Instrumental Wealth, LLC Incresed Positions in Q3 2025

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
197
+ 0.13%
$108.97 - $121.65 $21.5K - $24K
147K $18.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.3K
+ 5.78%
$62.09 - $66.51 $1.07M - $1.15M
316K $20.4B
IVE
Ishares S&P 500 Value ETF

ETFs
3.54K
+ 5.64%
$194.44 - $206.51 $688K - $730K
66.3K $13.8B
IVV
Ishares Core S&P 500 ETF

ETFs
401
+ 2.8%
$620.67 - $670.08 $249K - $269K
14.7K $10.1B
IEFA
Ishares Tr

ETFs
5.15K
+ 4.85%
$81.7 - $87.53 $420K - $450K
111K $9.83B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.3K
+ 11.83%
$181.56 - $190.33 $781K - $819K
40.7K $7.63B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.57K
+ 16.02%
$284.45 - $324.95 $447K - $511K
11.4K $3.73B
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
32.3K
+ 116.11%
$19.02 - $28.4 $614K - $916K
60.1K $1.4B
AAPL
Apple Inc.

Technology
1.05K
+ 12.8%
$202.38 - $256.87 $212K - $269K
9.25K $2.51B
Ishares Tr
18.6K
+ 5.05%
N/A
386K $10.1B
GOOG
Alphabet Inc.

Communication Services
200
+ 5.56%
$175.16 - $255.24 $35K - $51K
3.8K $1.07B
GOOGL
Alphabet Inc.

Communication Services
391
+ 15.38%
$174.36 - $254.72 $68.2K - $99.6K
2.93K $826M
MSFT
Microsoft Corp

Technology
454
+ 14.83%
$491.09 - $535.64 $223K - $243K
3.52K $1.85B
AVGO
Broadcom Inc.

Technology
271
+ 15.21%
$264.74 - $369.57 $71.7K - $100K
2.05K $773M
TSLA
Tesla, Inc.

Consumer Cyclical
199
+ 14.04%
$293.94 - $444.72 $58.5K - $88.5K
1.62K $711M
ICLN
Ishares

ETFs
272
+ 0.69%
$13.22 - $15.48 $3.6K - $4.21K
39.9K $680M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.49K
+ 49.22%
$30.67 - $32.13 $138K - $144K
13.6K $426M
IBDV
Ishares Tr

Technology
4.59K
+ 4.98%
$21.75 - $22.22 $99.9K - $102K
96.9K $2.15B
AMZN
Amazon Com Inc

Consumer Cyclical
633
+ 10.24%
$211.65 - $238.24 $134K - $151K
6.81K $1.52B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
52
+ 1.81%
$195.29 - $223.85 $10.2K - $11.6K
2.93K $691M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
94
+ 12.08%
$275.84 - $326.36 $25.9K - $30.7K
872 $317M
Fidelity Wise Origin Bitcoin
1.4K
+ 31.74%
N/A
5.79K $537M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 7.47%
$282.78 - $316.06 $29.7K - $33.2K
1.51K $468M
CVX
Chevron Corp

Energy
360
+ 16.36%
$145.57 - $161.83 $52.4K - $58.3K
2.56K $393M
ORCL
Oracle Corp

Technology
147
+ 15.17%
$218.96 - $328.33 $32.2K - $48.3K
1.12K $287M
IWY
Ishares Tr Russell 200 Growth

ETFs
20
+ 1.27%
$243.93 - $275.62 $4.88K - $5.51K
1.59K $452M
META
Meta Platforms, Inc.

Communication Services
163
+ 13.72%
$695.21 - $791.73 $113K - $129K
1.35K $900M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.93K
+ 7.65%
$13.87 - $14.46 $26.8K - $27.9K
27.2K $392M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.16%
$617.65 - $666.84 $618 - $667
646 $439M
V
Visa Inc.

Financial Services
115
+ 14.08%
$332.09 - $358.86 $38.2K - $41.3K
932 $322M
CMF
Ishares California Muni Bond E

ETFs
182
+ 1.41%
$55.16 - $57.13 $10K - $10.4K
13.1K $754M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 7.99%
$459.11 - $506.91 $28.9K - $31.9K
851 $407M
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 9.21%
$357.4 - $423.42 $20K - $23.7K
664 $252M
WMT
Walmart Inc.

Consumer Defensive
161
+ 6.68%
$94.4 - $104.27 $15.2K - $16.8K
2.57K $263M
MRK
Merck & Co., Inc.

Healthcare
182
+ 5.68%
$77.6 - $87.37 $14.1K - $15.9K
3.39K $292M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$49.43 - $54.52 $49.4 - $54.5
4.69K $259M
MUB
Ishares National Muni Bond ETF

ETFs
22
+ 0.43%
$103.24 - $106.68 $2.27K - $2.35K
5.14K $552M
MA
Mastercard Inc

Financial Services
31
+ 7.26%
$550.18 - $598.96 $17.1K - $18.6K
458 $254M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.23K
+ 10.18%
$13.77 - $14.45 $17K - $17.8K
13.3K $183M
XOM
Exxon Mobil Corp

Energy
52
+ 1.08%
$105.83 - $117.22 $5.5K - $6.1K
4.87K $559M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
330
+ 2.04%
$23.54 - $23.97 $7.77K - $7.91K
16.5K $393M
NFLX
Netflix Inc

Communication Services
36
+ 14.29%
$1147.87 - $1297.18 $41.3K - $46.7K
288 $314M
COIN
Coinbase Global, Inc.

Technology
66
+ 11.36%
$297.99 - $419.78 $19.7K - $27.7K
647 $213M
SYK
Stryker Corp

Healthcare
6
+ 0.36%
$368.57 - $403.53 $2.21K - $2.42K
1.66K $612M
SNV
Synovus Financial Corp

Financial Services
61
+ 0.71%
$46.55 - $59.6 $2.84K - $3.64K
8.62K $381M
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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