Berkeley Capital Partners, LLC Purchases in Q3 2025

Berkeley Capital Partners, LLC

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
+ 1.66%
$617.65 - $666.84 $1.3M - $1.41M
129K $85.9M
BDX
Becton Dickinson & CO

Healthcare
8.51K
New
$172.41 - $199.66 $1.47M - $1.7M
8.51K $1.59M
BCE
Bce Inc

Communication Services
61.1K
New
$22.63 - $25.74 $1.38M - $1.57M
61.1K $1.43M
DEO
Diageo PLC

Consumer Defensive
13.5K
New
$93.64 - $115.33 $1.27M - $1.56M
13.5K $1.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.61K
+ 2.53%
$81.75 - $84.54 $622K - $644K
309K $26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 0.09%
$546.99 - $602.2 $9.85K - $10.8K
19.5K $11.7M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.79K
+ 3.35%
$73.94 - $78.51 $502K - $533K
210K $16.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.44K
+ 3.23%
$42.26 - $47.16 $230K - $257K
174K $8.06M
FLO
Flowers Foods Inc

Consumer Defensive
65.3K
+ 327.56%
$12.68 - $16.76 $828K - $1.09M
85.3K $1.11M
SPMD
Spdr Portfolio

ETFs
5.71K
+ 4.23%
$54.43 - $58.29 $311K - $333K
141K $8.04M
GOOGL
Alphabet Inc.

Communication Services
422
+ 5.12%
$174.36 - $254.72 $73.6K - $107K
8.67K $2.11M
VFH
Vanguard Financial ETF

ETFs
3.61K
+ 12.25%
$125.23 - $132.78 $452K - $480K
33.1K $4.35M
VIS
Vanguard Industrial ETF

ETFs
523
+ 2.16%
$281.0 - $296.29 $147K - $155K
24.7K $7.32M
NSC
Norfolk Southern Corp

Industrials
924
+ 37.36%
$259.49 - $300.41 $240K - $278K
3.4K $1.02M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.37K
+ 5.3%
$85.01 - $90.35 $287K - $305K
67K $5.98M
COLD
Americold Realty Trust

Real Estate
45.4K
+ 85.74%
$12.14 - $16.98 $551K - $771K
98.3K $1.2M
BAC
Bank Of America Corp

Financial Services
1.36K
+ 2.34%
$44.92 - $52.42 $61.1K - $71.3K
59.5K $3.07M
VO
Vanguard Mid Cap ETF

ETFs
233
+ 1.36%
$279.83 - $293.74 $65.2K - $68.4K
17.3K $5.09M
AIQ
Global X Funds Global X Artifi

ETFs
5.97K
New
$43.2 - $49.66 $258K - $296K
5.97K $294K
MDT
Medtronic PLC

Healthcare
376
+ 1.19%
$87.67 - $95.74 $33K - $36K
32K $3.05M
XLU
Utilities Sector Spdr

ETFs
3.06K
New
$81.14 - $87.32 $249K - $268K
3.06K $267K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.17K
New
$110.74 - $122.12 $241K - $265K
2.17K $263K
RING
Ishares Inc Msci Global Gold M

ETFs
109
+ 0.89%
$42.96 - $64.71 $4.68K - $7.05K
12.3K $798K
CAT
Caterpillar Inc

Industrials
541
New
$390.92 - $477.15 $211K - $258K
541 $258K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.62K
New
$24.46 - $26.5 $235K - $255K
9.62K $253K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.92K
New
$28.92 - $32.19 $229K - $255K
7.92K $252K
EEM
Ishares Msci Emerging Markets

ETFs
4.61K
New
$48.07 - $53.4 $222K - $246K
4.61K $246K
JNJ
Johnson & Johnson

Healthcare
134
+ 1.99%
$155.17 - $185.42 $20.8K - $24.8K
6.86K $1.27M
VGT
Vanguard Information Technolog

ETFs
58
+ 2.41%
$656.44 - $753.15 $38.1K - $43.7K
2.47K $1.84M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
854
New
$224.68 - $282.71 $192K - $241K
854 $238K
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 1.6%
$282.78 - $316.06 $34.5K - $38.6K
7.73K $2.44M
GL
Globe Life Inc.

Financial Services
1.54K
New
$117.6 - $146.55 $181K - $226K
1.54K $220K
ORCL
Oracle Corp

Technology
775
New
$218.96 - $328.33 $170K - $254K
775 $217K
NVO
Novo Nordisk A S

Healthcare
3.86K
New
$45.38 - $71.7 $175K - $277K
3.86K $214K
EMR
Emerson Electric CO

Industrials
1.63K
New
$128.6 - $149.63 $210K - $244K
1.63K $213K
TJX
Tjx Companies Inc

Consumer Cyclical
1.46K
New
$121.35 - $144.54 $177K - $211K
1.46K $210K
UNH
Unitedhealth Group Inc

Healthcare
407
+ 19.78%
$237.77 - $353.61 $96.8K - $144K
2.47K $851K
UBER
Uber Technologies, Inc

Technology
2.14K
New
$86.91 - $99.57 $186K - $213K
2.14K $209K
IYH
Ishares Tr

ETFs
3.5K
New
$54.36 - $58.96 $190K - $206K
3.5K $205K
PPL
Ppl Corp

Utilities
1.14K
+ 2.44%
$33.54 - $37.24 $38.1K - $42.3K
47.7K $1.77M
MRK
Merck & Co., Inc.

Healthcare
907
+ 3.96%
$77.6 - $87.37 $70.4K - $79.2K
23.8K $2M
SYY
Sysco Corp

Consumer Defensive
468
+ 2.45%
$76.33 - $82.51 $35.7K - $38.6K
19.6K $1.61M
MU
Micron Technology Inc

Technology
87
+ 2.59%
$104.88 - $168.89 $9.12K - $14.7K
3.45K $577K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
+ 0.21%
$103.83 - $179.9 $519 - $900
2.41K $431K
COP
Conocophillips

Energy
393
+ 1.6%
$91.0 - $98.99 $35.8K - $38.9K
25K $2.37M
DUK
Duke Energy Corp

Utilities
273
+ 1.29%
$116.31 - $125.93 $31.8K - $34.4K
21.4K $2.65M
CVX
Chevron Corp

Energy
369
+ 4.62%
$145.57 - $161.83 $53.7K - $59.7K
8.36K $1.3M
GPC
Genuine Parts CO

Consumer Cyclical
97
+ 1.19%
$122.23 - $142.77 $11.9K - $13.8K
8.28K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
151
+ 11.79%
$567.77 - $614.76 $85.7K - $92.8K
1.43K $876K
Activity Summary
Buys All Purchases 115 New Holdings 22 Increased Positions 93 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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