True North Advisors, LLC Purchases in Q3 2025

True North Advisors, LLC

  • $616 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
193K
+ 173.78%
$202.38 - $256.87 $39.2M - $49.7M
305K $77.6M
AMZN
Amazon Com Inc

Consumer Cyclical
113K
+ 431.29%
$211.65 - $238.24 $23.8M - $26.8M
139K $30.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
32.8K
+ 561.44%
$617.65 - $666.84 $20.3M - $21.9M
38.6K $25.7M
NVDA
Nvidia Corp

Technology
95.3K
+ 288.96%
$153.3 - $186.58 $14.6M - $17.8M
128K $23.9M
META
Meta Platforms, Inc.

Communication Services
18.4K
+ 398.66%
$695.21 - $791.73 $12.8M - $14.6M
23K $16.9M
BAC
Bank Of America Corp

Financial Services
198K
+ 287.1%
$44.92 - $52.42 $8.88M - $10.4M
267K $13.8M
AVDV
American Centy ETF Tr Avantis

ETFs
87.8K
New
$79.24 - $89.03 $6.96M - $7.82M
87.8K $7.82M
MSFT
Microsoft Corp

Technology
14K
+ 52.9%
$491.09 - $535.64 $6.87M - $7.49M
40.4K $20.9M
IAU
Ishares Gold Trust

ETFs
93K
+ 858.09%
$61.62 - $72.77 $5.73M - $6.77M
104K $7.56M
AVGO
Broadcom Inc.

Technology
3.24K
+ 9.83%
$264.74 - $369.57 $859K - $1.2M
36.2K $12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.95K
New
$339.37 - $366.46 $1M - $1.08M
2.95K $1.08M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 5.88%
$184.85 - $231.54 $187K - $234K
18.2K $4.22M
ORCL
Oracle Corp

Technology
1.38K
+ 17.19%
$218.96 - $328.33 $302K - $453K
9.42K $2.65M
TSLA
Tesla, Inc.

Consumer Cyclical
666
+ 16.34%
$293.94 - $444.72 $196K - $296K
4.74K $2.11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.06K
New
$85.01 - $90.35 $770K - $818K
9.06K $809K
MU
Micron Technology Inc

Technology
4.79K
New
$104.88 - $168.89 $502K - $808K
4.79K $800K
CVX
Chevron Corp

Energy
4.17K
+ 42.63%
$145.57 - $161.83 $607K - $675K
13.9K $2.17M
XOM
Exxon Mobil Corp

Energy
3.49K
+ 5.41%
$105.83 - $117.22 $369K - $409K
68K $7.67M
T
At&T Inc.

Communication Services
23.8K
New
$26.94 - $29.62 $641K - $705K
23.8K $671K
GILD
Gilead Sciences, Inc.

Healthcare
5.57K
New
$108.22 - $120.47 $602K - $670K
5.57K $617K
CSCO
Cisco Systems, Inc.

Technology
8.99K
+ 233.28%
$66.2 - $71.79 $595K - $646K
12.8K $879K
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 22.31%
$155.17 - $185.42 $281K - $336K
9.93K $1.84M
BMY
Bristol Myers Squibb CO

Healthcare
12.5K
New
$43.31 - $48.98 $543K - $614K
12.5K $565K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.05%
$420.11 - $472.68 $2.52K - $2.84K
12K $5.63M
KMX
Carmax Inc

Consumer Cyclical
49.5K
+ 66.56%
$44.86 - $71.57 $2.22M - $3.54M
124K $5.55M
CAT
Caterpillar Inc

Industrials
126
+ 2.49%
$390.92 - $477.15 $49.3K - $60.1K
5.18K $2.47M
VZ
Verizon Communications Inc

Communication Services
11.5K
New
$40.84 - $45.06 $470K - $518K
11.5K $505K
MLM
Martin Marietta Materials Inc

Basic Materials
47
+ 0.88%
$546.36 - $631.12 $25.7K - $29.7K
5.38K $3.39M
DVN
Devon Energy Corp

Energy
12.9K
New
$31.75 - $36.99 $410K - $478K
12.9K $453K
SGOL
Abrdn Gold ETF Trust

ETFs
347
+ 0.43%
$31.18 - $36.81 $10.8K - $12.8K
81.7K $3.01M
V
Visa Inc.

Financial Services
1.86K
+ 12.3%
$332.09 - $358.86 $618K - $667K
17K $5.8M
GLD
Spdr Gold Trust

ETFs
1.13K
New
$300.96 - $355.47 $339K - $400K
1.13K $399K
MDT
Medtronic PLC

Healthcare
4.11K
New
$87.67 - $95.74 $360K - $393K
4.11K $391K
DD
Du Pont De Nemours, Inc.

Basic Materials
38
+ 0.09%
$69.9 - $78.26 $2.66K - $2.97K
41.1K $3.2M
ALLE
Allegion PLC

Industrials
507
+ 5.99%
$145.55 - $179.33 $73.8K - $90.9K
8.97K $1.59M
ALKT
Alkami Technology, Inc.

Technology
15K
New
$20.12 - $30.64 $302K - $460K
15K $372K
IEFA
Ishares Tr

ETFs
4.23K
New
$81.7 - $87.53 $345K - $370K
4.23K $369K
LLY
Eli Lilly & CO

Healthcare
504
+ 17.05%
$625.65 - $812.69 $315K - $410K
3.46K $2.64M
PEP
Pepsico Inc

Consumer Defensive
2.1K
+ 45.56%
$133.81 - $152.16 $281K - $320K
6.72K $943K
AMAT
Applied Materials Inc

Technology
873
+ 12.56%
$156.25 - $204.95 $136K - $179K
7.82K $1.6M
SLB
Schlumberger Limited

Energy
9.22K
+ 111.53%
$32.37 - $37.31 $298K - $344K
17.5K $601K
KLAC
Kla Corp

Technology
117
+ 11.21%
$843.9 - $1078.6 $98.7K - $126K
1.16K $1.25M
PFE
Pfizer Inc

Healthcare
9.28K
+ 16.96%
$23.29 - $25.88 $216K - $240K
64K $1.63M
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 46.77%
$121.35 - $144.54 $192K - $229K
4.98K $719K
LMT
Lockheed Martin Corp

Industrials
421
+ 17.16%
$410.74 - $499.21 $173K - $210K
2.88K $1.44M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.65K
New
$103.83 - $179.9 $171K - $296K
1.65K $294K
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 62.32%
$214.92 - $244.84 $222K - $253K
2.69K $650K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.39K
New
$108.97 - $121.65 $261K - $291K
2.39K $289K
IVV
Ishares Core S&P 500 ETF

ETFs
288
+ 14.77%
$620.67 - $670.08 $179K - $193K
2.24K $1.5M
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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