Directional Asset Management Purchases in Q4 2025

Directional Asset Management

  • $114 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OPCH
Option Care Health, Inc.

Healthcare
314K
New
$26.03 - $29.04 $8.19M - $9.13M
314K $10B
GOOG
Alphabet Inc.

Communication Services
28.6K
New
$237.49 - $291.74 $6.78M - $8.33M
28.6K $8.96B
AAPL
Apple Inc.

Technology
23.7K
New
$245.27 - $275.25 $5.81M - $6.51M
23.7K $6.43B
WMT
Walmart Inc.

Consumer Defensive
51.3K
New
$101.18 - $109.03 $5.2M - $5.6M
51.3K $5.72B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
72.8K
New
$50.57 - $50.77 $3.68M - $3.69M
72.8K $3.68B
DGRO
Ishares Core Dividend Growth E

ETFs
52.3K
New
$66.93 - $69.17 $3.5M - $3.62M
52.3K $3.63B
JPM
Jpmorgan Chase & CO

Financial Services
11.2K
New
$294.11 - $320.41 $3.28M - $3.57M
11.2K $3.59B
AMZN
Amazon Com Inc

Consumer Cyclical
14.7K
New
$213.04 - $254.0 $3.14M - $3.74M
14.7K $3.4B
JNJ
Johnson & Johnson

Healthcare
14.6K
New
$185.98 - $199.58 $2.71M - $2.91M
14.6K $3.02B
GS
Goldman Sachs Group Inc

Financial Services
3.35K
New
$744.6 - $838.97 $2.49M - $2.81M
3.35K $2.95B
AMGN
Amgen Inc

Healthcare
7.36K
New
$290.13 - $341.71 $2.14M - $2.52M
7.36K $2.41B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
82.6K
New
$26.44 - $27.53 $2.18M - $2.27M
82.6K $2.27B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
42.4K
New
$50.85 - $51.0 $2.15M - $2.16M
42.4K $2.16B
CRWD
Crowd Strike Holdings, Inc.

Technology
4.25K
New
$482.23 - $557.53 $2.05M - $2.37M
4.25K $1.99B
NVDA
Nvidia Corp

Technology
10.1K
New
$179.83 - $207.04 $1.82M - $2.1M
10.1K $1.89B
COST
Costco Wholesale Corp

Consumer Defensive
2.02K
New
$910.94 - $954.99 $1.84M - $1.92M
2.02K $1.74B
TSN
Tyson Foods, Inc.

Consumer Defensive
29K
New
$50.72 - $55.51 $1.47M - $1.61M
29K $1.7B
AVLV
American Centy ETF Tr Avantis
21.4K
New
$70.14 - $73.74 $1.5M - $1.58M
21.4K $1.62B
FNDF
Schwab Fundamental Intl Large

ETFs
35.3K
New
$42.35 - $45.18 $1.5M - $1.6M
35.3K $1.6B
FNDX
Schwab Fundamental U S Large C

ETFs
56.1K
New
$25.68 - $26.95 $1.44M - $1.51M
56.1K $1.53B
XLI
Industrial Sector Spdr

ETFs
9.82K
New
$149.9 - $155.79 $1.47M - $1.53M
9.82K $1.52B
LDOS
Leidos Holdings, Inc.

Technology
8.13K
New
$184.41 - $199.55 $1.5M - $1.62M
8.13K $1.47B
SCHW
Schwab Charles Corp

Financial Services
14.1K
New
$91.91 - $97.71 $1.3M - $1.38M
14.1K $1.41B
WM
Waste Management Inc

Industrials
6.19K
New
$196.77 - $219.98 $1.22M - $1.36M
6.19K $1.36B
ET
Energy Transfer LP

Energy
80.5K
New
$16.29 - $17.01 $1.31M - $1.37M
80.5K $1.33B
AJG
Arthur J. Gallagher & Co.

Financial Services
4.91K
New
$242.98 - $310.48 $1.19M - $1.52M
4.91K $1.27B
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.7K
New
$25.85 - $27.19 $1.13M - $1.19M
43.7K $1.18B
VEEV
Veeva Systems Inc

Healthcare
5.06K
New
$283.73 - $306.22 $1.44M - $1.55M
5.06K $1.13B
CALM
Cal Maine Foods Inc

Consumer Defensive
13.7K
New
$86.87 - $94.56 $1.19M - $1.3M
13.7K $1.09B
UBER
Uber Technologies, Inc

Technology
13.2K
New
$91.62 - $100.1 $1.21M - $1.32M
13.2K $1.08B
SCHA
Schwab Strategic Tr Us Small C

ETFs
37.8K
New
$27.17 - $28.65 $1.03M - $1.08M
37.8K $1.08B
AMID
Ea Ser Tr Argent Mid Cap ETF
30.5K
New
N/A
30.5K $1.02B
ABBV
Abb Vie Inc.

Healthcare
4.39K
New
$211.96 - $244.38 $931K - $1.07M
4.39K $1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.68K
New
$475.68 - $513.11 $798K - $861K
1.68K $843M
BAC
Bank Of America Corp

Financial Services
14.2K
New
$48.65 - $54.11 $692K - $770K
14.2K $783M
Ge Healthcare Technologies I
9.52K
New
N/A
9.52K $781M
CMI
Cummins Inc

Industrials
1.52K
New
$407.98 - $484.34 $621K - $738K
1.52K $777M
SYY
Sysco Corp

Consumer Defensive
10.3K
New
$72.9 - $83.27 $753K - $860K
10.3K $761M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.27K
New
$169.53 - $176.53 $724K - $754K
4.27K $758M
MS
Morgan Stanley

Financial Services
4.08K
New
$151.86 - $169.92 $619K - $693K
4.08K $724M
KO
Coca Cola CO

Consumer Defensive
9.46K
New
$66.1 - $71.61 $625K - $678K
9.46K $661M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19.8K
New
$32.35 - $34.37 $641K - $681K
19.8K $649M
VZ
Verizon Communications Inc

Communication Services
15.4K
New
$38.4 - $43.83 $590K - $673K
15.4K $626M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
15.9K
New
$36.47 - $38.19 $580K - $607K
15.9K $609M
Vanguard Wellington Fd
5.98K
New
N/A
5.98K $607M
MDLZ
Mondelez International, Inc.

Consumer Defensive
10.8K
New
$55.57 - $63.17 $603K - $685K
10.8K $584M
DY
Dycom Industries Inc

Industrials
1.7K
New
$279.52 - $298.82 $475K - $508K
1.7K $574M
GLW
Corning Inc

Technology
6.53K
New
$82.06 - $90.29 $536K - $590K
6.53K $572M
SPY
Spdr S&P 500 ETF Trust

ETFs
828
New
$653.02 - $687.39 $541K - $569K
828 $565M
Activity Summary
Buys All Purchases 93 New Holdings 93 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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