Sendero Wealth Management, LLC Reduced Holdings in Q3 2025

Sendero Wealth Management, LLC

  • $731 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
-65
- 0.63%
$76.33 - $82.51 $4.96K - $5.36K
10.3K $846K
PTC
Ptc Inc.

Technology
-50
- 1.75%
$173.07 - $216.53 $8.65K - $10.8K
2.81K $569K
IVW
Ishares S&P 500 Growth ETF

ETFs
-428
- 2.63%
$108.97 - $121.65 $46.6K - $52.1K
15.9K $1.92M
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 0.44%
$282.78 - $316.06 $7.07K - $7.9K
5.63K $1.78M
LEN
Lennar Corp

Consumer Cyclical
-180
- 1.74%
$107.73 - $142.4 $19.4K - $25.6K
10.2K $1.28M
UNH
Unitedhealth Group Inc

Healthcare
-114
- 1.83%
$237.77 - $353.61 $27.1K - $40.3K
6.13K $2.11M
CDNS
Cadence Design Systems Inc

Technology
-147
- 1.93%
$309.46 - $373.37 $45.5K - $54.9K
7.47K $2.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-135
- 1.98%
$224.68 - $282.71 $30.3K - $38.2K
6.7K $1.87M
BC
Brunswick Corp

Consumer Cyclical
-510
- 0.95%
$56.64 - $66.85 $28.9K - $34.1K
53K $3.35M
ABBV
Abb Vie Inc.

Healthcare
-35
- 0.38%
$184.85 - $231.54 $6.47K - $8.1K
9.25K $2.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-530
- 2.72%
$567.77 - $614.76 $301K - $326K
18.9K $11.6M
GE
General Electric CO

Industrials
-253
- 1.68%
$244.75 - $305.63 $61.9K - $77.3K
14.8K $4.45M
WTW
Willis Towers Watson PLC

Financial Services
-159
- 0.89%
$301.83 - $345.45 $48K - $54.9K
17.8K $6.14M
MPC
Marathon Petroleum Corp

Energy
-1.53K
- 4.31%
$158.59 - $198.69 $243K - $304K
34K $6.55M
AAPL
Apple Inc.

Technology
-29
- 0.15%
$202.38 - $256.87 $5.87K - $7.45K
19.7K $5.02M
GOOG
Alphabet Inc.

Communication Services
-790
- 4.12%
$175.16 - $255.24 $138K - $202K
18.4K $4.48M
IQV
Iqvia Holdings Inc.

Healthcare
-495
- 0.96%
$157.68 - $200.82 $78.1K - $99.4K
51.1K $9.71M
GOOGL
Alphabet Inc.

Communication Services
-20.1K
- 17.13%
$174.36 - $254.72 $3.5M - $5.11M
97.1K $23.6M
NVDA
Nvidia Corp

Technology
-11.8K
- 6.41%
$153.3 - $186.58 $1.81M - $2.21M
173K $32.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-30.4K
- 6.23%
$10.78 - $19.82 $327K - $602K
457K $8.92M
VTI
Vanguard Total Stock Market Et

ETFs
-3.33K
- 0.58%
$303.93 - $329.86 $1.01M - $1.1M
567K $186M
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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