Exchange Bank Incresed Positions in Q3 2025

Exchange Bank

  • $144 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.48K
+ 5.52%
$202.38 - $256.87 $300K - $380K
28.3K $7.2B
JNJ
Johnson & Johnson

Healthcare
4.62K
+ 18.32%
$155.17 - $185.42 $717K - $857K
29.9K $5.54B
IBM
International Business Machines Corp

Technology
3.9K
+ 49.83%
$234.77 - $292.47 $916K - $1.14M
11.7K $3.31B
CAT
Caterpillar Inc

Industrials
663
+ 8.75%
$390.92 - $477.15 $259K - $316K
8.24K $3.93B
NVDA
Nvidia Corp

Technology
3.11K
+ 25.53%
$153.3 - $186.58 $476K - $579K
15.3K $2.85B
GOOGL
Alphabet Inc.

Communication Services
700
+ 7.75%
$174.36 - $254.72 $122K - $178K
9.73K $2.36B
ORCL
Oracle Corp

Technology
1.21K
+ 23.4%
$218.96 - $328.33 $265K - $398K
6.39K $1.8B
MSFT
Microsoft Corp

Technology
679
+ 7.26%
$491.09 - $535.64 $333K - $364K
10K $5.19B
JPM
Jpmorgan Chase & CO

Financial Services
693
+ 6.3%
$282.78 - $316.06 $196K - $219K
11.7K $3.69B
AVGO
Broadcom Inc.

Technology
1.15K
+ 54.03%
$264.74 - $369.57 $303K - $423K
3.26K $1.08B
BA
Boeing CO

Industrials
2K
+ 202.43%
$209.79 - $237.38 $420K - $475K
2.99K $645M
GE
General Electric CO

Industrials
987
+ 32.55%
$244.75 - $305.63 $242K - $302K
4.02K $1.21B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.54K
+ 10.49%
$72.57 - $74.72 $329K - $339K
47.8K $3.55B
META
Meta Platforms, Inc.

Communication Services
458
+ 52.58%
$695.21 - $791.73 $318K - $363K
1.33K $976M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.06%
$303.93 - $329.86 $2.43K - $2.64K
12.7K $4.16B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.73K
+ 7.96%
$97.75 - $100.75 $267K - $275K
37K $3.71B
CVX
Chevron Corp

Energy
42
+ 0.18%
$145.57 - $161.83 $6.11K - $6.8K
22.9K $3.55B
HD
Home Depot, Inc.

Consumer Cyclical
426
+ 16.92%
$357.4 - $423.42 $152K - $180K
2.94K $1.19B
V
Visa Inc.

Financial Services
783
+ 51.24%
$332.09 - $358.86 $260K - $281K
2.31K $789M
RTX
Raytheon Technologies Corp

Industrials
1.07K
+ 46.25%
$144.19 - $167.33 $155K - $180K
3.39K $568M
Ge Vernova Inc
250
+ 34.11%
N/A
983 $604M
PFE
Pfizer Inc

Healthcare
6.4K
+ 30.61%
$23.29 - $25.88 $149K - $166K
27.3K $696M
XOM
Exxon Mobil Corp

Energy
559
+ 2.24%
$105.83 - $117.22 $59.2K - $65.5K
25.6K $2.88B
IVV
Ishares Core S&P 500 ETF

ETFs
187
+ 20.96%
$620.67 - $670.08 $116K - $125K
1.08K $722M
MCD
Mcdonalds Corp

Consumer Cyclical
390
+ 17.56%
$291.67 - $316.99 $114K - $124K
2.61K $793M
ABBV
Abb Vie Inc.

Healthcare
200
+ 10.12%
$184.85 - $231.54 $37K - $46.3K
2.18K $504M
UNP
Union Pacific Corp

Industrials
294
+ 3.05%
$214.91 - $237.16 $63.2K - $69.7K
9.93K $2.35B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.45K
+ 10.85%
$50.85 - $51.35 $125K - $126K
25K $1.28B
NFLX
Netflix Inc

Communication Services
143
+ 46.43%
$1147.87 - $1297.18 $164K - $185K
451 $541M
IAU
Ishares Gold Trust

ETFs
484
+ 5.51%
$61.62 - $72.77 $29.8K - $35.2K
9.27K $675M
ABT
Abbott Laboratories

Healthcare
956
+ 64.29%
$120.51 - $136.62 $115K - $131K
2.44K $327M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
307
+ 0.95%
$62.09 - $66.51 $19.1K - $20.4K
32.7K $2.13B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
224
+ 20.76%
$224.68 - $282.71 $50.3K - $63.3K
1.3K $364M
QUAL
Ishares Msci Usa Quality Facto

ETFs
453
+ 20.3%
$182.33 - $194.5 $82.6K - $88.1K
2.68K $522M
EMR
Emerson Electric CO

Industrials
922
+ 27.24%
$128.6 - $149.63 $119K - $138K
4.31K $565M
PG
Procter & Gamble CO

Consumer Defensive
1.43K
+ 6.3%
$150.47 - $161.22 $215K - $231K
24.1K $3.71B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
936
+ 11.51%
$49.43 - $54.52 $46.3K - $51K
9.07K $491M
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$69.77 - $77.54 $69.8 - $77.5
13.7K $1.03B
FDX
Fedex Corp

Industrials
250
+ 9.25%
$217.1 - $243.2 $54.3K - $60.8K
2.95K $696M
ITW
Illinois Tool Works Inc

Industrials
130
+ 7.35%
$252.31 - $269.41 $32.8K - $35K
1.9K $495M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
613
+ 3.77%
$78.96 - $80.04 $48.4K - $49.1K
16.9K $1.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.94%
$459.11 - $506.91 $23K - $25.3K
1.75K $881M
VEA
Vanguard Ftse Developed Market

ETFs
95
+ 0.65%
$56.02 - $60.3 $5.32K - $5.73K
14.7K $880M
NOW
Service Now, Inc.

Technology
69
+ 32.39%
$850.86 - $1044.69 $58.7K - $72.1K
282 $260M
BAC
Bank Of America Corp

Financial Services
287
+ 6.77%
$44.92 - $52.42 $12.9K - $15K
4.53K $233M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
89
+ 3.45%
$132.9 - $142.03 $11.8K - $12.6K
2.67K $376M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.19%
$410.74 - $499.21 $411 - $499
535 $267M
MMM
3 M CO

Industrials
42
+ 1.25%
$144.41 - $160.2 $6.07K - $6.73K
3.41K $528M
LLY
Eli Lilly & CO

Healthcare
41
+ 3.5%
$625.65 - $812.69 $25.7K - $33.3K
1.21K $926M
Activity Summary
Buys All Purchases 61 New Holdings 8 Increased Positions 53 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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