Annis Gardner Whiting Capital Advisors, LLC Incresed Positions in Q3 2025

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
788K
+ 75369.09%
$87.29 - $93.61 $68.8M - $73.7M
789K $73.6B
IWM
Ishares Russell 2000 ETF

ETFs
46.3K
+ 546.84%
$214.92 - $244.84 $9.96M - $11.3M
54.8K $13.3B
NVDA
Nvidia Corp

Technology
22.9K
+ 49.52%
$153.3 - $186.58 $3.52M - $4.28M
69.3K $12.9B
GOOGL
Alphabet Inc.

Communication Services
12.6K
+ 58.26%
$174.36 - $254.72 $2.2M - $3.21M
34.3K $8.33B
AAPL
Apple Inc.

Technology
7.16K
+ 21.19%
$202.38 - $256.87 $1.45M - $1.84M
41K $10.4B
TSLA
Tesla, Inc.

Consumer Cyclical
7.36K
+ 465.34%
$293.94 - $444.72 $2.16M - $3.27M
8.94K $3.97B
Onestream Inc
181K
+ 723.12%
N/A
206K $3.79B
VTI
Vanguard Total Stock Market Et

ETFs
560
+ 0.53%
$303.93 - $329.86 $170K - $185K
106K $34.7B
AMZN
Amazon Com Inc

Consumer Cyclical
11.4K
+ 38.38%
$211.65 - $238.24 $2.42M - $2.73M
41.2K $9.06B
SHOP
Shopify Inc.

Technology
13.6K
+ 1729.61%
$112.11 - $157.12 $1.53M - $2.14M
14.4K $2.14B
META
Meta Platforms, Inc.

Communication Services
2.71K
+ 35.45%
$695.21 - $791.73 $1.89M - $2.15M
10.4K $7.61B
AXON
Axon Enterprise, Inc.

Industrials
2.64K
+ 14650.0%
$698.02 - $870.97 $1.84M - $2.3M
2.66K $1.91B
C
Citigroup Inc

Financial Services
15K
+ 124.4%
$85.57 - $103.49 $1.28M - $1.55M
27K $2.74B
ORCL
Oracle Corp

Technology
4.48K
+ 62.47%
$218.96 - $328.33 $980K - $1.47M
11.6K $3.27B
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
64.3K
+ 514.38%
$19.02 - $28.4 $1.22M - $1.83M
76.8K $1.93B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
488
+ 0.16%
$68.24 - $73.73 $33.3K - $36K
311K $22.8B
GOOG
Alphabet Inc.

Communication Services
2.28K
+ 18.77%
$175.16 - $255.24 $398K - $581K
14.4K $3.51B
COF
Capital One Financial Corp

Financial Services
6.08K
+ 393.79%
$207.29 - $229.74 $1.26M - $1.4M
7.63K $1.62B
SYY
Sysco Corp

Consumer Defensive
15K
+ 204.73%
$76.33 - $82.51 $1.15M - $1.24M
22.4K $1.84B
CBRE
Cbre Group, Inc.

Real Estate
7.91K
+ 1160.94%
$137.04 - $165.9 $1.08M - $1.31M
8.59K $1.35B
WFC
Wells Fargo & Company

Financial Services
14.3K
+ 101.66%
$77.05 - $85.16 $1.1M - $1.22M
28.3K $2.38B
SEE
Sealed Air Corp

Consumer Cyclical
32.3K
+ 170047.38%
$28.47 - $35.35 $920K - $1.14M
32.3K $1.14B
AIG
American International Group, Inc.

Financial Services
13.7K
+ 3583.81%
$76.34 - $85.87 $1.05M - $1.18M
14.1K $1.11B
PSX
Phillips 66

Energy
7.79K
+ 2199.15%
$118.37 - $139.46 $922K - $1.09M
8.14K $1.11B
V
Visa Inc.

Financial Services
3.1K
+ 60.83%
$332.09 - $358.86 $1.03M - $1.11M
8.2K $2.8B
UBER
Uber Technologies, Inc

Technology
8.95K
+ 43.07%
$86.91 - $99.57 $778K - $891K
29.7K $2.91B
EOG
Eog Resources Inc

Energy
7.93K
+ 873.13%
$112.12 - $126.1 $889K - $1M
8.84K $991M
NOW
Service Now, Inc.

Technology
994
+ 326.97%
$850.86 - $1044.69 $846K - $1.04M
1.3K $1.19B
GM
General Motors CO

Consumer Cyclical
14.2K
+ 1938.99%
$48.89 - $61.24 $693K - $868K
14.9K $909M
SCHW
Schwab Charles Corp

Financial Services
8.39K
+ 50.0%
$91.03 - $98.69 $763K - $828K
25.2K $2.4B
SPOT
Spotify Technology S.A.

Communication Services
1.25K
+ 9592.31%
$620.01 - $738.53 $773K - $921K
1.26K $879M
JNJ
Johnson & Johnson

Healthcare
1.92K
+ 12.66%
$155.17 - $185.42 $298K - $356K
17.1K $3.17B
Blackrock Inc
639
+ 206.13%
N/A
949 $1.11B
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.68K
+ 9.99%
$10.78 - $19.82 $82.8K - $152K
84.5K $1.65B
ICE
Intercontinental Exchange, Inc.

Financial Services
5.16K
+ 72.34%
$167.28 - $188.45 $863K - $972K
12.3K $2.07B
BDX
Becton Dickinson & CO

Healthcare
3.92K
+ 386.11%
$172.41 - $199.66 $676K - $782K
4.93K $923M
ROP
Roper Technologies Inc

Industrials
1.62K
+ 149.31%
$495.03 - $573.0 $800K - $927K
2.7K $1.35B
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 7.47%
$282.78 - $316.06 $312K - $348K
15.9K $5B
TTD
Trade Desk, Inc.

Technology
14.4K
+ 7286.36%
$43.93 - $89.76 $634K - $1.29M
14.6K $717M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
27.6K
+ 8933.01%
$25.5 - $35.2 $704K - $972K
27.9K $712M
CRM
Salesforce, Inc.

Technology
3.29K
+ 130.5%
$231.66 - $273.65 $761K - $899K
5.8K $1.38B
MSFT
Microsoft Corp

Technology
428
+ 1.91%
$491.09 - $535.64 $210K - $229K
22.8K $11.8B
SNOW
Snowflake Inc.

Technology
3K
+ 60000.0%
$191.73 - $241.0 $575K - $723K
3.01K $678M
NFLX
Netflix Inc

Communication Services
835
+ 35.64%
$1147.87 - $1297.18 $958K - $1.08M
3.18K $3.81B
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 47.81%
$357.4 - $423.42 $479K - $567K
4.14K $1.68B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.9K
+ 5108.33%
$99.92 - $146.67 $490K - $719K
5K $662M
ICLR
Icon PLC

Healthcare
3.58K
+ 17066.67%
$139.63 - $195.01 $500K - $699K
3.61K $631M
ABNB
Airbnb, Inc.

Consumer Cyclical
5.5K
+ 107.21%
$118.3 - $142.16 $651K - $782K
10.6K $1.29B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.25K
+ 2403.85%
$412.46 - $514.1 $516K - $643K
1.3K $638M
Activity Summary
Buys All Purchases 469 New Holdings 120 Increased Positions 349 Sells All Sells 317 Reductions 316 Sold out 1 Options Calls 0 Puts 0
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