Monograph Wealth Advisors, LLC Purchases and Sells in Q3 2025

Monograph Wealth Advisors, LLC

  • $937 Million
  • Q3 2025

Top Buys

Incresed Positions

37 operations
Stock Shares change Price Range Shares Held Trade History
50.7K
+ 1047.76%
$620.67 - $670.08 $31.5M - $34M
55.5K $37.2M
184K
+ 2.88%
$36.04 - $38.78 $6.63M - $7.14M
6.58M $254M
220K
+ 3.83%
$29.25 - $31.56 $6.44M - $6.95M
5.97M $187M
25.8K
+ 26.33%
$202.38 - $256.87 $5.21M - $6.62M
124K $31.5M
268K
+ 790.1%
$34.05 - $36.55 $9.13M - $9.81M
302K $11M
159K
+ 20.05%
$41.91 - $44.87 $6.66M - $7.13M
952K $42.5M
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
16.3K
New
$282.78 - $316.06 $4.62M - $5.16M
16.3K $5.15M
41.5K
New
$58.43 - $58.88 $2.43M - $2.44M
41.5K $2.44M
50.8K
New
$26.23 - $28.5 $1.33M - $1.45M
50.8K $1.44M
18.1K
New
$44.92 - $52.42 $814K - $950K
18.1K $935K
5.55K
New
$150.47 - $161.22 $835K - $895K
5.55K $852K
12K
New
$66.2 - $71.79 $796K - $863K
12K $822K
View all

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-37.6K
- 28.73%
$153.3 - $186.58 $5.76M - $7.02M
93.3K $17.4M
-5.02K
- 63.09%
$300.7 - $455.9 $1.51M - $2.29M
2.94K $946K
-1.11K
- 16.99%
$646.03 - $807.39 $716K - $895K
5.41K $3.7M
-1.4K
- 19.53%
$617.65 - $666.84 $862K - $931K
5.75K $3.83M
-2.02K
- 19.05%
$420.11 - $472.68 $848K - $954K
8.58K $4.02M
-1.18K
- 15.22%
$567.77 - $614.76 $668K - $723K
6.55K $4.01M
View all
Activity Summary
Buys All Purchases 56 New Holdings 19 Increased Positions 37 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email