Litman Gregory Wealth Management LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 17 quarters from 2013-06-30 to 2025-12-31, Litman Gregory Wealth Management LLC opened 174 positions, added to 84, reduced 160 and sold out of 17.
- Q4 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 4,125.
- Q4 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 2,500.
- Q4 2025: Stock MSI; Country of operation United States; Class COM NEW; Shares before 27,230.
- Q4 2025: Stock CPRT; Country of operation United States; Class COM; Shares before 168,820.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1551867), 17 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2014-09-30 to 2015-12-31, filed 2016-01-28); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-25); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-16); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | AMZN
AMAZON COM INC | United States | COM | 4,125 | 15,635 | +11,510 | $905,727 | $3,608,871 | +$2,703,144 | 2026-02-12 |
|---|
| Q4 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 2,500 | 13,005 | +10,505 | $466,450 | $2,425,433 | +$1,958,983 | 2026-02-12 |
|---|
| Q4 2025 | MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 27,230 | 27,784 | +554 | $12,452,016 | $10,649,979 | -$1,802,037 | 2026-02-12 |
|---|
| Q4 2025 | CPRT
COPART INC | United States | COM | 168,820 | 170,061 | +1,241 | $7,591,836 | $6,657,889 | -$933,947 | 2026-02-12 |
|---|
| Q4 2025 | URI
UNITED RENTALS INC | United States | COM | 6,028 | 6,042 | +14 | $5,754,367 | $4,889,825 | -$864,542 | 2026-02-12 |
|---|
| Q4 2025 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 48,892 | 49,379 | +487 | $5,271,047 | $4,503,859 | -$767,188 | 2026-02-12 |
|---|
| Q4 2025 | META
META PLATFORMS INC | United States | CL A | 25,416 | 28,862 | +3,446 | $18,665,097 | $19,051,739 | +$386,642 | 2026-02-12 |
|---|
| Q4 2025 | BKNG
BOOKING HOLDINGS INC | United States | COM | 2,420 | 2,512 | +92 | $13,067,346 | $13,453,902 | +$386,556 | 2026-02-12 |
|---|
| Q4 2025 | TPL
TEXAS PACIFIC LAND CORPORATI | United States | COM | 505 | 975 | +470 | $471,489 | $280,040 | -$191,449 | 2026-02-12 |
|---|
| Q4 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,917 | 10,742 | +825 | $435,853 | $437,522 | +$1,669 | 2026-02-12 |
|---|
| Q3 2025 | ZTS
ZOETIS INC | United States | CL A | 7,762 | 30,207 | +22,445 | $1,210,484 | $4,419,826 | +$3,209,342 | 2025-10-16 |
|---|
| Q3 2025 | PYPL
PAYPAL HLDGS INC | United States | COM | 189,081 | 195,910 | +6,829 | $14,052,500 | $13,137,725 | -$914,775 | 2025-10-16 |
|---|
| Q3 2025 | CPRT
COPART INC | United States | COM | 167,827 | 168,820 | +993 | $8,235,271 | $7,591,836 | -$643,435 | 2025-10-16 |
|---|
| Q2 2025 | PYPL
PAYPAL HLDGS INC | United States | COM | 188,440 | 189,081 | +641 | $12,295,710 | $14,052,500 | +$1,756,790 | 2025-07-23 |
|---|
| Q2 2025 | CPRT
COPART INC | United States | COM | 164,849 | 167,827 | +2,978 | $9,328,805 | $8,235,271 | -$1,093,534 | 2025-07-23 |
|---|
| Q2 2025 | URI
UNITED RENTALS INC | United States | COM | 5,944 | 6,080 | +136 | $3,725,229 | $4,581,020 | +$855,791 | 2025-07-23 |
|---|
| Q2 2025 | CDW
CDW CORP | United States | COM | 41,876 | 42,058 | +182 | $6,710,983 | $7,511,172 | +$800,189 | 2025-07-23 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 2,045 | 3,795 | +1,750 | $501,639 | $1,100,209 | +$598,570 | 2025-07-23 |
|---|
| Q2 2025 | ODFL
OLD DOMINION FREIGHT LINE IN | United States | COM | 31,075 | 34,713 | +3,638 | $5,141,384 | $5,633,876 | +$492,492 | 2025-07-23 |
|---|
| Q2 2025 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 2,843 | 50,104 | +47,261 | $4,072,825 | $4,515,874 | +$443,049 | 2025-07-23 |
|---|
| Q2 2025 | T
AT&T INC | United States | COM | 12,750 | 20,410 | +7,660 | $360,570 | $590,666 | +$230,096 | 2025-07-23 |
|---|
| Q2 2025 | POOL
POOL CORP | United States | COM | 10,722 | 11,321 | +599 | $3,413,434 | $3,299,783 | -$113,651 | 2025-07-23 |
|---|
| Q2 2025 | USB
US BANCORP DEL | United States | COM NEW | 25,038 | 25,088 | +50 | $1,057,105 | $1,135,232 | +$78,127 | 2025-07-23 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 2,527 | 2,777 | +250 | $221,846 | $271,536 | +$49,690 | 2025-07-23 |
