Ascent Group, LLC Incresed Positions in Q2 2025

Ascent Group, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Natwest Group PLC
702
+ 3.53%
N/A
20.6K $0
Twfg Inc
4.66K
+ 10.63%
N/A
48.5K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.87K
+ 16.25%
N/A
13.4K $0
GRND
Grindr Inc Com
6.16K
+ 42.08%
N/A
20.8K $0
HEIA
Heico Crp Cl A
2.97K
+ 10.54%
N/A
31.1K $0
Ferguson Enterprises Inc
993
+ 10.5%
N/A
10.4K $0
J P Morgan Exchange Traded F
1.59K
+ 10.03%
N/A
17.4K $0
VALE
Vale S.A.

Basic Materials
1.4K
+ 2.33%
$8.26 - $10.1 $11.5K - $14.1K
61.4K $595K
SHEL
Shell PLC

Energy
288
+ 3.25%
$59.75 - $73.05 $17.2K - $21K
9.16K $644K
CPRT
Copart Inc

Consumer Cyclical
382
+ 9.8%
$47.72 - $63.84 $18.2K - $24.4K
4.28K $209K
LOW
Lowes Companies Inc

Consumer Cyclical
264
+ 4.13%
$210.83 - $235.28 $55.7K - $62.1K
6.66K $1.48M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.65K
+ 5.15%
$22.66 - $26.12 $37.3K - $43K
33.6K $823K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
120
+ 3.77%
$99.37 - $134.05 $11.9K - $16.1K
3.3K $374K
BDX
Becton Dickinson & CO

Healthcare
702
+ 23.53%
$165.15 - $226.42 $116K - $159K
3.69K $634K
BLDR
Builders First Source, Inc.

Industrials
1.59K
+ 5.37%
$105.63 - $131.12 $168K - $208K
31.2K $3.64M
FDX
Fedex Corp

Industrials
20
+ 0.5%
$198.07 - $245.17 $3.96K - $4.9K
3.99K $906K
DTE
Dte Energy CO

Utilities
103
+ 0.76%
$127.39 - $139.49 $13.1K - $14.4K
13.7K $1.81M
DUK
Duke Energy Corp

Utilities
387
+ 1.38%
$112.46 - $124.05 $43.5K - $48K
28.5K $3.36M
WEN
Wendy'S CO

Consumer Cyclical
1.31K
+ 5.15%
$11.11 - $14.72 $14.6K - $19.3K
26.8K $306K
ETR
Entergy Corp

Utilities
315
+ 0.79%
$79.01 - $86.61 $24.9K - $27.3K
40.1K $3.34M
SBUX
Starbucks Corp

Consumer Cyclical
624
+ 3.12%
$79.69 - $99.41 $49.7K - $62K
20.6K $1.89M
AEP
American Electric Power CO Inc

Utilities
528
+ 1.72%
$98.59 - $109.11 $52.1K - $57.6K
31.2K $3.24M
ZTS
Zoetis Inc.

Healthcare
530
+ 2.02%
$144.41 - $170.3 $76.5K - $90.3K
26.8K $4.18M
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 0.14%
$126.84 - $145.22 $2.28K - $2.61K
12.7K $1.64M
TMUS
T Mobile Us, Inc.

Communication Services
2.96K
+ 9.49%
$220.99 - $268.54 $654K - $795K
34.2K $8.14M
KMX
Carmax Inc

Consumer Cyclical
5.29K
+ 10.35%
$62.27 - $82.77 $329K - $438K
56.4K $3.79M
IP
International Paper CO

Consumer Cyclical
487
+ 0.88%
$43.89 - $54.46 $21.4K - $26.5K
55.6K $2.61M
GIS
General Mills Inc

Consumer Defensive
5.75K
+ 6.22%
$50.37 - $60.97 $290K - $351K
98.2K $5.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.16K
+ 4.39%
$483.48 - $539.8 $562K - $628K
27.6K $13.4M
BMY
Bristol Myers Squibb CO

Healthcare
316
+ 0.59%
$44.12 - $59.6 $13.9K - $18.8K
53.5K $2.48M
Activity Summary
Buys All Purchases 365 New Holdings 84 Increased Positions 281 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ascent Group, LLC Portfolio

Follow Ascent Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ascent Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email