Bar Harbor Wealth Management Purchases in Q3 2025

Bar Harbor Wealth Management

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
44.4K
+ 46.7%
$174.36 - $254.72 $7.74M - $11.3M
139K $33.9M
AAPL
Apple Inc.

Technology
1.45K
+ 0.59%
$202.38 - $256.87 $293K - $372K
246K $62.7M
AAON
Aaon, Inc.

Industrials
109K
New
$72.08 - $94.26 $7.89M - $10.3M
109K $10.2M
ABBV
Abb Vie Inc.

Healthcare
3.1K
+ 3.59%
$184.85 - $231.54 $573K - $718K
89.4K $20.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.9K
+ 4.52%
$97.75 - $100.75 $2.63M - $2.71M
623K $62.4M
NVDA
Nvidia Corp

Technology
6.89K
+ 10.16%
$153.3 - $186.58 $1.06M - $1.28M
74.7K $13.9M
XLY
Select Sector Spdr Consumer Di

ETFs
142
+ 0.1%
$216.09 - $242.18 $30.7K - $34.4K
136K $32.5M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 3.13%
$56.02 - $60.3 $905K - $975K
532K $31.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
742
+ 0.32%
$108.46 - $120.63 $80.5K - $89.5K
236K $28.1M
TJX
Tjx Companies Inc

Consumer Cyclical
718
+ 0.71%
$121.35 - $144.54 $87.1K - $104K
101K $14.6M
AVGO
Broadcom Inc.

Technology
4.18K
+ 33.14%
$264.74 - $369.57 $1.11M - $1.55M
16.8K $5.55M
MRK
Merck & Co., Inc.

Healthcare
14.1K
+ 9.67%
$77.6 - $87.37 $1.1M - $1.24M
160K $13.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.75K
+ 0.57%
$62.09 - $66.51 $170K - $183K
482K $31.4M
MSFT
Microsoft Corp

Technology
265
+ 0.35%
$491.09 - $535.64 $130K - $142K
76.5K $39.6M
XLB
Select Sector Spdr Fd Material

ETFs
12.6K
+ 22.89%
$86.72 - $92.61 $1.1M - $1.17M
67.9K $6.08M
MDT
Medtronic PLC

Healthcare
378
+ 0.28%
$87.67 - $95.74 $33.1K - $36.2K
137K $13.1M
SNPS
Synopsys Inc

Technology
2.31K
New
$387.78 - $645.35 $897K - $1.49M
2.31K $1.14M
NFLX
Netflix Inc

Communication Services
943
+ 219.3%
$1147.87 - $1297.18 $1.08M - $1.22M
1.37K $1.65M
XLI
Industrial Sector Spdr

ETFs
85
+ 0.05%
$147.94 - $154.99 $12.6K - $13.2K
156K $24M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.04%
$357.4 - $423.42 $3.22K - $3.81K
24.7K $10M
XLU
Utilities Sector Spdr

ETFs
5.19K
+ 5.84%
$81.14 - $87.32 $421K - $453K
94.1K $8.21M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.8K
+ 4.24%
$52.39 - $53.11 $827K - $838K
388K $20.6M
UBER
Uber Technologies, Inc

Technology
9.44K
New
$86.91 - $99.57 $821K - $940K
9.44K $924K
XLC
Select Sector Spdr Tr Communic

ETFs
645
+ 0.77%
$105.99 - $119.41 $68.4K - $77K
84.5K $10M
SYY
Sysco Corp

Consumer Defensive
447
+ 0.36%
$76.33 - $82.51 $34.1K - $36.9K
126K $10.3M
ADI
Analog Devices Inc

Technology
2.71K
+ 33.66%
$220.68 - $255.63 $598K - $693K
10.8K $2.65M
STVN
Stevanato Group S.P.A.

Healthcare
6.76K
+ 1.82%
$21.65 - $27.95 $146K - $189K
378K $9.75M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.65K
New
$159.87 - $247.68 $583K - $904K
3.65K $649K
NNI
Nelnet Inc

Financial Services
1.03K
+ 0.94%
$119.62 - $130.27 $123K - $134K
111K $13.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
443
+ 11.15%
$473.44 - $553.71 $210K - $245K
4.42K $2.41M
D
Dominion Energy, Inc

Utilities
4.62K
+ 8.69%
$56.32 - $62.1 $260K - $287K
57.8K $3.53M
HPE
Hewlett Packard Enterprise CO

Technology
2.83K
+ 2.69%
$19.81 - $25.24 $56.1K - $71.5K
108K $2.65M
PEP
Pepsico Inc

Consumer Defensive
236
+ 0.43%
$133.81 - $152.16 $31.6K - $35.9K
55.5K $7.8M
TD
Toronto Dominion Bank

Financial Services
6.08K
New
$72.55 - $79.95 $441K - $486K
6.08K $485K
ORCL
Oracle Corp

Technology
752
+ 17.52%
$218.96 - $328.33 $165K - $247K
5.05K $1.42M
GE
General Electric CO

Industrials
684
+ 18.87%
$244.75 - $305.63 $167K - $209K
4.31K $1.3M
ETN
Eaton Corp PLC

Industrials
24
+ 0.16%
$342.99 - $392.76 $8.23K - $9.43K
15.2K $5.68M
PLD
Prologis, Inc.

Real Estate
656
+ 3.64%
$104.08 - $115.35 $68.3K - $75.7K
18.7K $2.14M
VZ
Verizon Communications Inc

Communication Services
2.44K
+ 1.46%
$40.84 - $45.06 $99.5K - $110K
169K $7.43M
WELL
Welltower Inc.

Real Estate
1.23K
New
$150.71 - $178.14 $185K - $218K
1.23K $218K
PFE
Pfizer Inc

Healthcare
33
+ 0.02%
$23.29 - $25.88 $769 - $854
174K $4.42M
VO
Vanguard Mid Cap ETF

ETFs
163
+ 1.37%
$279.83 - $293.74 $45.6K - $47.9K
12K $3.53M
ROK
Rockwell Automation, Inc

Industrials
93
+ 0.92%
$328.67 - $358.52 $30.6K - $33.3K
10.2K $3.58M
WTRG
Essential Utilities, Inc.

Utilities
5.07K
New
$36.73 - $39.9 $186K - $202K
5.07K $202K
DGX
Quest Diagnostics Inc

Healthcare
1.4K
+ 9.24%
N/A
16.6K $2.27M
DUK
Duke Energy Corp

Utilities
1.31K
+ 26.42%
$116.31 - $125.93 $152K - $165K
6.26K $774K
T
At&T Inc.

Communication Services
7.42K
+ 20.5%
$26.94 - $29.62 $200K - $220K
43.6K $1.23M
EGP
Eastgroup Properties Inc

Real Estate
663
+ 2.88%
$159.46 - $169.88 $106K - $113K
23.7K $4.01M
GPC
Genuine Parts CO

Consumer Cyclical
8
+ 0.15%
$122.23 - $142.77 $978 - $1.14K
5.32K $737K
Activity Summary
Buys All Purchases 80 New Holdings 9 Increased Positions 71 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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