B&L Asset Management LLC Purchases in Q3 2025

B&L Asset Management LLC

  • $195 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEM
Agnico Eagle Mines LTD

Basic Materials
385
+ 1.24%
$116.14 - $168.56 $44.7K - $64.9K
31.4K $5.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.9K
+ 216.92%
$55.61 - $57.37 $940K - $969K
24.7K $1.41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.5K
+ 23.64%
$62.09 - $66.51 $654K - $701K
55.1K $3.6B
AAPL
Apple Inc.

Technology
95
+ 0.71%
$202.38 - $256.87 $19.2K - $24.4K
13.5K $3.43B
BXSL
Blackstone Secured Lending Fund

Financial Services
24.8K
New
$26.07 - $32.55 $645K - $806K
24.8K $645M
TMO
Thermo Fisher Scientific Inc.

Healthcare
50
+ 0.64%
$404.94 - $499.99 $20.2K - $25K
7.82K $3.79B
FANG
Diamondback Energy, Inc.

Energy
3.51K
+ 24.15%
$134.53 - $152.5 $472K - $535K
18K $2.58B
IVV
Ishares Core S&P 500 ETF

ETFs
257
+ 3.38%
$620.67 - $670.08 $160K - $172K
7.86K $5.26B
RVT
Royce Value Trust, Inc.

Financial Services
32.6K
+ 264.98%
$14.94 - $16.5 $488K - $539K
45K $725M
KRE
Spdr S&P Regional Banking ETF

ETFs
8.43K
New
$58.82 - $66.17 $496K - $558K
8.43K $534M
NEM
Newmont Corp

Basic Materials
3.95K
+ 64.9%
$57.35 - $85.25 $226K - $337K
10K $846M
XLU
Utilities Sector Spdr

ETFs
5.18K
New
$81.14 - $87.32 $420K - $452K
5.18K $451M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.28K
New
$79.76 - $85.78 $421K - $453K
5.28K $447M
VB
Vanguard Small Cap ETF

ETFs
1.31K
+ 31.48%
$237.58 - $259.17 $311K - $339K
5.47K $1.39B
ABBV
Abb Vie Inc.

Healthcare
769
+ 18.06%
$184.85 - $231.54 $142K - $178K
5.03K $1.16B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
100
+ 0.84%
$50.79 - $76.4 $5.08K - $7.64K
11.9K $912M
SOFI
So Fi Technologies, Inc.

Financial Services
10.7K
New
$17.64 - $29.81 $188K - $318K
10.7K $282M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.6K
New
$14.94 - $16.82 $277K - $312K
18.6K $277M
TRV
Travelers Companies, Inc.

Financial Services
181
+ 0.98%
$250.62 - $279.43 $45.4K - $50.6K
18.7K $5.23B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.45K
New
$103.83 - $179.9 $151K - $261K
1.45K $259M
JNJ
Johnson & Johnson

Healthcare
680
+ 17.01%
$155.17 - $185.42 $106K - $126K
4.68K $867M
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 10.72%
$211.65 - $238.24 $238K - $268K
11.6K $2.55B
MCHP
Microchip Technology Inc

Technology
3.8K
New
$60.95 - $75.26 $232K - $286K
3.8K $244M
RSP
Invesco S&P 500 Equal Weight E

ETFs
900
+ 16.34%
$181.56 - $190.33 $163K - $171K
6.41K $1.22B
LNG
Cheniere Energy, Inc.

Energy
899
New
$222.68 - $244.28 $200K - $220K
899 $211M
ROK
Rockwell Automation, Inc

Industrials
599
New
$328.67 - $358.52 $197K - $215K
599 $209M
GPS
Gap Inc

Consumer Cyclical
9.56K
New
N/A
9.56K $205M
DELL
Dell Technologies Inc.

Technology
179
+ 1.96%
$120.96 - $141.77 $21.7K - $25.4K
9.33K $1.32B
VLO
Valero Energy Corp

Energy
50
+ 0.96%
$131.77 - $175.63 $6.59K - $8.78K
5.25K $894M
Ge Vernova Inc
14
+ 0.74%
N/A
1.91K $1.17B
AMAT
Applied Materials Inc

Technology
600
+ 34.4%
$156.25 - $204.95 $93.8K - $123K
2.34K $480M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
293
+ 43.54%
$459.11 - $506.91 $135K - $149K
966 $486M
Putnam ETF Trust
2.17K
+ 42.47%
N/A
7.28K $457M
MRK
Merck & Co., Inc.

Healthcare
1.51K
+ 28.56%
$77.6 - $87.37 $117K - $132K
6.8K $570M
PEP
Pepsico Inc

Consumer Defensive
618
+ 9.69%
$133.81 - $152.16 $82.7K - $94K
6.99K $982M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.72K
+ 17.51%
$64.17 - $68.19 $110K - $117K
11.5K $786M
ETN
Eaton Corp PLC

Industrials
56
+ 0.9%
$342.99 - $392.76 $19.2K - $22K
6.31K $2.36B
SYY
Sysco Corp

Consumer Defensive
1K
+ 15.31%
$76.33 - $82.51 $76.3K - $82.5K
7.53K $620M
DHR
Danaher Corp

Healthcare
598
+ 27.22%
$181.46 - $212.2 $109K - $127K
2.8K $554M
LOW
Lowes Companies Inc

Consumer Cyclical
110
+ 3.58%
$215.01 - $273.02 $23.7K - $30K
3.18K $799M
BAC
Bank Of America Corp

Financial Services
740
+ 4.01%
$44.92 - $52.42 $33.2K - $38.8K
19.2K $989M
MPWR
Monolithic Power Systems Inc

Technology
5
+ 0.88%
$711.24 - $922.81 $3.56K - $4.61K
574 $528M
MS
Morgan Stanley

Financial Services
35
+ 1.12%
$139.09 - $161.16 $4.87K - $5.64K
3.17K $504M
PSX
Phillips 66

Energy
60
+ 1.87%
$118.37 - $139.46 $7.1K - $8.37K
3.27K $445M
GLD
Spdr Gold Trust

ETFs
27
+ 3.2%
$300.96 - $355.47 $8.13K - $9.6K
870 $309M
QCOM
Qualcomm Inc

Technology
105
+ 2.38%
$145.84 - $173.55 $15.3K - $18.2K
4.51K $750M
Cohen & Steers ETF Trust
991
+ 4.59%
N/A
22.6K $587M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 2.2%
$291.67 - $316.99 $7.29K - $7.92K
1.16K $353M
VZ
Verizon Communications Inc

Communication Services
285
+ 5.78%
$40.84 - $45.06 $11.6K - $12.8K
5.22K $229M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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