Oakwell Private Wealth Management, LLC Sells in Q3 2025

Oakwell Private Wealth Management, LLC

  • $484 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-75.8K
- 45.51%
$81.75 - $84.54 $6.19M - $6.41M
90.7K $7.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.22K
- 46.21%
$293.94 - $444.72 $358K - $542K
1.42K $631K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.11K
- 1.93%
$78.96 - $80.04 $167K - $169K
107K $8.57M
KMI
Kinder Morgan, Inc.

Energy
-1.85K
- 13.27%
$26.23 - $28.5 $48.5K - $52.7K
12.1K $342K
LLY
Eli Lilly & CO

Healthcare
-28
- 4.55%
$625.65 - $812.69 $17.5K - $22.8K
588 $448K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-722
- 13.85%
$44.22 - $45.74 $31.9K - $33K
4.49K $204K
BNDX
Vanguard Total International B

ETFs
-178
- 2.57%
$49.0 - $49.51 $8.72K - $8.81K
6.75K $334K
UNP
Union Pacific Corp

Industrials
-29
- 2.09%
$214.91 - $237.16 $6.23K - $6.88K
1.36K $321K
CVX
Chevron Corp

Energy
-186
- 6.36%
$145.57 - $161.83 $27.1K - $30.1K
2.74K $425K
AMD
Advanced Micro Devices Inc

Technology
-605
- 10.9%
$134.8 - $184.42 $81.6K - $112K
4.95K $800K
OXY
Occidental Petroleum Corp

Energy
-200
- 2.46%
$42.54 - $48.1 $8.51K - $9.62K
7.92K $374K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-47
- 0.26%
$87.29 - $93.61 $4.1K - $4.4K
18.1K $1.69M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-61
- 0.22%
$36.04 - $38.78 $2.2K - $2.37K
27.9K $1.07M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-48
- 0.18%
$42.28 - $45.71 $2.03K - $2.19K
26.4K $1.2M
MSFT
Microsoft Corp

Technology
-96
- 1.29%
$491.09 - $535.64 $47.1K - $51.4K
7.33K $3.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-207
- 0.83%
$74.93 - $80.73 $15.5K - $16.7K
24.8K $2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-108
- 0.69%
$79.39 - $90.39 $8.57K - $9.76K
15.7K $1.39M
AVGO
Broadcom Inc.

Technology
-20
- 0.7%
$264.74 - $369.57 $5.29K - $7.39K
2.82K $931K
IEFA
Ishares Tr

ETFs
-1.96K
- 2.28%
$81.7 - $87.53 $160K - $171K
83.9K $7.32M
AAPL
Apple Inc.

Technology
-342
- 3.35%
$202.38 - $256.87 $69.2K - $87.8K
9.87K $2.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 0.12%
$546.99 - $602.2 $6.56K - $7.23K
9.98K $5.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-95
- 0.09%
$49.43 - $54.52 $4.7K - $5.18K
105K $5.68M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-344
- 0.1%
$24.46 - $26.5 $8.41K - $9.12K
328K $8.64M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.44K
- 1.23%
$135.0 - $146.02 $195K - $210K
115K $16.8M
NVDA
Nvidia Corp

Technology
-234
- 0.55%
$153.3 - $186.58 $35.9K - $43.7K
42.7K $7.96M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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