Ascent Wealth Partners, LLC Purchases in Q3 2025

Ascent Wealth Partners, LLC

  • $848 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
51.7K
New
$152.77 - $188.68 $7.9M - $9.75M
51.7K $8.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
310
+ 0.33%
$546.99 - $602.2 $170K - $187K
94.9K $57M
LLY
Eli Lilly & CO

Healthcare
4.96K
+ 156.83%
$625.65 - $812.69 $3.1M - $4.03M
8.13K $6.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.82K
+ 2.94%
$567.09 - $607.37 $1.03M - $1.1M
63.6K $37.9M
GLD
Spdr Gold Trust

ETFs
2.33K
+ 5.86%
$300.96 - $355.47 $700K - $826K
42K $14.9M
AMAT
Applied Materials Inc

Technology
6.73K
+ 16.13%
$156.25 - $204.95 $1.05M - $1.38M
48.5K $9.92M
FICO
Fair Isaac Corp

Technology
1.43K
New
$1311.26 - $1869.83 $1.87M - $2.67M
1.43K $2.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.11K
+ 4.3%
$181.56 - $190.33 $747K - $783K
99.8K $18.9M
AVGO
Broadcom Inc.

Technology
101
+ 0.44%
$264.74 - $369.57 $26.7K - $37.3K
22.9K $7.57M
IQLT
Ishares Msci Intl Quality Fact

ETFs
19.8K
+ 5.02%
$41.43 - $44.2 $821K - $876K
415K $18.3M
CTAS
Cintas Corp

Industrials
7.01K
+ 25.79%
$199.29 - $226.27 $1.4M - $1.59M
34.2K $7.02M
OTIS
Otis Worldwide Corp

Industrials
9.51K
New
$84.93 - $101.07 $808K - $961K
9.51K $869K
MCO
Moodys Corp

Financial Services
1.56K
+ 39.98%
$472.69 - $521.32 $738K - $814K
5.47K $2.61M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.73K
+ 1.55%
$40.45 - $42.49 $151K - $158K
244K $10.4M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.04%
$696.56 - $806.32 $2.09K - $2.42K
7.12K $5.67M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.04%
$293.94 - $444.72 $588 - $889
4.73K $2.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.61K
+ 34.36%
$81.75 - $84.54 $540K - $558K
25.8K $2.17M
ROK
Rockwell Automation, Inc

Industrials
922
+ 6.96%
$328.67 - $358.52 $303K - $331K
14.2K $4.95M
IVE
Ishares S&P 500 Value ETF

ETFs
1.19K
+ 5.65%
$194.44 - $206.51 $232K - $246K
22.3K $4.6M
IREN
Iris Energy LTD

Financial Services
7.89K
New
$15.1 - $47.14 $119K - $372K
7.89K $361K
HOOD
Robinhood Markets, Inc.

Technology
2.25K
New
$91.27 - $143.18 $206K - $323K
2.25K $322K
XYL
Xylem Inc.

Industrials
87
+ 0.61%
$129.67 - $147.5 $11.3K - $12.8K
14.4K $2.12M
RGTI
Rigetti Computing, Inc.

Technology
1.75K
+ 15.18%
$11.33 - $32.1 $19.8K - $56K
13.2K $394K
RMD
Resmed Inc

Healthcare
163
+ 1.24%
$252.01 - $293.73 $41.1K - $47.9K
13.3K $3.64M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.77K
New
$43.07 - $91.37 $119K - $253K
2.77K $252K
UBER
Uber Technologies, Inc

Technology
1.32K
+ 6.95%
$86.91 - $99.57 $115K - $132K
20.3K $1.99M
PFE
Pfizer Inc

Healthcare
5.14K
+ 8.42%
$23.29 - $25.88 $120K - $133K
66.2K $1.69M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.82K
+ 38.08%
$48.5 - $50.19 $185K - $192K
13.8K $693K
ROKU
Roku, Inc

Communication Services
2K
New
$79.98 - $101.78 $160K - $204K
2K $200K
QBTS
D Wave Quantum Inc.

Technology
2.88K
+ 22.95%
$14.81 - $27.72 $42.7K - $79.8K
15.4K $381K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
904
+ 2.36%
$62.09 - $66.51 $56.1K - $60.1K
39.2K $2.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.46K
+ 6.79%
$97.75 - $100.75 $142K - $147K
22.9K $2.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.03%
$567.77 - $614.76 $568 - $615
3.45K $2.11M
XLK
Technology Sector Spdr

ETFs
298
+ 14.96%
$250.97 - $282.66 $74.8K - $84.2K
2.29K $645K
RIOT
Riot Blockchain, Inc.

Technology
2.09K
+ 18.65%
$11.03 - $19.78 $23K - $41.3K
13.3K $252K
UEC
Uranium Energy Corp

Energy
1.33K
+ 8.34%
$5.92 - $13.89 $7.9K - $18.5K
17.3K $231K
SCHW
Schwab Charles Corp

Financial Services
194
+ 0.81%
$91.03 - $98.69 $17.7K - $19.1K
24.2K $2.31M
VNQ
Vanguard Specialized Funds Van

ETFs
692
+ 3.56%
$88.47 - $93.24 $61.2K - $64.5K
20.1K $1.84M
QS
Quantum Scape Corp

Consumer Cyclical
1.63K
+ 14.1%
$6.36 - $14.64 $10.4K - $23.9K
13.2K $162K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.47K
+ 3.84%
$22.64 - $23.22 $55.8K - $57.3K
66.7K $1.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
624
+ 2.65%
$78.11 - $79.07 $48.7K - $49.3K
24.2K $1.91M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
99
+ 0.51%
$92.18 - $95.14 $9.13K - $9.42K
19.4K $1.84M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
4.28K
+ 24.43%
$4.52 - $6.54 $19.3K - $28K
21.8K $106K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.76%
$459.11 - $506.91 $4.59K - $5.07K
579 $291K
AUR
Aurora Innovation, Inc.

Technology
2.28K
+ 21.38%
$5.05 - $6.56 $11.5K - $15K
13K $69K
TXN
Texas Instruments Inc

Technology
33
+ 0.43%
N/A
7.68K $1.49M
PANW
Palo Alto Networks Inc

Technology
228
+ 0.57%
$167.06 - $208.19 $38.1K - $47.5K
39.9K $8.13M
NBTB
Nbt Bancorp Inc

Financial Services
24
+ 0.48%
$40.56 - $45.07 $973 - $1.08K
5.02K $209K
Ishares Bitcoin Trust ETF
420
+ 3.25%
N/A
13.4K $0
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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