Hm Payson & CO Incresed Positions in Q3 2025

Hm Payson & CO

  • $6.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
446
+ 14.71%
$546.99 - $602.2 $244K - $269K
3.48K $2.09M
COP
Conocophillips

Energy
9.95K
+ 37.23%
$91.0 - $98.99 $905K - $984K
36.7K $3.47M
D
Dominion Energy, Inc

Utilities
9.77K
+ 104.6%
$56.32 - $62.1 $550K - $607K
19.1K $1.17M
GLD
Spdr Gold Trust

ETFs
800
+ 20.28%
$300.96 - $355.47 $241K - $284K
4.75K $1.69M
T
At&T Inc.

Communication Services
19.5K
+ 82.82%
$26.94 - $29.62 $526K - $578K
43.1K $1.22M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.3K
+ 79.29%
$25.24 - $25.56 $487K - $493K
43.6K $1.11M
MS
Morgan Stanley

Financial Services
662
+ 8.23%
$139.09 - $161.16 $92.1K - $107K
8.7K $1.38M
BK
Bank Of New York Mellon Corp

Financial Services
1.32K
+ 15.32%
$90.65 - $109.75 $119K - $144K
9.9K $1.08M
DELL
Dell Technologies Inc.

Technology
2.15K
+ 201.31%
$120.96 - $141.77 $260K - $305K
3.22K $456K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.23K
+ 5.14%
$66.38 - $71.68 $81.3K - $87.8K
25.1K $1.79M
ITW
Illinois Tool Works Inc

Industrials
112
+ 0.47%
$252.31 - $269.41 $28.3K - $30.2K
24K $6.26M
PHYS
Sprott Physical Gold Trust

Financial Services
10.5K
+ 634.82%
$25.02 - $29.62 $263K - $311K
12.2K $360K
IEFA
Ishares Tr

ETFs
2.09K
+ 17.78%
$81.7 - $87.53 $170K - $183K
13.8K $1.21M
CME
Cme Group Inc.

Financial Services
1.11K
+ 105.9%
$258.83 - $287.1 $288K - $319K
2.16K $584K
MO
Altria Group, Inc.

Consumer Defensive
306
+ 0.66%
$57.75 - $67.68 $17.7K - $20.7K
46.4K $3.07M
TD
Toronto Dominion Bank

Financial Services
717
+ 5.96%
$72.55 - $79.95 $52K - $57.3K
12.7K $1.02M
AEP
American Electric Power CO Inc

Utilities
2.29K
+ 28.49%
$103.26 - $115.0 $237K - $264K
10.3K $1.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.84K
+ 821.05%
$55.61 - $57.37 $269K - $277K
5.43K $309K
SO
Southern CO

Utilities
2.3K
+ 23.75%
$90.83 - $96.0 $209K - $221K
12K $1.14M
MU
Micron Technology Inc

Technology
433
+ 22.11%
$104.88 - $168.89 $45.4K - $73.1K
2.39K $400K
SLB
Schlumberger Limited

Energy
8.73K
+ 68.33%
$32.37 - $37.31 $283K - $326K
21.5K $739K
VO
Vanguard Mid Cap ETF

ETFs
138
+ 2.98%
$279.83 - $293.74 $38.6K - $40.5K
4.77K $1.4M
ARCC
Ares Capital Corp

Financial Services
10.3K
+ 161.14%
$20.41 - $23.25 $209K - $238K
16.6K $339K
BA
Boeing CO

Industrials
363
+ 14.38%
$209.79 - $237.38 $76.2K - $86.2K
2.89K $623K
ENB
Enbridge Inc

Energy
2.7K
+ 29.59%
$43.79 - $50.46 $118K - $136K
11.8K $596K
AIZ
Assurant, Inc.

Financial Services
866
+ 5773.33%
$184.56 - $218.69 $160K - $189K
881 $190K
CVS
Cvs Health Corp

Healthcare
340
+ 1.62%
$58.75 - $76.5 $20K - $26K
21.3K $1.6M
LNT
Alliant Energy Corp

Utilities
2.64K
+ 179.25%
$60.76 - $67.41 $161K - $178K
4.12K $277K
PLD
Prologis, Inc.

Real Estate
1.49K
+ 58.15%
$104.08 - $115.35 $155K - $172K
4.04K $463K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
166
+ 13.52%
$567.09 - $607.37 $94.1K - $101K
1.39K $830K
HSY
Hershey CO

Consumer Defensive
631
+ 18.39%
$161.95 - $193.45 $102K - $122K
4.06K $759K
GLW
Corning Inc

Technology
238
+ 5.68%
$51.6 - $82.03 $12.3K - $19.5K
4.43K $363K
XLI
Industrial Sector Spdr

ETFs
903
+ 66.11%
$147.94 - $154.99 $134K - $140K
2.27K $349K
QTEC
First Trust Nasdaq 100 Technol

ETFs
675
+ 482.14%
$208.95 - $229.72 $141K - $155K
815 $187K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.17K
+ 130.3%
$109.47 - $119.06 $129K - $140K
2.08K $245K
MET
Metlife Inc

Financial Services
1.8K
+ 52.73%
$73.82 - $82.37 $133K - $149K
5.23K $430K
WRB
Berkley W R Corp

Financial Services
643
+ 3.7%
$67.78 - $76.62 $43.6K - $49.3K
18K $1.38M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
250
+ 48.08%
$275.84 - $326.36 $69K - $81.6K
770 $251K
ETR
Entergy Corp

Utilities
935
+ 14.79%
$80.93 - $93.55 $75.7K - $87.5K
7.26K $676K
PHO
Invesco Exchange Traded Fd Tr

ETFs
666
+ 5.76%
$69.62 - $73.99 $46.4K - $49.3K
12.2K $882K
HOOD
Robinhood Markets, Inc.

Technology
100
+ 8.5%
$91.27 - $143.18 $9.13K - $14.3K
1.28K $182K
ALLE
Allegion PLC

Industrials
80
+ 3.12%
$145.55 - $179.33 $11.6K - $14.3K
2.64K $468K
COLB
Columbia Banking System, Inc.

Financial Services
5.15K
+ 613.47%
$23.26 - $27.31 $120K - $141K
5.99K $154K
WEC
Wec Energy Group, Inc.

Utilities
599
+ 5.26%
$103.66 - $114.59 $62.1K - $68.6K
12K $1.37M
ALC
Alcon Inc

Healthcare
1.79K
+ 861.54%
$73.24 - $92.22 $131K - $165K
2K $149K
TFC
Truist Financial Corp

Financial Services
1.19K
+ 7.24%
$42.83 - $47.07 $51.1K - $56.2K
17.7K $808K
GS
Goldman Sachs Group Inc

Financial Services
53
+ 15.59%
$696.56 - $806.32 $36.9K - $42.7K
393 $312K
ET
Energy Transfer LP

Energy
8.33K
+ 61.94%
$17.11 - $18.16 $142K - $151K
21.8K $373K
COIN
Coinbase Global, Inc.

Technology
1
+ 0.13%
$297.99 - $419.78 $298 - $420
743 $250K
Activity Summary
Buys All Purchases 440 New Holdings 149 Increased Positions 291 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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