Wealth Science Advisors LLC New Holdings in Q4 2025

Wealth Science Advisors LLC

  • $173 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
667K
New
$43.04 - $45.68 $28.7M - $30.5M
667K $29.7B
CGDV
Capital Group Divid Value ETF

ETFs
647K
New
$41.33 - $43.47 $26.7M - $28.1M
647K $28.2B
CGGO
Capital Group Global Growth Eq

ETFs
636K
New
$33.63 - $35.51 $21.4M - $22.6M
636K $22.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
29.1K
New
$653.02 - $687.39 $19M - $20M
29.1K $19.8B
VO
Vanguard Mid Cap ETF

ETFs
31.9K
New
$286.27 - $296.23 $9.14M - $9.46M
31.9K $9.27B
VB
Vanguard Small Cap ETF

ETFs
17.3K
New
$248.1 - $260.08 $4.28M - $4.49M
17.3K $4.45B
AVGO
Broadcom Inc.

Technology
12.5K
New
$324.63 - $385.98 $4.07M - $4.83M
12.5K $4.33B
NVDA
Nvidia Corp

Technology
22.3K
New
$179.83 - $207.04 $4.02M - $4.63M
22.3K $4.17B
GOOGL
Alphabet Inc.

Communication Services
12.4K
New
$236.57 - $291.31 $2.93M - $3.6M
12.4K $3.87B
EFX
Equifax Inc

Industrials
16.4K
New
$204.19 - $253.84 $3.35M - $4.16M
16.4K $3.56B
AMZN
Amazon Com Inc

Consumer Cyclical
12.3K
New
$213.04 - $254.0 $2.62M - $3.13M
12.3K $2.84B
Capital Group Equity ETF Tr
93.3K
New
N/A
93.3K $2.69B
LLY
Eli Lilly & CO

Healthcare
2.34K
New
$799.57 - $1025.28 $1.87M - $2.4M
2.34K $2.52B
CGSD
Capital Grp Core Plus Income E
86K
New
N/A
86K $2.24B
BTI
British American Tobacco P.L.C.

Consumer Defensive
38.8K
New
$50.39 - $55.82 $1.95M - $2.16M
38.8K $2.2B
GE
General Electric CO

Industrials
5.42K
New
$291.49 - $314.28 $1.58M - $1.7M
5.42K $1.67B
CGXU
Capital Group Intl Focus Equit

ETFs
53.2K
New
$29.32 - $31.03 $1.56M - $1.65M
53.2K $1.57B
RTX
Raytheon Technologies Corp

Industrials
7.85K
New
$157.0 - $179.44 $1.23M - $1.41M
7.85K $1.44B
MSFT
Microsoft Corp

Technology
2.49K
New
$496.82 - $542.07 $1.24M - $1.35M
2.49K $1.2B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.5K
New
$280.66 - $305.09 $983K - $1.07M
3.5K $1.06B
JPM
Jpmorgan Chase & CO

Financial Services
3.11K
New
$294.11 - $320.41 $915K - $997K
3.11K $1B
CGUS
Capital Group Core Equity ETF
23K
New
$38.81 - $40.67 $893K - $936K
23K $926M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.04K
New
$402.9 - $437.15 $820K - $890K
2.04K $923M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
New
$459.47 - $491.71 $885K - $948K
1.93K $912M
MS
Morgan Stanley

Financial Services
4.55K
New
$151.86 - $169.92 $690K - $772K
4.55K $807M
AMAT
Applied Materials Inc

Technology
2.82K
New
$209.95 - $240.89 $592K - $680K
2.82K $725M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.2K
New
$199.44 - $208.01 $638K - $665K
3.2K $672M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.3K
New
$475.68 - $513.11 $619K - $668K
1.3K $654M
ABBV
Abb Vie Inc.

Healthcare
2.7K
New
$211.96 - $244.38 $572K - $659K
2.7K $616M
MU
Micron Technology Inc

Technology
2.02K
New
$181.6 - $253.3 $366K - $510K
2.02K $575M
GD
General Dynamics Corp

Industrials
1.59K
New
$330.59 - $353.77 $526K - $563K
1.59K $536M
TT
Trane Technologies PLC

Industrials
1.36K
New
$408.5 - $448.65 $556K - $610K
1.36K $529M
PGR
Progressive Corp

Financial Services
2.23K
New
$203.7 - $246.46 $454K - $550K
2.23K $508M
T
At&T Inc.

Communication Services
20.3K
New
$24.44 - $27.55 $497K - $560K
20.3K $505M
CB
Chubb LTD

Financial Services
1.58K
New
$268.2 - $296.22 $423K - $467K
1.58K $492M
IVV
Ishares Core S&P 500 ETF

ETFs
718
New
$656.2 - $690.71 $471K - $496K
718 $492M
WFC
Wells Fargo & Company

Financial Services
5.18K
New
$77.62 - $87.3 $402K - $452K
5.18K $483M
APH
Amphenol Corp

Technology
3.56K
New
$121.7 - $143.85 $433K - $512K
3.56K $481M
TMO
Thermo Fisher Scientific Inc.

Healthcare
788
New
$524.58 - $588.02 $413K - $463K
788 $457M
TFC
Truist Financial Corp

Financial Services
9.02K
New
$41.09 - $45.64 $370K - $411K
9.02K $444M
AXP
American Express CO

Financial Services
1.19K
New
$316.26 - $372.77 $377K - $444K
1.19K $441M
UNH
Unitedhealth Group Inc

Healthcare
1.18K
New
$320.52 - $369.92 $379K - $437K
1.18K $390M
COF
Capital One Financial Corp

Financial Services
1.6K
New
$201.01 - $225.01 $322K - $361K
1.6K $389M
CHK
Chesapeake Energy Corp

Energy
3.49K
New
N/A
3.49K $385M
CVE
Cenovus Energy Inc.

Energy
22K
New
$16.57 - $18.27 $364K - $401K
22K $372M
WELL
Welltower Inc.

Real Estate
1.97K
New
$165.94 - $193.82 $327K - $382K
1.97K $365M
Ge Healthcare Technologies I
4.39K
New
N/A
4.39K $360M
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
New
$321.8 - $337.95 $345K - $363K
1.07K $360M
BKR
Baker Hughes CO

Energy
7.66K
New
$44.47 - $49.08 $341K - $376K
7.66K $349M
Activity Summary
Buys All Purchases 71 New Holdings 71 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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