Haven Private, LLC Reduced Holdings in Q3 2025

Haven Private, LLC

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.44K
- 45.32%
$491.09 - $535.64 $1.69M - $1.84M
4.15K $2.15B
USFR
Wisdomtree Floating Rate Treas

ETFs
-30.2K
- 11.52%
$50.23 - $50.48 $1.52M - $1.52M
232K $11.6B
NVDA
Nvidia Corp

Technology
-10.7K
- 51.43%
$153.3 - $186.58 $1.64M - $1.99M
10.1K $1.88B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-4.45K
- 0.72%
$14.94 - $16.82 $66.5K - $74.8K
614K $9.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.76K
- 70.57%
$211.65 - $238.24 $795K - $895K
1.57K $344M
META
Meta Platforms, Inc.

Communication Services
-1.06K
- 59.39%
$695.21 - $791.73 $739K - $842K
727 $534M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.39K
- 65.06%
$459.11 - $506.91 $638K - $704K
746 $375M
GOOGL
Alphabet Inc.

Communication Services
-3.48K
- 57.18%
$174.36 - $254.72 $607K - $886K
2.61K $634M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-6.5K
- 44.93%
$61.15 - $64.13 $398K - $417K
7.97K $496M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14.3K
- 40.27%
$22.9 - $23.58 $328K - $337K
21.2K $498M
COST
Costco Wholesale Corp

Consumer Defensive
-280
- 54.16%
$915.95 - $994.57 $256K - $278K
237 $219M
V
Visa Inc.

Financial Services
-667
- 24.45%
$332.09 - $358.86 $222K - $239K
2.06K $704M
AVGO
Broadcom Inc.

Technology
-2.16K
- 25.6%
$264.74 - $369.57 $572K - $799K
6.28K $2.07B
NVS
Novartis Ag

Healthcare
-2.17K
- 38.95%
$113.5 - $129.73 $246K - $281K
3.4K $436M
MA
Mastercard Inc

Financial Services
-432
- 25.55%
$550.18 - $598.96 $238K - $259K
1.26K $716M
INFY
Infosys LTD

Technology
-2.55K
- 4.69%
$15.98 - $18.96 $40.7K - $48.3K
51.8K $843M
FELE
Franklin Electric CO Inc

Industrials
-1.78K
- 36.07%
$89.51 - $99.6 $159K - $177K
3.16K $300M
HYG
Ishares Tr

ETFs
-1.51K
- 34.42%
$79.85 - $81.32 $120K - $122K
2.87K $233M
TMUS
T Mobile Us, Inc.

Communication Services
-515
- 16.16%
$226.02 - $259.01 $116K - $133K
2.67K $639M
ETN
Eaton Corp PLC

Industrials
-350
- 39.41%
$342.99 - $392.76 $120K - $137K
538 $201M
CTAS
Cintas Corp

Industrials
-15
- 0.29%
$199.29 - $226.27 $2.99K - $3.39K
5.16K $1.06B
XOM
Exxon Mobil Corp

Energy
-975
- 30.04%
$105.83 - $117.22 $103K - $114K
2.27K $256M
DE
Deere & CO

Industrials
-115
- 15.86%
$457.26 - $524.37 $52.6K - $60.3K
610 $279M
UL
Unilever PLC

Consumer Defensive
-1.02K
- 8.3%
$58.43 - $65.01 $59.7K - $66.4K
11.3K $669M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-240
- 18.45%
$435.72 - $463.74 $105K - $111K
1.06K $492M
GOOG
Alphabet Inc.

Communication Services
-2.49K
- 31.33%
$175.16 - $255.24 $437K - $637K
5.47K $1.33B
DIS
Walt Disney CO

Communication Services
-352
- 8.37%
$112.25 - $124.0 $39.5K - $43.6K
3.85K $441M
ADBE
Adobe Inc.

Technology
-7
- 0.32%
$333.65 - $392.1 $2.34K - $2.74K
2.22K $781M
ADP
Automatic Data Processing Inc

Industrials
-80
- 3.31%
$288.69 - $310.94 $23.1K - $24.9K
2.34K $685M
MRK
Merck & Co., Inc.

Healthcare
-896
- 27.06%
$77.6 - $87.37 $69.5K - $78.3K
2.42K $203M
VEA
Vanguard Ftse Developed Market

ETFs
-1.31K
- 14.42%
$56.02 - $60.3 $73.4K - $79.1K
7.78K $466M
AVUS
American Centy ETF Tr Avantis

ETFs
-708
- 20.33%
$101.2 - $109.16 $71.6K - $77.3K
2.77K $302M
MUB
Ishares National Muni Bond ETF

ETFs
-610
- 5.24%
$103.24 - $106.68 $63K - $65.1K
11K $1.18B
WMT
Walmart Inc.

Consumer Defensive
-2.47K
- 6.07%
$94.4 - $104.27 $233K - $258K
38.2K $3.94B
JNJ
Johnson & Johnson

Healthcare
-677
- 22.58%
$155.17 - $185.42 $105K - $126K
2.32K $430M
NLOK
Norton Life Lock Inc.

Technology
-177
- 0.96%
N/A
18.2K $517M
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 2.91%
$412.46 - $514.1 $6.19K - $7.71K
500 $245M
CAT
Caterpillar Inc

Industrials
-271
- 20.93%
$390.92 - $477.15 $106K - $129K
1.02K $489M
BA
Boeing CO

Industrials
-77
- 5.8%
$209.79 - $237.38 $16.2K - $18.3K
1.25K $270M
VMEO
Vimeo, Inc.

Technology
-44.9K
- 47.68%
$3.65 - $7.75 $164K - $348K
49.3K $382M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-299
- 4.28%
$119.73 - $134.7 $35.8K - $40.3K
6.68K $891M
SF
Stifel Financial Corp

Financial Services
-429
- 6.65%
$105.26 - $116.4 $45.2K - $49.9K
6.02K $683M
BDC
Belden Inc.

Technology
-45
- 0.92%
$115.58 - $133.49 $5.2K - $6.01K
4.86K $584M
VV
Vanguard Large Cap ETF

ETFs
-3
- 0.35%
$285.05 - $309.14 $855 - $927
858 $264M
Grayscale Bitcoin Mini Tr Et
-217
- 1.38%
N/A
15.6K $788M
CLSK
Cleanspark, Inc.

Technology
-420
- 3.45%
$9.08 - $14.87 $3.81K - $6.25K
11.8K $170M
KEYS
Keysight Technologies, Inc.

Technology
-30
- 0.74%
$158.51 - $178.15 $4.76K - $5.34K
4.01K $702M
MCK
Mckesson Corp

Healthcare
-74
- 3.04%
$659.01 - $772.54 $48.8K - $57.2K
2.36K $1.82B
GIL
Gildan Activewear Inc.

Consumer Cyclical
-531
- 6.04%
$49.08 - $57.8 $26.1K - $30.7K
8.25K $477M
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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