Litman Gregory Wealth Management LLC Sells in Q3 2025

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.62K
- 1.91%
$41.58 - $44.7 $109K - $117K
134K $5.89M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-649
- 1.54%
$115.96 - $125.95 $75.3K - $81.7K
41.6K $5.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-206
- 2.02%
$617.65 - $666.84 $127K - $137K
10K $6.67M
MSFT
Microsoft Corp

Technology
-819
- 2.01%
$491.09 - $535.64 $402K - $439K
39.9K $20.6M
VOTE
Engine No 1 ETF Tr

ETFs
-8.24K
- 4.35%
$72.69 - $78.67 $599K - $649K
181K $14.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.21K
- 2.42%
$89.32 - $107.82 $108K - $131K
48.9K $5.27M
MSI
Motorola Solutions, Inc.

Technology
-580
- 2.09%
$408.73 - $490.3 $237K - $284K
27.2K $12.5M
URI
United Rentals, Inc.

Industrials
-52
- 0.86%
$774.14 - $975.23 $40.3K - $50.7K
6.03K $5.75M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-573
- 0.45%
$135.0 - $146.02 $77.4K - $83.7K
126K $18.3M
VONE
Vanguard Russell 1000 ETF

ETFs
-656
- 0.97%
$280.68 - $303.97 $184K - $199K
67K $20.3M
IWM
Ishares Russell 2000 ETF

ETFs
-1.06K
- 1.4%
$214.92 - $244.84 $228K - $260K
74.9K $18.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.06K
- 3.82%
$224.68 - $282.71 $464K - $583K
51.9K $14.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.8K
- 2.83%
$49.43 - $54.52 $1.13M - $1.24M
780K $42.3M
VEA
Vanguard Ftse Developed Market

ETFs
-28.9K
- 1.73%
$56.02 - $60.3 $1.62M - $1.74M
1.64M $98.1M
GOOGL
Alphabet Inc.

Communication Services
-950
- 1.73%
$174.36 - $254.72 $166K - $242K
54.1K $13.2M
GOOG
Alphabet Inc.

Communication Services
-3.53K
- 5.09%
$175.16 - $255.24 $619K - $902K
65.8K $16M
AAPL
Apple Inc.

Technology
-8.15K
- 6.53%
$202.38 - $256.87 $1.65M - $2.09M
117K $29.7M
VTI
Vanguard Total Stock Market Et

ETFs
-6.73K
- 2.58%
$303.93 - $329.86 $2.05M - $2.22M
254K $83.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.44K
- 0.63%
$620.67 - $670.08 $895K - $966K
227K $152M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-64
- 0.03%
$567.77 - $614.76 $36.3K - $39.3K
248K $152M
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 0
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