Trail Ridge Investment Advisors, LLC Incresed Positions in Q3 2025

Trail Ridge Investment Advisors, LLC

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
323
+ 0.61%
$202.38 - $256.87 $65.4K - $83K
53.4K $13.6M
GOOG
Alphabet Inc.

Communication Services
352
+ 1.26%
$175.16 - $255.24 $61.7K - $89.8K
28.2K $6.87M
NVDA
Nvidia Corp

Technology
524
+ 1.41%
$153.3 - $186.58 $80.3K - $97.8K
37.6K $7.02M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.41K
+ 1.07%
$62.54 - $68.42 $151K - $165K
228K $15.4M
IVV
Ishares Core S&P 500 ETF

ETFs
402
+ 2.38%
$620.67 - $670.08 $250K - $269K
17.3K $11.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
176
+ 0.7%
$113.78 - $148.0 $20K - $26K
25.4K $3.51M
MSFT
Microsoft Corp

Technology
281
+ 1.29%
$491.09 - $535.64 $138K - $151K
22.1K $11.4M
XLK
Technology Sector Spdr

ETFs
1.4K
+ 91.92%
$250.97 - $282.66 $351K - $396K
2.92K $823K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.57K
+ 5.43%
$31.79 - $33.42 $209K - $220K
128K $4.26M
PSTG
Pure Storage, Inc.

Technology
401
+ 3.34%
$54.47 - $88.29 $21.8K - $35.4K
12.4K $1.04M
AVGO
Broadcom Inc.

Technology
247
+ 5.36%
$264.74 - $369.57 $65.4K - $91.3K
4.85K $1.6M
UTHR
United Therapeutics Corp

Healthcare
44
+ 1.99%
$274.7 - $438.75 $12.1K - $19.3K
2.26K $945K
VNLA
Janus Henderson Short Duration

ETFs
5.69K
+ 2.03%
$48.99 - $49.29 $279K - $281K
287K $14.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12
+ 0.32%
$404.94 - $499.99 $4.86K - $6K
3.73K $1.81M
FSS
Federal Signal Corp

Industrials
191
+ 0.96%
$104.86 - $129.8 $20K - $24.8K
20K $2.39M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
174
+ 2.06%
$113.83 - $154.45 $19.8K - $26.9K
8.61K $1.33M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
482
+ 1.55%
$122.57 - $132.57 $59.1K - $63.9K
31.6K $4.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
616
+ 1.68%
$91.28 - $97.59 $56.2K - $60.1K
37.2K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 0.53%
$282.78 - $316.06 $13K - $14.5K
8.65K $2.73M
ABBV
Abb Vie Inc.

Healthcare
668
+ 46.98%
$184.85 - $231.54 $123K - $155K
2.09K $483K
JNJ
Johnson & Johnson

Healthcare
57
+ 0.9%
$155.17 - $185.42 $8.84K - $10.6K
6.38K $1.18M
IVE
Ishares S&P 500 Value ETF

ETFs
204
+ 1.41%
$194.44 - $206.51 $39.7K - $42.1K
14.7K $3.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
188
+ 0.91%
$131.47 - $143.64 $24.7K - $27K
20.9K $2.95M
NEE
Nextera Energy Inc

Utilities
911
+ 4.71%
$69.77 - $77.54 $63.6K - $70.6K
20.2K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 1.38%
$357.4 - $423.42 $20K - $23.7K
4.11K $1.67M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.58K
+ 1.18%
N/A
477K $15M
XOM
Exxon Mobil Corp

Energy
1.29K
+ 27.36%
$105.83 - $117.22 $136K - $151K
5.99K $674K
FENY
Fidelity Covington Tr Msci Ene

ETFs
472
+ 0.45%
$23.27 - $25.46 $11K - $12K
105K $2.59M
EEM
Ishares Msci Emerging Markets

ETFs
628
+ 4.62%
$48.07 - $53.4 $30.2K - $33.5K
14.2K $759K
UNP
Union Pacific Corp

Industrials
265
+ 5.48%
$214.91 - $237.16 $57K - $62.8K
5.1K $1.21M
CW
Curtiss Wright Corp

Industrials
38
+ 2.87%
$472.43 - $542.94 $18K - $20.6K
1.36K $738K
VTV
Vanguard Value ETF

ETFs
302
+ 8.16%
$175.51 - $186.57 $53K - $56.3K
4K $746K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.67%
$459.11 - $506.91 $13.8K - $15.2K
4.5K $2.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
123
+ 1.56%
$181.56 - $190.33 $22.3K - $23.4K
8K $1.52M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
171
+ 1.13%
$77.92 - $81.94 $13.3K - $14K
15.4K $1.26M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
549
+ 2.9%
$49.48 - $53.78 $27.2K - $29.5K
19.5K $1.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
275
+ 7.29%
$108.97 - $121.65 $30K - $33.5K
4.05K $488K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
90
+ 14.52%
$567.09 - $607.37 $51K - $54.7K
710 $423K
SANM
Sanmina Corp

Technology
86
+ 2.71%
$95.79 - $123.84 $8.24K - $10.7K
3.26K $375K
KO
Coca Cola CO

Consumer Defensive
1.2K
+ 30.54%
$65.67 - $71.67 $78.6K - $85.8K
5.12K $339K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
802
+ 1.07%
$50.29 - $50.86 $40.3K - $40.8K
76K $3.86M
GVI
Ishares Tr

ETFs
236
+ 0.53%
$105.8 - $107.81 $25K - $25.4K
44.9K $4.83M
HCSG
Healthcare Services Group Inc

Healthcare
609
+ 2.57%
$12.69 - $16.83 $7.73K - $10.2K
24.3K $409K
MA
Mastercard Inc

Financial Services
19
+ 0.35%
$550.18 - $598.96 $10.5K - $11.4K
5.51K $3.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
201
+ 7.67%
$108.46 - $120.63 $21.8K - $24.2K
2.82K $335K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.16%
$98.99 - $112.2 $693 - $785
4.39K $485K
AMZN
Amazon Com Inc

Consumer Cyclical
209
+ 1.07%
$211.65 - $238.24 $44.2K - $49.8K
19.8K $4.34M
VOYA
Voya Financial, Inc.

Financial Services
166
+ 2.04%
$67.31 - $77.62 $11.2K - $12.9K
8.32K $622K
IWP
Ishares Russell Mid Cap Growth

ETFs
147
+ 3.42%
$137.51 - $145.26 $20.2K - $21.4K
4.44K $632K
Activity Summary
Buys All Purchases 83 New Holdings 7 Increased Positions 76 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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