Ascent Wealth Partners, LLC Sells in Q1 2025

Ascent Wealth Partners, LLC

  • $735 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-127K
- 98.1%
$168.16 - $186.21 $21.3M - $23.6M
2.45K $418K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-216K
- 46.5%
$37.4 - $39.42 $8.07M - $8.5M
248K $9.38M
UNH
Unitedhealth Group Inc

Healthcare
-13.5K
- 69.34%
$461.52 - $548.18 $6.24M - $7.41M
5.98K $3.13M
AVGO
Broadcom Inc.

Technology
-7.15K
- 24.02%
$167.43 - $244.7 $1.2M - $1.75M
22.6K $3.79M
PANW
Palo Alto Networks Inc

Technology
-12.5K
- 24.12%
$167.82 - $208.28 $2.1M - $2.61M
39.4K $6.73M
QCOM
Qualcomm Inc

Technology
-13.8K
- 24.39%
$151.94 - $175.86 $2.1M - $2.43M
42.8K $6.57M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-29.3K
- 68.86%
$35.21 - $37.69 $1.03M - $1.1M
13.3K $472K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.73K
- 10.25%
$106.22 - $111.09 $290K - $304K
23.9K $2.66M
NKE
Nike, Inc.

Consumer Cyclical
-335
- 7.55%
$63.29 - $81.72 $21.2K - $27.4K
4.1K $260K
CL
Colgate Palmolive CO

Consumer Defensive
-550
- 17.4%
$85.68 - $97.5 $47.1K - $53.6K
2.61K $244K
SCI
Service Corp International

Consumer Cyclical
-200
- 2.27%
$75.99 - $84.16 $15.2K - $16.8K
8.6K $689K
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 1.49%
N/A
3.97K $722K
DE
Deere & CO

Industrials
-25
- 5.15%
$408.57 - $509.27 $10.2K - $12.7K
460 $215K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-160
- 0.91%
$42.5 - $46.71 $6.8K - $7.47K
17.4K $786K
VCIT
Vanguard Intermediate Term Cor

ETFs
-64
- 0.33%
$79.17 - $82.04 $5.07K - $5.25K
19.1K $1.56M
IWD
Ishares Russell 1000 Val ETF

ETFs
-45
- 0.32%
$182.82 - $196.21 $8.23K - $8.83K
14.2K $2.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-623
- 3.07%
$87.68 - $94.52 $54.6K - $58.9K
19.7K $1.84M
D
Dominion Energy, Inc

Utilities
-27
- 0.12%
$52.85 - $57.43 $1.43K - $1.55K
21.7K $1.21M
CVX
Chevron Corp

Energy
-2
- 0.03%
$146.71 - $167.97 $293 - $336
5.92K $990K
VTR
Ventas, Inc.

Real Estate
-73
- 0.4%
$56.9 - $70.47 $4.15K - $5.14K
18.3K $1.26M
BK
Bank Of New York Mellon Corp

Financial Services
-5
- 0.02%
$75.42 - $88.95 $377 - $445
26.4K $2.21M
NVS
Novartis Ag

Healthcare
-62
- 0.38%
$97.14 - $115.57 $6.02K - $7.17K
16.1K $1.8M
CAH
Cardinal Health Inc

Healthcare
-6
- 0.05%
$118.02 - $137.77 $708 - $827
11.9K $1.64M
SO
Southern CO

Utilities
-10
- 0.04%
$80.96 - $92.96 $810 - $930
25.2K $2.32M
Activity Summary
Buys All Purchases 124 New Holdings 7 Increased Positions 117 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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