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| Q2 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,038 | 2,042 | +4 | $587,230 | $622,463 | +$35,233 | 2025-07-23 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 1,900 | 1,911 | +11 | $225,967 | $206,006 | -$19,961 | 2025-07-23 |
|---|
| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 218 | 220 | +2 | $206,181 | $217,787 | +$11,606 | 2025-07-23 |
|---|
| Q1 2025 | ODFL
OLD DOMINION FREIGHT LINE IN | United States | COM | 10,633 | 31,075 | +20,442 | $1,875,589 | $5,141,384 | +$3,265,795 | 2025-05-02 |
|---|
| Q1 2025 | PYPL
PAYPAL HLDGS INC | United States | COM | 179,521 | 188,440 | +8,919 | $15,322,118 | $12,295,710 | -$3,026,408 | 2025-05-02 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 41,058 | 41,071 | +13 | $17,305,912 | $15,417,816 | -$1,888,096 | 2025-05-02 |
|---|
| Q1 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 66,735 | 70,846 | +4,111 | $12,709,014 | $11,068,271 | -$1,640,743 | 2025-05-02 |
|---|
| Q1 2025 | SPGI
S&P GLOBAL INC | United States | COM | 10,210 | 12,947 | +2,737 | $5,085,045 | $6,578,154 | +$1,493,109 | 2025-05-02 |
|---|
| Q1 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 26,030 | 27,564 | +1,534 | $13,167,372 | $14,436,433 | +$1,269,061 | 2025-05-02 |
|---|
| Q1 2025 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 2,743 | 2,843 | +100 | $3,252,650 | $4,072,825 | +$820,175 | 2025-05-02 |
|---|
| Q1 2025 | BKNG
BOOKING HOLDINGS INC | United States | COM | 2,503 | 2,523 | +20 | $12,436,373 | $11,623,829 | -$812,544 | 2025-05-02 |
|---|
| Q1 2025 | CDW
CDW CORP | United States | COM | 37,181 | 41,876 | +4,695 | $6,471,028 | $6,710,983 | +$239,955 | 2025-05-02 |
|---|
| Q1 2025 | POOL
POOL CORP | United States | COM | 9,462 | 10,722 | +1,260 | $3,225,911 | $3,413,434 | +$187,523 | 2025-05-02 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 3,335 | 4,485 | +1,150 | $447,858 | $486,085 | +$38,227 | 2025-05-02 |
|---|
| Q1 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,827 | 2,377 | +550 | $220,684 | $244,213 | +$23,529 | 2025-05-02 |
|---|
| Q1 2025 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 157,946 | 161,636 | +3,690 | $11,692,743 | $11,715,378 | +$22,635 | 2025-05-02 |
|---|
| Q4 2024 | TSCO
TRACTOR SUPPLY CO | United States | COM | 49,943 | 241,810 | +191,867 | $14,530,062 | $12,830,428 | -$1,699,634 | 2025-01-24 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 2,685 | 3,335 | +650 | $326,067 | $447,858 | +$121,791 | 2025-01-24 |
|---|
| Q4 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,971 | 2,045 | +74 | $415,606 | $490,207 | +$74,601 | 2025-01-24 |
|---|
| Q4 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,677 | 1,827 | +150 | $275,163 | $220,684 | -$54,479 | 2025-01-24 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,818 | 1,880 | +62 | $294,626 | $271,886 | -$22,740 | 2025-01-24 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 28,624 | 28,849 | +225 | $14,432,794 | $16,514,479 | +$2,081,685 | 2024-10-22 |
|---|
| Q3 2024 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 129,374 | 161,371 | +31,997 | $11,950,277 | $10,648,873 | -$1,301,404 | 2024-10-22 |
|---|
| Q3 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 67,674 | 67,979 | +305 | $12,412,766 | $11,365,410 | -$1,047,356 | 2024-10-22 |
|---|
| Q3 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,142 | 4,332 | +3,190 | $272,584 | $1,198,795 | +$926,211 | 2024-10-22 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 39,442 | 42,888 | +3,446 | $17,628,602 | $18,454,901 | +$826,299 | 2024-10-22 |
|---|
| Q3 2024 | BKNG
BOOKING HOLDINGS INC | United States | COM | 2,661 | 2,666 | +5 | $10,541,552 | $11,229,702 | +$688,150 | 2024-10-22 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 59,853 | 62,783 | +2,930 | $10,902,224 | $10,412,597 | -$489,627 | 2024-10-22 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 3,810 | 4,610 | +800 | $736,283 | $858,982 | +$122,699 | 2024-10-22 |
|---|
| Q3 2024 | CPRT
