Wall Street Access Asset Management, LLC Purchases in Q3 2025

Wall Street Access Asset Management, LLC

  • $296 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
44.6K
+ 206.22%
$181.56 - $190.33 $8.1M - $8.5M
66.3K $12.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
29.8K
+ 61.1%
$63.41 - $69.69 $1.89M - $2.08M
78.6K $5.38M
NVDA
Nvidia Corp

Technology
4.47K
+ 32.55%
$153.3 - $186.58 $685K - $834K
18.2K $3.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.9K
New
$82.38 - $83.0 $898K - $904K
10.9K $903K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.85K
New
$78.96 - $80.04 $620K - $628K
7.85K $627K
IEFA
Ishares Tr

ETFs
6.91K
New
$81.7 - $87.53 $565K - $605K
6.91K $603K
SCHW
Schwab Charles Corp

Financial Services
5.31K
New
$91.03 - $98.69 $484K - $524K
5.31K $507K
PLTR
Palantir Technologies Inc.

Technology
2.75K
New
$130.68 - $186.97 $360K - $515K
2.75K $502K
BAC
Bank Of America Corp

Financial Services
6.21K
+ 16.58%
$44.92 - $52.42 $279K - $326K
43.7K $2.25M
GLW
Corning Inc

Technology
4.32K
New
$51.6 - $82.03 $223K - $355K
4.32K $354K
JNJ
Johnson & Johnson

Healthcare
25
+ 0.25%
$155.17 - $185.42 $3.88K - $4.64K
9.89K $1.83M
NFLX
Netflix Inc

Communication Services
266
New
$1147.87 - $1297.18 $305K - $345K
266 $318K
MO
Altria Group, Inc.

Consumer Defensive
4.31K
New
$57.75 - $67.68 $249K - $292K
4.31K $284K
ADBE
Adobe Inc.

Technology
788
New
$333.65 - $392.1 $263K - $309K
788 $277K
PINS
Pinterest, Inc.

Communication Services
8K
New
$32.17 - $39.17 $257K - $313K
8K $257K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.23K
+ 44.69%
$109.11 - $111.88 $243K - $249K
7.22K $803K
NEE
Nextera Energy Inc

Utilities
3.2K
New
$69.77 - $77.54 $223K - $248K
3.2K $241K
LLY
Eli Lilly & CO

Healthcare
316
+ 67.67%
$625.65 - $812.69 $198K - $257K
783 $597K
GLD
Spdr Gold Trust

ETFs
27
+ 0.63%
$300.96 - $355.47 $8.13K - $9.6K
4.32K $1.54M
AVGO
Broadcom Inc.

Technology
290
+ 12.47%
$264.74 - $369.57 $76.8K - $107K
2.62K $862K
CRM
Salesforce, Inc.

Technology
870
New
$231.66 - $273.65 $202K - $238K
870 $206K
MA
Mastercard Inc

Financial Services
353
New
$550.18 - $598.96 $194K - $211K
353 $200K
VST
Vistra Corp.

Utilities
950
+ 34.3%
$182.0 - $217.92 $173K - $207K
3.72K $728K
IQV
Iqvia Holdings Inc.

Healthcare
1K
New
$157.68 - $200.82 $158K - $201K
1K $189K
ED
Consolidated Edison Inc

Utilities
1.87K
New
$95.57 - $105.36 $179K - $197K
1.87K $188K
NSC
Norfolk Southern Corp

Industrials
583
New
$259.49 - $300.41 $151K - $175K
583 $175K
MNST
Monster Beverage Corp

Consumer Defensive
2.49K
New
$58.65 - $67.31 $146K - $168K
2.49K $167K
AMP
Ameriprise Financial Inc

Financial Services
335
New
$486.13 - $544.55 $163K - $182K
335 $164K
APH
Amphenol Corp

Technology
1.31K
New
$97.39 - $125.4 $127K - $164K
1.31K $161K
TTC
Toro CO

Industrials
2K
New
$72.64 - $82.54 $145K - $165K
2K $152K
EMR
Emerson Electric CO

Industrials
1.14K
New
$128.6 - $149.63 $146K - $170K
1.14K $149K
WMT
Walmart Inc.

Consumer Defensive
1.44K
New
$94.4 - $104.27 $136K - $150K
1.44K $148K
CNI
Canadian National Railway CO

Industrials
1.56K
New
$92.01 - $106.6 $144K - $166K
1.56K $147K
GE
General Electric CO

Industrials
154
+ 6.72%
$244.75 - $305.63 $37.7K - $47.1K
2.45K $735K
NFG
National Fuel Gas CO

Energy
1.56K
New
$82.19 - $93.72 $128K - $146K
1.56K $143K
COF
Capital One Financial Corp

Financial Services
665
New
$207.29 - $229.74 $138K - $153K
665 $141K
AXP
American Express CO

Financial Services
405
New
$294.27 - $342.31 $119K - $139K
405 $134K
FNDA
Schwab Fundamental U S Small C

ETFs
4.32K
New
$28.75 - $31.93 $124K - $138K
4.32K $134K
PEG
Public Service Enterprise Group Inc

Utilities
1.6K
New
$79.99 - $90.14 $128K - $144K
1.6K $133K
AMD
Advanced Micro Devices Inc

Technology
819
New
$134.8 - $184.42 $110K - $151K
819 $132K
ICE
Intercontinental Exchange, Inc.

Financial Services
785
New
$167.28 - $188.45 $131K - $148K
785 $132K
XLF
Financial Sector Spdr

ETFs
2.43K
New
$51.37 - $54.25 $125K - $132K
2.43K $130K
MRK
Merck & Co., Inc.

Healthcare
928
+ 9.0%
$77.6 - $87.37 $72K - $81.1K
11.2K $942K
WDS
Woodside Energy Group LTD

Energy
8.37K
New
$15.05 - $17.66 $126K - $148K
8.37K $126K
MDT
Medtronic PLC

Healthcare
1.33K
New
$87.67 - $95.74 $116K - $127K
1.33K $126K
NOC
Northrop Grumman Corp

Industrials
200
New
$498.9 - $609.32 $99.8K - $122K
200 $121K
OKE
Oneok Inc

Energy
1.63K
New
$71.36 - $83.47 $116K - $136K
1.63K $118K
C
Citigroup Inc

Financial Services
1
+ 0.01%
$85.57 - $103.49 $85.6 - $103
7.13K $724K
MS
Morgan Stanley

Financial Services
712
New
$139.09 - $161.16 $99K - $115K
712 $113K
Activity Summary
Buys All Purchases 565 New Holdings 534 Increased Positions 31 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wall Street Access Asset Management, LLC Portfolio

Follow Wall Street Access Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wall Street Access Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wall Street Access Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email