Rossmore Private Capital Incresed Positions in Q3 2025

Rossmore Private Capital

  • $914 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.18K
+ 1.08%
$202.38 - $256.87 $441K - $560K
204K $52M
IVV
Ishares Core S&P 500 ETF

ETFs
2.82K
+ 3.61%
$620.67 - $670.08 $1.75M - $1.89M
81K $54.2M
AVGO
Broadcom Inc.

Technology
153
+ 0.32%
$264.74 - $369.57 $40.5K - $56.5K
48.7K $16.1M
JPM
Jpmorgan Chase & CO

Financial Services
637
+ 0.68%
$282.78 - $316.06 $180K - $201K
93.9K $29.6M
XOM
Exxon Mobil Corp

Energy
95
+ 0.02%
$105.83 - $117.22 $10.1K - $11.1K
495K $55.9M
NVDA
Nvidia Corp

Technology
928
+ 1.26%
$153.3 - $186.58 $142K - $173K
74.4K $13.9M
MSFT
Microsoft Corp

Technology
37
+ 0.04%
$491.09 - $535.64 $18.2K - $19.8K
93.2K $48.3M
ABBV
Abb Vie Inc.

Healthcare
55
+ 0.13%
$184.85 - $231.54 $10.2K - $12.7K
41.7K $9.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.2K
+ 4.96%
$567.77 - $614.76 $679K - $735K
25.3K $15.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.53K
+ 17.28%
$293.94 - $444.72 $448K - $678K
10.4K $4.6M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 0.34%
$357.4 - $423.42 $34K - $40.2K
28.2K $11.4M
VEA
Vanguard Ftse Developed Market

ETFs
1.47K
+ 0.43%
$56.02 - $60.3 $82.2K - $88.5K
343K $20.5M
VB
Vanguard Small Cap ETF

ETFs
225
+ 0.48%
$237.58 - $259.17 $53.5K - $58.3K
46.6K $11.9M
ASML
Asml Holding Nv

Technology
46
+ 1.06%
$689.63 - $968.09 $31.7K - $44.5K
4.37K $4.23M
BX
Blackstone Inc.

Financial Services
2.53K
+ 16.3%
$152.77 - $188.68 $386K - $476K
18K $3.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
139
+ 0.19%
$108.46 - $120.63 $15.1K - $16.8K
73.9K $8.78M
ORCL
Oracle Corp

Technology
500
+ 5.46%
$218.96 - $328.33 $109K - $164K
9.65K $2.71M
GD
General Dynamics Corp

Industrials
300
+ 2.81%
$293.92 - $341.0 $88.2K - $102K
11K $3.74M
MS
Morgan Stanley

Financial Services
602
+ 2.47%
$139.09 - $161.16 $83.7K - $97K
25K $3.97M
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 2.69%
$94.4 - $104.27 $168K - $185K
67.8K $6.99M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.1K
+ 25.01%
$23.13 - $23.54 $510K - $519K
110K $2.59M
LMT
Lockheed Martin Corp

Industrials
200
+ 1.79%
$410.74 - $499.21 $82.1K - $99.8K
11.4K $5.67M
IBDV
Ishares Tr

Technology
21.8K
+ 21.73%
$21.75 - $22.22 $475K - $485K
122K $2.71M
AZN
Astrazeneca PLC

Healthcare
366
+ 0.57%
$68.72 - $82.11 $25.2K - $30.1K
64.6K $4.96M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
18.9K
+ 29.18%
$24.14 - $24.34 $457K - $461K
83.9K $2.04M
CAT
Caterpillar Inc

Industrials
190
+ 4.72%
$390.92 - $477.15 $74.3K - $90.7K
4.21K $2.01M
TJX
Tjx Companies Inc

Consumer Cyclical
580
+ 3.57%
$121.35 - $144.54 $70.4K - $83.8K
16.8K $2.43M
ETN
Eaton Corp PLC

Industrials
615
+ 7.02%
$342.99 - $392.76 $211K - $242K
9.37K $3.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.06%
$617.65 - $666.84 $3.09K - $3.33K
7.83K $5.22M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.9K
+ 25.81%
N/A
77.7K $1.84M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
+ 18.91%
$132.9 - $142.03 $234K - $250K
11.1K $1.56M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
11.2K
+ 26.91%
$24.97 - $25.78 $280K - $289K
52.8K $1.35M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.2K
+ 14.13%
$25.24 - $25.56 $283K - $287K
90.5K $2.31M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.1K
+ 14.44%
$20.77 - $21.32 $252K - $259K
96.2K $2.04M
PLTR
Palantir Technologies Inc.

Technology
750
+ 27.57%
$130.68 - $186.97 $98K - $140K
3.47K $632K
AMD
Advanced Micro Devices Inc

Technology
787
+ 17.6%
$134.8 - $184.42 $106K - $145K
5.26K $850K
GS
Goldman Sachs Group Inc

Financial Services
110
+ 8.3%
$696.56 - $806.32 $76.6K - $88.7K
1.44K $1.14M
MA
Mastercard Inc

Financial Services
167
+ 1.12%
$550.18 - $598.96 $91.9K - $100K
15.1K $8.6M
META
Meta Platforms, Inc.

Communication Services
265
+ 5.3%
$695.21 - $791.73 $184K - $210K
5.27K $3.87M
IWV
Ishares Russell 3000 ETF

ETFs
205
+ 7.21%
$351.04 - $379.81 $72K - $77.9K
3.05K $1.15M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
738
+ 13.49%
$68.94 - $86.3 $50.9K - $63.7K
6.21K $535K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.0%
$49.43 - $54.52 $49.4 - $54.5
27.5K $1.49M
AMGN
Amgen Inc

Healthcare
421
+ 10.39%
$271.18 - $309.22 $114K - $130K
4.47K $1.26M
CVS
Cvs Health Corp

Healthcare
50
+ 0.26%
$58.75 - $76.5 $2.94K - $3.83K
19.5K $1.47M
CSCO
Cisco Systems, Inc.

Technology
2.78K
+ 4.15%
$66.2 - $71.79 $184K - $199K
69.7K $4.77M
WM
Waste Management Inc

Industrials
612
+ 36.87%
$213.88 - $237.1 $131K - $145K
2.27K $501K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.12K
+ 58.34%
$22.84 - $22.95 $117K - $117K
13.9K $318K
XLK
Technology Sector Spdr

ETFs
25
+ 0.69%
$250.97 - $282.66 $6.27K - $7.07K
3.67K $1.03M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4K
+ 28.8%
$25.37 - $25.79 $101K - $103K
17.9K $458K
Activity Summary
Buys All Purchases 154 New Holdings 73 Increased Positions 81 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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