Sendero Wealth Management, LLC Incresed Positions in Q3 2025

Sendero Wealth Management, LLC

  • $731 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
20.9K
+ 87.73%
$264.74 - $369.57 $5.54M - $7.73M
44.7K $14.8M
MSFT
Microsoft Corp

Technology
8.06K
+ 16.68%
$491.09 - $535.64 $3.96M - $4.32M
56.4K $29.2M
ORCL
Oracle Corp

Technology
16.5K
+ 739.14%
$218.96 - $328.33 $3.61M - $5.42M
18.7K $5.27M
CNC
Centene Corp

Healthcare
131K
+ 815.25%
$25.21 - $56.65 $3.31M - $7.43M
147K $5.25M
EFX
Equifax Inc

Industrials
14.6K
+ 148.15%
$234.03 - $265.73 $3.42M - $3.88M
24.5K $6.27M
ITOT
Ishares Core S&P Total U.S. St

ETFs
607
+ 0.29%
$135.0 - $146.02 $81.9K - $88.6K
213K $31.1M
CRM
Salesforce, Inc.

Technology
11.2K
+ 56.76%
$231.66 - $273.65 $2.6M - $3.07M
31K $7.34M
NFLX
Netflix Inc

Communication Services
1.43K
+ 67.82%
$1147.87 - $1297.18 $1.64M - $1.85M
3.53K $4.23M
DXCM
Dexcom Inc

Healthcare
31.1K
+ 85.59%
$66.46 - $89.53 $2.07M - $2.78M
67.4K $4.54M
UBER
Uber Technologies, Inc

Technology
9.66K
+ 13.7%
$86.91 - $99.57 $840K - $962K
80.2K $7.85M
BKNG
Booking Holdings Inc.

Consumer Cyclical
233
+ 45.6%
$5364.25 - $5815.92 $1.25M - $1.36M
744 $4.02M
HWM
Howmet Aerospace Inc.

Industrials
3.68K
+ 19.71%
$171.0 - $196.23 $629K - $721K
22.3K $4.38M
DHR
Danaher Corp

Healthcare
3.4K
+ 83.95%
$181.46 - $212.2 $616K - $720K
7.44K $1.47M
ASML
Asml Holding Nv

Technology
309
+ 19.05%
$689.63 - $968.09 $213K - $299K
1.93K $1.87M
PSX
Phillips 66

Energy
777
+ 2.9%
$118.37 - $139.46 $92K - $108K
27.6K $3.75M
WDAY
Workday, Inc.

Technology
2.02K
+ 30.85%
$213.69 - $247.69 $433K - $501K
8.59K $2.07M
PLXS
Plexus Corp

Technology
2.69K
+ 49.07%
$118.29 - $145.34 $318K - $391K
8.17K $1.18M
GLD
Spdr Gold Trust

ETFs
10
+ 0.12%
$300.96 - $355.47 $3.01K - $3.55K
8.58K $3.05M
JNJ
Johnson & Johnson

Healthcare
412
+ 4.93%
$155.17 - $185.42 $63.9K - $76.4K
8.77K $1.63M
PRI
Primerica, Inc.

Financial Services
1.13K
+ 39.22%
$255.46 - $285.58 $288K - $322K
4K $1.11M
ABT
Abbott Laboratories

Healthcare
2.8K
+ 9.34%
$120.51 - $136.62 $337K - $383K
32.8K $4.39M
MA
Mastercard Inc

Financial Services
468
+ 8.55%
$550.18 - $598.96 $257K - $280K
5.94K $3.38M
PEP
Pepsico Inc

Consumer Defensive
633
+ 2.98%
$133.81 - $152.16 $84.7K - $96.3K
21.9K $3.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.19K
+ 47.41%
$68.24 - $73.73 $218K - $235K
9.91K $728K
ATR
Aptargroup, Inc.

Healthcare
2.5K
+ 53.79%
$130.82 - $161.82 $327K - $404K
7.14K $953K
CMI
Cummins Inc

Industrials
327
+ 37.07%
$327.85 - $426.39 $107K - $139K
1.21K $510K
ZION
Zions Bancorporation, National Association

Financial Services
2.45K
+ 14.91%
$51.2 - $59.15 $125K - $145K
18.8K $1.07M
MTN
Vail Resorts Inc

Consumer Cyclical
1.53K
+ 54.17%
$143.33 - $169.63 $220K - $260K
4.36K $652K
VNT
Vontier Corp

Technology
3.99K
+ 50.61%
$37.48 - $43.71 $150K - $174K
11.9K $498K
CRL
Charles River Laboratories International, Inc.

Healthcare
534
+ 2.29%
$145.57 - $178.99 $77.7K - $95.6K
23.9K $3.73M
WTM
White Mountains Insurance Group LTD

Financial Services
143
+ 34.13%
$1671.52 - $1869.81 $239K - $267K
562 $939K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
254
+ 15.13%
$459.11 - $506.91 $117K - $129K
1.93K $971K
MSA
Msa Safety Inc

Industrials
670
+ 20.4%
$168.32 - $180.03 $113K - $121K
3.95K $680K
EMR
Emerson Electric CO

Industrials
904
+ 32.58%
$128.6 - $149.63 $116K - $135K
3.68K $482K
MRK
Merck & Co., Inc.

Healthcare
987
+ 16.67%
$77.6 - $87.37 $76.6K - $86.2K
6.91K $579K
TXN
Texas Instruments Inc

Technology
566
+ 6.94%
N/A
8.72K $1.7M
CALM
Cal Maine Foods Inc

Consumer Defensive
1.19K
+ 53.62%
$94.1 - $119.16 $112K - $141K
3.4K $319K
PFE
Pfizer Inc

Healthcare
2.65K
+ 27.64%
$23.29 - $25.88 $61.6K - $68.5K
12.2K $311K
CSL
Carlisle Companies Inc

Industrials
432
+ 29.88%
$327.52 - $435.11 $141K - $188K
1.88K $617K
CVX
Chevron Corp

Energy
8
+ 0.13%
$145.57 - $161.83 $1.16K - $1.29K
6.13K $951K
AMT
American Tower Corp

Real Estate
564
+ 46.84%
$192.32 - $232.35 $108K - $131K
1.77K $340K
V
Visa Inc.

Financial Services
800
+ 5.43%
$332.09 - $358.86 $266K - $287K
15.5K $5.3M
WMT
Walmart Inc.

Consumer Defensive
416
+ 8.44%
$94.4 - $104.27 $39.3K - $43.4K
5.34K $550K
BAC
Bank Of America Corp

Financial Services
625
+ 7.74%
$44.92 - $52.42 $28.1K - $32.8K
8.7K $448K
NSIT
Insight Enterprises Inc

Technology
1.92K
+ 29.47%
$111.76 - $146.66 $214K - $281K
8.42K $955K
CNM
Core & Main, Inc.

Industrials
2.66K
+ 18.55%
$48.56 - $66.98 $129K - $178K
17K $915K
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 3.43%
$546.99 - $602.2 $10.9K - $12K
603 $362K
AON
Aon PLC

Financial Services
6
+ 0.25%
$350.91 - $375.27 $2.11K - $2.25K
2.41K $860K
Brookfield Corp
2.67K
+ 50.97%
N/A
7.92K $0
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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