Absher Wealth Management, LLC Portfolio Holdings

Absher Wealth Management, LLC

  • $787 Million
  • Q2 2025

Absher Wealth Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $787 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: M&T Bank Corp with a value of $48M, Microsoft Corp with a value of $39.2M, Lincoln Electric Holdings Inc with a value of $38.6M, Emerson Electric CO with a value of $38M, and Analog Devices Inc with a value of $37.1M.

Examining the 13F form we can see an increase of $48.8M in the current position value, from $739M to 787M.

Below you can find more details about Absher Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $787 Million
Industrials: $210 Million
Financial Services: $136 Million
Consumer Cyclical: $113 Million
Technology: $101 Million
Consumer Defensive: $91.6 Million
Healthcare: $77.9 Million
Energy: $29.3 Million
Communication Services: $27.7 Million
Other: $717,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33B
$48 Million 6.1% of portfolio
247,573
Q2 2025 Added 7.11%
$3.95T
$39.2 Million 4.97% of portfolio
78,720
Q2 2025 Reduced 10.42%
$14B
$38.6 Million 4.9% of portfolio
186,066
Q2 2025 Added 1.43%
$78.6B
$38 Million 4.82% of portfolio
284,852
Q2 2025 Reduced 0.71%
$119B
$37.1 Million 4.71% of portfolio
155,953
Q2 2025 Added 1.12%
$94.4B
$34.2 Million 4.34% of portfolio
481,567
Q2 2025 Added 14.75%
$452B
$33.4 Million 4.24% of portfolio
218,531
Q2 2025 Added 1.37%
$202B
$32.9 Million 4.17% of portfolio
248,831
Q2 2025 Added 7.97%
$859B
$32.2 Million 4.09% of portfolio
111,190
Q2 2025 Reduced 5.65%
$551B
$31.5 Million 4.0% of portfolio
88,761
Q2 2025 Reduced 0.5%
$153B
$30.5 Million 3.87% of portfolio
59,962
Q2 2025 Reduced 9.05%
$17.3B
$28.5 Million 3.62% of portfolio
91,644
Q2 2025 Added 20.26%
$27.8B
$28.1 Million 3.57% of portfolio
669,788
Q2 2025 Added 98.24%
$108B
$27.5 Million 3.49% of portfolio
300,182
Q2 2025 Added 13.26%
$302B
$27.5 Million 3.49% of portfolio
191,983
Q2 2025 Added 22.41%
$281B
$26.9 Million 3.42% of portfolio
275,274
Q2 2025 Reduced 1.26%
$439B
$24.4 Million 3.1% of portfolio
24,662
Q2 2025 Reduced 1.05%
$1.21T
$22.1 Million 2.8% of portfolio
125,302
Q2 2025 Reduced 0.76%
$152B
$21.5 Million 2.73% of portfolio
77,115
Q2 2025 Added 1.78%
$621B
$21.4 Million 2.72% of portfolio
44,125
Q2 2025 Reduced 1.31%
$229B
$21.2 Million 2.7% of portfolio
156,108
Q2 2025 Reduced 1.16%
$139B
$20.5 Million 2.6% of portfolio
97,864
Q2 2025 Added 1.15%
$48.7B
$18.8 Million 2.39% of portfolio
129,424
Q2 2025 Added 2.17%
$3.69T
$18.6 Million 2.36% of portfolio
90,538
Q2 2025 Reduced 2.25%
$222B
$17.1 Million 2.17% of portfolio
58,542
Q2 2025 Reduced 8.79%
$25.9B
$3.52 Million 0.45% of portfolio
21,208
Q2 2025 Added 2.91%
$23.6B
$2.62 Million 0.33% of portfolio
11,019
Q2 2025 Added 37.81%
$1.78T
$2.55 Million 0.32% of portfolio
3,458
Q2 2025 Added 0.35%
$56.3B
$2.32 Million 0.29% of portfolio
7,084
Q2 2025 Added 20.17%
$26B
$2.18 Million 0.28% of portfolio
19,102
Q2 2025 Reduced 31.43%
$152B
$2.2 Million 0.28% of portfolio
9,921
Q2 2025 Reduced 1.32%
$157B
$2.15 Million 0.27% of portfolio
5,555
Q2 2025 Added 3.39%
$11.4B
$1.98 Million 0.25% of portfolio
17,269
Q2 2025 Added 4.95%
$258B
$1.79 Million 0.23% of portfolio
25,383
Q2 2025 Added 3.12%
$207B
$1.79 Million 0.23% of portfolio
14,422
Q2 2025 Added 0.11%
$42.5B
$1.51 Million 0.19% of portfolio
8,338
Q2 2025 Added 0.01%
$1.24T
$1.24 Million 0.16% of portfolio
7,013
Q2 2025 Reduced 6.19%
$26.8B
$1.13 Million 0.14% of portfolio
12,918
Q2 2025 Reduced 0.05%
$548B
$1.13 Million 0.14% of portfolio
2,002
Q2 2025 Reduced 14.0%
$12.9B
$931,000 0.12% of portfolio
4,027
Q2 2025 Added 5.95%
$4.1B
$903,000 0.11% of portfolio
13,410
Q2 2025 Reduced 21.39%
$261B
$831,000 0.11% of portfolio
4,567
Q2 2025 Reduced 3.49%
$57.8B
$748,000 0.1% of portfolio
3,425
Q2 2025 Added 0.41%
$17.1B
$710,000 0.09% of portfolio
2,035
Q2 2025 Reduced 2.12%
$203B
$740,000 0.09% of portfolio
9,350
Q2 2025 Added 5.27%
$177B
$725,000 0.09% of portfolio
3,728
Q2 2025 Added 3.61%
$2.26T
$682,000 0.09% of portfolio
3,113
Q2 2025 Added 1.6%
$63.5B
$601,000 0.08% of portfolio
5,961
Q2 2025 Reduced 0.42%
$63.8B
$605,000 0.08% of portfolio
5,996
Q2 2025 Added 5.27%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $787 Million
  • Prior Value $739 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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