American Trust Incresed Positions in Q2 2025

American Trust

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
323K
+ 55163.25%
$456.74 - $568.03 $147M - $183M
323K $184M
VEA
Vanguard Ftse Developed Market

ETFs
432K
+ 1029.9%
$45.65 - $57.01 $19.7M - $24.6M
474K $27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
42.4K
+ 7093.8%
$416.06 - $551.64 $17.6M - $23.4M
42.9K $23.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
452K
+ 697.49%
$50.36 - $50.68 $22.8M - $22.9M
517K $26.2M
DGRO
Ishares Core Dividend Growth E

ETFs
283K
+ 44.48%
$55.22 - $63.94 $15.6M - $18.1M
918K $58.7M
VB
Vanguard Small Cap ETF

ETFs
65.1K
+ 51.85%
$193.73 - $237.37 $12.6M - $15.5M
191K $45.2M
IVV
Ishares Core S&P 500 ETF

ETFs
9.56K
+ 1491.73%
$498.8 - $620.9 $4.77M - $5.94M
10.2K $6.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.17K
+ 270.08%
$496.48 - $617.85 $4.55M - $5.67M
12.6K $7.77M
MSFT
Microsoft Corp

Technology
2.82K
+ 7.98%
$354.56 - $497.45 $999K - $1.4M
38.1K $19M
NVDA
Nvidia Corp

Technology
12.7K
+ 27.97%
$94.31 - $157.99 $1.2M - $2.01M
58.3K $9.21M
LLY
Eli Lilly & CO

Healthcare
3.64K
+ 147.05%
$713.71 - $898.95 $2.6M - $3.28M
6.12K $4.77M
JEPI
J P Morgan Exchange Traded Fd

ETFs
43.5K
+ 258.29%
$51.14 - $57.0 $2.23M - $2.48M
60.4K $3.43M
VTI
Vanguard Total Stock Market Et

ETFs
7.18K
+ 84.79%
$243.75 - $303.93 $1.75M - $2.18M
15.6K $4.76M
AMZN
Amazon Com Inc

Consumer Cyclical
6.55K
+ 26.66%
$167.32 - $223.3 $1.1M - $1.46M
31.1K $6.82M
JPM
Jpmorgan Chase & CO

Financial Services
908
+ 2.5%
$210.28 - $289.91 $191K - $263K
37.3K $10.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.61K
+ 8.63%
$320.42 - $424.58 $515K - $683K
20.2K $8.6M
APH
Amphenol Corp

Technology
1.25K
+ 2.4%
$59.09 - $98.75 $74K - $124K
53.4K $5.27M
META
Meta Platforms, Inc.

Communication Services
1.35K
+ 26.8%
$484.66 - $738.09 $652K - $993K
6.37K $4.7M
AVGO
Broadcom Inc.

Technology
4.02K
+ 72.1%
$146.29 - $275.65 $589K - $1.11M
9.6K $2.65M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
30.7K
+ 260.8%
$45.88 - $54.4 $1.41M - $1.67M
42.5K $2.31M
IWP
Ishares Russell Mid Cap Growth

ETFs
10.2K
+ 120.06%
$104.34 - $138.68 $1.06M - $1.41M
18.7K $2.59M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.58K
+ 538.73%
$152.42 - $182.82 $1.16M - $1.39M
8.99K $1.64M
AAPL
Apple Inc.

Technology
11.7K
+ 19.66%
$172.42 - $223.89 $2.02M - $2.62M
71.2K $14.6M
IEMG
Ishares Inc

ETFs
22.2K
+ 244.42%
N/A
31.2K $1.68M
GOOGL
Alphabet Inc.

Communication Services
3.81K
+ 18.19%
$144.7 - $178.6 $551K - $680K
24.8K $4.36M
GLD
Spdr Gold Trust

ETFs
3.39K
+ 445.66%
$273.71 - $316.29 $927K - $1.07M
4.15K $1.26M
IWS
Ishares Russell Midcap Value E

ETFs
7.17K
+ 169.59%
$110.58 - $132.14 $793K - $947K
11.4K $1.51M
GOOG
Alphabet Inc.

Communication Services
4.05K
+ 106.75%
$146.58 - $180.01 $594K - $729K
7.84K $1.39M
IEFA
Ishares Tr

ETFs
9.08K
+ 302.4%
$67.83 - $84.09 $616K - $763K
12.1K $1.01M
ABBV
Abb Vie Inc.

Healthcare
6.42K
+ 36.76%
$170.16 - $206.27 $1.09M - $1.32M
23.9K $4.43M
SCHW
Schwab Charles Corp

Financial Services
2.01K
+ 4.69%
$69.06 - $91.24 $139K - $183K
44.8K $4.09M
CTAS
Cintas Corp

Industrials
872
+ 2.92%
$190.11 - $227.66 $166K - $199K
30.7K $6.85M
COST
Costco Wholesale Corp

Consumer Defensive
403
+ 6.34%
$908.13 - $1056.85 $366K - $426K
6.76K $6.69M
TJX
Tjx Companies Inc

Consumer Cyclical
4.54K
+ 10.34%
$119.13 - $135.03 $541K - $613K
48.5K $5.98M
PGR
Progressive Corp

Financial Services
2.06K
+ 88.48%
$255.27 - $288.74 $525K - $594K
4.38K $1.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.84K
+ 43.29%
$103.88 - $123.68 $398K - $474K
12.7K $1.57M
SPGI
S&P Global Inc.

Financial Services
727
+ 24.13%
$438.31 - $527.29 $319K - $383K
3.74K $1.97M
TSLA
Tesla, Inc.

Consumer Cyclical
981
+ 57.94%
$221.86 - $362.89 $218K - $356K
2.67K $849K
DE
Deere & CO

Industrials
90
+ 1.03%
$412.99 - $531.48 $37.2K - $47.8K
8.81K $4.48M
RACE
Ferrari N.V.

Consumer Cyclical
523
+ 31.17%
$397.86 - $499.02 $208K - $261K
2.2K $1.08M
V
Visa Inc.

Financial Services
800
+ 4.81%
$308.27 - $373.31 $247K - $299K
17.4K $6.19M
MA
Mastercard Inc

Financial Services
306
+ 3.1%
$479.92 - $590.74 $147K - $181K
10.2K $5.71M
IDXX
Idexx Laboratories Inc

Healthcare
264
+ 18.97%
$361.04 - $536.34 $95.3K - $142K
1.66K $888K
SYK
Stryker Corp

Healthcare
192
+ 1.99%
$337.37 - $395.63 $64.8K - $76K
9.84K $3.89M
ASML
Asml Holding Nv

Technology
139
+ 11.82%
$595.37 - $815.24 $82.8K - $113K
1.32K $1.05M
NKE
Nike, Inc.

Consumer Cyclical
381
+ 1.28%
$53.27 - $72.04 $20.3K - $27.4K
30.2K $2.15M
URI
United Rentals, Inc.

Industrials
101
+ 8.13%
$551.94 - $753.4 $55.7K - $76.1K
1.34K $1.01M
CMI
Cummins Inc

Industrials
161
+ 1.62%
$267.12 - $336.65 $43K - $54.2K
10.1K $3.31M
CNQ
Canadian Natural Resources LTD

Energy
4.01K
+ 4.91%
$25.14 - $34.01 $101K - $137K
85.8K $2.69M
Activity Summary
Buys All Purchases 273 New Holdings 189 Increased Positions 84 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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