Reicon Wealth Advisors, LLC New Holdings in Q4 2025

Reicon Wealth Advisors, LLC

  • $138 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
105K
New
$653.02 - $687.39 $68.8M - $72.4M
105K $71.8B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
251K
New
$112.85 - $117.98 $28.3M - $29.6M
251K $29.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
49.1K
New
$185.12 - $192.11 $9.08M - $9.42M
49.1K $9.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
38.2K
New
$83.45 - $84.82 $3.18M - $3.24M
38.2K $3.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.16K
New
$600.51 - $631.95 $2.5M - $2.63M
4.16K $2.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.31K
New
$475.68 - $513.11 $2.05M - $2.21M
4.31K $2.17B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.6K
New
$99.87 - $101.27 $1.76M - $1.78M
17.6K $1.76B
JPIE
J P Morgan Exchange Traded Fd
23.5K
New
$46.18 - $46.47 $1.08M - $1.09M
23.5K $1.09B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.4K
New
$36.47 - $38.19 $962K - $1.01M
26.4K $1.01B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.6K
New
$50.57 - $50.77 $991K - $995K
19.6K $991M
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
New
$656.2 - $690.71 $833K - $877K
1.27K $869M
RYT
Invesco S&P 500 Equal Weight T

ETFs
17.8K
New
N/A
17.8K $809M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.96K
New
$88.67 - $92.06 $706K - $733K
7.96K $694M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.6K
New
$79.55 - $80.13 $604K - $609K
7.6K $606M
IWV
Ishares Russell 3000 ETF

ETFs
1.5K
New
$371.33 - $389.89 $555K - $583K
1.5K $578M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.24K
New
$91.46 - $91.76 $480K - $481K
5.24K $479M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.75K
New
$78.65 - $79.19 $452K - $455K
5.75K $453M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
3.71K
New
$107.46 - $115.73 $398K - $429K
3.71K $433M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.28K
New
$56.0 - $57.6 $352K - $362K
6.28K $359M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.84K
New
$74.09 - $75.1 $359K - $363K
4.84K $358M
HD
Home Depot, Inc.

Consumer Cyclical
1.03K
New
$358.03 - $397.02 $368K - $408K
1.03K $353M
MS
Morgan Stanley

Financial Services
1.9K
New
$151.86 - $169.92 $289K - $323K
1.9K $337M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.57K
New
$50.55 - $50.74 $332K - $333K
6.57K $332M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
6.76K
New
$46.76 - $47.48 $316K - $321K
6.76K $319M
JPM
Jpmorgan Chase & CO

Financial Services
986
New
$294.11 - $320.41 $290K - $316K
986 $318M
GS
Goldman Sachs Group Inc

Financial Services
344
New
$744.6 - $838.97 $256K - $289K
344 $302M
First Tr Exchng Traded Fd Vi
7.61K
New
N/A
7.61K $288M
PCEF
Invesco Cef Income Composite E

ETFs
13.8K
New
$19.72 - $20.2 $272K - $279K
13.8K $275M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.74K
New
$30.84 - $31.79 $269K - $278K
8.74K $270M
BXSL
Blackstone Secured Lending Fund

Financial Services
9.27K
New
$25.02 - $27.16 $232K - $252K
9.27K $244M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.2K
New
$46.2 - $46.85 $240K - $244K
5.2K $239M
ARCC
Ares Capital Corp

Financial Services
11.8K
New
$18.9 - $20.61 $223K - $243K
11.8K $239M
AMZN
Amazon Com Inc

Consumer Cyclical
983
New
$213.04 - $254.0 $209K - $250K
983 $227M
QQQ
Invesco Qqq Trust, Series 1

ETFs
366
New
$589.5 - $635.77 $216K - $233K
366 $225M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.6K
New
$128.1 - $134.67 $205K - $216K
1.6K $215M
MSFT
Microsoft Corp

Technology
442
New
$496.82 - $542.07 $220K - $240K
442 $214M
Morgan Stanley Direct Lendin
13K
New
N/A
13K $214M
SRLN
Ssga Active Trust

ETFs
5.17K
New
$41.05 - $41.54 $212K - $215K
5.17K $213M
VTI
Vanguard Total Stock Market Et

ETFs
570
New
$321.8 - $337.95 $183K - $193K
570 $191M
RYE
Invesco Exchange Traded Fd Tr

ETFs
2.21K
New
N/A
2.21K $176M
First Tr Exchng Traded Fd Vi
4.01K
New
N/A
4.01K $157M
First Tr Exchng Traded Fd Vi
3.72K
New
N/A
3.72K $154M
IWM
Ishares Russell 2000 ETF

ETFs
600
New
$236.79 - $250.33 $142K - $150K
600 $148M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.2K
New
$61.42 - $63.67 $135K - $140K
2.2K $139M
GOOG
Alphabet Inc.

Communication Services
395
New
$237.49 - $291.74 $93.8K - $115K
395 $124M
VGIT
Vanguard Intermediate Term Tre

ETFs
2K
New
$59.84 - $60.54 $120K - $121K
2K $120M
First Tr Exchng Traded Fd Vi
2.9K
New
N/A
2.9K $112M
Blackrock ETF Trust Ii
2.06K
New
N/A
2.06K $107M
GOOGL
Alphabet Inc.

Communication Services
335
New
$236.57 - $291.31 $79.3K - $97.6K
335 $105M
Activity Summary
Buys All Purchases 58 New Holdings 58 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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