Correct Capital Wealth Management Top Holdings and 13F Report (2025) About Correct Capital Wealth ManagementInvestment ActivityCorrect Capital Wealth Management has $620.48 million in total holdings as of March 31, 2025.Correct Capital Wealth Management owns shares of 110 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 23.45% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Correct Capital Wealth Management has purchased 111 new stocks and bought additional shares in 51 stocks.Correct Capital Wealth Management sold shares of 31 stocks and completely divested from 5 stocks this quarter.Largest Holdings ISHARES BITCOIN TRUST ETF $116,414,518JPMorgan Active Growth ETF $61,504,218Strategy $54,328,281iShares Core Dividend Growth ETF $47,815,118VictoryShares Free Cash Flow ETF $45,605,863 Largest New Holdings this Quarter 90353T100 - Uber Technologies $675,815 Holding516544103 - Lantheus $643,672 Holding64110L106 - Netflix $435,489 Holding002824100 - Abbott Laboratories $208,393 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 2,480,888 shares (about $116.13M)Avantis Emerging Markets Equity ETF 111,713 shares (about $6.72M)Strategy 20,790 shares (about $5.99M)VictoryShares Core Plus Intermediate Bond ETF 219,995 shares (about $4.80M)PIMCO Multi Sector Bond Active ETF 35,114 shares (about $925.25K) Largest Sales this Quarter PGIM Ultra Short Bond ETF 78,906 shares (about $3.92M)Avantis International Equity ETF 50,033 shares (about $3.32M)iShares High Yield Bond Factor ETF 51,026 shares (about $2.40M)VictoryShares Free Cash Flow ETF 24,233 shares (about $830.71K)iShares Core Dividend Growth ETF 12,848 shares (about $793.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCorrect Capital Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorISHARES BITCOIN TRUST ETF$116,414,518$116,130,381 ▲40,871.3%2,486,95818.8%ETFJGROJPMorgan Active Growth ETF$61,504,218$625,518 ▼-1.0%833,5039.9%ETFMSTRStrategy$54,328,281$5,993,139 ▲12.4%188,4638.8%Computer and TechnologyDGROiShares Core Dividend Growth ETF$47,815,118$793,749 ▼-1.6%773,9587.7%ETFVFLOVictoryShares Free Cash Flow ETF$45,605,863$830,707 ▼-1.8%1,330,3937.4%ETFAVUVAvantis U.S. Small Cap Value ETF$34,227,027$68,690 ▲0.2%392,6475.5%ETFFBNDFidelity Total Bond ETF$33,809,702$394,735 ▲1.2%740,6295.4%ETFAVEMAvantis Emerging Markets Equity ETF$30,475,820$6,721,775 ▲28.3%506,4954.9%ETFPYLDPIMCO Multi Sector Bond Active ETF$24,691,804$925,254 ▲3.9%937,0704.0%ETFAVDEAvantis International Equity ETF$22,056,294$3,315,684 ▼-13.1%332,8253.6%ETFUBNDVictoryShares Core Plus Intermediate Bond ETF$16,838,555$4,795,890 ▲39.8%772,4112.7%ETFPULSPGIM Ultra Short Bond ETF$12,968,092$3,923,995 ▼-23.2%260,7702.1%ETFBRK.BBerkshire Hathaway$7,734,607$10,119 ▼-0.1%14,5231.2%FinanceAAPLApple$7,015,870$337,410 ▼-4.6%31,5851.1%Computer and TechnologyHYDBiShares High Yield Bond Factor ETF$4,476,873$2,402,803 ▼-34.9%95,0710.7%ETFAMZNAmazon.com$4,393,986$522,065 ▲13.5%23,0950.7%Retail/WholesaleMETAMeta Platforms$3,057,043$882,416 ▲40.6%5,3040.5%Computer and TechnologyMSFTMicrosoft$3,020,595$35,285 ▲1.2%8,0470.