Defined Wealth Management, LLC Sells in Q1 2025

Defined Wealth Management, LLC

  • $143 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.49K
- 14.1%
$507.05 - $563.67 $1.26M - $1.4M
15.2K $7.8M
VUG
Vanguard Growth ETF

ETFs
-2.48K
- 12.58%
$369.1 - $427.61 $916K - $1.06M
17.2K $6.39M
AVGO
Broadcom Inc.

Technology
-955
- 7.51%
$167.43 - $244.7 $160K - $234K
11.8K $1.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 0.39%
$468.34 - $539.52 $14.5K - $16.7K
7.88K $3.7M
IXN
Ishares Global Information Tec

ETFs
-311
- 0.87%
$75.73 - $88.4 $23.6K - $27.5K
35.6K $2.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-126
- 1.4%
$554.06 - $615.85 $69.8K - $77.6K
8.9K $5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.78K
- 26.19%
$79.17 - $82.04 $299K - $310K
10.6K $868K
SRE
Sempra Energy

Utilities
-48
- 0.28%
$67.85 - $87.67 $3.26K - $4.21K
17.2K $1.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
-43
- 0.44%
$551.42 - $612.93 $23.7K - $26.4K
9.7K $5.43M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-6.26K
- 18.34%
$44.41 - $45.98 $278K - $288K
27.9K $1.27M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-179
- 0.81%
$68.14 - $78.99 $12.2K - $14.1K
21.9K $1.49M
GOOGL
Alphabet Inc.

Communication Services
-337
- 10.96%
$154.33 - $206.19 $52K - $69.5K
2.74K $423K
VB
Vanguard Small Cap ETF

ETFs
-112
- 2.03%
$217.89 - $252.64 $24.4K - $28.3K
5.4K $1.2M
ORCL
Oracle Corp

Technology
-21
- 0.52%
$139.81 - $186.47 $2.94K - $3.92K
4.02K $561K
VO
Vanguard Mid Cap ETF

ETFs
-193
- 2.24%
$251.87 - $277.95 $48.6K - $53.6K
8.42K $2.16M
NVO
Novo Nordisk A S

Healthcare
-27
- 0.41%
$69.3 - $90.95 $1.87K - $2.46K
6.49K $450K
FC
Franklin Covey CO

Industrials
-1
- 0.01%
$27.62 - $38.75 $27.6 - $38.8
9.81K $270K
MSI
Motorola Solutions, Inc.

Technology
-2
- 0.07%
$411.73 - $482.1 $823 - $964
2.85K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-93
- 0.37%
$169.43 - $182.84 $15.8K - $17K
24.9K $4.31M
USB
Us Bancorp \De\

Financial Services
-32
- 0.3%
$40.92 - $50.9 $1.31K - $1.63K
10.7K $452K
NKE
Nike, Inc.

Consumer Cyclical
-86
- 2.01%
$63.29 - $81.72 $5.44K - $7.03K
4.2K $266K
ASML
Asml Holding Nv

Technology
-42
- 5.75%
$662.63 - $776.99 $27.8K - $32.6K
688 $455K
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.28%
$347.25 - $424.87 $2.08K - $2.55K
2.14K $784K
BAC
Bank Of America Corp

Financial Services
-374
- 2.61%
$39.61 - $47.74 $14.8K - $17.9K
14K $583K
OMFL
Invesco Exchange Traded Self I

ETFs
-117
- 0.28%
$52.19 - $57.45 $6.11K - $6.72K
41.1K $2.19M
MLM
Martin Marietta Materials Inc

Basic Materials
-5
- 0.52%
$460.39 - $552.64 $2.3K - $2.76K
963 $460K
VBR
Vanguard Small Cap Value ETF

ETFs
-102
- 7.91%
$183.02 - $207.75 $18.7K - $21.2K
1.19K $220K
HON
Honeywell International Inc

Industrials
-4
- 0.17%
$202.75 - $226.52 $811 - $906
2.34K $495K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30
- 0.44%
$57.21 - $65.8 $1.72K - $1.97K
6.82K $397K
VTV
Vanguard Value ETF

ETFs
-389
- 1.3%
$167.73 - $179.21 $65.2K - $69.7K
29.5K $5.04M
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.21%
$1177.09 - $1390.0 $1.18K - $1.39K
467 $551K
JPM
Jpmorgan Chase & CO

Financial Services
-271
- 3.03%
$225.19 - $279.95 $61K - $75.9K
8.68K $2.13M
ADSK
Autodesk, Inc.

Technology
-65
- 4.22%
N/A
1.47K $362K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-70
- 0.48%
N/A
14.5K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
-12
- 0.12%
N/A
10.2K $1.86M
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 0.54%
$194.65 - $222.86 $1.17K - $1.34K
1.1K $229K
TXN
Texas Instruments Inc

Technology
-6
- 0.23%
N/A
2.55K $496K
Te Connectivity PLC
-301
- 4.21%
N/A
6.86K $0
BDX
Becton Dickinson & CO

Healthcare
-3
- 0.2%
$222.79 - $249.08 $668 - $747
1.49K $342K
SHW
Sherwin Williams CO

Basic Materials
-4
- 0.43%
$330.16 - $365.55 $1.32K - $1.46K
927 $323K
COP
Conocophillips

Energy
-21
- 0.48%
$88.6 - $105.85 $1.86K - $2.22K
4.39K $461K
SCHW
Schwab Charles Corp

Financial Services
-9
- 0.13%
$71.24 - $83.64 $641 - $753
6.66K $521K
ABBV
Abb Vie Inc.

Healthcare
-97
- 6.17%
$169.2 - $216.66 $16.4K - $21K
1.47K $308K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3
- 0.01%
$37.07 - $40.63 $111 - $122
31.1K $1.23M
WMB
Williams Companies, Inc.

Energy
-5
- 0.06%
$54.02 - $61.09 $270 - $305
8.86K $529K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 0.51%
$461.52 - $548.18 $7.85K - $9.32K
3.3K $1.73M
VEA
Vanguard Ftse Developed Market

ETFs
-96
- 0.47%
$47.4 - $52.99 $4.55K - $5.09K
20.5K $1.05M
AMT
American Tower Corp

Real Estate
-53
- 2.23%
$173.46 - $217.6 $9.19K - $11.5K
2.32K $504K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-932
- 2.66%
$87.68 - $94.52 $81.7K - $88.1K
34.2K $3.2M
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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