Concentrum Wealth Management Purchases and Sells in Q3 2025

Concentrum Wealth Management

$347 Billion
Q3 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	1.12M + 907.71%	$695.21 - $791.73 $779M - $887M	1.24M $87.7B
SMH	15.3K + 110.38%	$275.84 - $326.36 $4.21M - $4.99M	29.1K $9.5B
TSLA	245 + 1.18%	$293.94 - $444.72 $72K - $109K	20.9K $9.31B
ISHARES BITCOIN TRUST ETF	20.5K + 18.06%	N/A	134K $8.7B
GLD	7.25K + 93.64%	$300.96 - $355.47 $2.18M - $2.58M	15K $5.33B
MSFT	769 + 4.56%	$491.09 - $535.64 $378K - $412K	17.6K $9.13B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FT VEST U.S. EQUITY MAX BUFFER ETF - MAY	94.7K New	N/A	94.7K $3.01B
VRT	2.61K New	N/A	2.61K $394M
XSD	1.13K New	$256.21 - $323.54 $290K - $366K	1.13K $360M
PLTR	1.97K New	$130.68 - $186.97 $257K - $368K	1.97K $359M
SYK	827 New	$368.57 - $403.53 $305K - $334K	827 $306M
KO	4.3K New	$65.67 - $71.67 $282K - $308K	4.3K $285M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-22.9K - 87.37%	$108.46 - $120.63 $2.49M - $2.77M	3.31K $394M
DFAT	-32K - 51.26%	$53.36 - $59.69 $1.71M - $1.91M	30.4K $1.77B
GRID	-9.41K - 82.25%	$138.08 - $151.2 $1.3M - $1.42M	2.03K $307M
ADBE	-1.87K - 20.32%	$333.65 - $392.1 $624K - $733K	7.33K $2.59B
SOXX	-6.63K - 41.57%	$236.93 - $271.12 $1.57M - $1.8M	9.31K $2.53B
CIBR	-16.2K - 20.7%	$70.85 - $76.96 $1.14M - $1.24M	61.9K $4.7B

Activity Summary All Purchases 45 New Holdings 11 Increased Positions 34 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Concentrum Wealth Management with notifications on news.