Cpa Asset Management LLC Purchases and Sells in Q3 2025

Cpa Asset Management LLC

$259 Billion
Q3 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	3.84K + 12.76%	$279.83 - $293.74 $1.08M - $1.13M	34K $9.98B
DFUS	8.01K + 7.27%	$67.01 - $72.84 $537K - $583K	118K $8.56B
DFAS	11.7K + 17.87%	$63.41 - $69.69 $745K - $819K	77.5K $5.3B
FBND	15.1K + 2.47%	$45.26 - $46.63 $683K - $704K	627K $29B
CAT	4 + 0.04%	$390.92 - $477.15 $1.56K - $1.91K	11K $5.25B
DFSD	16.9K + 10.23%	$47.86 - $48.43 $808K - $817K	182K $8.76B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	54.1K New	N/A	54.1K $4.13B
SCHD	34.7K New	$26.38 - $27.95 $916K - $971K	34.7K $948M
SPY	1.1K New	$617.65 - $666.84 $678K - $732K	1.1K $732M
ARKK	5.99K New	$68.94 - $86.3 $413K - $517K	5.99K $517M
BITO	18.8K New	$18.74 - $23.05 $352K - $433K	18.8K $370M
VANGUARD INSTL INDEX FD	3.06K New	N/A	3.06K $231M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIP	-72.7K - 16.84%	$41.6 - $42.66 $3.03M - $3.1M	359K $15.2B
UDR	-7.64K - 32.24%	$36.71 - $41.37 $281K - $316K	16.1K $598M
AMLP	-5.06K - 21.46%	$46.51 - $50.07 $235K - $253K	18.5K $869M
SYY	-4.09K - 30.52%	$76.33 - $82.51 $312K - $337K	9.3K $766M
DFNM	-1.9K - 10.67%	$47.18 - $48.17 $89.4K - $91.3K	15.9K $761M
AMZN	-157 - 5.93%	$211.65 - $238.24 $33.2K - $37.4K	2.49K $547M

Activity Summary All Purchases 31 New Holdings 7 Increased Positions 24 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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