COPART INC | United States | COM | 163,236 | 170,011 | +6,775 | $8,840,862 | $8,908,577 | +$67,715 | 2024-10-22 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 22,730 | 28,624 | +5,894 | $11,037,234 | $14,432,794 | +$3,395,560 | 2024-07-30 |
|---|
| Q2 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 24,364 | 26,480 | +2,116 | $12,052,871 | $13,485,205 | +$1,432,334 | 2024-07-30 |
|---|
| Q2 2024 | CDW
CDW CORP | United States | COM | 37,417 | 37,484 | +67 | $9,570,521 | $8,390,419 | -$1,180,102 | 2024-07-30 |
|---|
| Q2 2024 | PYPL
PAYPAL HLDGS INC | United States | COM | 185,409 | 196,491 | +11,082 | $12,420,549 | $11,402,373 | -$1,018,176 | 2024-07-30 |
|---|
| Q2 2024 | POOL
POOL CORP | United States | COM | 9,351 | 9,639 | +288 | $3,773,129 | $2,962,354 | -$810,775 | 2024-07-30 |
|---|
| Q2 2024 | CPRT
COPART INC | United States | COM | 162,997 | 163,236 | +239 | $9,440,787 | $8,840,862 | -$599,925 | 2024-07-30 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 58,874 | 60,453 | +1,579 | $16,430,556 | $15,867,099 | -$563,457 | 2024-07-30 |
|---|
| Q2 2024 | SPGI
S&P GLOBAL INC | United States | COM | 10,514 | 10,524 | +10 | $4,473,182 | $4,693,704 | +$220,522 | 2024-07-30 |
|---|
| Q2 2024 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 126,377 | 129,374 | +2,997 | $12,076,587 | $11,950,277 | -$126,310 | 2024-07-30 |
|---|
| Q2 2024 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 2,692 | 2,810 | +118 | $3,038,945 | $2,967,529 | -$71,416 | 2024-07-30 |
|---|
| Q2 2024 | TD
TORONTO DOMINION BK ONT | | COM NEW | 4,875 | 6,125 | +1,250 | $294,353 | $336,630 | +$42,277 | 2024-07-30 |
|---|
| Q2 2024 | KHC
KRAFT HEINZ CO | United States | COM | 9,250 | 9,750 | +500 | $341,325 | $314,145 | -$27,180 | 2024-07-30 |
|---|
| Q2 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,856 | 1,971 | +115 | $371,757 | $398,655 | +$26,898 | 2024-07-30 |
|---|
| Q2 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,452 | 1,677 | +225 | $262,072 | $272,027 | +$9,955 | 2024-07-30 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 146,835 | 148,198 | +1,363 | $28,270,171 | $25,413,019 | -$2,857,152 | 2024-05-03 |
|---|
| Q1 2024 | PYPL
PAYPAL HLDGS INC | United States | COM | 165,603 | 185,409 | +19,806 | $10,169,681 | $12,420,549 | +$2,250,868 | 2024-05-03 |
|---|
| Q1 2024 | V
VISA INC | United States | COM CL A | 57,220 | 58,874 | +1,654 | $14,897,227 | $16,430,556 | +$1,533,329 | 2024-05-03 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 68,075 | 68,599 | +524 | $9,593,810 | $10,444,884 | +$851,074 | 2024-05-03 |
|---|
| Q1 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 61,353 | 61,442 | +89 | $8,570,401 | $9,273,442 | +$703,041 | 2024-05-03 |
|---|
| Q1 2024 | BKNG
BOOKING HOLDINGS INC | United States | COM | 2,677 | 2,682 | +5 | $9,495,908 | $9,729,975 | +$234,067 | 2024-05-03 |
|---|
| Q1 2024 | TPL
TEXAS PACIFIC LAND CORPORATI | United States | COM | 1,669 | 4,314 | +2,645 | $2,624,420 | $2,495,693 | -$128,727 | 2024-05-03 |
|---|
| Q1 2024 | ODFL
OLD DOMINION FREIGHT LINE IN | United States | COM | 5,914 | 11,468 | +5,554 | $2,397,122 | $2,515,048 | +$117,926 | 2024-05-03 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 3,815 | 3,835 | +20 | $579,652 | $691,758 | +$112,106 | 2024-05-03 |
|---|
| Q1 2024 | SPGI
S&P GLOBAL INC | United States | COM | 10,408 | 10,514 | +106 | $4,584,933 | $4,473,182 | -$111,751 | 2024-05-03 |
|---|
| Q1 2024 | PEP
PEPSICO INC | United States | COM | 2,050 | 2,457 | +407 | $348,172 | $430,000 | +$81,828 | 2024-05-03 |
|---|
| Q1 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,450 | 1,452 | +2 | $213,745 | $262,072 | +$48,327 | 2024-05-03 |
|---|
| Q1 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 22,946 | 24,364 | +1,418 | $12,080,381 | $12,052,871 | -$27,510 | 2024-05-03 |
|---|
| Q1 2024 | TD
TORONTO DOMINION BK ONT | | COM NEW | 4,375 | 4,875 | +500 | $282,713 | $294,353 | +$11,640 | 2024-05-03 |
|---|
| Q2 2014 | RLI
RLI CORP | United States | COM | 593 | 595 | +2 | $26,000 | $27,000 | +$1,000 | 2014-08-11 |
|---|
| Q1 2014 | RLI
RLI CORP | United States | COM | 295 | 593 | +298 | $29,000 | $26,000 | -$3,000 | 2014-04-25 |
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