American Trust Incresed Positions in Q3 2025

American Trust

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.59K
+ 39.28%
$82.38 - $83.0 $131K - $132K
5.65K $468K
WFC
Wells Fargo & Company

Financial Services
1.43K
+ 49.97%
$77.05 - $85.16 $110K - $122K
4.29K $359K
CSCO
Cisco Systems, Inc.

Technology
1.91K
+ 30.45%
$66.2 - $71.79 $127K - $137K
8.19K $560K
ILCB
Ishares Morningstar U.S. Equit

ETFs
93
+ 0.54%
$85.66 - $92.67 $7.97K - $8.62K
17.3K $1.6M
FIX
Comfort Systems Usa Inc

Industrials
5
+ 1.28%
$521.66 - $825.18 $2.61K - $4.13K
395 $325K
QCOM
Qualcomm Inc

Technology
585
+ 23.68%
$145.84 - $173.55 $85.3K - $102K
3.06K $508K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.71K
+ 2.82%
$55.61 - $57.37 $94.9K - $97.9K
62.1K $3.55M
TFC
Truist Financial Corp

Financial Services
1.11K
+ 5.6%
$42.83 - $47.07 $47.5K - $52.2K
20.9K $956K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.14K
+ 41.31%
$28.15 - $30.13 $88.3K - $94.5K
10.7K $318K
LLY
Eli Lilly & CO

Healthcare
263
+ 4.3%
$625.65 - $812.69 $165K - $214K
6.39K $4.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 2.42%
$459.11 - $506.91 $34.4K - $38K
3.17K $1.59M
EEM
Ishares Msci Emerging Markets

ETFs
908
+ 12.75%
$48.07 - $53.4 $43.6K - $48.5K
8.03K $428K
IVE
Ishares S&P 500 Value ETF

ETFs
177
+ 4.29%
$194.44 - $206.51 $34.4K - $36.6K
4.3K $888K
DIS
Walt Disney CO

Communication Services
875
+ 44.6%
$112.25 - $124.0 $98.2K - $109K
2.84K $324K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
636
+ 4.54%
$41.34 - $45.65 $26.3K - $29K
14.7K $660K
RPG
Invesco Exchange Traded Fd Tr

ETFs
698
+ 2.96%
$45.41 - $48.26 $31.7K - $33.7K
24.3K $1.16M
MTZ
Mastec Inc

Industrials
130
+ 10.95%
$168.23 - $212.81 $21.9K - $27.7K
1.32K $280K
IWY
Ishares Tr Russell 200 Growth

ETFs
35
+ 1.45%
$243.93 - $275.62 $8.54K - $9.65K
2.45K $671K
IEFA
Ishares Tr

ETFs
319
+ 2.64%
$81.7 - $87.53 $26.1K - $27.9K
12.4K $1.08M
IWN
Ishares Russell2000 Val ETF

ETFs
98
+ 3.35%
$157.1 - $178.94 $15.4K - $17.5K
3.02K $534K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
125
+ 1.51%
$128.6 - $136.01 $16.1K - $17K
8.38K $1.13M
F
Ford Motor CO

Consumer Cyclical
4.95K
+ 43.94%
$10.82 - $12.09 $53.6K - $59.9K
16.2K $194K
MCK
Mckesson Corp

Healthcare
70
+ 19.83%
$659.01 - $772.54 $46.1K - $54.1K
423 $326K
VBR
Vanguard Small Cap Value ETF

ETFs
146
+ 5.51%
$195.41 - $212.37 $28.5K - $31K
2.79K $583K
JBL
Jabil Inc

Technology
306
+ 20.24%
$202.08 - $234.45 $61.8K - $71.7K
1.82K $394K
MMM
3 M CO

Industrials
385
+ 28.35%
$144.41 - $160.2 $55.6K - $61.7K
1.74K $270K
ITOT
Ishares Core S&P Total U.S. St

ETFs
110
+ 2.53%
$135.0 - $146.02 $14.9K - $16.1K
4.45K $648K
VPU
Vanguard Utilities ETF

ETFs
59
+ 1.56%
$175.25 - $189.41 $10.3K - $11.2K
3.83K $725K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165
+ 7.28%
$148.97 - $165.88 $24.6K - $27.4K
2.43K $400K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.04K
+ 7.67%
$52.39 - $53.11 $54.5K - $55.2K
14.6K $774K
AFL
Aflac Inc

Financial Services
277
+ 7.58%
$98.09 - $111.7 $27.2K - $30.9K
3.93K $438K
CNHI
Cnh Industrial N.V.

Industrials
5.05K
+ 48.47%
N/A
15.5K $161K
ADBE
Adobe Inc.

Technology
439
+ 14.54%
$333.65 - $392.1 $146K - $172K
3.46K $1.22M
ACWI
Ishares Msci Acwi ETF

ETFs
97
+ 2.48%
$128.32 - $138.41 $12.4K - $13.4K
4.01K $554K
EFV
Msci Eafe Value ETF

ETFs
203
+ 2.51%
$62.79 - $68.42 $12.7K - $13.9K
8.29K $562K
IEMG
Ishares Inc

ETFs
855
+ 2.74%
N/A
32.1K $1.72M
BLDR
Builders First Source, Inc.

Industrials
258
+ 9.53%
$116.91 - $149.21 $30.2K - $38.5K
2.97K $359K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
117
+ 3.55%
$100.63 - $112.27 $11.8K - $13.1K
3.41K $376K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
167
+ 3.78%
$105.03 - $112.54 $17.5K - $18.8K
4.58K $505K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
719
+ 6.88%
$45.6 - $46.92 $32.8K - $33.7K
11.2K $522K
VEEV
Veeva Systems Inc

Healthcare
93
+ 8.39%
$269.2 - $297.91 $25K - $27.7K
1.2K $358K
CB
Chubb LTD

Financial Services
195
+ 8.96%
$265.99 - $289.59 $51.9K - $56.5K
2.37K $669K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14
+ 1.05%
$435.72 - $463.74 $6.1K - $6.49K
1.35K $624K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.1K
+ 10.36%
$11.15 - $11.87 $23.4K - $24.9K
22.3K $259K
DVY
Ishares Tr

ETFs
97
+ 4.89%
$133.88 - $142.57 $13K - $13.8K
2.08K $295K
IWR
Ishares Russell Mid Cap ETF

ETFs
172
+ 6.93%
$92.26 - $97.51 $15.9K - $16.8K
2.66K $256K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
51
+ 5.14%
$301.44 - $365.84 $15.4K - $18.7K
1.04K $337K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
89
+ 1.37%
$44.14 - $47.9 $3.93K - $4.26K
6.58K $312K
INDI
Indie Semiconductor, Inc.

Technology
2.31K
+ 6.85%
$3.54 - $4.92 $8.17K - $11.4K
36K $146K
Activity Summary
Buys All Purchases 191 New Holdings 57 Increased Positions 134 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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