Parkwoods Wealth Partners, LLC Purchases in Q3 2025

Parkwoods Wealth Partners, LLC

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
3.83K
New
$55.64 - $59.37 $213K - $227K
3.83K $225M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
1.47K
New
$117.34 - $141.85 $172K - $208K
1.47K $206M
HD
Home Depot, Inc.

Consumer Cyclical
495
New
$357.4 - $423.42 $177K - $210K
495 $201M
META
Meta Platforms, Inc.

Communication Services
275
+ 42.97%
$695.21 - $791.73 $191K - $218K
915 $672M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.91K
+ 11.66%
$50.53 - $50.82 $198K - $199K
37.4K $1.9B
GE
General Electric CO

Industrials
133
+ 3.87%
$244.75 - $305.63 $32.6K - $40.6K
3.57K $1.08B
NVDA
Nvidia Corp

Technology
441
+ 14.28%
$153.3 - $186.58 $67.6K - $82.3K
3.53K $658M
TFLO
Ishares Treasury Floating Rate

ETFs
1.98K
+ 11.16%
$50.45 - $50.65 $99.7K - $100K
19.7K $996M
Ge Vernova Inc
33
+ 3.84%
N/A
892 $548M
AVGO
Broadcom Inc.

Technology
48
+ 4.51%
$264.74 - $369.57 $12.7K - $17.7K
1.11K $367M
JPM
Jpmorgan Chase & CO

Financial Services
44
+ 2.37%
$282.78 - $316.06 $12.4K - $13.9K
1.9K $598M
AKBA
Akebia Therapeutics, Inc.

Healthcare
20K
New
$2.7 - $4.01 $54K - $80.2K
20K $54.6M
APH
Amphenol Corp

Technology
14
+ 0.67%
$97.39 - $125.4 $1.36K - $1.76K
2.1K $260M
GSM
Ferroglobe PLC

Basic Materials
11.5K
New
$3.87 - $4.75 $44.5K - $54.6K
11.5K $52.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 2.77%
$617.65 - $666.84 $13K - $14K
780 $520M
RTX
Raytheon Technologies Corp

Industrials
50
+ 2.7%
$144.19 - $167.33 $7.21K - $8.37K
1.9K $318M
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 1.23%
$121.35 - $144.54 $2.91K - $3.47K
1.98K $286M
CVX
Chevron Corp

Energy
110
+ 5.2%
$145.57 - $161.83 $16K - $17.8K
2.23K $346M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 2.79%
$696.56 - $806.32 $6.27K - $7.26K
332 $264M
WMT
Walmart Inc.

Consumer Defensive
154
+ 4.57%
$94.4 - $104.27 $14.5K - $16.1K
3.53K $363M
MNST
Monster Beverage Corp

Consumer Defensive
17
+ 0.28%
$58.65 - $67.31 $997 - $1.14K
6.08K $409M
XOM
Exxon Mobil Corp

Energy
115
+ 3.99%
$105.83 - $117.22 $12.2K - $13.5K
3K $338M
LLY
Eli Lilly & CO

Healthcare
49
+ 6.97%
$625.65 - $812.69 $30.7K - $39.8K
752 $574M
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.14%
$328.67 - $358.52 $657 - $717
1.43K $499M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
15K
New
$0.58 - $1.66 $8.7K - $24.9K
15K $24.3M
NEE
Nextera Energy Inc

Utilities
12
+ 0.33%
$69.77 - $77.54 $837 - $930
3.68K $278M
AFL
Aflac Inc

Financial Services
4
+ 0.16%
$98.09 - $111.7 $392 - $447
2.43K $272M
V
Visa Inc.

Financial Services
96
+ 7.43%
$332.09 - $358.86 $31.9K - $34.5K
1.39K $474M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.85%
$291.67 - $316.99 $1.75K - $1.9K
716 $218M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 7.94%
$915.95 - $994.57 $22.9K - $24.9K
340 $315M
ABT
Abbott Laboratories

Healthcare
27
+ 1.76%
$120.51 - $136.62 $3.25K - $3.69K
1.56K $209M
PG
Procter & Gamble CO

Consumer Defensive
39
+ 3.01%
$150.47 - $161.22 $5.87K - $6.29K
1.33K $205M
ADP
Automatic Data Processing Inc

Industrials
10
+ 0.98%
$288.69 - $310.94 $2.89K - $3.11K
1.03K $302M
Activity Summary
Buys All Purchases 84 New Holdings 25 Increased Positions 59 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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