Doliver Advisors, LP Purchases in Q3 2025

Doliver Advisors, LP

  • $365 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.43K
+ 7.06%
$620.67 - $670.08 $886K - $957K
21.7K $14.5M
AAPL
Apple Inc.

Technology
821
+ 3.25%
$202.38 - $256.87 $166K - $211K
26.1K $6.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.06K
New
$567.77 - $614.76 $1.17M - $1.27M
2.06K $1.26M
VGT
Vanguard Information Technolog

ETFs
1.46K
New
$656.44 - $753.15 $956K - $1.1M
1.46K $1.05M
MU
Micron Technology Inc

Technology
3.96K
+ 56.26%
$104.88 - $168.89 $416K - $669K
11K $1.84M
XLK
Technology Sector Spdr

ETFs
3.26K
+ 375.69%
$250.97 - $282.66 $818K - $922K
4.13K $1.16M
XLI
Industrial Sector Spdr

ETFs
3.81K
New
$147.94 - $154.99 $564K - $591K
3.81K $587K
CHK
Chesapeake Energy Corp

Energy
6.16K
+ 158.05%
N/A
10.1K $861K
CSQ
Calamos Strategic Total Return Fund

Financial Services
26.2K
New
$18.02 - $19.56 $473K - $513K
26.2K $506K
ASML
Asml Holding Nv

Technology
4
+ 0.17%
$689.63 - $968.09 $2.76K - $3.87K
2.32K $2.24M
KBH
Kb Home

Consumer Cyclical
5.98K
New
$52.78 - $67.97 $315K - $406K
5.98K $380K
IYW
Ishares Dj Us Tech ETF

ETFs
1.91K
New
$171.38 - $197.01 $327K - $376K
1.91K $373K
XLY
Select Sector Spdr Consumer Di

ETFs
1.49K
New
$216.09 - $242.18 $322K - $361K
1.49K $357K
IYC
Ishares U.S. Consumer Discreti

ETFs
3.27K
New
$98.12 - $105.85 $321K - $346K
3.27K $343K
CSR
Centerspace

Real Estate
5.76K
New
$53.18 - $61.09 $306K - $352K
5.76K $339K
VFH
Vanguard Financial ETF

ETFs
2.56K
New
$125.23 - $132.78 $320K - $340K
2.56K $335K
VOX
Vanguard Communication Service

ETFs
1.76K
New
$169.0 - $192.17 $298K - $339K
1.76K $330K
KIM
Kimco Realty Corp

Real Estate
14.6K
New
$20.74 - $22.79 $303K - $333K
14.6K $319K
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 0.88%
$404.94 - $499.99 $13.4K - $16.5K
3.78K $1.83M
PSA
Public Storage

Real Estate
1.07K
+ 35.48%
$271.94 - $298.09 $291K - $319K
4.09K $1.18M
IEMG
Ishares Inc

ETFs
4.72K
+ 64.59%
N/A
12K $644K
SHOP
Shopify Inc.

Technology
4
+ 0.05%
$112.11 - $157.12 $448 - $628
7.55K $1.12M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.04%
$184.85 - $231.54 $370 - $463
5.03K $1.16M
VUG
Vanguard Growth ETF

ETFs
451
New
$433.97 - $484.08 $196K - $218K
451 $216K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
23.2K
+ 28.75%
$12.77 - $14.42 $296K - $334K
104K $1.32M
WSR
Whitestone Reit

Real Estate
16K
New
$11.8 - $13.18 $189K - $211K
16K $196K
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 1.56%
$357.4 - $423.42 $22.2K - $26.3K
4.05K $1.64M
KMI
Kinder Morgan, Inc.

Energy
6K
+ 76.29%
$26.23 - $28.5 $157K - $171K
13.9K $392K
OC
Owens Corning

Industrials
776
+ 8.27%
$136.56 - $157.69 $106K - $122K
10.2K $1.44M
MSFT
Microsoft Corp

Technology
62
+ 1.2%
$491.09 - $535.64 $30.4K - $33.2K
5.21K $2.7M
WMT
Walmart Inc.

Consumer Defensive
13
+ 0.05%
$94.4 - $104.27 $1.23K - $1.36K
25.2K $2.59M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
1.48K
+ 21.42%
$46.25 - $56.87 $68.5K - $84.2K
8.39K $419K
CVX
Chevron Corp

Energy
2
+ 0.03%
$145.57 - $161.83 $291 - $324
7.8K $1.21M
USB
Us Bancorp \De\

Financial Services
200
+ 0.72%
$43.94 - $50.41 $8.79K - $10.1K
27.9K $1.35M
BX
Blackstone Inc.

Financial Services
190
+ 13.55%
$152.77 - $188.68 $29K - $35.8K
1.59K $271K
DUK
Duke Energy Corp

Utilities
99
+ 1.27%
$116.31 - $125.93 $11.5K - $12.5K
7.88K $974K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.09%
$291.67 - $316.99 $1.17K - $1.27K
4.38K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
197
+ 0.51%
$211.65 - $238.24 $41.7K - $46.9K
38.5K $8.45M
BA
Boeing CO

Industrials
33
+ 0.63%
$209.79 - $237.38 $6.92K - $7.83K
5.29K $1.14M
BSM
Black Stone Minerals, L.P.

Energy
2.8K
+ 8.92%
$11.92 - $13.41 $33.4K - $37.5K
34.2K $449K
NVO
Novo Nordisk A S

Healthcare
3.05K
+ 30.76%
$45.38 - $71.7 $138K - $219K
13K $719K
EFA
Ishares Tr Msci Eafe ETF

ETFs
30
+ 0.39%
$87.29 - $93.61 $2.62K - $2.81K
7.66K $715K
MA
Mastercard Inc

Financial Services
29
+ 1.17%
$550.18 - $598.96 $16K - $17.4K
2.51K $1.43M
AMGN
Amgen Inc

Healthcare
18
+ 0.37%
$271.18 - $309.22 $4.88K - $5.57K
4.91K $1.39M
META
Meta Platforms, Inc.

Communication Services
60
+ 0.61%
$695.21 - $791.73 $41.7K - $47.5K
9.87K $7.25M
Ishares Bitcoin Trust ETF
2.85K
+ 24.26%
N/A
14.6K $0
Southstate Bk Corp
5.13K
New
N/A
5.13K $0
LUV
Southwest Airlines CO

Industrials
100
+ 1.23%
$29.06 - $37.7 $2.91K - $3.77K
8.2K $261K
DE
Deere & CO

Industrials
138
+ 10.02%
$457.26 - $524.37 $63.1K - $72.4K
1.52K $692K
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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