Family Wealth Group, LLC Purchases in Q3 2025

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
5.5K
+ 40.79%
$433.97 - $484.08 $2.39M - $2.66M
19K $9.1M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.3K
+ 56.62%
$51.7 - $54.73 $533K - $564K
28.5K $1.56M
IWY
Ishares Tr Russell 200 Growth

ETFs
581
+ 3.51%
$243.93 - $275.62 $142K - $160K
17.2K $4.7M
AOA
Ishares Tr Core Aggressive All

ETFs
5.78K
New
$82.71 - $88.14 $478K - $510K
5.78K $509K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.8K
+ 39.0%
$54.35 - $59.32 $369K - $403K
24.2K $1.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.75K
New
$72.57 - $74.72 $417K - $429K
5.75K $427K
GLDM
World Gold Trust

ETFs
4.53K
New
$64.73 - $76.45 $293K - $346K
4.53K $346K
AAPL
Apple Inc.

Technology
140
+ 2.29%
$202.38 - $256.87 $28.3K - $36K
6.25K $1.59M
OEF
Ishares S&P 100 ETF

ETFs
1.22K
+ 80.57%
N/A
2.72K $724K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.6K
+ 50.93%
$86.92 - $99.32 $226K - $258K
7.7K $753K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.02K
+ 7.12%
$83.04 - $87.88 $168K - $177K
30.4K $2.67M
QJUN
First Tr ETF
4.56K
+ 5.14%
$29.51 - $31.11 $135K - $142K
93.3K $2.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.05K
+ 18.22%
$182.33 - $194.5 $192K - $205K
6.83K $1.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.7K
New
$68.24 - $73.73 $253K - $273K
3.7K $272K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.43K
+ 16.9%
$108.97 - $121.65 $156K - $174K
9.88K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
672
+ 61.04%
$303.93 - $329.86 $204K - $222K
1.77K $581K
IVE
Ishares S&P 500 Value ETF

ETFs
916
+ 26.53%
$194.44 - $206.51 $178K - $189K
4.37K $902K
VOT
Vanguard Mid Cap Growth Index

ETFs
762
New
$282.75 - $294.19 $215K - $224K
762 $223K
RTX
Raytheon Technologies Corp

Industrials
1.29K
New
$144.19 - $167.33 $187K - $217K
1.29K $216K
QQQ
Invesco Qqq Trust, Series 1

ETFs
257
+ 22.19%
$546.99 - $602.2 $141K - $155K
1.42K $849K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.64K
+ 11.86%
$49.0 - $51.91 $129K - $137K
24.9K $1.29M
IWS
Ishares Russell Midcap Value E

ETFs
436
+ 4.31%
$132.83 - $140.61 $57.9K - $61.3K
10.6K $1.47M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
105
+ 0.15%
$29.18 - $31.13 $3.06K - $3.27K
68.6K $2.14M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.02K
+ 3.55%
$46.61 - $49.24 $47.4K - $50.1K
29.6K $1.46M
EFV
Msci Eafe Value ETF

ETFs
134
+ 0.57%
$62.79 - $68.42 $8.41K - $9.17K
23.8K $1.62M
VBR
Vanguard Small Cap Value ETF

ETFs
367
+ 15.71%
$195.41 - $212.37 $71.7K - $77.9K
2.7K $564K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
316
+ 19.79%
$236.25 - $257.69 $74.7K - $81.4K
1.91K $490K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.25K
+ 3.93%
$44.81 - $46.39 $55.9K - $57.8K
33K $1.53M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
605
+ 2.07%
$47.96 - $50.54 $29K - $30.6K
29.8K $1.51M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
1.21K
+ 2.37%
$30.87 - $32.18 $37.2K - $38.8K
52.1K $1.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
79
+ 9.96%
$617.65 - $666.84 $48.8K - $52.7K
872 $580K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
66
+ 0.2%
$49.98 - $52.24 $3.3K - $3.45K
33K $1.72M
AVGO
Broadcom Inc.

Technology
31
+ 2.71%
$264.74 - $369.57 $8.21K - $11.5K
1.18K $388K
IEMG
Ishares Inc

ETFs
1.27K
+ 1.4%
N/A
92K $4.93M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
10.1K
New
$4.73 - $8.22 $48K - $83.4K
10.1K $66K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
179
+ 0.6%
$29.46 - $31.08 $5.27K - $5.56K
30K $932K
SPYG
Spdr Portfolio

ETFs
23
+ 0.58%
$94.33 - $105.31 $2.17K - $2.42K
4K $418K
WMT
Walmart Inc.

Consumer Defensive
54
+ 0.94%
$94.4 - $104.27 $5.1K - $5.63K
5.78K $595K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
567
+ 2.99%
$45.6 - $46.92 $25.9K - $26.6K
19.5K $911K
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 2.71%
$282.78 - $316.06 $7.07K - $7.9K
946 $298K
VONV
Vanguard Russell 1000 Value Et

ETFs
54
+ 1.13%
$84.55 - $89.54 $4.57K - $4.84K
4.82K $431K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
34
+ 0.46%
$52.12 - $55.33 $1.77K - $1.88K
7.45K $412K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
24
+ 0.76%
$122.57 - $132.57 $2.94K - $3.18K
3.2K $414K
IEFA
Ishares Tr

ETFs
124
+ 4.79%
$81.7 - $87.53 $10.1K - $10.9K
2.72K $237K
MBB
Ishares Tr

ETFs
109
+ 3.97%
$92.46 - $95.73 $10.1K - $10.4K
2.86K $271K
Blackrock ETF Trust
2.15K
+ 22.27%
N/A
11.8K $0
Blackrock ETF Trust
7.41K
+ 104.79%
N/A
14.5K $0
Aim ETF Products Trust
6.78K
New
N/A
6.78K $0
Aim ETF Products Trust
8.37K
+ 9.09%
N/A
100K $0
Activity Summary
Buys All Purchases 69 New Holdings 16 Increased Positions 53 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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