Berkeley Capital Partners, LLC Incresed Positions 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
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
VEU
Vanguard Ftse All World Ex Us

ETFs
2.2K
+ 1.72%
$66.38 - $71.68 $146K - $157K
130K $9.28M
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
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
MDT
Medtronic PLC

Healthcare
376
+ 1.19%
$87.67 - $95.74 $33K - $36K
32K $3.05M
RING
Ishares Inc Msci Global Gold M

ETFs
109
+ 0.89%
$42.96 - $64.71 $4.68K - $7.05K
12.3K $798K
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
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 1.6%
$282.78 - $316.06 $34.5K - $38.6K
7.73K $2.44M
UNH
Unitedhealth Group Inc

Healthcare
407
+ 19.78%
$237.77 - $353.61 $96.8K - $144K
2.47K $851K
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
XOM
Exxon Mobil Corp

Energy
223
+ 0.92%
$105.83 - $117.22 $23.6K - $26.1K
24.5K $2.76M
VCR
Vanguard Consumer Discretionar

ETFs
48
+ 1.35%
$359.61 - $401.35 $17.3K - $19.3K
3.6K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
4.29K
+ 8.75%
$43.31 - $48.98 $186K - $210K
53.4K $2.41M
PLTR
Palantir Technologies Inc.

Technology
320
+ 20.15%
$130.68 - $186.97 $41.8K - $59.8K
1.91K $348K
PNC
Pnc Financial Services Group, Inc.

Financial Services
235
+ 4.44%
$185.88 - $207.44 $43.7K - $48.7K
5.52K $1.11M
VB
Vanguard Small Cap ETF

ETFs
62
+ 1.04%
$237.58 - $259.17 $14.7K - $16.1K
6.05K $1.54M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.87K
+ 3.06%
$30.67 - $32.13 $57.4K - $60.1K
63K $1.99M
RTX
Raytheon Technologies Corp

Industrials
99
+ 2.29%
$144.19 - $167.33 $14.3K - $16.6K
4.42K $738K
IAU
Ishares Gold Trust

ETFs
206
+ 2.37%
$61.62 - $72.77 $12.7K - $15K
8.88K $646K
VZ
Verizon Communications Inc

Communication Services
1.48K
+ 2.56%
$40.84 - $45.06 $60.3K - $66.5K
59.2K $2.6M
QCOM
Qualcomm Inc

Technology
140
+ 1.42%
$145.84 - $173.55 $20.4K - $24.3K
10K $1.67M
AFL
Aflac Inc

Financial Services
99
+ 0.86%
$98.09 - $111.7 $9.71K - $11.1K
11.7K $1.3M
PCAR
Paccar Inc

Industrials
296
+ 2.07%
$92.91 - $102.86 $27.5K - $30.4K
14.6K $1.44M
SGOL
Abrdn Gold ETF Trust

ETFs
314
+ 2.6%
$31.18 - $36.81 $9.79K - $11.6K
12.4K $455K
AMD
Advanced Micro Devices Inc

Technology
101
+ 4.88%
$134.8 - $184.42 $13.6K - $18.6K
2.17K $350K
PEP
Pepsico Inc

Consumer Defensive
82
+ 1.57%
$133.81 - $152.16 $11K - $12.5K
5.31K $746K
BX
Blackstone Inc.

Financial Services
147
+ 10.86%
$152.77 - $188.68 $22.5K - $27.7K
1.5K $256K
MS
Morgan Stanley

Financial Services
27
+ 1.05%
$139.09 - $161.16 $3.76K - $4.35K
2.59K $412K
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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