Defined Wealth Management, LLC Purchases and Sells in Q4 2025

Defined Wealth Management, LLC

43 operations

Stock	Shares change	Price Range	Shares Held
AAPL	299 + 2.59%	$245.27 - $275.25 $73.3K - $82.3K	11.9K $3.17M
AVGO	27 + 0.22%	$324.63 - $385.98 $8.77K - $10.4K	12.1K $4.13M
GOOGL	48 + 1.55%	$236.57 - $291.31 $11.4K - $14K	3.14K $867K
WEC	1.06K + 55.8%	$110.61 - $117.5 $118K - $125K	2.97K $329K
ASML	53 + 7.64%	$936.19 - $1075.45 $49.6K - $57K	747 $761K
SPLG	985 + 12.42%	$76.84 - $80.86 $75.7K - $79.6K	8.91K $704K

4 operations

Stock	Shares change	Price Range	Shares Held
BDX	1.28K New	$176.39 - $193.93 $225K - $248K	1.28K $244K
GOOG	813 New	$237.49 - $291.74 $193K - $237K	813 $232K
AZN	2.57K New	$81.15 - $89.4 $208K - $229K	2.57K $229K
PG	1.47K New	$145.5 - $153.18 $213K - $225K	1.47K $213K

53 operations

Stock	Shares change	Price Range	Shares Held
JPM	-745 - 8.87%	$294.11 - $320.41 $219K - $239K	7.66K $2.3M
CMCSA	-8.67K - 39.24%	$26.98 - $31.09 $234K - $270K	13.4K $365K
PGR	-995 - 28.6%	$203.7 - $246.46 $203K - $245K	2.48K $559K
MSI	-8 - 0.28%	$379.98 - $462.26 $3.04K - $3.7K	2.85K $1.08M
TDIV	-322 - 0.7%	$96.0 - $102.5 $30.9K - $33K	45.9K $4.41M
VTV	-772 - 2.6%	$182.87 - $189.72 $141K - $146K	28.9K $5.41M

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