Wall Street Access Asset Management, LLC Purchases in Q2 2025

Wall Street Access Asset Management, LLC

  • $284 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
14
+ 32.56%
$725400.0 - $809350.0 $10.2M - $11.3M
57 $41.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.98K
+ 2.7%
$498.8 - $620.9 $986K - $1.23M
75.3K $46.7M
MSFT
Microsoft Corp

Technology
1.56K
+ 4.13%
$354.56 - $497.45 $555K - $778K
39.5K $19.6M
META
Meta Platforms, Inc.

Communication Services
229
+ 1.87%
$484.66 - $738.09 $111K - $169K
12.5K $9.22M
AMZN
Amazon Com Inc

Consumer Cyclical
987
+ 1.87%
$167.32 - $223.3 $165K - $220K
53.9K $11.8M
GOOG
Alphabet Inc.

Communication Services
2.11K
+ 3.6%
$146.58 - $180.01 $309K - $379K
60.6K $10.8M
JPM
Jpmorgan Chase & CO

Financial Services
2.57K
+ 38.04%
$210.28 - $289.91 $540K - $744K
9.31K $2.7M
VUG
Vanguard Growth ETF

ETFs
178
+ 1.51%
$329.49 - $438.4 $58.6K - $78K
11.9K $5.23M
VTV
Vanguard Value ETF

ETFs
4.02K
+ 14.13%
$153.67 - $176.74 $618K - $710K
32.5K $5.74M
NVDA
Nvidia Corp

Technology
1.08K
+ 8.55%
$94.31 - $157.99 $102K - $171K
13.7K $2.17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.34K
+ 18.23%
$152.93 - $181.74 $510K - $607K
21.6K $3.93M
SHV
Ishares Tr

ETFs
6.11K
+ 28.75%
$110.06 - $110.46 $672K - $675K
27.4K $3.02M
PPG
Ppg Industries Inc

Basic Materials
5.2K
New
$91.66 - $115.04 $476K - $598K
5.2K $591K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
890
New
$456.74 - $568.03 $406K - $506K
890 $505K
TXN
Texas Instruments Inc

Technology
2.51K
New
N/A
2.51K $488K
BA
Boeing CO

Industrials
1.71K
+ 88.71%
$136.59 - $217.51 $234K - $373K
3.64K $763K
ETN
Eaton Corp PLC

Industrials
1.21K
New
$246.52 - $356.99 $297K - $430K
1.21K $430K
HON
Honeywell International Inc

Industrials
1.84K
New
$182.86 - $232.88 $337K - $429K
1.84K $429K
AVGO
Broadcom Inc.

Technology
975
+ 72.22%
$146.29 - $275.65 $143K - $269K
2.33K $640K
CSCO
Cisco Systems, Inc.

Technology
4.47K
+ 34.71%
$53.19 - $69.38 $238K - $310K
17.3K $1.2M
UBER
Uber Technologies, Inc

Technology
221
+ 1.22%
$64.62 - $93.3 $14.3K - $20.6K
18.3K $1.71M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.78K
New
$212.1 - $244.27 $377K - $434K
1.78K $388K
AVY
Avery Dennison Corp

Industrials
2.03K
New
$159.58 - $183.97 $323K - $373K
2.03K $355K
PG
Procter & Gamble CO

Consumer Defensive
2.39K
+ 74.21%
$157.66 - $172.39 $376K - $411K
5.6K $892K
SPY
Spdr S&P 500 ETF Trust

ETFs
75
+ 1.61%
$496.48 - $617.85 $37.2K - $46.3K
4.72K $2.92M
RKT
Rocket Companies, Inc.

Financial Services
22.1K
New
$11.11 - $15.4 $246K - $341K
22.1K $313K
BAC
Bank Of America Corp

Financial Services
2.26K
+ 6.43%
$34.39 - $47.46 $77.8K - $107K
37.5K $1.77M
EXP
Eagle Materials Inc

Basic Materials
1.5K
New
$193.68 - $241.95 $291K - $363K
1.5K $303K
ORCL
Oracle Corp

Technology
1.28K
New
$122.82 - $218.63 $157K - $279K
1.28K $279K
VST
Vistra Corp.

Utilities
496
+ 21.81%
$98.07 - $195.04 $48.6K - $96.7K
2.77K $536K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.16K
+ 2.43%
$52.31 - $63.72 $60.7K - $73.9K
48.8K $3.11M
MRK
Merck & Co., Inc.

Healthcare
3.87K
+ 60.15%
$73.47 - $87.12 $284K - $337K
10.3K $815K
DHR
Danaher Corp

Healthcare
1.2K
New
$174.64 - $205.16 $209K - $246K
1.2K $236K
TD
Toronto Dominion Bank

Financial Services
2.89K
New
$55.71 - $73.45 $161K - $212K
2.89K $211K
AZN
Astrazeneca PLC

Healthcare
3.02K
New
$64.87 - $75.0 $196K - $226K
3.02K $210K
JNJ
Johnson & Johnson

Healthcare
2.02K
+ 25.78%
$146.36 - $159.82 $296K - $323K
9.86K $1.51M
IBM
International Business Machines Corp

Technology
300
+ 12.0%
$221.03 - $294.78 $66.3K - $88.4K
2.8K $825K
VB
Vanguard Small Cap ETF

ETFs
61
+ 0.52%
$193.73 - $237.37 $11.8K - $14.5K
11.9K $2.82M
VO
Vanguard Mid Cap ETF

ETFs
198
+ 3.08%
$228.54 - $279.83 $45.3K - $55.4K
6.64K $1.86M
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 5.96%
N/A
18.7K $3.4M
DSL
Double Line Income Solutions Fund

Financial Services
14.6K
New
$11.15 - $12.57 $163K - $184K
14.6K $179K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.36K
+ 33.18%
$49.79 - $50.75 $167K - $171K
13.5K $684K
RTX
Raytheon Technologies Corp

Industrials
750
+ 35.38%
$113.75 - $148.48 $85.3K - $111K
2.87K $419K
PANW
Palo Alto Networks Inc

Technology
341
+ 18.04%
$152.44 - $204.64 $52K - $69.8K
2.23K $456K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
31.4K
New
$3.55 - $4.0 $111K - $125K
31.4K $124K
PCYO
Pure Cycle Corp

Utilities
10K
New
$9.86 - $11.0 $98.6K - $110K
10K $107K
C
Citigroup Inc

Financial Services
1
+ 0.01%
$58.13 - $85.12 $58.1 - $85.1
7.13K $607K
T
At&T Inc.

Communication Services
2.69K
+ 11.27%
$26.33 - $28.94 $70.7K - $77.7K
26.5K $767K
PFE
Pfizer Inc

Healthcare
4.8K
+ 11.99%
$21.59 - $24.84 $104K - $119K
44.8K $1.09M
Activity Summary
Buys All Purchases 75 New Holdings 17 Increased Positions 58 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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