Concentrum Wealth Management Incresed Positions in Q3 2025

Concentrum Wealth Management

  • $347 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
1.12M
+ 907.71%
$695.21 - $791.73 $779M - $887M
1.24M $87.7B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15.3K
+ 110.38%
$275.84 - $326.36 $4.21M - $4.99M
29.1K $9.5B
TSLA
Tesla, Inc.

Consumer Cyclical
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
Spdr Gold Trust

ETFs
7.25K
+ 93.64%
$300.96 - $355.47 $2.18M - $2.58M
15K $5.33B
MSFT
Microsoft Corp

Technology
769
+ 4.56%
$491.09 - $535.64 $378K - $412K
17.6K $9.13B
ORCL
Oracle Corp

Technology
4.09K
+ 52.11%
$218.96 - $328.33 $895K - $1.34M
11.9K $3.36B
FV
First Trust Dorsey Wright Focu

ETFs
7.34K
+ 4.49%
$59.23 - $62.14 $435K - $456K
171K $10.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.82K
+ 30.61%
$459.11 - $506.91 $1.75M - $1.93M
16.3K $8.19B
AMZN
Amazon Com Inc

Consumer Cyclical
3K
+ 12.12%
$211.65 - $238.24 $635K - $715K
27.7K $6.09B
FTCS
First Trust Capital Strength E

ETFs
8.78K
+ 8.72%
$89.72 - $93.74 $787K - $823K
109K $10.2B
FDN
First Tr Fd Dow Jones

ETFs
2.85K
+ 47.26%
$264.06 - $287.34 $752K - $818K
8.87K $2.48B
AVGO
Broadcom Inc.

Technology
880
+ 17.52%
$264.74 - $369.57 $233K - $325K
5.9K $1.95B
VGT
Vanguard Information Technolog

ETFs
204
+ 4.59%
$656.44 - $753.15 $134K - $154K
4.65K $3.47B
Arista Networks Inc Com Shs
306
+ 2.85%
N/A
11.1K $1.61B
MU
Micron Technology Inc

Technology
717
+ 9.05%
$104.88 - $168.89 $75.2K - $121K
8.64K $1.45B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.51K
+ 4.17%
$98.53 - $107.1 $148K - $161K
37.6K $3.94B
XLU
Utilities Sector Spdr

ETFs
6.8K
+ 200.62%
$81.14 - $87.32 $552K - $594K
10.2K $888M
WMT
Walmart Inc.

Consumer Defensive
3.62K
+ 29.6%
$94.4 - $104.27 $342K - $377K
15.8K $1.63B
GOOGL
Alphabet Inc.

Communication Services
284
+ 5.3%
$174.36 - $254.72 $49.5K - $72.3K
5.64K $1.37B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.58K
+ 59.88%
$31.79 - $33.42 $304K - $320K
25.6K $855M
COST
Costco Wholesale Corp

Consumer Defensive
395
+ 50.51%
$915.95 - $994.57 $362K - $393K
1.18K $1.09B
VTI
Vanguard Total Stock Market Et

ETFs
97
+ 2.16%
$303.93 - $329.86 $29.5K - $32K
4.6K $1.51B
AZO
Autozone Inc

Consumer Cyclical
54
+ 69.23%
$3649.42 - $4354.54 $197K - $235K
132 $566M
Bitwise Bitcoin ETF Trust
476
+ 4.9%
N/A
10.2K $634M
GILD
Gilead Sciences, Inc.

Healthcare
1.57K
+ 21.34%
$108.22 - $120.47 $170K - $189K
8.94K $992M
JPM
Jpmorgan Chase & CO

Financial Services
280
+ 27.81%
$282.78 - $316.06 $79.2K - $88.5K
1.29K $406M
NFLX
Netflix Inc

Communication Services
16
+ 5.46%
$1147.87 - $1297.18 $18.4K - $20.8K
309 $370M
JNJ
Johnson & Johnson

Healthcare
98
+ 4.86%
$155.17 - $185.42 $15.2K - $18.2K
2.11K $392M
WFC
Wells Fargo & Company

Financial Services
21
+ 0.46%
$77.05 - $85.16 $1.62K - $1.79K
4.58K $384M
HDV
Ishares Core High Dividend ETF

ETFs
25
+ 0.81%
$118.16 - $123.66 $2.95K - $3.09K
3.11K $381M
IOT
Samsara Inc.

Technology
97
+ 0.57%
$32.22 - $42.09 $3.13K - $4.08K
17K $634M
GIS
General Mills Inc

Consumer Defensive
340
+ 3.35%
$48.44 - $53.83 $16.5K - $18.3K
10.5K $529M
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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