Esl Trust Services, LLC Purchases in Q3 2025

Esl Trust Services, LLC

  • $506 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
55.8K
New
$68.33 - $72.69 $3.81M - $4.06M
55.8K $4.03M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.49K
+ 15.63%
$76.16 - $78.59 $723K - $746K
70.2K $5.48M
VTI
Vanguard Total Stock Market Et

ETFs
415
+ 14.02%
$303.93 - $329.86 $126K - $137K
3.38K $1.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
606
+ 2.55%
$49.43 - $54.52 $30K - $33K
24.3K $1.32M
JNJ
Johnson & Johnson

Healthcare
21
+ 0.67%
$155.17 - $185.42 $3.26K - $3.89K
3.17K $587K
MSFT
Microsoft Corp

Technology
131
+ 7.25%
$491.09 - $535.64 $64.3K - $70.2K
1.94K $1M
GE
General Electric CO

Industrials
84
+ 5.0%
$244.75 - $305.63 $20.6K - $25.7K
1.76K $530K
RTX
Raytheon Technologies Corp

Industrials
376
+ 28.77%
$144.19 - $167.33 $54.2K - $62.9K
1.68K $281K
VEU
Vanguard Ftse All World Ex Us

ETFs
955
+ 21.73%
$66.38 - $71.68 $63.4K - $68.5K
5.35K $381K
IWF
Ishares Russell 1000 Gr ETF

ETFs
43
+ 3.18%
$420.11 - $472.68 $18.1K - $20.3K
1.4K $653K
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 0.7%
$282.78 - $316.06 $5.09K - $5.69K
2.59K $817K
JEPI
J P Morgan Exchange Traded Fd

ETFs
750
New
$55.61 - $57.37 $41.7K - $43K
750 $42K
ORCL
Oracle Corp

Technology
10
+ 1.67%
$218.96 - $328.33 $2.19K - $3.28K
610 $171K
NSC
Norfolk Southern Corp

Industrials
44
+ 7.41%
$259.49 - $300.41 $11.4K - $13.2K
638 $191K
NOC
Northrop Grumman Corp

Industrials
32
+ 19.05%
$498.9 - $609.32 $16K - $19.5K
200 $121K
CVX
Chevron Corp

Energy
115
+ 7.19%
$145.57 - $161.83 $16.7K - $18.6K
1.72K $266K
GM
General Motors CO

Consumer Cyclical
600
New
$48.89 - $61.24 $29.3K - $36.7K
600 $36K
SO
Southern CO

Utilities
243
+ 6.08%
$90.83 - $96.0 $22.1K - $23.3K
4.24K $402K
JPIE
J P Morgan Exchange Traded Fd
750
New
$46.01 - $46.55 $34.5K - $34.9K
750 $34K
MO
Altria Group, Inc.

Consumer Defensive
298
+ 14.9%
$57.75 - $67.68 $17.2K - $20.2K
2.3K $151K
T
At&T Inc.

Communication Services
1.22K
+ 32.43%
$26.94 - $29.62 $32.7K - $36K
4.96K $140K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
New
$459.11 - $506.91 $27.5K - $30.4K
60 $30K
IEFA
Ishares Tr

ETFs
175
+ 4.57%
$81.7 - $87.53 $14.3K - $15.3K
4K $349K
XOM
Exxon Mobil Corp

Energy
133
+ 4.64%
$105.83 - $117.22 $14.1K - $15.6K
3K $337K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.04K
New
$24.02 - $27.91 $25K - $29K
1.04K $29K
WFC
Wells Fargo & Company

Financial Services
190
+ 6.01%
$77.05 - $85.16 $14.6K - $16.2K
3.35K $280K
KKR
Kkr & Co. Inc.

Financial Services
200
New
$129.95 - $152.16 $26K - $30.4K
200 $25K
CHK
Chesapeake Energy Corp

Energy
302
New
N/A
302 $25K
PPL
Ppl Corp

Utilities
600
New
$33.54 - $37.24 $20.1K - $22.3K
600 $22K
SYY
Sysco Corp

Consumer Defensive
218
+ 36.33%
$76.33 - $82.51 $16.6K - $18K
818 $67K
KEY
Keycorp

Financial Services
33
+ 0.21%
$17.37 - $19.39 $573 - $640
16K $299K
GD
General Dynamics Corp

Industrials
50
New
$293.92 - $341.0 $14.7K - $17.1K
50 $17K
WMT
Walmart Inc.

Consumer Defensive
171
New
$94.4 - $104.27 $16.1K - $17.8K
171 $17K
MRK
Merck & Co., Inc.

Healthcare
119
+ 9.92%
$77.6 - $87.37 $9.23K - $10.4K
1.32K $110K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
850
New
$18.82 - $19.8 $16K - $16.8K
850 $16K
IWD
Ishares Russell 1000 Val ETF

ETFs
57
+ 11.9%
$192.76 - $203.86 $11K - $11.6K
536 $109K
ADP
Automatic Data Processing Inc

Industrials
52
New
$288.69 - $310.94 $15K - $16.2K
52 $15K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 7.22%
$291.67 - $316.99 $9.63K - $10.5K
490 $148K
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 2.5%
$121.35 - $144.54 $1.82K - $2.17K
615 $88K
OKE
Oneok Inc

Energy
200
New
$71.36 - $83.47 $14.3K - $16.7K
200 $14K
NGG
National Grid PLC

Utilities
200
+ 71.43%
$67.98 - $74.38 $13.6K - $14.9K
480 $34K
TRP
Tc Energy Corp

Energy
200
+ 66.67%
$46.58 - $54.41 $9.32K - $10.9K
500 $27K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
500
New
$26.51 - $27.85 $13.3K - $13.9K
500 $13K
ABBV
Abb Vie Inc.

Healthcare
5
+ 1.92%
$184.85 - $231.54 $924 - $1.16K
265 $61K
AVGO
Broadcom Inc.

Technology
8
+ 4.0%
$264.74 - $369.57 $2.12K - $2.96K
208 $68K
DD
Du Pont De Nemours, Inc.

Basic Materials
17
+ 1.39%
$69.9 - $78.26 $1.19K - $1.33K
1.24K $96K
TXN
Texas Instruments Inc

Technology
62
+ 12.4%
N/A
562 $109K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
133
+ 6.45%
$82.38 - $83.0 $11K - $11K
2.19K $182K
F
Ford Motor CO

Consumer Cyclical
800
+ 80.08%
$10.82 - $12.09 $8.66K - $9.67K
1.8K $21K
Activity Summary
Buys All Purchases 162 New Holdings 91 Increased Positions 71 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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