Wall Street Access Asset Management, LLC New Holdings in Q3 2025

Wall Street Access Asset Management, LLC

  • $296 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.9K
New
$82.38 - $83.0 $898K - $904K
10.9K $903K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.85K
New
$78.96 - $80.04 $620K - $628K
7.85K $627K
IEFA
Ishares Tr

ETFs
6.91K
New
$81.7 - $87.53 $565K - $605K
6.91K $603K
SCHW
Schwab Charles Corp

Financial Services
5.31K
New
$91.03 - $98.69 $484K - $524K
5.31K $507K
PLTR
Palantir Technologies Inc.

Technology
2.75K
New
$130.68 - $186.97 $360K - $515K
2.75K $502K
GLW
Corning Inc

Technology
4.32K
New
$51.6 - $82.03 $223K - $355K
4.32K $354K
EPD
Enterprise Products Partners L.P.

Energy
10.6K
New
$30.74 - $32.14 $324K - $339K
10.6K $329K
NFLX
Netflix Inc

Communication Services
266
New
$1147.87 - $1297.18 $305K - $345K
266 $318K
MO
Altria Group, Inc.

Consumer Defensive
4.31K
New
$57.75 - $67.68 $249K - $292K
4.31K $284K
ADBE
Adobe Inc.

Technology
788
New
$333.65 - $392.1 $263K - $309K
788 $277K
NEE
Nextera Energy Inc

Utilities
3.2K
New
$69.77 - $77.54 $223K - $248K
3.2K $241K
CRM
Salesforce, Inc.

Technology
870
New
$231.66 - $273.65 $202K - $238K
870 $206K
MA
Mastercard Inc

Financial Services
353
New
$550.18 - $598.96 $194K - $211K
353 $200K
IQV
Iqvia Holdings Inc.

Healthcare
1K
New
$157.68 - $200.82 $158K - $201K
1K $189K
ED
Consolidated Edison Inc

Utilities
1.87K
New
$95.57 - $105.36 $179K - $197K
1.87K $188K
NSC
Norfolk Southern Corp

Industrials
583
New
$259.49 - $300.41 $151K - $175K
583 $175K
MNST
Monster Beverage Corp

Consumer Defensive
2.49K
New
$58.65 - $67.31 $146K - $168K
2.49K $167K
AMP
Ameriprise Financial Inc

Financial Services
335
New
$486.13 - $544.55 $163K - $182K
335 $164K
APH
Amphenol Corp

Technology
1.31K
New
$97.39 - $125.4 $127K - $164K
1.31K $161K
TTC
Toro CO

Industrials
2K
New
$72.64 - $82.54 $145K - $165K
2K $152K
EMR
Emerson Electric CO

Industrials
1.14K
New
$128.6 - $149.63 $146K - $170K
1.14K $149K
WMT
Walmart Inc.

Consumer Defensive
1.44K
New
$94.4 - $104.27 $136K - $150K
1.44K $148K
CNI
Canadian National Railway CO

Industrials
1.56K
New
$92.01 - $106.6 $144K - $166K
1.56K $147K
NFG
National Fuel Gas CO

Energy
1.56K
New
$82.19 - $93.72 $128K - $146K
1.56K $143K
COF
Capital One Financial Corp

Financial Services
665
New
$207.29 - $229.74 $138K - $153K
665 $141K
AXP
American Express CO

Financial Services
405
New
$294.27 - $342.31 $119K - $139K
405 $134K
FNDA
Schwab Fundamental U S Small C

ETFs
4.32K
New
$28.75 - $31.93 $124K - $138K
4.32K $134K
PEG
Public Service Enterprise Group Inc

Utilities
1.6K
New
$79.99 - $90.14 $128K - $144K
1.6K $133K
AMD
Advanced Micro Devices Inc

Technology
819
New
$134.8 - $184.42 $110K - $151K
819 $132K
ICE
Intercontinental Exchange, Inc.

Financial Services
785
New
$167.28 - $188.45 $131K - $148K
785 $132K
XLF
Financial Sector Spdr

ETFs
2.43K
New
$51.37 - $54.25 $125K - $132K
2.43K $130K
WDS
Woodside Energy Group LTD

Energy
8.37K
New
$15.05 - $17.66 $126K - $148K
8.37K $126K
MDT
Medtronic PLC

Healthcare
1.33K
New
$87.67 - $95.74 $116K - $127K
1.33K $126K
NOC
Northrop Grumman Corp

Industrials
200
New
$498.9 - $609.32 $99.8K - $122K
200 $121K
OKE
Oneok Inc

Energy
1.63K
New
$71.36 - $83.47 $116K - $136K
1.63K $118K
MS
Morgan Stanley

Financial Services
712
New
$139.09 - $161.16 $99K - $115K
712 $113K
LAD
Lithia Motors Inc

Consumer Cyclical
350
New
$284.47 - $356.6 $99.6K - $125K
350 $110K
SYY
Sysco Corp

Consumer Defensive
1.34K
New
$76.33 - $82.51 $102K - $110K
1.34K $110K
TJX
Tjx Companies Inc

Consumer Cyclical
749
New
$121.35 - $144.54 $90.9K - $108K
749 $108K
STM
St Microelectronics N.V.

Technology
3.77K
New
$24.77 - $33.41 $93.3K - $126K
3.77K $106K
DOV
Dover Corp

Industrials
595
New
$165.59 - $190.9 $98.5K - $114K
595 $99K
MKC
Mccormick & CO Inc

Consumer Defensive
1.47K
New
$64.3 - $77.17 $94.5K - $113K
1.47K $98K
FAST
Fastenal CO

Industrials
1.92K
New
$42.47 - $50.39 $81.5K - $96.7K
1.92K $94K
NPSNY
Naspers LTD (South Africa)

Communication Services
1.29K
New
$60.27 - $72.64 $77.7K - $93.7K
1.29K $93K
DUK
Duke Energy Corp

Utilities
713
New
$116.31 - $125.93 $82.9K - $89.8K
713 $88K
DOW
Dow Inc.

Basic Materials
3.8K
New
$20.87 - $30.37 $79.3K - $115K
3.8K $87K
TDIV
First Trust Nasdaq Technology

ETFs
887
New
$89.27 - $100.33 $79.2K - $89K
887 $87K
ATO
Atmos Energy Corp

Utilities
500
New
$151.51 - $170.75 $75.8K - $85.4K
500 $85K
DAL
Delta Air Lines, Inc.

Industrials
1.5K
New
$49.0 - $61.97 $73.5K - $93K
1.5K $85K
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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