Heirloom Wealth Management Purchases and Sells in Q4 2025

Heirloom Wealth Management

$401 Million
Q4 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	16.7K + 3700.0%	$429.59 - $576.2 $7.15M - $9.59M	17.1K $9.35M
NVO	73.2K + 52.75%	$45.68 - $59.65 $3.34M - $4.36M	212K $10.3M
META	7.99K + 39.95%	$609.01 - $751.67 $4.87M - $6.01M	28K $17.1M
V	9.94K + 14.34%	$325.75 - $352.42 $3.24M - $3.5M	79.2K $25.8M
RSG	17.5K + 20.61%	$204.12 - $227.29 $3.58M - $3.99M	103K $21.6M
PH	202 + 1.26%	$716.66 - $857.93 $145K - $173K	16.2K $13.5M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAAU	76.6K New	$38.05 - $43.23 $2.91M - $3.31M	76.6K $3.09M
SCHW	4.01K New	$91.91 - $97.71 $369K - $392K	4.01K $368K
VTI	686 New	$321.8 - $337.95 $221K - $232K	686 $226K
AVGO	640 New	$324.63 - $385.98 $208K - $247K	640 $219K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-30K - 23.4%	$237.49 - $291.74 $7.11M - $8.74M	98.1K $28M
NVDA	-13K - 8.24%	$179.83 - $207.04 $2.34M - $2.7M	145K $27.1M
ASML	-2.98K - 16.58%	$936.19 - $1075.45 $2.79M - $3.21M	15K $15.3M
BX	-1.59K - 19.75%	$138.42 - $168.45 $220K - $267K	6.45K $892K
MINT	-3.45K - 4.29%	$100.33 - $100.69 $346K - $347K	76.9K $7.73M
COST	-136 - 8.97%	$910.94 - $954.99 $124K - $130K	1.38K $1.26M

Activity Summary All Purchases 32 New Holdings 4 Increased Positions 28 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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