Cpa Asset Management LLC Incresed Positions in Q3 2025

Cpa Asset Management LLC

  • $259 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
3.84K
+ 12.76%
$279.83 - $293.74 $1.08M - $1.13M
34K $9.98B
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.01K
+ 7.27%
$67.01 - $72.84 $537K - $583K
118K $8.56B
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.7K
+ 17.87%
$63.41 - $69.69 $745K - $819K
77.5K $5.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.1K
+ 2.47%
$45.26 - $46.63 $683K - $704K
627K $29B
CAT
Caterpillar Inc

Industrials
4
+ 0.04%
$390.92 - $477.15 $1.56K - $1.91K
11K $5.25B
DFSD
Dimensional ETF Tr Short Durat

ETFs
16.9K
+ 10.23%
$47.86 - $48.43 $808K - $817K
182K $8.76B
DFAI
Dimensional ETF Tr

ETFs
3.58K
+ 0.91%
$34.05 - $36.55 $122K - $131K
395K $14.3B
FLV
American Centy ETF Tr Focused

ETFs
7.76K
+ 12.52%
$70.26 - $74.84 $545K - $581K
69.7K $5.14B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
15.4K
+ 11.84%
$44.82 - $46.28 $690K - $712K
145K $6.69B
DIHP
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 4.52%
$28.69 - $30.59 $393K - $419K
316K $9.61B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.29K
+ 14.66%
$132.9 - $142.03 $171K - $183K
10.1K $1.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
156
+ 8.61%
$567.77 - $614.76 $88.6K - $95.9K
1.97K $1.2B
ORCL
Oracle Corp

Technology
9
+ 0.39%
$218.96 - $328.33 $1.97K - $2.95K
2.31K $650M
VTI
Vanguard Total Stock Market Et

ETFs
302
+ 15.86%
$303.93 - $329.86 $91.8K - $99.6K
2.21K $724M
RTX
Raytheon Technologies Corp

Industrials
19
+ 0.51%
$144.19 - $167.33 $2.74K - $3.18K
3.76K $629M
MSFT
Microsoft Corp

Technology
6
+ 0.19%
$491.09 - $535.64 $2.95K - $3.21K
3.16K $1.63B
NEE
Nextera Energy Inc

Utilities
5
+ 0.05%
$69.77 - $77.54 $349 - $388
9.9K $748M
WFC
Wells Fargo & Company

Financial Services
23
+ 0.77%
$77.05 - $85.16 $1.77K - $1.96K
3K $252M
GILD
Gilead Sciences, Inc.

Healthcare
19
+ 0.93%
$108.22 - $120.47 $2.06K - $2.29K
2.06K $229M
IBM
International Business Machines Corp

Technology
7
+ 0.8%
$234.77 - $292.47 $1.64K - $2.05K
886 $250M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.05%
$150.47 - $161.22 $451 - $484
5.78K $889M
BSX
Boston Scientific Corp

Healthcare
8
+ 0.17%
$97.03 - $108.14 $776 - $865
4.81K $469M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.36%
$915.95 - $994.57 $3.66K - $3.98K
1.12K $1.03B
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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