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,773,803$90,654 ▲3.4%22,7340.4%ETFJPMJPMorgan Chase & Co.$2,767,447$270,073 ▼-8.9%11,2820.4%FinanceSCHWCharles Schwab$2,618,346$177,620 ▲7.3%33,4480.4%FinanceUNHUnitedHealth Group$2,603,135$535,293 ▲25.9%4,9700.4%MedicalXOMExxon Mobil$2,456,268$28,186 ▼-1.1%20,6530.4%EnergyWMWaste Management$2,452,010$278,053 ▲12.8%10,5910.4%Business ServicesGOOGLAlphabet$2,376,9810.0%15,3710.4%Computer and TechnologyJNJJohnson & Johnson$2,352,699$507,952 ▲27.5%14,1870.4%MedicalUNPUnion Pacific$2,300,465$144,340 ▲6.7%9,7380.4%TransportationVVisa$2,128,153$699,921 ▲49.0%6,0720.3%Business ServicesKOCoca-Cola$2,023,026$100,338 ▲5.2%28,2470.3%Consumer StaplesCVXChevron$1,993,639$809,200 ▲68.3%11,9170.3%EnergyGSThe Goldman Sachs Group$1,977,608$74,843 ▲3.9%3,6200.3%FinanceHDHome Depot$1,860,844$639,951 ▼-25.6%5,0770.3%Retail/WholesaleVICIVICI Properties$1,832,670$153,772 ▲9.2%56,1820.3%FinanceGOOGAlphabet$1,812,397$50,930 ▲2.9%11,6010.3%Computer and TechnologyDOMINOS PIZZA INC COM$1,792,768$368,478 ▲25.9%3,9020.3%StockABBVAbbVie$1,738,853$47,562 ▲2.8%8,2990.3%MedicalEMREmerson Electric$1,598,333$62,385 ▼-3.8%14,5780.3%IndustrialsORIOld Republic International$1,527,473$68,047 ▲4.7%38,9460.2%FinanceXLKTechnology Select Sector SPDR Fund$1,519,803$96,420 ▼-6.0%7,3610.2%ETFAVGOBroadcom$1,423,893$53,915 ▼-3.6%8,5040.2%Computer and TechnologyNKENIKE$1,415,119$492,549 ▲53.4%22,2920.2%Consumer DiscretionaryTGTTarget$1,414,699$437,162 ▲44.7%13,5560.2%Retail/WholesaleTPRTapestry$1,309,212$439,361 ▼-25.1%18,5940.2%Retail/WholesaleQCOMQUALCOMM$1,305,997$306,607 ▼-19.0%8,5020.2%Computer and TechnologySNVSynovus Financial$1,302,365$33,887 ▲2.7%27,8640.2%FinanceAVUSAvantis U.S. Equity ETF$1,272,098$59,771 ▲4.9%13,7700.2%ETFQQQMInvesco NASDAQ 100 ETF$1,255,910$62,921 ▲5.3%6,5070.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,203,5930.0%20,6270.2%ETFT-REX 2X LONG MSTR DAILY TARGET ETF$1,104,012$95,059 ▲9.4%202,2000.2%ETFIVViShares Core S&P 500 ETF$1,055,9860.0%1,8790.2%ETFNTAPNetApp$1,016,695$28,110 ▲2.8%11,5740.2%Computer and TechnologyDLRDigital Realty Trust$981,268$170,232 ▼-14.8%6,8480.2%FinanceNEENextEra Energy$964,684$31,050 ▲3.3%13,6080.2%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$938,7330.0%5,4190.2%ETFMAMastercard$928,728$642,544 ▲224.5%1,6940.1%Business ServicesQQQInvesco QQQ$927,051$3,751 ▲0.4%1,9770.1%FinanceETNEaton$915,011$414,283 ▼-31.2%3,3660.1%IndustrialsCRMSalesforce$909,879$36,223 ▲4.1%3,3910.1%Computer and TechnologyRITMRithm Capital$892,391$31,178 ▲3.6%77,9380.1%FinanceSHOPShopify$885,689$227,533 ▲34.6%9,2760.