Aureum Wealth Management, LLC New Holdings in Q4 2025

Aureum Wealth Management, LLC

  • $108 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
96.6K
New
$102.4 - $109.39 $9.89M - $10.6M
96.6K $10.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
168K
New
$54.27 - $56.85 $9.1M - $9.54M
168K $9.53B
IEFA
Ishares Tr

ETFs
101K
New
$86.09 - $89.88 $8.66M - $9.05M
101K $9B
MBB
Ishares Tr

ETFs
63.8K
New
$94.9 - $96.23 $6.05M - $6.14M
63.8K $6.07B
GLDM
World Gold Trust

ETFs
58.5K
New
$76.32 - $86.69 $4.46M - $5.07M
58.5K $4.99B
JEPI
J P Morgan Exchange Traded Fd

ETFs
83.6K
New
$56.0 - $57.6 $4.68M - $4.81M
83.6K $4.78B
HDV
Ishares Core High Dividend ETF

ETFs
35.3K
New
$118.22 - $122.79 $4.17M - $4.33M
35.3K $4.29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
48.3K
New
$76.84 - $80.86 $3.71M - $3.91M
48.3K $3.87B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28.9K
New
$114.27 - $121.15 $3.3M - $3.5M
28.9K $3.47B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
66.3K
New
$50.55 - $50.74 $3.35M - $3.37M
66.3K $3.35B
Janus Detroit Str Tr
58.9K
New
N/A
58.9K $3.07B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
32.4K
New
$92.34 - $95.43 $2.99M - $3.09M
32.4K $3.05B
SCHX
Schwab Strategic Tr Us Large C

ETFs
105K
New
$25.85 - $27.19 $2.71M - $2.85M
105K $2.82B
SPIB
Spdr Portfolio Intermediate Te

ETFs
83.3K
New
$33.69 - $34.08 $2.8M - $2.84M
83.3K $2.81B
IEMG
Ishares Inc

ETFs
38.5K
New
N/A
38.5K $2.59B
VNQ
Vanguard Specialized Funds Van

ETFs
25.7K
New
$88.13 - $92.69 $2.26M - $2.38M
25.7K $2.27B
FLCA
Franklin Templeton ETF Tr

ETFs
42.2K
New
$44.58 - $46.36 $1.88M - $1.96M
42.2K $2.04B
Bny Mellon ETF Trust
49.7K
New
N/A
49.7K $2.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.78K
New
$653.02 - $687.39 $1.81M - $1.91M
2.78K $1.89B
IAU
Ishares Gold Trust

ETFs
23.3K
New
$72.65 - $82.5 $1.69M - $1.92M
23.3K $1.89B
VGLT
Vanguard Long Term Treasury Et

ETFs
31.9K
New
$56.44 - $58.38 $1.8M - $1.86M
31.9K $1.78B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
16.7K
New
$91.84 - $96.06 $1.54M - $1.61M
16.7K $1.59B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.82K
New
$199.44 - $208.01 $1.36M - $1.42M
6.82K $1.43B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.85K
New
$459.47 - $491.71 $1.31M - $1.4M
2.85K $1.35B
AAPL
Apple Inc.

Technology
4.66K
New
$245.27 - $275.25 $1.14M - $1.28M
4.66K $1.27B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
15.8K
New
$76.23 - $79.22 $1.21M - $1.25M
15.8K $1.2B
VEA
Vanguard Ftse Developed Market

ETFs
18.2K
New
$59.18 - $62.09 $1.08M - $1.13M
18.2K $1.14B
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
New
$656.2 - $690.71 $986K - $1.04M
1.5K $1.03B
MSFT
Microsoft Corp

Technology
1.99K
New
$496.82 - $542.07 $991K - $1.08M
1.99K $964M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.8K
New
$52.54 - $55.77 $881K - $935K
16.8K $901M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
12K
New
$70.19 - $72.57 $840K - $868K
12K $832M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.48K
New
$118.29 - $126.28 $767K - $819K
6.48K $799M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.69K
New
$100.37 - $100.72 $772K - $775K
7.69K $772M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16.6K
New
$42.19 - $45.31 $702K - $754K
16.6K $735M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.4K
New
$116.0 - $122.39 $510K - $539K
4.4K $532M
GLD
Spdr Gold Trust

ETFs
1.27K
New
$354.79 - $403.15 $451K - $512K
1.27K $503M
IVE
Ishares S&P 500 Value ETF

ETFs
2.31K
New
$202.52 - $212.07 $467K - $489K
2.31K $489M
CBU
Community Bank System, Inc.

Financial Services
7.35K
New
$55.01 - $59.01 $404K - $434K
7.35K $422M
IDV
Ishares Tr

ETFs
10K
New
$35.91 - $38.56 $360K - $387K
10K $396M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.13K
New
$142.82 - $150.36 $305K - $321K
2.13K $318M
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
New
N/A
1.35K $297M
BOTZ
Global X Fds

ETFs
8.04K
New
$35.15 - $38.25 $282K - $307K
8.04K $291M
MTB
M&T Bank Corp

Financial Services
1.44K
New
$178.63 - $195.63 $257K - $282K
1.44K $290M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.85K
New
$68.22 - $71.43 $263K - $275K
3.85K $276M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.25K
New
$117.88 - $120.77 $265K - $272K
2.25K $267M
VO
Vanguard Mid Cap ETF

ETFs
849
New
$286.27 - $296.23 $243K - $251K
849 $246M
IYY
Ishares Tr

ETFs
1.4K
New
$159.3 - $167.44 $223K - $234K
1.4K $232M
RWT
Redwood Trust Inc

Real Estate
13.2K
New
$5.12 - $5.91 $67.8K - $78.2K
13.2K $73.2M
Activity Summary
Buys All Purchases 49 New Holdings 49 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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