Worth Pointe, LLC Purchases in Q4 2025

Worth Pointe, LLC

  • $357 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
509
+ 38.39%
$181.6 - $253.3 $92.4K - $129K
1.84K $452K
AIQ
Global X Funds Global X Artifi

ETFs
4.53K
New
$48.93 - $53.56 $221K - $242K
4.53K $226K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.53K
New
$24.8 - $25.02 $212K - $213K
8.53K $211K
XOM
Exxon Mobil Corp

Energy
555
+ 1.95%
$110.64 - $119.78 $61.4K - $66.5K
29K $3.41M
MA
Mastercard Inc

Financial Services
380
New
$536.85 - $580.45 $204K - $221K
380 $204K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
4.35K
+ 10.99%
$33.24 - $35.25 $145K - $153K
44K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 44.82%
$294.11 - $320.41 $134K - $145K
1.47K $440K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
2.6K
+ 17.13%
$28.53 - $29.4 $74.1K - $76.4K
17.8K $519K
AMZN
Amazon Com Inc

Consumer Cyclical
120
+ 3.62%
$213.04 - $254.0 $25.6K - $30.5K
3.44K $806K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 18.77%
$475.68 - $513.11 $65.2K - $70.3K
867 $441K
MSFT
Microsoft Corp

Technology
176
+ 6.93%
$496.82 - $542.07 $87.4K - $95.4K
2.72K $1.38M
DFAI
Dimensional ETF Tr

ETFs
1.38K
+ 24.75%
$35.82 - $37.52 $49.3K - $51.7K
6.94K $257K
WMT
Walmart Inc.

Consumer Defensive
514
+ 11.96%
$101.18 - $109.03 $52K - $56K
4.81K $495K
CVX
Chevron Corp

Energy
310
+ 5.87%
$148.9 - $157.72 $46.2K - $48.9K
5.59K $864K
ITOT
Ishares Core S&P Total U.S. St

ETFs
142
+ 4.11%
$142.79 - $150.05 $20.3K - $21.3K
3.6K $526K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
163
+ 3.25%
$72.17 - $75.74 $11.8K - $12.3K
5.18K $388K
AFL
Aflac Inc

Financial Services
71
+ 3.86%
$105.7 - $115.01 $7.5K - $8.17K
1.91K $218K
TD
Toronto Dominion Bank

Financial Services
39
+ 1.27%
$78.32 - $82.74 $3.05K - $3.23K
3.1K $252K
META
Meta Platforms, Inc.

Communication Services
155
+ 22.08%
$609.01 - $751.67 $94.4K - $117K
857 $522K
GE
General Electric CO

Industrials
20
+ 2.81%
$291.49 - $314.28 $5.83K - $6.29K
733 $219K
SFLR
Innovator Etfs Tr Equity Manag
24.7K
+ 99.47%
N/A
49.6K $0
Innovator Etfs Trust
9.08K
New
N/A
9.08K $0
Innovator Etfs Trust
3.47K
+ 47.53%
N/A
10.8K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
4.81K
+ 24.52%
N/A
24.4K $0
Ea Series Trust
13.5K
New
N/A
13.5K $0
Dimensional ETF Trust
26.7K
+ 195.5%
N/A
40.4K $0
Dimensional ETF Trust
3.9K
New
N/A
3.9K $0
American Centy ETF Tr
6.28K
New
N/A
6.28K $0
Dimensional ETF Trust
60.8K
+ 237.37%
N/A
86.4K $0
Dimensional ETF Trust
13.9K
New
N/A
13.9K $0
Northern Lts Fd Tr Iv
8.82K
New
N/A
8.82K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
83
+ 1.27%
$40.65 - $42.74 $3.37K - $3.55K
6.6K $270K
ORCL
Oracle Corp

Technology
293
+ 17.41%
$217.57 - $313.0 $63.7K - $91.7K
1.98K $434K
Activity Summary
Buys All Purchases 84 New Holdings 35 Increased Positions 49 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Worth Pointe, LLC Portfolio

Follow Worth Pointe, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email