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$881,0550.0%9,1350.1%ETFWFCWells Fargo & Company$829,332$1,364 ▼-0.2%11,5520.1%FinancePYPLPayPal$727,873$87,567 ▲13.7%11,1550.1%Computer and TechnologyMELIMercadoLibre$694,262$95,559 ▲16.0%3560.1%Retail/WholesaleVEEVVeeva Systems$684,052$111,190 ▲19.4%2,9530.1%MedicalUBERUber Technologies$675,815$675,815 ▲New Holding9,2760.1%Computer and TechnologyCOSTCostco Wholesale$647,859$3,783 ▲0.6%6850.1%Retail/WholesaleLNTHLantheus$643,672$643,672 ▲New Holding6,5950.1%MedicalCIThe Cigna Group$629,706$513,898 ▼-44.9%1,9140.1%MedicalPAYCPaycom Software$599,608$28,407 ▲5.0%2,7440.1%Computer and TechnologyCRWDCrowdStrike$590,856$276,391 ▼-31.9%1,6760.1%Computer and TechnologyWMTWalmart$589,1590.0%6,7110.1%Retail/WholesaleSCCOSouthern Copper$583,564$4,206 ▲0.7%6,2440.1%Basic MaterialsAEEAmeren$578,026$100 ▲0.0%5,7570.1%UtilitiesIJRiShares Core S&P Small-Cap ETF$537,095$105 ▼0.0%5,1360.1%ETFSPYSPDR S&P 500 ETF Trust$529,199$66,010 ▲14.3%9460.1%FinanceNVDANVIDIA$528,027$87,788 ▲19.9%4,8720.1%Computer and TechnologyORCLOracle$522,726$15,239 ▲3.0%3,7390.1%Computer and TechnologyTTDTrade Desk$497,599$253,724 ▲104.0%9,0940.1%Computer and TechnologySOSouthern$482,7380.0%5,2500.1%UtilitiesXLVHealth Care Select Sector SPDR Fund$465,772$75,633 ▼-14.0%3,1900.1%ETFDFATDimensional U.S. Targeted Value ETF$465,1090.0%9,0330.1%ETFMCOMoody's$448,9250.0%9640.1%FinanceISRGIntuitive Surgical$445,743$247,635 ▼-35.7%9000.1%MedicalIYWiShares U.S. Technology ETF$439,7180.0%3,1310.1%ManufacturingNFLXNetflix$435,489$435,489 ▲New Holding4670.1%Consumer DiscretionaryEFXEquifax$426,4740.0%1,7510.1%Business ServicesCYBRCyberArk Software$412,701$46,306 ▼-10.1%1,2210.1%Computer and TechnologyVGTVanguard Information Technology ETF$407,3270.0%7510.1%ETFPGProcter & Gamble$406,756$67,480 ▼-14.2%2,3870.1%Consumer StaplesLLYEli Lilly and Company$395,396$24,764 ▲6.7%4790.1%MedicalINTUIntuit$374,467$316,762 ▼-45.8%6100.1%Computer and TechnologySBUXStarbucks$330,465$21,482 ▲7.0%3,3690.1%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$299,7820.0%4,6000.0%ETFMCDMcDonald's$282,6950.0%9050.0%Retail/WholesaleCSCOCisco Systems$282,138$33,323 ▼-10.6%4,5720.0%Computer and TechnologyVOVanguard Mid-Cap ETF$269,4820.0%1,0420.0%ETFAXPAmerican Express$267,9120.0%9960.0%FinanceBACBank of America$261,564$1,168 ▼-0.4%6,2680.0%FinanceCALCaleres$256,4510.0%14,8840.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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