River Street Advisors LLC Purchases in Q3 2025

River Street Advisors LLC

  • $258 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OSBC
Old Second Bancorp Inc

Financial Services
384K
New
$16.56 - $19.08 $6.36M - $7.33M
384K $6.64B
AAPL
Apple Inc.

Technology
396
+ 1.28%
$202.38 - $256.87 $80.1K - $102K
31.3K $7.98B
GOOGL
Alphabet Inc.

Communication Services
353
+ 1.83%
$174.36 - $254.72 $61.5K - $89.9K
19.6K $4.76B
Mfs Active Exchange Traded F
23.5K
+ 3.94%
N/A
619K $18.3B
AVGO
Broadcom Inc.

Technology
137
+ 0.66%
$264.74 - $369.57 $36.3K - $50.6K
21K $6.93B
GLW
Corning Inc

Technology
1.11K
+ 3.28%
$51.6 - $82.03 $57.5K - $91.4K
35.1K $2.88B
ZTS
Zoetis Inc.

Healthcare
7.49K
+ 207.28%
$141.13 - $159.19 $1.06M - $1.19M
11.1K $1.62B
CMI
Cummins Inc

Industrials
265
+ 3.97%
$327.85 - $426.39 $86.9K - $113K
6.94K $2.93B
VEA
Vanguard Ftse Developed Market

ETFs
8.36K
+ 10.73%
$56.02 - $60.3 $468K - $504K
86.3K $5.17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.98K
+ 2.18%
$72.65 - $78.68 $144K - $156K
93K $7.29B
ABBV
Abb Vie Inc.

Healthcare
476
+ 4.22%
$184.85 - $231.54 $88K - $110K
11.7K $2.72B
KLAC
Kla Corp

Technology
4
+ 0.15%
$843.9 - $1078.6 $3.38K - $4.31K
2.66K $2.87B
BX
Blackstone Inc.

Financial Services
745
+ 4.44%
$152.77 - $188.68 $114K - $141K
17.5K $2.99B
VLO
Valero Energy Corp

Energy
388
+ 3.33%
$131.77 - $175.63 $51.1K - $68.1K
12K $2.05B
NOC
Northrop Grumman Corp

Industrials
135
+ 3.99%
$498.9 - $609.32 $67.4K - $82.3K
3.52K $2.14B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
18.9K
New
$23.12 - $23.59 $437K - $445K
18.9K $442M
MSFT
Microsoft Corp

Technology
257
+ 1.86%
$491.09 - $535.64 $126K - $138K
14.1K $7.29B
MS
Morgan Stanley

Financial Services
163
+ 0.77%
$139.09 - $161.16 $22.7K - $26.3K
21.3K $3.39B
PEP
Pepsico Inc

Consumer Defensive
2.15K
+ 17.92%
$133.81 - $152.16 $287K - $326K
14.1K $1.98B
Blackrock Inc
75
+ 2.93%
N/A
2.63K $3.07B
VT
Vanguard Total World Stk Index

ETFs
894
+ 3.41%
$128.41 - $138.03 $115K - $123K
27.1K $3.74B
IVV
Ishares Core S&P 500 ETF

ETFs
302
+ 16.5%
$620.67 - $670.08 $187K - $202K
2.13K $1.43B
IDCC
Inter Digital, Inc.

Communication Services
820
New
$221.35 - $349.23 $182K - $286K
820 $283M
PHM
Pultegroup Inc

Consumer Cyclical
154
+ 1.77%
$108.0 - $141.42 $16.6K - $21.8K
8.84K $1.17B
Brookfield Corp
3.57K
New
N/A
3.57K $245M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
10.5K
New
$22.71 - $23.24 $239K - $244K
10.5K $243M
NSC
Norfolk Southern Corp

Industrials
186
+ 4.5%
$259.49 - $300.41 $48.3K - $55.9K
4.32K $1.3B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
9.98K
+ 90.4%
$23.46 - $23.77 $234K - $237K
21K $497M
Viking Holdings LTD
1.06K
+ 6.61%
N/A
17.1K $1.06B
NEE
Nextera Energy Inc

Utilities
1.24K
+ 7.11%
$69.77 - $77.54 $86.4K - $96.1K
18.7K $1.41B
PKG
Packaging Corp Of America

Consumer Cyclical
189
+ 3.69%
$191.41 - $220.25 $36.2K - $41.6K
5.31K $1.16B
XLK
Technology Sector Spdr

ETFs
657
New
$250.97 - $282.66 $165K - $186K
657 $185M
Aptiv PLC
785
+ 12.04%
N/A
7.31K $630M
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 2.19%
$357.4 - $423.42 $30K - $35.6K
3.92K $1.59B
ETN
Eaton Corp PLC

Industrials
216
+ 4.32%
$342.99 - $392.76 $74.1K - $84.8K
5.22K $1.95B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.84K
+ 5.96%
$19.61 - $19.79 $154K - $155K
139K $2.75B
PLD
Prologis, Inc.

Real Estate
342
+ 2.86%
$104.08 - $115.35 $35.6K - $39.4K
12.3K $1.41B
ENB
Enbridge Inc

Energy
691
+ 3.06%
$43.79 - $50.46 $30.3K - $34.9K
23.3K $1.18B
CVX
Chevron Corp

Energy
213
+ 2.4%
$145.57 - $161.83 $31K - $34.5K
9.09K $1.41B
SPYG
Spdr Portfolio

ETFs
65
+ 0.49%
$94.33 - $105.31 $6.13K - $6.85K
13.2K $1.38B
AES
Aes Corp

Utilities
2.86K
+ 9.29%
$10.77 - $13.94 $30.8K - $39.9K
33.7K $443M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.64K
+ 25.36%
$23.48 - $23.7 $109K - $110K
22.9K $542M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
222
+ 0.68%
$52.12 - $55.33 $11.6K - $12.3K
32.8K $1.81B
AMZN
Amazon Com Inc

Consumer Cyclical
479
+ 3.35%
$211.65 - $238.24 $101K - $114K
14.8K $3.24B
PML
Pimco Municipal Income Fund Ii

Financial Services
11.8K
+ 68.09%
$7.11 - $7.91 $84.2K - $93.7K
29.2K $231M
WELL
Welltower Inc.

Real Estate
46
+ 1.25%
$150.71 - $178.14 $6.93K - $8.19K
3.74K $666M
QCOM
Qualcomm Inc

Technology
228
+ 2.85%
$145.84 - $173.55 $33.3K - $39.6K
8.23K $1.37B
MET
Metlife Inc

Financial Services
661
+ 3.33%
$73.82 - $82.37 $48.8K - $54.4K
20.5K $1.69B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
621
+ 2.28%
$39.8 - $42.86 $24.7K - $26.6K
27.8K $1.19B
Activity Summary
Buys All Purchases 75 New Holdings 6 Increased Positions 69 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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