Blue Stem Wealth Partners, LLC Purchases in Q3 2025

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
162
+ 12.28%
$155.17 - $185.42 $25.1K - $30K
1.48K $275M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.12%
$303.93 - $329.86 $912 - $990
2.49K $816M
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.37%
N/A
4.04K $872M
Ge Vernova Inc Com
14
+ 3.17%
N/A
455 $280M
XEL
Xcel Energy Inc

Utilities
45
+ 1.32%
$67.56 - $80.65 $3.04K - $3.63K
3.46K $279M
TJX
Tjx Companies Inc

Consumer Cyclical
80
+ 4.9%
$121.35 - $144.54 $9.71K - $11.6K
1.71K $247M
BAC
Bank Of America Corp

Financial Services
407
+ 7.76%
$44.92 - $52.42 $18.3K - $21.3K
5.65K $292M
VEA
Vanguard Ftse Developed Market

ETFs
438
+ 8.15%
$56.02 - $60.3 $24.5K - $26.4K
5.82K $348M
WMT
Walmart Inc.

Consumer Defensive
282
+ 11.94%
$94.4 - $104.27 $26.6K - $29.4K
2.64K $272M
MDT
Medtronic PLC

Healthcare
62
+ 1.46%
$87.67 - $95.74 $5.44K - $5.94K
4.3K $410M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 2.66%
$357.4 - $423.42 $6.08K - $7.2K
656 $266M
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 18.72%
$915.95 - $994.57 $40.3K - $43.8K
279 $259M
MMM
3 M CO

Industrials
77
+ 1.84%
$144.41 - $160.2 $11.1K - $12.3K
4.26K $662M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
871
+ 8.04%
$23.54 - $23.97 $20.5K - $20.9K
11.7K $280M
AXP
American Express CO

Financial Services
33
+ 4.35%
$294.27 - $342.31 $9.71K - $11.3K
791 $263M
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.24%
$239.12 - $259.95 $478 - $520
851 $221M
ABT
Abbott Laboratories

Healthcare
99
+ 6.17%
$120.51 - $136.62 $11.9K - $13.5K
1.7K $228M
HBAN
Huntington Bancshares Inc

Financial Services
46
+ 0.31%
$15.87 - $17.88 $730 - $822
14.8K $255M
VNQ
Vanguard Specialized Funds Van

ETFs
23
+ 0.99%
$88.47 - $93.24 $2.03K - $2.14K
2.34K $214M
GGG
Graco Inc

Industrials
16
+ 0.51%
$82.58 - $88.81 $1.32K - $1.42K
3.13K $265M
PRU
Prudential Financial Inc

Financial Services
57
+ 1.59%
$100.68 - $109.89 $5.74K - $6.26K
3.65K $379M
ADP
Automatic Data Processing Inc

Industrials
17
+ 1.98%
$288.69 - $310.94 $4.91K - $5.29K
876 $257M
TGT
Target Corp

Consumer Defensive
402
+ 8.01%
$86.56 - $107.43 $34.8K - $43.2K
5.42K $486M
ORCC
Owl Rock Capital Corp

Financial Services
837
+ 2.49%
N/A
34.5K $440M
Activity Summary
Buys All Purchases 75 New Holdings 11 Increased Positions 64 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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