Ascent Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $735 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $60.4M, Invesco Qqq Trust, Series 1 with a value of $47.8M, Apple Inc. with a value of $34.9M, Spdr S&P Midcap 400 ETF Trust with a value of $32.7M, and Ishares Msci Intl Quality Fact with a value of $20M.
Examining the 13F form we can see an decrease of $976K in the current position value, from $736M to 735M.
Ascent Wealth Partners, LLC is based out at New Hartford, NY
Below you can find more details about Ascent Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$735 Million
ETFs: $270 Million
Technology: $126 Million
Industrials: $93.3 Million
Financial Services: $74.7 Million
Healthcare: $63.1 Million
Consumer Cyclical: $36.3 Million
Communication Services: $26.1 Million
Consumer Defensive: $26.1 Million
Other: $19.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
