Wall Street Access Asset Management, LLC Incresed Positions 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
BA
Boeing CO

Industrials
1.71K
+ 88.71%
$136.59 - $217.51 $234K - $373K
3.64K $763K
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
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
BAC
Bank Of America Corp

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