Wheelhouse Advisory Group LLC Purchases in Q4 2025

Wheelhouse Advisory Group LLC

  • $263 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
136K
+ 41.97%
$48.17 - $48.5 $6.57M - $6.62M
462K $22.2B
VHT
Vanguard Health Care ETF

ETFs
4.7K
+ 5.96%
$264.7 - $283.93 $1.24M - $1.33M
83.4K $24.2B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
71.8K
+ 46.34%
$47.98 - $48.33 $3.45M - $3.47M
227K $10.9B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.06K
+ 5.28%
$426.99 - $455.46 $1.31M - $1.39M
61K $27.3B
VIG
Vanguard Dividend Appreciation

ETFs
6.57K
+ 7.8%
N/A
90.8K $20.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.8K
+ 4.47%
$600.51 - $631.95 $1.08M - $1.14M
42K $26.6B
VV
Vanguard Large Cap ETF

ETFs
3.56K
+ 5.72%
$301.9 - $317.98 $1.07M - $1.13M
65.7K $20.9B
AVSC
American Centy ETF Tr Avantis
10.3K
+ 6.87%
$55.24 - $58.86 $569K - $606K
160K $16.5B
LLY
Eli Lilly & CO

Healthcare
1.14K
New
$799.57 - $1025.28 $908K - $1.16M
1.14K $1.23B
VO
Vanguard Mid Cap ETF

ETFs
3.74K
+ 9.11%
$286.27 - $296.23 $1.07M - $1.11M
44.8K $13.1B
MGK
Vanguard Mega Cap Growth ETF

ETFs
791
+ 1.67%
$394.96 - $425.89 $312K - $337K
48K $20B
MSFT
Microsoft Corp

Technology
1.84K
+ 81.81%
$496.82 - $542.07 $914K - $997K
4.09K $1.99B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.06K
+ 48.4%
$74.09 - $75.1 $671K - $680K
27.8K $2.06B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.52K
+ 62.62%
$77.73 - $78.84 $662K - $672K
22.1K $1.73B
AAPL
Apple Inc.

Technology
1.31K
+ 18.21%
$245.27 - $275.25 $321K - $360K
8.5K $2.32B
BA
Boeing CO

Industrials
2.12K
New
$191.81 - $225.32 $406K - $477K
2.12K $462M
VUG
Vanguard Growth ETF

ETFs
662
New
$470.44 - $504.26 $311K - $334K
662 $326M
NVDA
Nvidia Corp

Technology
1.65K
+ 15.16%
$179.83 - $207.04 $296K - $341K
12.5K $2.34B
GOOGL
Alphabet Inc.

Communication Services
963
New
$236.57 - $291.31 $228K - $281K
963 $302M
Innovator Us Eqy Buffer ETF
6.02K
New
N/A
6.02K $300M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.03K
New
$137.47 - $143.13 $279K - $291K
2.03K $294M
V
Visa Inc.

Financial Services
787
New
$325.75 - $352.42 $256K - $277K
787 $278M
AMZN
Amazon Com Inc

Consumer Cyclical
906
+ 23.74%
$213.04 - $254.0 $193K - $230K
4.72K $1.1B
GOOG
Alphabet Inc.

Communication Services
232
+ 15.58%
$237.49 - $291.74 $55.1K - $67.7K
1.72K $542M
VBK
Vanguard Small Cap Growth ETF

ETFs
313
+ 16.8%
$291.71 - $309.36 $91.3K - $96.8K
2.18K $664M
WMT
Walmart Inc.

Consumer Defensive
546
+ 10.93%
$101.18 - $109.03 $55.2K - $59.5K
5.54K $620M
MA
Mastercard Inc

Financial Services
126
+ 9.46%
$536.85 - $580.45 $67.6K - $73.1K
1.46K $842M
META
Meta Platforms, Inc.

Communication Services
127
+ 30.83%
$609.01 - $751.67 $77.3K - $95.5K
539 $360M
XOM
Exxon Mobil Corp

Energy
118
+ 3.17%
$110.64 - $119.78 $13.1K - $14.1K
3.84K $465M
USB
Us Bancorp \De\

Financial Services
41
+ 0.93%
$45.28 - $48.26 $1.86K - $1.98K
4.44K $241M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
408
+ 1.1%
$49.98 - $50.59 $20.4K - $20.6K
37.5K $1.89B
NEE
Nextera Energy Inc

Utilities
95
+ 3.44%
$78.18 - $86.03 $7.43K - $8.17K
2.86K $230M
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 2.99%
$293.81 - $310.11 $7.05K - $7.44K
826 $255M
PM
Philip Morris International Inc.

Consumer Defensive
64
+ 2.35%
$144.33 - $160.86 $9.24K - $10.3K
2.79K $452M
AEE
Ameren Corp

Utilities
195
+ 3.22%
$101.28 - $105.72 $19.7K - $20.6K
6.25K $629M
PG
Procter & Gamble CO

Consumer Defensive
71
+ 1.63%
$145.5 - $153.18 $10.3K - $10.9K
4.44K $639M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 4.35%
$358.03 - $397.02 $16.5K - $18.3K
1.1K $382M
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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