River Street Advisors LLC Reduced Holdings in Q3 2025

River Street Advisors LLC

  • $258 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-25K
- 51.88%
$88.47 - $93.24 $2.22M - $2.34M
23.2K $2.12B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-35.1K
- 19.78%
$23.27 - $23.51 $817K - $825K
142K $3.33B
VZ
Verizon Communications Inc

Communication Services
-12.8K
- 73.58%
$40.84 - $45.06 $522K - $576K
4.59K $202M
XLP
Consumer Staples Sector Spdr

ETFs
-5.7K
- 70.34%
N/A
2.4K $188M
BMI
Badger Meter Inc

Technology
-35
- 0.67%
$172.32 - $245.81 $6.03K - $8.6K
5.2K $928M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-5.13K
- 11.72%
$75.26 - $80.19 $386K - $411K
38.6K $3.08B
SOFI
So Fi Technologies, Inc.

Financial Services
-33.6K
- 43.57%
$17.64 - $29.81 $592K - $1M
43.5K $1.15B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-10K
- 3.39%
$19.49 - $19.61 $195K - $196K
286K $5.59B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.23K
- 35.04%
$59.61 - $63.09 $193K - $204K
5.99K $377M
MBB
Ishares Tr

ETFs
-1.62K
- 20.41%
$92.46 - $95.73 $150K - $155K
6.31K $600M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.18K
- 21.76%
$50.53 - $50.82 $110K - $111K
7.82K $397M
ADBE
Adobe Inc.

Technology
-54
- 3.03%
$333.65 - $392.1 $18K - $21.2K
1.73K $609M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.2K
- 9.46%
$58.97 - $60.36 $70.5K - $72.2K
11.4K $687M
COF
Capital One Financial Corp

Financial Services
-167
- 1.83%
$207.29 - $229.74 $34.6K - $38.4K
8.96K $1.9B
DE
Deere & CO

Industrials
-6
- 0.92%
$457.26 - $524.37 $2.74K - $3.15K
643 $294M
NOW
Service Now, Inc.

Technology
-3
- 1.12%
$850.86 - $1044.69 $2.55K - $3.13K
266 $245M
IEMG
Ishares Inc

ETFs
-821
- 21.11%
N/A
3.07K $202M
V
Visa Inc.

Financial Services
-10
- 1.21%
$332.09 - $358.86 $3.32K - $3.59K
818 $279M
WM
Waste Management Inc

Industrials
-10
- 0.69%
$213.88 - $237.1 $2.14K - $2.37K
1.45K $319M
SLV
I Shares Silver Trust

ETFs
-3.27K
- 25.01%
$32.73 - $42.5 $107K - $139K
9.81K $415M
CEG
Constellation Energy Corp

Utilities
-10
- 0.68%
$298.82 - $354.89 $2.99K - $3.55K
1.45K $477M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-65
- 2.28%
$459.11 - $506.91 $29.8K - $32.9K
2.78K $1.4B
VTV
Vanguard Value ETF

ETFs
-103
- 2.82%
$175.51 - $186.57 $18.1K - $19.2K
3.55K $662M
IVW
Ishares S&P 500 Growth ETF

ETFs
-423
- 6.56%
$108.97 - $121.65 $46.1K - $51.5K
6.03K $728M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-22
- 2.02%
$567.09 - $607.37 $12.5K - $13.4K
1.07K $637M
MO
Altria Group, Inc.

Consumer Defensive
-45
- 1.27%
$57.75 - $67.68 $2.6K - $3.05K
3.49K $231M
USRT
Ishares Core U.S. Reit ETF

ETFs
-72
- 0.52%
$55.64 - $59.37 $4.01K - $4.27K
13.8K $812M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 1.81%
$404.94 - $499.99 $4.05K - $5K
544 $264M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14
- 0.36%
$135.0 - $146.02 $1.89K - $2.04K
3.89K $566M
SPMD
Spdr Portfolio

ETFs
-16
- 0.1%
$54.43 - $58.29 $871 - $933
16K $915M
VPU
Vanguard Utilities ETF

ETFs
-23
- 0.53%
$175.25 - $189.41 $4.03K - $4.36K
4.28K $810M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 0.21%
$132.9 - $142.03 $1.99K - $2.13K
7.18K $1.01B
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.04%
$291.67 - $316.99 $583 - $634
4.61K $1.4B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-100
- 0.39%
$42.26 - $47.16 $4.23K - $4.72K
25.8K $1.19B
GOOG
Alphabet Inc.

Communication Services
-20
- 0.81%
$175.16 - $255.24 $3.5K - $5.1K
2.46K $599M
TSLA
Tesla, Inc.

Consumer Cyclical
-73
- 3.77%
$293.94 - $444.72 $21.5K - $32.5K
1.87K $829M
JNJ
Johnson & Johnson

Healthcare
-25
- 0.19%
$155.17 - $185.42 $3.88K - $4.64K
12.9K $2.39B
JPM
Jpmorgan Chase & CO

Financial Services
-213
- 0.99%
$282.78 - $316.06 $60.2K - $67.3K
21.3K $6.72B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.36K
- 0.61%
$62.09 - $66.51 $84.4K - $90.4K
221K $14.4B
CAT
Caterpillar Inc

Industrials
-108
- 1.3%
$390.92 - $477.15 $42.2K - $51.5K
8.21K $3.92B
NVDA
Nvidia Corp

Technology
-256
- 0.45%
$153.3 - $186.58 $39.2K - $47.8K
56.8K $10.6B
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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