Asempa Wealth Advisors Purchases in Q4 2025

Asempa Wealth Advisors

  • $116 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
12.6K
New
$59.84 - $64.29 $752K - $808K
12.6K $818M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.03K
New
$242.98 - $310.48 $735K - $940K
3.03K $783M
IDV
Ishares Tr

ETFs
19.6K
New
$35.91 - $38.56 $702K - $754K
19.6K $771M
GOOGL
Alphabet Inc.

Communication Services
2.44K
New
$236.57 - $291.31 $578K - $712K
2.44K $765M
ACWI
Ishares Msci Acwi ETF

ETFs
5.26K
New
$135.71 - $142.56 $714K - $750K
5.26K $744M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.36K
New
$99.87 - $101.27 $735K - $745K
7.36K $735M
VEA
Vanguard Ftse Developed Market

ETFs
11.6K
New
$59.18 - $62.09 $685K - $719K
11.6K $723M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.73K
New
$394.96 - $425.89 $682K - $736K
1.73K $713M
Blackrock ETF Trust Ii
13.2K
New
N/A
13.2K $696M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.65K
New
$142.82 - $150.36 $664K - $699K
4.65K $693M
USXF
Ishares Esg Advanced Msci Usa

Technology
11.5K
New
$56.25 - $59.38 $650K - $686K
11.5K $665M
Blackrock ETF Trust
19.3K
New
N/A
19.3K $643M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
26.7K
New
$23.38 - $23.82 $624K - $636K
26.7K $625M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.42K
New
$63.25 - $66.24 $595K - $624K
9.42K $621M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.67K
New
$88.45 - $91.41 $590K - $610K
6.67K $610M
EEM
Ishares Msci Emerging Markets

ETFs
10.8K
New
$51.94 - $56.01 $563K - $607K
10.8K $593M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.2K
New
$169.53 - $176.53 $542K - $565K
3.2K $568M
LLY
Eli Lilly & CO

Healthcare
514
New
$799.57 - $1025.28 $411K - $527K
514 $553M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.1K
New
$23.37 - $23.7 $540K - $547K
23.1K $540M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.17K
New
$67.07 - $73.01 $481K - $524K
7.17K $521M
CAT
Caterpillar Inc

Industrials
900
New
$480.82 - $585.49 $433K - $527K
900 $516M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
7.56K
New
$66.27 - $69.4 $501K - $525K
7.56K $515M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.66K
New
$132.94 - $139.8 $487K - $512K
3.66K $510M
SPY
Spdr S&P 500 ETF Trust

ETFs
739
New
$653.02 - $687.39 $483K - $508K
739 $504M
GNR
Spdr S&P Global Natural Resour

ETFs
7.91K
New
$57.53 - $60.89 $455K - $481K
7.91K $491M
VO
Vanguard Mid Cap ETF

ETFs
1.68K
New
$286.27 - $296.23 $481K - $497K
1.68K $487M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.5K
New
$291.71 - $309.36 $438K - $465K
1.5K $454M
Global X Fds
6.93K
New
N/A
6.93K $449M
DIS
Walt Disney CO

Communication Services
3.74K
New
$105.69 - $116.65 $395K - $436K
3.74K $425M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.5K
New
$114.27 - $121.15 $400K - $424K
3.5K $420M
EMGF
Ishares Msci Emerging Markets

ETFs
6.81K
New
$55.07 - $59.37 $375K - $404K
6.81K $394M
MCD
Mcdonalds Corp

Consumer Cyclical
1.28K
New
$293.81 - $310.11 $376K - $397K
1.28K $392M
WMT
Walmart Inc.

Consumer Defensive
3.49K
New
$101.18 - $109.03 $353K - $381K
3.49K $389M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.79K
New
$100.37 - $100.72 $380K - $381K
3.79K $380M
GD
General Dynamics Corp

Industrials
1.09K
New
$330.59 - $353.77 $360K - $385K
1.09K $366M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
6.37K
New
$52.27 - $56.39 $333K - $359K
6.37K $349M
Ishares Bitcoin Trust ETF
6.54K
New
N/A
6.54K $325M
GLDM
World Gold Trust

ETFs
3.77K
New
$76.32 - $86.69 $287K - $327K
3.77K $322M
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$157.0 - $179.44 $264K - $302K
1.68K $309M
IFRA
Ishares Tr

ETFs
5.87K
New
$52.02 - $54.04 $305K - $317K
5.87K $309M
LMT
Lockheed Martin Corp

Industrials
636
New
$452.1 - $514.24 $288K - $327K
636 $308M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
608
New
$475.68 - $513.11 $289K - $312K
608 $306M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
454
New
$600.51 - $631.95 $273K - $287K
454 $285M
TMUS
T Mobile Us, Inc.

Communication Services
1.38K
New
$201.01 - $233.26 $278K - $322K
1.38K $281M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.04K
New
$52.54 - $55.77 $265K - $281K
5.04K $271M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.65K
New
$102.37 - $105.36 $271K - $279K
2.65K $269M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.35K
New
$56.5 - $60.52 $246K - $263K
4.35K $258M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.03K
New
$79.18 - $82.25 $240K - $249K
3.03K $253M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.53K
New
$42.19 - $45.31 $233K - $250K
5.53K $244M
Activity Summary
Buys All Purchases 113 New Holdings 113 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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