Wpg Advisers, LLC Purchases in Q4 2025

Wpg Advisers, LLC

  • $135 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
62.2K
+ 37.12%
$31.41 - $33.69 $1.95M - $2.09M
230K $7.49B
PULS
Pgim ETF Tr

ETFs
41.4K
+ 291.65%
$49.64 - $49.83 $2.06M - $2.06M
55.6K $2.76B
IVV
Ishares Core S&P 500 ETF

ETFs
2.67K
+ 27.47%
$656.2 - $690.71 $1.75M - $1.84M
12.4K $8.48B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
22.8K
+ 2220.2%
$52.81 - $55.35 $1.2M - $1.26M
23.8K $1.32B
RDVY
First Trust Rising Dividend Ac

ETFs
15K
+ 1669.98%
$65.02 - $68.31 $973K - $1.02M
15.9K $1.1B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.81K
New
$149.52 - $158.91 $869K - $924K
5.81K $890M
QQQ
Invesco Qqq Trust, Series 1

ETFs
702
+ 4.2%
$589.5 - $635.77 $414K - $446K
17.4K $10.7B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.45K
+ 10.28%
$93.79 - $100.35 $511K - $547K
58.4K $5.75B
MGV
Vanguard Mega Cap Value

ETFs
2.83K
+ 10.55%
$135.26 - $140.13 $383K - $396K
29.6K $4.18B
GOOGL
Alphabet Inc.

Communication Services
305
+ 8.07%
$236.57 - $291.31 $72.2K - $88.8K
4.08K $1.28B
AAPL
Apple Inc.

Technology
478
+ 5.91%
$245.27 - $275.25 $117K - $132K
8.57K $2.33B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
489
+ 18.35%
$280.66 - $305.09 $137K - $149K
3.15K $958M
AMZN
Amazon Com Inc

Consumer Cyclical
365
+ 3.38%
$213.04 - $254.0 $77.8K - $92.7K
11.2K $2.57B
NVDA
Nvidia Corp

Technology
919
+ 6.01%
$179.83 - $207.04 $165K - $190K
16.2K $3.02B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
3.29K
New
$50.23 - $50.46 $165K - $166K
3.29K $165M
WDC
Western Digital Corp

Technology
259
+ 12.8%
$113.13 - $174.22 $29.3K - $45.1K
2.28K $393M
CAH
Cardinal Health Inc

Healthcare
499
+ 207.05%
$153.27 - $206.06 $76.5K - $103K
740 $152M
JPM
Jpmorgan Chase & CO

Financial Services
314
+ 41.26%
$294.11 - $320.41 $92.4K - $101K
1.08K $346M
CSCO
Cisco Systems, Inc.

Technology
931
+ 26.12%
$67.46 - $78.0 $62.8K - $72.6K
4.5K $346M
C
Citigroup Inc

Financial Services
704
+ 61.11%
$93.93 - $102.87 $66.1K - $72.4K
1.86K $217M
Rbb Fund Trust
2.07K
New
N/A
2.07K $95.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 8.91%
$100.68 - $106.15 $127K - $133K
15.4K $1.57B
RTX
Raytheon Technologies Corp

Industrials
272
+ 11.0%
$157.0 - $179.44 $42.7K - $48.8K
2.75K $503M
WELL
Welltower Inc.

Real Estate
452
+ 236.65%
$165.94 - $193.82 $75K - $87.6K
643 $119M
Qxo Inc
4.34K
+ 238.45%
N/A
6.15K $119M
AMD
Advanced Micro Devices Inc

Technology
183
+ 23.89%
$164.01 - $264.33 $30K - $48.4K
949 $203M
BAC
Bank Of America Corp

Financial Services
1.03K
+ 17.23%
$48.65 - $54.11 $50K - $55.6K
6.99K $384M
Talen Energy Corp
268
+ 57.14%
N/A
737 $276M
PFE
Pfizer Inc

Healthcare
3.02K
+ 74.58%
$24.23 - $27.37 $73.2K - $82.7K
7.07K $176M
Coreweave Inc
1.02K
New
N/A
1.02K $72.8M
TSLA
Tesla, Inc.

Consumer Cyclical
137
+ 10.26%
$401.99 - $468.37 $55.1K - $64.2K
1.47K $662M
MRK
Merck & Co., Inc.

Healthcare
382
+ 34.48%
$82.49 - $92.93 $31.5K - $35.5K
1.49K $157M
MS
Morgan Stanley

Financial Services
303
+ 58.83%
$151.86 - $169.92 $46K - $51.5K
818 $145M
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 4.31%
$429.59 - $576.2 $7.3K - $9.8K
411 $233M
CB
Chubb LTD

Financial Services
160
+ 95.81%
$268.2 - $296.22 $42.9K - $47.4K
327 $102M
Ge Vernova Inc
68
+ 26.05%
N/A
329 $215M
BA
Boeing CO

Industrials
249
+ 102.89%
$191.81 - $225.32 $47.8K - $56.1K
491 $107M
INTC
Intel Corp

Technology
1.27K
+ 62.57%
$34.71 - $41.53 $44K - $52.6K
3.29K $121M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 23.93%
$475.68 - $513.11 $45.2K - $48.7K
492 $247M
Abivax Sa
253
+ 125.87%
N/A
454 $61.2M
AVGO
Broadcom Inc.

Technology
24
+ 1.12%
$324.63 - $385.98 $7.79K - $9.26K
2.17K $752M
AZN
Astrazeneca PLC

Healthcare
128
+ 6.25%
$81.15 - $89.4 $10.4K - $11.4K
2.18K $200M
Astera Labs Inc
360
+ 62.5%
N/A
936 $156M
MDB
Mongo Db, Inc.

Technology
57
+ 34.34%
$313.81 - $373.89 $17.9K - $21.3K
223 $93.6M
JCI
Johnson Controls International PLC

Industrials
305
+ 70.44%
$105.55 - $122.66 $32.2K - $37.4K
738 $88.4M
NTRA
Natera, Inc.

Healthcare
86
+ 29.97%
$160.21 - $209.5 $13.8K - $18K
373 $85.5M
Medline Inc
899
New
N/A
899 $37.8M
GD
General Dynamics Corp

Industrials
113
+ 69.33%
$330.59 - $353.77 $37.4K - $40K
276 $92.9M
BMY
Bristol Myers Squibb CO

Healthcare
469
+ 36.1%
$42.6 - $49.08 $20K - $23K
1.77K $95.4M
Activity Summary
Buys All Purchases 509 New Holdings 99 Increased Positions 410 Sells All Sells 472 Reductions 472 Sold out 0 Options Calls 0 Puts 0
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