Ascent Wealth Partners, LLC Purchases and Sells in Q3 2025

Ascent Wealth Partners, LLC

$848 Million
Q3 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	310 + 0.33%	$546.99 - $602.2 $170K - $187K	94.9K $57M
LLY	4.96K + 156.83%	$625.65 - $812.69 $3.1M - $4.03M	8.13K $6.2M
MDY	1.82K + 2.94%	$567.09 - $607.37 $1.03M - $1.1M	63.6K $37.9M
GLD	2.33K + 5.86%	$300.96 - $355.47 $700K - $826K	42K $14.9M
AMAT	6.73K + 16.13%	$156.25 - $204.95 $1.05M - $1.38M	48.5K $9.92M
RSP	4.11K + 4.3%	$181.56 - $190.33 $747K - $783K	99.8K $18.9M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BX	51.7K New	$152.77 - $188.68 $7.9M - $9.75M	51.7K $8.83M
FICO	1.43K New	$1311.26 - $1869.83 $1.87M - $2.67M	1.43K $2.13M
OTIS	9.51K New	$84.93 - $101.07 $808K - $961K	9.51K $869K
IREN	7.89K New	$15.1 - $47.14 $119K - $372K	7.89K $361K
HOOD	2.25K New	$91.27 - $143.18 $206K - $323K	2.25K $322K
KTOS	2.77K New	$43.07 - $91.37 $119K - $253K	2.77K $252K

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHD	-59.8K - 92.61%	$85.84 - $99.09 $5.13M - $5.93M	4.77K $418K
ORCL	-26.2K - 40.42%	$218.96 - $328.33 $5.73M - $8.6M	38.6K $10.9M
ACN	-995 - 2.76%	$232.56 - $304.78 $231K - $303K	35K $8.64M
PWR	-4.72K - 25.31%	$372.29 - $421.68 $1.76M - $1.99M	13.9K $5.77M
NEE	-18.7K - 68.94%	$69.77 - $77.54 $1.3M - $1.45M	8.42K $635K
ROP	-195 - 1.37%	$495.03 - $573.0 $96.5K - $112K	14K $6.99M

Activity Summary All Purchases 62 New Holdings 9 Increased Positions 53 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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