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
VNQ
Vanguard Specialized Funds Van

ETFs
960
+ 9.72%
$79.79 - $91.42 $76.6K - $87.8K
10.8K $965K
ABBV
Abb Vie Inc.

Healthcare
1.56K
+ 15.64%
$170.16 - $206.27 $265K - $321K
11.5K $2.14M
CVX
Chevron Corp

Energy
400
+ 32.79%
$133.73 - $168.51 $53.5K - $67.4K
1.62K $231K
INTC
Intel Corp

Technology
1.2K
+ 11.81%
$18.13 - $22.69 $21.8K - $27.2K
11.4K $254K
UNH
Unitedhealth Group Inc

Healthcare
921
+ 73.44%
$274.35 - $599.47 $253K - $552K
2.18K $678K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
498
+ 2.43%
$9.13 - $10.58 $4.55K - $5.27K
21K $221K
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 5.44%
$41.67 - $45.62 $50.9K - $55.7K
23.7K $1.02M
ORCC
Owl Rock Capital Corp

Financial Services
346
+ 1.13%
N/A
31K $414K
BHP
Bhp Group LTD

Basic Materials
95
+ 1.47%
$40.22 - $50.88 $3.82K - $4.83K
6.54K $314K
Trust For Professional Manag
9.68K
+ 17.81%
N/A
64K $0
Oaktree Specialty Lending CO
188
+ 1.55%
N/A
12.3K $0
GILD
Gilead Sciences, Inc.

Healthcare
18
+ 0.22%
$96.91 - $113.0 $1.74K - $2.03K
8.08K $895K
GBDC
Golub Capital Bdc, Inc.

Financial Services
309
+ 1.12%
$13.03 - $15.28 $4.03K - $4.72K
27.8K $407K
HTGC
Hercules Capital, Inc.

Financial Services
14
+ 0.11%
$16.24 - $19.1 $227 - $267
12.9K $235K
SLRC
Slr Investment Corp.

Financial Services
36
+ 0.19%
$14.19 - $17.01 $511 - $612
18.7K $302K
BMY
Bristol Myers Squibb CO

Healthcare
800
+ 22.47%
$44.12 - $59.6 $35.3K - $47.7K
4.36K $201K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70
+ 0.34%
$24.32 - $27.87 $1.7K - $1.95K
20.5K $543K
BP
Bp PLC

Energy
225
+ 1.7%
$26.11 - $33.81 $5.87K - $7.61K
13.5K $403K
XOM
Exxon Mobil Corp

Energy
600
+ 5.78%
$99.93 - $119.04 $60K - $71.4K
11K $1.18M
PEP
Pepsico Inc

Consumer Defensive
443
+ 7.03%
$128.02 - $151.37 $56.7K - $67.1K
6.75K $891K
DD
Du Pont De Nemours, Inc.

Basic Materials
21
+ 0.21%
$55.13 - $75.25 $1.16K - $1.58K
9.83K $674K
AMGN
Amgen Inc

Healthcare
15
+ 0.58%
$262.28 - $309.85 $3.93K - $4.65K
2.6K $726K
HUN
Huntsman Corp

Basic Materials
1.45K
+ 5.71%
$10.28 - $15.52 $14.9K - $22.6K
26.9K $280K
AAPL
Apple Inc.

Technology
880
+ 1.45%
$172.42 - $223.89 $152K - $197K
61.7K $12.7M
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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