Woodside Wealth Management LLC Portfolio Holdings
Q3 2025•80 long positions•$126.9M portfolio value
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Holding80 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $31.3M 24.64% | +$587.9K Bought | — 51.0K shares | 50.1K → 51.0K +$587.9K | +1.92% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $14.3M 11.25% | +$185.9K Bought | — 471.0K shares | 464.9K → 471.0K +$185.9K | +1.32% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.5M 8.31% | +$115.1K Bought | — 22.0K shares | 21.7K → 22.0K +$115.1K | +1.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.5M 6.69% | +$115.7K Bought | — 219.9K shares | 216.9K → 219.9K +$115.7K | +1.38% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.7M 6.06% | +$55.4K Bought | — 170.0K shares | 168.8K → 170.0K +$55.4K | +0.73% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.4M 3.45% | +$7.2K Bought | — 13.3K shares | 13.3K → 13.3K +$7.2K | +0.17% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.3M 3.39% | -$8.6K Sold | — 45.2K shares | 45.2K → 45.2K −$8.6K | -0.2% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $4.1M 3.2% | — | 0.0% 16.6K shares | — | — | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $4.0M 3.14% | — | 0.0% 16.4K shares | — | — | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.8M 3.03% | +$56.3K Bought | — 75.9K shares | 74.8K → 75.9K +$56.3K | +1.48% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 2.34% | -$4.6K Sold | — 108.8K shares | 108.9K → 108.8K −$4.6K | -0.15% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.8M 2.22% | -$2.7K Sold | — 63.0K shares | 63.1K → 63.0K −$2.7K | -0.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.8M 2.18% | +$9.7K Bought | — 23.2K shares | 23.1K → 23.2K +$9.7K | +0.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 2.14% | +$126.9K Bought | — 36.9K shares | 35.2K → 36.9K +$126.9K | +4.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.4M 1.86% | +$59.4K Bought | — 30.0K shares | 29.2K → 30.0K +$59.4K | +2.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 1.53% | +$58.7K Bought | — 42.0K shares | 40.7K → 42.0K +$58.7K | +3.12% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 1.41% | -$17.8K Sold | — 39.0K shares | 39.4K → 39.0K −$17.8K | -0.98% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 1.17% | +$18.3K Bought | — 8.0K shares | 7.9K → 8.0K +$18.3K | +1.24% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 1.05% | +$3.8K Bought | — 25.0K shares | 25.0K → 25.0K +$3.8K | +0.29% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.952% | — | — 1.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.886% | +$155.0K Bought | — 30.9K shares | 26.6K → 30.9K +$155.0K | +16.0% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $949.7K 0.749% | — | — 4.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $862.4K 0.68% | — | 0.0% 1.7K shares | — | — | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $666.4K 0.525% | — | — 8.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $641.2K 0.505% | — | — 2.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $628.0K 0.495% | +$2.1K Bought | — 3.0K shares | 3.0K → 3.0K +$2.1K | +0.33% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $625.7K 0.493% | +$10.4K Bought | — 6.2K shares | 6.1K → 6.2K +$10.4K | +1.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $608.5K 0.48% | +$36.3K Bought | — 6.7K shares | 6.3K → 6.7K +$36.3K | +6.34% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $548.7K 0.433% | -$108.8K Sold | — 7.5K shares | 8.9K → 7.5K −$108.8K | -16.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $519.1K 0.409% | — | — 5.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
Information Technology Services Technology | $464.7K 0.366% | +$464.7K New | 0.0% 1.6K shares | 0 → 1.6K +$464.7K | New | $262.84B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $347.1K 0.274% | -$19.1K Sold | — 4.4K shares | 4.7K → 4.4K −$19.1K | -5.22% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $319.6K 0.252% | — | — 1.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $294.1K 0.232% | — | — 4.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $283.9K 0.224% | — | 0.0% 1.1K shares | — | — | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $267.2K 0.211% | — | — 4.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $261.8K 0.206% | +$43.2K Bought | — 3.6K shares | 3.0K → 3.6K +$43.2K | +19.74% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $251.5K 0.198% | — | — 4.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $250.0K 0.197% | +$60.3K Bought | — 7.9K shares | 6.0K → 7.9K +$60.3K | +31.75% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $203.2K 0.16% | — | — 8.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $186.1K 0.147% | +$63.9K Bought | — 1.7K shares | 1.1K → 1.7K +$63.9K | +52.26% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $175.7K 0.138% | — | — 2.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $166.6K 0.131% | — | — 2.4K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $162.5K 0.128% | — | — 5.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $138.7K 0.109% | — | — 2.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $135.4K 0.107% | — | — 2.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $126.8K 0.1% | — | — 2.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $126.4K 0.1% | — | — 497.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $120.3K 0.095% | — | — 2.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $105.6K 0.083% | -$5.0K Sold | — 4.1K shares | 4.3K → 4.1K −$5.0K | -4.56% | — — | Q1 2025 Held for 8 months |
