Potentia Wealth Incresed Positions in Q3 2025

Potentia Wealth

$262 Billion
Q3 2025

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL Apple Inc. Technology	11.1K + 18.95%	$202.38 - $256.87 $2.24M - $2.84M	69.4K $17.7B
SPY Spdr S&P 500 ETF Trust ETFs	2.14K + 2.42%	$617.65 - $666.84 $1.32M - $1.42M	90.5K $60.3B
SPYV Spdr Portfolio S&P 500 Value E ETFs	23.2K + 5.55%	$52.12 - $55.33 $1.21M - $1.28M	441K $24.4B
GOOGL Alphabet Inc. Communication Services	62 + 0.62%	$174.36 - $254.72 $10.8K - $15.8K	9.99K $2.43B
BRK-B Berkshire Hathaway Inc Class B Financial Services	717 + 4.71%	$459.11 - $506.91 $329K - $363K	15.9K $8.01B
IVV Ishares Core S&P 500 ETF ETFs	375 + 5.56%	$620.67 - $670.08 $233K - $251K	7.12K $4.76B
IWD Ishares Russell 1000 Val ETF ETFs	330 + 1.24%	$192.76 - $203.86 $63.6K - $67.3K	27K $5.5B
META Meta Platforms, Inc. Communication Services	259 + 4.02%	$695.21 - $791.73 $180K - $205K	6.7K $4.92B
AGG Ishares Core U.S. Aggregate Bo ETFs	654 + 30.07%	$97.75 - $100.75 $63.9K - $65.9K	2.83K $284M
VBR Vanguard Small Cap Value ETF ETFs	30 + 1.11%	$195.41 - $212.37 $5.86K - $6.37K	2.74K $572M
JPEM Jp Morgan Diversified Return ETFs	1 + 0.01%	$56.25 - $59.87 $56.3 - $59.9	10.2K $600M
VO Vanguard Mid Cap ETF ETFs	15 + 1.07%	$279.83 - $293.74 $4.2K - $4.41K	1.42K $416M
WMT Walmart Inc. Consumer Defensive	1 + 0.03%	$94.4 - $104.27 $94.4 - $104	3.9K $402M
USMV Ishares Msci Usa Min Vol Facto ETFs	13 + 0.18%	$92.18 - $95.14 $1.2K - $1.24K	7.34K $699M
AMZN Amazon Com Inc Consumer Cyclical	40 + 0.47%	$211.65 - $238.24 $8.47K - $9.53K	8.52K $1.87B
AXP American Express CO Financial Services	1 + 0.15%	$294.27 - $342.31 $294 - $342	650 $216M
LPLA Lpl Financial Holdings Inc. Financial Services	1 + 0.06%	$332.69 - $399.0 $333 - $399	1.58K $525M

Activity Summary All Purchases 42 New Holdings 25 Increased Positions 17 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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