Wall Street Access Asset Management, LLC Incresed Positions in Q1 2025

Wall Street Access Asset Management, LLC

  • $248 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.7K
+ 406.84%
$169.43 - $182.84 $2.49M - $2.69M
18.3K $3.17M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
38
+ 0.37%
$80.53 - $147.57 $3.06K - $5.61K
10.3K $1.36M
XOM
Exxon Mobil Corp

Energy
3.41K
+ 48.95%
$105.44 - $118.93 $360K - $406K
10.4K $1.23M
JNJ
Johnson & Johnson

Healthcare
1.33K
+ 20.35%
$142.06 - $167.7 $188K - $222K
7.84K $1.3M
VZ
Verizon Communications Inc

Communication Services
5.09K
+ 29.33%
$37.81 - $46.49 $193K - $237K
22.5K $1.02M
IBM
International Business Machines Corp

Technology
1.1K
+ 78.44%
$217.4 - $264.74 $239K - $291K
2.5K $621K
GLD
Spdr Gold Trust

ETFs
380
+ 9.7%
$243.19 - $288.14 $92.4K - $109K
4.3K $1.24M
UBER
Uber Technologies, Inc

Technology
888
+ 5.17%
$63.17 - $81.49 $56.1K - $72.4K
18.1K $1.32M
ADP
Automatic Data Processing Inc

Industrials
770
+ 104.19%
$286.85 - $318.64 $221K - $245K
1.51K $461K
T
At&T Inc.

Communication Services
2.21K
+ 10.23%
$21.56 - $28.28 $47.7K - $62.6K
23.8K $674K
AMGN
Amgen Inc

Healthcare
114
+ 4.61%
$258.59 - $327.36 $29.5K - $37.3K
2.59K $805K
SYK
Stryker Corp

Healthcare
287
+ 32.43%
$355.18 - $399.9 $102K - $115K
1.17K $436K
VO
Vanguard Mid Cap ETF

ETFs
520
+ 8.79%
$251.87 - $277.95 $131K - $145K
6.44K $1.67M
XLE
Energy Sector Spdr

ETFs
275
+ 2.83%
$85.7 - $93.96 $23.6K - $25.8K
9.99K $933K
BR
Broadridge Financial Solutions, Inc.

Technology
81
+ 2.02%
$221.46 - $244.83 $17.9K - $19.8K
4.1K $992K
ORCC
Owl Rock Capital Corp

Financial Services
6K
+ 24.33%
N/A
30.6K $410K
PFE
Pfizer Inc

Healthcare
4.64K
+ 13.12%
$25.01 - $27.13 $116K - $126K
40K $1.01M
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.45K
+ 19.32%
$14.46 - $15.96 $64.4K - $71.1K
27.5K $416K
CTVA
Corteva, Inc.

Basic Materials
596
+ 15.57%
$55.94 - $66.15 $33.3K - $39.4K
4.42K $278K
SLRC
Slr Investment Corp.

Financial Services
2.8K
+ 17.58%
$16.18 - $17.82 $45.3K - $49.9K
18.7K $315K
QQQ
Invesco Qqq Trust, Series 1

ETFs
590
+ 10.91%
$468.34 - $539.52 $276K - $318K
6K $2.81M
HUN
Huntsman Corp

Basic Materials
5.05K
+ 24.74%
$15.79 - $18.04 $79.7K - $91.1K
25.5K $401K
HTGC
Hercules Capital, Inc.

Financial Services
1.91K
+ 17.41%
$18.01 - $22.0 $34.3K - $41.9K
12.9K $246K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
412
+ 2.06%
$27.01 - $28.54 $11.1K - $11.8K
20.5K $571K
ET
Energy Transfer LP

Energy
5.63K
+ 6.95%
$17.26 - $21.08 $97.2K - $119K
86.6K $1.61M
DD
Du Pont De Nemours, Inc.

Basic Materials
479
+ 5.14%
$72.7 - $84.32 $34.8K - $40.4K
9.81K $732K
Oaktree Specialty Lending CO
1.43K
+ 13.38%
N/A
12.1K $0
ACN
Accenture PLC

Technology
101
+ 11.9%
$300.91 - $398.25 $30.4K - $40.2K
950 $296K
MRK
Merck & Co., Inc.

Healthcare
379
+ 6.26%
$83.01 - $101.02 $31.5K - $38.3K
6.44K $577K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
5
+ 0.3%
$221.78 - $273.45 $1.11K - $1.37K
1.67K $380K
CAT
Caterpillar Inc

Industrials
10
+ 0.96%
$326.75 - $407.63 $3.27K - $4.08K
1.06K $348K
DIS
Walt Disney CO

Communication Services
204
+ 4.51%
$96.87 - $114.0 $19.8K - $23.3K
4.73K $467K
GS
Goldman Sachs Group Inc

Financial Services
17
+ 0.95%
$524.81 - $672.19 $8.92K - $11.4K
1.82K $991K
TGT
Target Corp

Consumer Defensive
293
+ 7.36%
$103.65 - $142.5 $30.4K - $41.8K
4.28K $446K
VB
Vanguard Small Cap ETF

ETFs
70
+ 0.6%
$217.89 - $252.64 $15.3K - $17.7K
11.8K $2.62M
NKE
Nike, Inc.

Consumer Cyclical
62
+ 0.32%
$63.29 - $81.72 $3.92K - $5.07K
19.2K $1.22M
APO
Apollo Global Management, Inc.

Financial Services
36
+ 0.33%
$126.01 - $172.06 $4.54K - $6.19K
10.8K $1.48M
AAPL
Apple Inc.

Technology
778
+ 1.3%
$209.68 - $247.1 $163K - $192K
60.8K $13.5M
Activity Summary
Buys All Purchases 61 New Holdings 22 Increased Positions 39 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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