Wall Street Access Asset Management, LLC Incresed Positions 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
BAC
Bank Of America Corp

Financial Services
6.21K
+ 16.58%
$44.92 - $52.42 $279K - $326K
43.7K $2.25M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.25%
$155.17 - $185.42 $3.88K - $4.64K
9.89K $1.83M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.23K
+ 44.69%
$109.11 - $111.88 $243K - $249K
7.22K $803K
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
VST
Vistra Corp.

Utilities
950
+ 34.3%
$182.0 - $217.92 $173K - $207K
3.72K $728K
MRK
Merck & Co., Inc.

Healthcare
928
+ 9.0%
$77.6 - $87.37 $72K - $81.1K
11.2K $942K
C
Citigroup Inc

Financial Services
1
+ 0.01%
$85.57 - $103.49 $85.6 - $103
7.13K $724K
RTX
Raytheon Technologies Corp

Industrials
277
+ 9.65%
$144.19 - $167.33 $39.9K - $46.4K
3.15K $526K
IDXX
Idexx Laboratories Inc

Healthcare
25
+ 3.1%
$514.61 - $682.78 $12.9K - $17.1K
832 $531K
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 6.29%
$291.67 - $316.99 $58.3K - $63.4K
3.38K $1.03M
MMM
3 M CO

Industrials
300
+ 12.59%
$144.41 - $160.2 $43.3K - $48.1K
2.68K $416K
AVY
Avery Dennison Corp

Industrials
500
+ 24.67%
$158.71 - $184.63 $79.4K - $92.3K
2.53K $409K
CVX
Chevron Corp

Energy
203
+ 12.53%
$145.57 - $161.83 $29.6K - $32.9K
1.82K $283K
PG
Procter & Gamble CO

Consumer Defensive
519
+ 9.27%
$150.47 - $161.22 $78.1K - $83.7K
6.12K $940K
ACN
Accenture PLC

Technology
286
+ 34.46%
$232.56 - $304.78 $66.5K - $87.2K
1.12K $275K
TD
Toronto Dominion Bank

Financial Services
97
+ 3.36%
$72.55 - $79.95 $7.04K - $7.76K
2.98K $238K
V
Visa Inc.

Financial Services
155
+ 8.07%
$332.09 - $358.86 $51.5K - $55.6K
2.08K $708K
PANW
Palo Alto Networks Inc

Technology
118
+ 5.29%
$167.06 - $208.19 $19.7K - $24.6K
2.35K $478K
ABT
Abbott Laboratories

Healthcare
93
+ 2.9%
$120.51 - $136.62 $11.2K - $12.7K
3.3K $442K
Jensen Quality Growth ETF
11K
+ 17.19%
N/A
75K $0
NKE
Nike, Inc.

Consumer Cyclical
253
+ 1.33%
$69.24 - $79.24 $17.5K - $20K
19.3K $1.34M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 4.46%
$915.95 - $994.57 $22.9K - $24.9K
586 $542K
CTVA
Corteva, Inc.

Basic Materials
170
+ 3.84%
$67.08 - $77.12 $11.4K - $13.1K
4.59K $310K
KO
Coca Cola CO

Consumer Defensive
252
+ 3.03%
$65.67 - $71.67 $16.5K - $18.1K
8.58K $568K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.06%
$196.15 - $217.83 $196 - $218
1.78K $358K
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
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