Wealth Collab, LLC Reduced Holdings in Q4 2025

Wealth Collab, LLC

  • $244 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-12K
- 38.03%
$100.37 - $100.72 $1.21M - $1.21M
19.6K $1.97B
META
Meta Platforms, Inc.

Communication Services
-122
- 8.53%
$609.01 - $751.67 $74.3K - $91.7K
1.31K $864M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.46K
- 8.25%
$116.0 - $122.39 $170K - $179K
16.3K $1.97B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.21K
- 28.85%
$23.37 - $23.7 $122K - $123K
12.8K $300M
EA
Electronic Arts Inc.

Communication Services
-497
- 19.95%
$199.89 - $202.0 $99.3K - $100K
1.99K $407M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-724
- 7.91%
$100.33 - $100.69 $72.6K - $72.9K
8.42K $845M
XOM
Exxon Mobil Corp

Energy
-750
- 34.69%
$110.64 - $119.78 $83K - $89.8K
1.41K $170M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 5.75%
$358.03 - $397.02 $15K - $16.7K
688 $237M
UBER
Uber Technologies, Inc

Technology
-21
- 0.61%
$91.62 - $100.1 $1.92K - $2.1K
3.41K $279M
FINV
Fin Volution Group

Financial Services
-2.23K
- 11.9%
$5.58 - $7.63 $12.4K - $17K
16.5K $86.2M
VRSN
Verisign Inc

Technology
-68
- 21.79%
$232.82 - $275.44 $15.8K - $18.7K
244 $59.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
-18
- 0.09%
$110.58 - $112.2 $1.99K - $2.02K
19.7K $2.16B
PG
Procter & Gamble CO

Consumer Defensive
-160
- 38.74%
$145.5 - $153.18 $23.3K - $24.5K
253 $36.3M
Super Micro Computer Inc
-273
- 27.0%
N/A
738 $21.6M
VICI
Vici Properties Inc.

Real Estate
-559
- 31.26%
$29.52 - $32.91 $16.5K - $18.4K
1.23K $34.6M
SKM
Sk Telecom CO LTD

Communication Services
-864
- 15.41%
$19.93 - $21.73 $17.2K - $18.8K
4.74K $97.3M
PRG
Prog Holdings, Inc.

Industrials
-488
- 18.21%
$27.34 - $32.72 $13.3K - $16K
2.19K $64.6M
Hafnia LTD
-3.45K
- 78.89%
N/A
922 $4.92M
STLA
Stellantis N.V.

Consumer Cyclical
-2.18K
- 92.37%
$9.64 - $11.31 $21K - $24.6K
180 $1.96M
DOX
Amdocs LTD

Technology
-199
- 55.9%
$76.91 - $85.49 $15.3K - $17K
157 $12.6M
UNH
Unitedhealth Group Inc

Healthcare
-41
- 47.67%
$320.52 - $369.92 $13.1K - $15.2K
45 $14.9M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-8
- 1.66%
$77.25 - $114.12 $618 - $913
474 $37.8M
CCSI
Consensus Cloud Solutions, Inc.

Technology
-173
- 12.14%
$22.37 - $29.72 $3.87K - $5.14K
1.25K $27.3M
WINA
Winmark Corp

Consumer Cyclical
-12
- 12.12%
$392.72 - $517.89 $4.71K - $6.21K
87 $35.2M
CNXC
Concentrix Corp

Technology
-287
- 67.53%
$34.42 - $48.26 $9.88K - $13.9K
138 $5.74M
MP
Mp Materials Corp.

Basic Materials
-100
- 20.0%
$51.95 - $98.65 $5.2K - $9.87K
400 $20.2M
STM
St Microelectronics N.V.

Technology
-387
- 40.57%
$23.34 - $30.54 $9.03K - $11.8K
567 $14.7M
PINS
Pinterest, Inc.

Communication Services
-312
- 48.0%
$25.75 - $35.24 $8.03K - $11K
338 $8.75M
MHO
M/I Homes, Inc.

Consumer Cyclical
-11
- 1.69%
$125.05 - $148.06 $1.38K - $1.63K
640 $81.9M
Greenfire Res LTD New
-2.62K
- 84.35%
N/A
487 $2.32M
HCKT
Hackett Group, Inc.

Technology
-636
- 49.84%
$17.66 - $19.21 $11.2K - $12.2K
640 $12.6M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-951
- 62.32%
$12.5 - $18.02 $11.9K - $17.1K
575 $11.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 25.0%
$4804.01 - $5424.55 $9.61K - $10.8K
6 $32.1M
Ea Series Trust
-111
- 7.99%
N/A
1.28K $147M
CVLT
Commvault Systems Inc

Technology
-44
- 51.16%
$125.08 - $185.88 $5.5K - $8.18K
42 $5.27M
CHRD
Oasis Petroleum Inc.

Energy
-93
- 30.49%
$84.99 - $100.43 $7.9K - $9.34K
212 $19.7M
EOSE
Eos Energy Enterprises, Inc.

Industrials
-963
- 13.69%
$12.36 - $19.19 $11.9K - $18.5K
6.07K $69.6M
GIB
Cgi Inc

Technology
-132
- 20.06%
$84.81 - $91.65 $11.2K - $12.1K
526 $48.6M
LI
Li Auto Inc.

Consumer Cyclical
-376
- 86.24%
$19.77 - $25.83 $7.43K - $9.71K
60 $1.02M
OGN
Organon & Co.

Healthcare
-929
- 99.46%
$6.34 - $11.01 $5.89K - $10.2K
5 $36K
FISV
Fiserv Inc

Technology
-67
- 77.01%
N/A
20 $1.34M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-35
- 46.05%
$163.25 - $220.55 $5.71K - $7.72K
41 $6.82M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-490
- 22.85%
$16.8 - $19.74 $8.23K - $9.67K
1.65K $28.4M
DOCU
Docusign, Inc.

Technology
-114
- 38.64%
$67.01 - $73.14 $7.64K - $8.34K
181 $12.4M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-300
- 60.0%
$21.96 - $27.05 $6.59K - $8.12K
200 $4.02M
CHKP
Check Point Software Technologies LTD

Technology
-25
- 12.82%
$188.36 - $204.97 $4.71K - $5.12K
170 $31.5M
Docebo Inc
-269
- 58.61%
N/A
190 $4.22M
SNY
Sanofi

Healthcare
-211
- 13.72%
$48.09 - $52.34 $10.1K - $11K
1.33K $64.3M
NEU
Newmarket Corp

Basic Materials
-3
- 7.14%
$742.86 - $873.09 $2.23K - $2.62K
39 $26.8M
Activity Summary
Buys All Purchases 342 New Holdings 142 Increased Positions 200 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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