Bank Of Jackson Hole Trust Purchases in Q3 2025

Bank Of Jackson Hole Trust

  • $200 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.11K
+ 8.25%
$420.11 - $472.68 $886K - $997K
27.7K $13B
AAPL
Apple Inc.

Technology
311
+ 0.96%
$202.38 - $256.87 $62.9K - $79.9K
32.6K $8.29B
VTV
Vanguard Value ETF

ETFs
3.93K
+ 19.61%
$175.51 - $186.57 $690K - $733K
24K $4.47B
LLY
Eli Lilly & CO

Healthcare
1.21K
+ 48.6%
$625.65 - $812.69 $759K - $986K
3.71K $2.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.88K
+ 7.2%
$62.09 - $66.51 $489K - $524K
117K $7.66B
IEMG
Ishares Inc

ETFs
6.98K
+ 10.42%
N/A
74K $4.88B
AVGO
Broadcom Inc.

Technology
1.73K
+ 59.19%
$264.74 - $369.57 $458K - $639K
4.65K $1.54B
IBM
International Business Machines Corp

Technology
2.42K
+ 500.62%
$234.77 - $292.47 $569K - $709K
2.91K $820M
ORCL
Oracle Corp

Technology
969
+ 17.63%
$218.96 - $328.33 $212K - $318K
6.47K $1.82B
JNJ
Johnson & Johnson

Healthcare
983
+ 9.87%
$155.17 - $185.42 $153K - $182K
10.9K $2.03B
JPM
Jpmorgan Chase & CO

Financial Services
503
+ 4.99%
$282.78 - $316.06 $142K - $159K
10.6K $3.34B
ABBV
Abb Vie Inc.

Healthcare
400
+ 5.91%
$184.85 - $231.54 $73.9K - $92.6K
7.17K $1.66B
HD
Home Depot, Inc.

Consumer Cyclical
622
+ 17.48%
$357.4 - $423.42 $222K - $263K
4.18K $1.69B
Blackrock Fdg Inc
105
+ 4.77%
N/A
2.31K $2.69B
URI
United Rentals, Inc.

Industrials
362
+ 323.21%
$774.14 - $975.23 $280K - $353K
474 $453M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
668
+ 56.04%
$459.11 - $506.91 $307K - $339K
1.86K $935M
IVW
Ishares S&P 500 Growth ETF

ETFs
680
+ 2.68%
$108.97 - $121.65 $74.1K - $82.7K
26.1K $3.15B
CRM
Salesforce, Inc.

Technology
1.51K
+ 245.92%
$231.66 - $273.65 $349K - $412K
2.12K $502M
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 1.01%
$293.94 - $444.72 $7.35K - $11.1K
2.5K $1.11B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.91K
+ 34.35%
$76.16 - $78.59 $298K - $308K
15.3K $1.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.99K
+ 38.41%
$72.57 - $74.72 $290K - $298K
14.4K $1.07B
MSFT
Microsoft Corp

Technology
46
+ 0.35%
$491.09 - $535.64 $22.6K - $24.6K
13.3K $6.9B
CMI
Cummins Inc

Industrials
55
+ 1.99%
$327.85 - $426.39 $18K - $23.5K
2.82K $1.19B
CAT
Caterpillar Inc

Industrials
195
+ 9.64%
$390.92 - $477.15 $76.2K - $93K
2.22K $1.06B
MCD
Mcdonalds Corp

Consumer Cyclical
730
+ 18.73%
$291.67 - $316.99 $213K - $231K
4.63K $1.41B
TMUS
T Mobile Us, Inc.

Communication Services
1.11K
New
$226.02 - $259.01 $250K - $286K
1.11K $265M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
6.28K
New
$38.85 - $41.97 $244K - $264K
6.28K $263M
VB
Vanguard Small Cap ETF

ETFs
626
+ 11.02%
$237.58 - $259.17 $149K - $162K
6.31K $1.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.96K
+ 48.51%
$49.43 - $54.52 $196K - $216K
12.1K $657M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 28.88%
$167.06 - $208.19 $210K - $262K
5.62K $1.14B
CVX
Chevron Corp

Energy
671
+ 5.52%
$145.57 - $161.83 $97.7K - $109K
12.8K $1.99B
AXP
American Express CO

Financial Services
695
+ 75.05%
$294.27 - $342.31 $205K - $238K
1.62K $538M
VEA
Vanguard Ftse Developed Market

ETFs
3.55K
+ 35.65%
$56.02 - $60.3 $199K - $214K
13.5K $809M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
839
+ 5.81%
$108.46 - $120.63 $91K - $101K
15.3K $1.82B
IEFA
Ishares Tr

ETFs
1.84K
+ 9.78%
$81.7 - $87.53 $150K - $161K
20.6K $1.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
301
+ 32.79%
$404.94 - $499.99 $122K - $150K
1.22K $591M
RTX
Raytheon Technologies Corp

Industrials
676
+ 14.57%
$144.19 - $167.33 $97.5K - $113K
5.32K $889M
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.03%
$192.76 - $203.86 $964 - $1.02K
19.5K $3.96B
GD
General Dynamics Corp

Industrials
40
+ 1.18%
$293.92 - $341.0 $11.8K - $13.6K
3.42K $1.17B
GS
Goldman Sachs Group Inc

Financial Services
129
+ 15.47%
$696.56 - $806.32 $89.9K - $104K
963 $767M
SPGI
S&P Global Inc.

Financial Services
325
+ 295.45%
$484.94 - $564.15 $158K - $183K
435 $212M
SHW
Sherwin Williams CO

Basic Materials
442
+ 194.71%
$330.88 - $375.23 $146K - $166K
669 $232M
BK
Bank Of New York Mellon Corp

Financial Services
1.36K
+ 1603.53%
$90.65 - $109.75 $124K - $150K
1.45K $158M
VGT
Vanguard Information Technolog

ETFs
52
+ 3.98%
$656.44 - $753.15 $34.1K - $39.2K
1.36K $1.02B
GPC
Genuine Parts CO

Consumer Cyclical
480
+ 12.28%
$122.23 - $142.77 $58.7K - $68.5K
4.39K $608M
LMT
Lockheed Martin Corp

Industrials
140
+ 7.91%
$410.74 - $499.21 $57.5K - $69.9K
1.91K $954M
ADP
Automatic Data Processing Inc

Industrials
490
+ 69.7%
$288.69 - $310.94 $141K - $152K
1.19K $350M
EMR
Emerson Electric CO

Industrials
1.12K
+ 17.58%
$128.6 - $149.63 $144K - $167K
7.46K $979M
DIS
Walt Disney CO

Communication Services
1.32K
+ 31.36%
$112.25 - $124.0 $148K - $164K
5.54K $634M
Activity Summary
Buys All Purchases 152 New Holdings 23 Increased Positions 129 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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