Members Wealth LLC Incresed Positions in Q3 2025

Members Wealth LLC

  • $158 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
52.8K
+ 28.59%
$45.26 - $46.63 $2.39M - $2.46M
238K $11B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
102K
+ 329.97%
$24.14 - $24.34 $2.46M - $2.49M
133K $3.23B
SPYG
Spdr Portfolio

ETFs
4K
+ 4.85%
$94.33 - $105.31 $377K - $421K
86.4K $9.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.3K
+ 34.93%
$72.57 - $74.72 $1.62M - $1.67M
86.3K $6.41B
IEFA
Ishares Tr

ETFs
15.3K
+ 122.88%
$81.7 - $87.53 $1.25M - $1.34M
27.8K $2.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.61K
+ 80.09%
$567.77 - $614.76 $914K - $989K
3.62K $2.22B
MSFT
Microsoft Corp

Technology
88
+ 1.12%
$491.09 - $535.64 $43.2K - $47.1K
7.96K $4.14B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
45.3K
+ 36.3%
$23.13 - $23.54 $1.05M - $1.07M
170K $3.98B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
40.4K
+ 32.73%
$25.24 - $25.56 $1.02M - $1.03M
164K $4.17B
NVDA
Nvidia Corp

Technology
15
+ 0.11%
$153.3 - $186.58 $2.3K - $2.8K
13.2K $2.48B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.68K
+ 13.02%
$52.12 - $55.33 $505K - $536K
84K $4.66B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.35K
+ 34.37%
$70.77 - $73.59 $591K - $614K
32.6K $2.41B
VO
Vanguard Mid Cap ETF

ETFs
1.72K
+ 27.45%
$279.83 - $293.74 $482K - $506K
8K $2.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
401
+ 19.85%
$546.99 - $602.2 $219K - $241K
2.42K $1.46B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.88K
+ 7.91%
$100.37 - $100.74 $489K - $491K
66.5K $6.67B
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.07K
+ 58.8%
$67.1 - $74.29 $340K - $377K
13.7K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.62%
$617.65 - $666.84 $14.8K - $16K
3.9K $2.61B
AAPL
Apple Inc.

Technology
282
+ 2.64%
$202.38 - $256.87 $57.1K - $72.4K
11K $2.8B
VTI
Vanguard Total Stock Market Et

ETFs
395
+ 7.41%
$303.93 - $329.86 $120K - $130K
5.73K $1.89B
Blackrock ETF Trust Ii
7.28K
+ 86.99%
N/A
15.6K $791M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.8K
+ 86.57%
$20.77 - $21.32 $328K - $337K
34.1K $722M
GOOGL
Alphabet Inc.

Communication Services
127
+ 4.25%
$174.36 - $254.72 $22.1K - $32.3K
3.11K $762M
META
Meta Platforms, Inc.

Communication Services
84
+ 6.27%
$695.21 - $791.73 $58.4K - $66.5K
1.42K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
140
+ 15.44%
$293.94 - $444.72 $41.2K - $62.3K
1.05K $481M
IBDV
Ishares Tr

Technology
7.66K
+ 4.19%
$21.75 - $22.22 $167K - $170K
191K $4.22B
EFA
Ishares Tr Msci Eafe ETF

ETFs
839
+ 18.49%
$87.29 - $93.61 $73.2K - $78.5K
5.38K $506M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.4K
+ 51.8%
$23.48 - $23.7 $103K - $104K
12.9K $304M
VOE
Vanguard Mid Cap Value Index F

ETFs
93
+ 1.54%
$164.63 - $174.58 $15.3K - $16.2K
6.12K $1.07B
WMT
Walmart Inc.

Consumer Defensive
268
+ 7.04%
$94.4 - $104.27 $25.3K - $27.9K
4.07K $415M
JPM
Jpmorgan Chase & CO

Financial Services
65
+ 7.0%
$282.78 - $316.06 $18.4K - $20.5K
994 $309M
NFLX
Netflix Inc

Communication Services
19
+ 8.02%
$1147.87 - $1297.18 $21.8K - $24.6K
256 $300M
ABBV
Abb Vie Inc.

Healthcare
80
+ 7.43%
$184.85 - $231.54 $14.8K - $18.5K
1.16K $283M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 2.12%
$567.09 - $607.37 $6.81K - $7.29K
578 $345M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
348
+ 9.25%
$97.75 - $100.75 $34K - $35.1K
4.11K $412M
NOW
Service Now, Inc.

Technology
5
+ 1.92%
$850.86 - $1044.69 $4.25K - $5.22K
266 $243M
VTV
Vanguard Value ETF

ETFs
2
+ 0.09%
$175.51 - $186.57 $351 - $373
2.3K $430M
IBMP
Ishares Tr Ibonds December 202

ETFs
784
+ 3.6%
$25.3 - $25.56 $19.8K - $20K
22.6K $574M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
172
+ 7.75%
$91.44 - $91.77 $15.7K - $15.8K
2.39K $219M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
184
+ 1.07%
$23.12 - $23.59 $4.25K - $4.34K
17.4K $406M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
44
+ 0.53%
$50.81 - $51.07 $2.24K - $2.25K
8.35K $425M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 3.72%
$459.11 - $506.91 $24.3K - $26.9K
1.48K $737M
Activity Summary
Buys All Purchases 55 New Holdings 13 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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