Beta Wealth Group, Inc. Purchases in Q3 2025

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DVYE
Ishares Emerging Markets Divid

ETFs
321K
New
$28.5 - $30.64 $9.16M - $9.85M
321K $9.54M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
534K
New
$16.46 - $17.1 $8.79M - $9.13M
534K $9.08M
HGER
Harbor ETF Tr All Weather Infl
188K
New
$24.26 - $25.91 $4.57M - $4.88M
188K $4.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.88K
+ 95.68%
$617.65 - $666.84 $3.01M - $3.25M
9.97K $6.64M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
7.02K
New
$435.72 - $463.74 $3.06M - $3.26M
7.02K $3.26M
JPIB
Jpmorgan International Bond Op

ETFs
61.3K
New
$48.32 - $49.13 $2.96M - $3.01M
61.3K $3.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
29.9K
+ 61.51%
$79.76 - $85.78 $2.38M - $2.56M
78.4K $6.64M
EMB
Ishares Tr

ETFs
28.2K
New
$91.52 - $95.59 $2.59M - $2.7M
28.2K $2.69M
HYG
Ishares Tr

ETFs
31.7K
New
$79.85 - $81.32 $2.53M - $2.57M
31.7K $2.57M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
41.9K
New
$45.55 - $46.55 $1.91M - $1.95M
41.9K $1.94M
SRLN
Ssga Active Trust

ETFs
37.9K
+ 31.02%
$41.28 - $41.65 $1.57M - $1.58M
160K $6.66M
FMF
First Trust Managed Futures St

ETFs
30.4K
New
$45.19 - $48.75 $1.37M - $1.48M
30.4K $1.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12.6K
New
$92.18 - $95.14 $1.16M - $1.2M
12.6K $1.2M
AVUV
American Centy ETF Tr Avantis

ETFs
2.6K
+ 2.61%
$90.37 - $102.12 $235K - $266K
102K $10.2M
AVDV
American Centy ETF Tr Avantis

ETFs
3.11K
+ 3.77%
$79.24 - $89.03 $246K - $277K
85.4K $7.6M
SPVM
Invesco S&P 500 Value With Mom

ETFs
180
+ 0.1%
$59.87 - $65.75 $10.8K - $11.8K
178K $11.7M
VIG
Vanguard Dividend Appreciation

ETFs
5.85K
New
N/A
5.85K $1.07M
FEMS
First Trust Emerging Markets S

ETFs
8.38K
+ 4.33%
$40.83 - $44.87 $342K - $376K
202K $8.91M
PEX
Proshares Listed Private Equit

ETFs
32.7K
New
$26.07 - $29.48 $854K - $965K
32.7K $862K
JPIE
J P Morgan Exchange Traded Fd
15.4K
New
$46.01 - $46.55 $709K - $717K
15.4K $714K
IWM
Ishares Russell 2000 ETF

ETFs
2.68K
New
$214.92 - $244.84 $577K - $657K
2.68K $649K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.99K
New
$97.75 - $100.75 $585K - $603K
5.99K $600K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.7K
New
$87.29 - $93.61 $410K - $440K
4.7K $439K
IGF
Ishares Global Infrastructure

ETFs
4.42K
+ 5.94%
$58.29 - $61.43 $258K - $271K
78.8K $4.82M
EA
Electronic Arts Inc.

Communication Services
1.4K
+ 51.85%
$147.79 - $202.05 $207K - $283K
4.1K $826K
IDV
Ishares Tr

ETFs
10.4K
New
$34.54 - $37.28 $360K - $389K
10.4K $381K
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.29K
+ 6.67%
$46.56 - $49.11 $339K - $358K
117K $5.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
569
+ 142.25%
$546.99 - $602.2 $311K - $343K
969 $581K
RTX
Raytheon Technologies Corp

Industrials
2.01K
New
$144.19 - $167.33 $289K - $336K
2.01K $335K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.22K
New
$50.82 - $51.09 $265K - $266K
5.22K $266K
MS
Morgan Stanley

Financial Services
1.09K
+ 29.87%
$139.09 - $161.16 $151K - $175K
4.72K $749K
A
Agilent Technologies, Inc.

Healthcare
1.65K
New
$112.04 - $128.75 $185K - $212K
1.65K $211K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.34K
+ 51.51%
$50.47 - $50.74 $168K - $169K
9.82K $498K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.36K
+ 51.61%
$50.08 - $50.37 $168K - $169K
9.88K $496K
BAC
Bank Of America Corp

Financial Services
2.41K
+ 23.79%
$44.92 - $52.42 $108K - $126K
12.5K $646K
QCOM
Qualcomm Inc

Technology
598
+ 6.55%
$145.84 - $173.55 $87.2K - $104K
9.73K $1.62M
TJX
Tjx Companies Inc

Consumer Cyclical
300
+ 5.26%
$121.35 - $144.54 $36.4K - $43.4K
6K $867K
WFC
Wells Fargo & Company

Financial Services
1.5K
+ 31.24%
$77.05 - $85.16 $116K - $128K
6.3K $528K
AMAT
Applied Materials Inc

Technology
400
+ 13.79%
$156.25 - $204.95 $62.5K - $82K
3.3K $675K
C
Citigroup Inc

Financial Services
191
+ 3.07%
$85.57 - $103.49 $16.3K - $19.8K
6.42K $651K
DFIV
Dimensional ETF Tr

ETFs
1.27K
+ 20.14%
$42.66 - $46.53 $54.3K - $59.3K
7.6K $350K
EMR
Emerson Electric CO

Industrials
596
+ 14.86%
$128.6 - $149.63 $76.6K - $89.2K
4.61K $604K
ABT
Abbott Laboratories

Healthcare
498
+ 15.54%
$120.51 - $136.62 $60K - $68K
3.7K $495K
WMT
Walmart Inc.

Consumer Defensive
96
+ 1.5%
$94.4 - $104.27 $9.06K - $10K
6.51K $670K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
778
+ 9.38%
$47.18 - $48.17 $36.7K - $37.5K
9.07K $435K
SBUX
Starbucks Corp

Consumer Cyclical
899
+ 16.62%
$81.9 - $96.86 $73.6K - $87.1K
6.31K $533K
GILD
Gilead Sciences, Inc.

Healthcare
302
+ 5.1%
$108.22 - $120.47 $32.7K - $36.4K
6.22K $690K
REZ
Ishares Tr Residential And Mul

ETFs
179
+ 2.54%
$81.06 - $85.23 $14.5K - $15.3K
7.23K $614K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
19K
New
$1.17 - $1.69 $22.2K - $32.1K
19K $24K
Activity Summary
Buys All Purchases 64 New Holdings 27 Increased Positions 37 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email