Sageworth Trust CO Incresed Positions in Q3 2025

Sageworth Trust CO

  • $2.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.9K
+ 3.16%
$567.77 - $614.76 $6.17M - $6.68M
355K $217M
MSFT
Microsoft Corp

Technology
27.9K
+ 828.85%
$491.09 - $535.64 $13.7M - $14.9M
31.2K $16.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
579
+ 0.21%
$617.65 - $666.84 $358K - $386K
278K $185M
AAPL
Apple Inc.

Technology
45.3K
+ 528.34%
$202.38 - $256.87 $9.17M - $11.6M
53.9K $13.7M
NVDA
Nvidia Corp

Technology
45.4K
+ 342.59%
$153.3 - $186.58 $6.96M - $8.47M
58.7K $10.9M
GOOGL
Alphabet Inc.

Communication Services
32.7K
+ 1623.34%
$174.36 - $254.72 $5.7M - $8.33M
34.7K $8.44M
AMZN
Amazon Com Inc

Consumer Cyclical
24.1K
+ 668.29%
$211.65 - $238.24 $5.1M - $5.74M
27.7K $6.09M
JPM
Jpmorgan Chase & CO

Financial Services
15.7K
+ 1193.18%
$282.78 - $316.06 $4.45M - $4.97M
17.1K $5.38M
VEA
Vanguard Ftse Developed Market

ETFs
18.7K
+ 2.4%
$56.02 - $60.3 $1.05M - $1.13M
799K $47.9M
VTV
Vanguard Value ETF

ETFs
6.81K
+ 3.92%
$175.51 - $186.57 $1.2M - $1.27M
180K $33.6M
ABBV
Abb Vie Inc.

Healthcare
7.17K
+ 32.62%
$184.85 - $231.54 $1.33M - $1.66M
29.2K $6.75M
CAT
Caterpillar Inc

Industrials
3.84K
+ 509.01%
$390.92 - $477.15 $1.5M - $1.83M
4.6K $2.19M
JNJ
Johnson & Johnson

Healthcare
7.32K
+ 179.24%
$155.17 - $185.42 $1.14M - $1.36M
11.4K $2.11M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.76K
+ 0.34%
$30.76 - $33.01 $85K - $91.2K
825K $27.1M
RTX
Raytheon Technologies Corp

Industrials
8.62K
+ 557.24%
$144.19 - $167.33 $1.24M - $1.44M
10.2K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.58K
+ 79.24%
$459.11 - $506.91 $1.18M - $1.31M
5.83K $2.93M
PLTR
Palantir Technologies Inc.

Technology
3.13K
+ 24.28%
$130.68 - $186.97 $409K - $586K
16K $2.93M
SHW
Sherwin Williams CO

Basic Materials
3.11K
+ 230.44%
$330.88 - $375.23 $1.03M - $1.17M
4.46K $1.54M
UTZ
Utz Brands, Inc.

Consumer Defensive
74.1K
+ 420.92%
$11.85 - $14.49 $879K - $1.07M
91.8K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
200
+ 0.22%
$181.56 - $190.33 $36.3K - $38.1K
90.9K $17.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.24K
+ 67.44%
$108.97 - $121.65 $571K - $637K
13K $1.57M
VGT
Vanguard Information Technolog

ETFs
897
+ 167.98%
$656.44 - $753.15 $589K - $676K
1.43K $1.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.95K
+ 13.91%
$49.43 - $54.52 $393K - $433K
65.1K $3.53M
ORCL
Oracle Corp

Technology
1.68K
+ 139.92%
$218.96 - $328.33 $368K - $551K
2.88K $809K
IWB
Ishares Tr Russell 1000 ETF

ETFs
303
+ 2.17%
$339.37 - $366.46 $103K - $111K
14.3K $5.22M
DHR
Danaher Corp

Healthcare
2.29K
+ 95.9%
$181.46 - $212.2 $416K - $486K
4.68K $927K
COP
Conocophillips

Energy
4.61K
+ 142.31%
$91.0 - $98.99 $419K - $456K
7.84K $741K
HON
Honeywell International Inc

Industrials
2.46K
+ 79.28%
$207.7 - $240.4 $510K - $591K
5.56K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
1.65K
+ 19.86%
$121.35 - $144.54 $201K - $239K
9.98K $1.44M
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
+ 7.33%
$195.41 - $212.37 $201K - $219K
15.1K $3.15M
KO
Coca Cola CO

Consumer Defensive
5.69K
+ 137.06%
$65.67 - $71.67 $374K - $408K
9.84K $652K
LHX
L3 Harris Technologies, Inc.

Industrials
414
+ 17.84%
$252.18 - $305.41 $104K - $126K
2.74K $835K
XLE
Energy Sector Spdr

ETFs
1.35K
+ 21.19%
$84.25 - $91.99 $113K - $124K
7.69K $687K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.4K
+ 22.43%
$79.76 - $85.78 $112K - $120K
7.66K $648K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.28K
+ 32.44%
$87.29 - $93.61 $112K - $120K
5.23K $488K
XLU
Utilities Sector Spdr

ETFs
850
+ 13.6%
$81.14 - $87.32 $69K - $74.2K
7.1K $619K
ABC
Amerisourcebergen Corp

Healthcare
373
+ 21.12%
N/A
2.14K $396K
MLPX
Global X Mlp & Energy Infrastr

ETFs
453
+ 0.56%
$59.5 - $62.99 $27K - $28.5K
81.2K $5.09M
XLK
Technology Sector Spdr

ETFs
8
+ 0.88%
$250.97 - $282.66 $2.01K - $2.26K
918 $258K
PFG
Principal Financial Group Inc

Financial Services
106
+ 4.11%
$75.53 - $82.95 $8.01K - $8.79K
2.68K $222K
Blackrock Funding, Inc. Cmn
227
+ 63.41%
N/A
585 $0
Dimensional ETF Trust Us Core
5.97K
+ 2.01%
N/A
303K $0
HEIA
Heico Crp Cl A
1.96K
+ 56.11%
N/A
5.46K $0
Ishares Bitcoin Tr Shs
2.18K
+ 4.13%
N/A
55K $0
Activity Summary
Buys All Purchases 216 New Holdings 171 Increased Positions 45 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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