granite Ridge Resources, Inc.
387
+ 147.71%
$5.08 - $5.56 $1.97K - $2.15K
649 $3.05M
BAK
Braskem Sa

Basic Materials
549
New
$2.38 - $3.05 $1.31K - $1.67K
549 $1.62M
RMAX
Re/Max Holdings, Inc.

Real Estate
584
+ 37.13%
$7.45 - $9.36 $4.35K - $5.47K
2.16K $16.4M
VAW
Vanguard Materials ETF

ETFs
7
New
$192.26 - $206.3 $1.35K - $1.44K
7 $1.45M
NNN
National Retail Properties, Inc.

Real Estate
81
+ 13.48%
$39.65 - $42.98 $3.21K - $3.48K
682 $27M
Sequans Communications S A
302
New
N/A
302 $1.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11
+ 0.14%
$26.44 - $27.53 $291 - $303
8.16K $224M
IDT
Idt Corp

Communication Services
26
New
$46.64 - $52.29 $1.21K - $1.36K
26 $1.33M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
24
New
$56.88 - $60.06 $1.37K - $1.44K
24 $1.33M
Cango Inc
883
New
N/A
883 $1.33M
IFRA
Ishares Tr

ETFs
25
New
$52.02 - $54.04 $1.3K - $1.35K
25 $1.32M
UGP
Ultrapar Holdings Inc

Energy
437
+ 39.84%
$3.74 - $4.36 $1.63K - $1.91K
1.53K $5.78M
MED
Medifast Inc

Consumer Cyclical
163
+ 92.61%
$11.38 - $14.03 $1.85K - $2.29K
339 $3.62M
CNA
Cna Financial Corp

Financial Services
23
+ 28.75%
$44.05 - $47.08 $1.01K - $1.08K
103 $4.92M
VGLT
Vanguard Long Term Treasury Et

ETFs
21
New
$56.44 - $58.38 $1.19K - $1.23K
21 $1.17M
GBDC
Golub Capital Bdc, Inc.

Financial Services
83
New
$13.33 - $14.31 $1.11K - $1.19K
83 $1.13M
GPRK
Geo Park LTD

Energy
152
New
$5.96 - $8.31 $906 - $1.26K
152 $1.13M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
26
+ 31.33%
$22.77 - $31.31 $592 - $814
109 $3.19M
Unilever PLC
16
New
N/A
16 $1.05M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
35
+ 33.98%
N/A
138 $8.65M
VIRC
Virco Mfg Corporation

Consumer Cyclical
179
+ 164.22%
$6.69 - $7.56 $1.2K - $1.35K
288 $1.84M
ALL
Allstate Corp

Financial Services
11
+ 5.34%
$190.0 - $214.3 $2.09K - $2.36K
217 $45.2M
Site Ctrs Corp
244
+ 93.85%
N/A
504 $3.24M
Activity Summary
Buys All Purchases 342 New Holdings 142 Increased Positions 200 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Collab, LLC Portfolio

Follow Wealth Collab, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Collab, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Collab, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email