Code Waechter LLC Sells in Q4 2025

Code Waechter LLC

  • $151 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-4.28K
- 10.13%
$248.1 - $260.08 $1.06M - $1.11M
38K $9.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-10.2K
- 8.5%
$100.37 - $100.72 $1.03M - $1.03M
110K $11.1M
AAPL
Apple Inc.

Technology
-2.4K
- 22.4%
$245.27 - $275.25 $589K - $661K
8.32K $2.23M
MS
Morgan Stanley

Financial Services
-1.38K
- 31.37%
$151.86 - $169.92 $210K - $235K
3.02K $481K
META
Meta Platforms, Inc.

Communication Services
-37
- 3.12%
$609.01 - $751.67 $22.5K - $27.8K
1.15K $700K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.3K
- 2.27%
$28.9 - $30.17 $95.5K - $99.7K
142K $4.14M
GOOGL
Alphabet Inc.

Communication Services
-1.09K
- 24.23%
$236.57 - $291.31 $257K - $317K
3.4K $939K
DRSK
ETF Ser Solutions Aptus Define

ETFs
-5.29K
- 4.24%
$28.98 - $29.71 $153K - $157K
120K $3.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.43K
- 2.45%
$25.85 - $27.19 $114K - $120K
177K $4.68M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.87K
- 8.92%
$23.02 - $24.23 $112K - $118K
49.7K $1.19M
ENB
Enbridge Inc

Energy
-259
- 1.27%
$46.39 - $50.07 $12K - $13K
20.1K $959K
SO
Southern CO

Utilities
-532
- 13.69%
$90.58 - $99.72 $48.2K - $53.1K
3.35K $303K
BALT
Innovator Etfs Tr
-2.3K
- 1.75%
$32.7 - $33.07 $75.1K - $76K
129K $4.26M
SUB
Ishares Short Term National Mu

ETFs
-431
- 7.25%
$106.22 - $106.81 $45.8K - $46K
5.51K $587K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.66K
- 0.8%
$25.03 - $25.34 $41.5K - $42.1K
205K $5.16M
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.36%
$294.11 - $320.41 $2.94K - $3.2K
2.75K $826K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-230
- 0.29%
$27.17 - $28.65 $6.25K - $6.59K
80.4K $2.21M
GILD
Gilead Sciences, Inc.

Healthcare
-925
- 16.65%
$110.56 - $125.2 $102K - $116K
4.63K $574K
TSLA
Tesla, Inc.

Consumer Cyclical
-3
- 0.36%
$401.99 - $468.37 $1.21K - $1.41K
830 $339K
MA
Mastercard Inc

Financial Services
-3
- 0.39%
$536.85 - $580.45 $1.61K - $1.74K
762 $409K
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 3.74%
$910.94 - $954.99 $14.6K - $15.3K
412 $375K
CVX
Chevron Corp

Energy
-52
- 0.97%
$148.9 - $157.72 $7.74K - $8.2K
5.28K $817K
WEC
Wec Energy Group, Inc.

Utilities
-17
- 0.69%
$110.61 - $117.5 $1.88K - $2K
2.46K $272K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-149
- 0.42%
$26.44 - $27.53 $3.94K - $4.1K
35.2K $958K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.28%
$653.02 - $687.39 $2.61K - $2.75K
1.42K $943K
VTI
Vanguard Total Stock Market Et

ETFs
-14
- 1.5%
$321.8 - $337.95 $4.51K - $4.73K
918 $302K
KO
Coca Cola CO

Consumer Defensive
-320
- 5.85%
$66.1 - $71.61 $21.2K - $22.9K
5.15K $363K
AVGO
Broadcom Inc.

Technology
-114
- 2.96%
$324.63 - $385.98 $37K - $44K
3.74K $1.28M
IAU
Ishares Gold Trust

ETFs
-85
- 1.92%
$72.65 - $82.5 $6.18K - $7.01K
4.34K $334K
AEP
American Electric Power CO Inc

Utilities
-39
- 0.85%
$112.75 - $122.73 $4.4K - $4.79K
4.52K $548K
NGG
National Grid PLC

Utilities
-225
- 1.87%
$72.53 - $78.09 $16.3K - $17.6K
11.8K $912K
SNY
Sanofi

Healthcare
-366
- 2.47%
$48.09 - $52.34 $17.6K - $19.2K
14.4K $746K
GOOG
Alphabet Inc.

Communication Services
-93
- 3.66%
$237.49 - $291.74 $22.1K - $27.1K
2.45K $698K
AMGN
Amgen Inc

Healthcare
-73
- 3.08%
$290.13 - $341.71 $21.2K - $24.9K
2.3K $784K
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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