Gentry Private Wealth, LLC Purchases in Q3 2025

Gentry Private Wealth, LLC

  • $144 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.15K
+ 4.69%
$567.77 - $614.76 $2.36M - $2.55M
92.6K $56.7B
Goldman Sachs ETF Tr
49.8K
New
N/A
49.8K $2.53B
NEAR
Blackrock Short Maturity Bond

ETFs
47K
New
$50.8 - $51.32 $2.39M - $2.41M
47K $2.41B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.8K
New
$50.47 - $50.74 $2.26M - $2.27M
44.8K $2.27B
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
3.01K
+ 32.16%
$231.32 - $272.35 $697K - $820K
12.4K $3.37B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
18.1K
+ 75.41%
$32.29 - $38.12 $583K - $688K
42K $1.6B
First Tr Exchange Traded Fd
31.1K
New
N/A
31.1K $664M
PANW
Palo Alto Networks Inc

Technology
3.25K
New
$167.06 - $208.19 $542K - $676K
3.25K $661M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.4K
+ 8.45%
$33.26 - $34.01 $546K - $558K
211K $7.14B
COIN
Coinbase Global, Inc.

Technology
1.44K
New
$297.99 - $419.78 $428K - $603K
1.44K $485M
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.22%
$174.36 - $254.72 $1.92K - $2.8K
5.12K $1.24B
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.03K
New
$49.32 - $50.93 $298K - $307K
6.03K $306M
First Tr Exchange Traded Fd
14.6K
New
N/A
14.6K $246M
ASML
Asml Holding Nv

Technology
235
New
$689.63 - $968.09 $162K - $228K
235 $228M
IXN
Ishares Global Information Tec

ETFs
2.16K
New
$91.28 - $103.32 $197K - $223K
2.16K $223M
PAVE
Global X Fds Us Infrastructure

ETFs
4.22K
New
$44.02 - $47.63 $186K - $201K
4.22K $201M
SPY
Spdr S&P 500 ETF Trust

ETFs
176
+ 30.45%
$617.65 - $666.84 $109K - $117K
754 $502M
ABBV
Abb Vie Inc.

Healthcare
60
+ 2.37%
$184.85 - $231.54 $11.1K - $13.9K
2.59K $599M
VLO
Valero Energy Corp

Energy
28
+ 0.84%
$131.77 - $175.63 $3.69K - $4.92K
3.36K $572M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 8.16%
$459.11 - $506.91 $64.3K - $71K
1.86K $933M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
326
+ 1.05%
$75.26 - $80.19 $24.5K - $26.1K
31.5K $2.51B
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 4.25%
$282.78 - $316.06 $29.1K - $32.6K
2.53K $797M
OHI
Omega Healthcare Investors Inc

Real Estate
38
+ 0.3%
$36.29 - $43.34 $1.38K - $1.65K
12.8K $542M
WMT
Walmart Inc.

Consumer Defensive
298
+ 4.48%
$94.4 - $104.27 $28.1K - $31.1K
6.95K $717M
MO
Altria Group, Inc.

Consumer Defensive
77
+ 1.02%
$57.75 - $67.68 $4.45K - $5.21K
7.6K $502M
DHT
Dht Holdings, Inc.

Energy
693
+ 1.61%
$10.72 - $12.95 $7.43K - $8.97K
43.6K $521M
MSFT
Microsoft Corp

Technology
2
+ 0.08%
$491.09 - $535.64 $982 - $1.07K
2.56K $1.33B
PFG
Principal Financial Group Inc

Financial Services
329
+ 4.63%
$75.53 - $82.95 $24.8K - $27.3K
7.43K $616M
PEP
Pepsico Inc

Consumer Defensive
145
+ 4.27%
$133.81 - $152.16 $19.4K - $22.1K
3.54K $497M
LMT
Lockheed Martin Corp

Industrials
18
+ 1.73%
$410.74 - $499.21 $7.39K - $8.99K
1.06K $529M
MRK
Merck & Co., Inc.

Healthcare
254
+ 5.16%
$77.6 - $87.37 $19.7K - $22.2K
5.17K $434M
CVX
Chevron Corp

Energy
100
+ 4.38%
$145.57 - $161.83 $14.6K - $16.2K
2.39K $370M
Ea Series Trust
126
+ 0.99%
N/A
12.8K $1.46B
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 1.15%
$291.67 - $316.99 $6.42K - $6.97K
1.94K $590M
SO
Southern CO

Utilities
114
+ 2.34%
$90.83 - $96.0 $10.4K - $10.9K
4.99K $473M
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 2.72%
$211.65 - $238.24 $23.3K - $26.2K
4.15K $911M
VFH
Vanguard Financial ETF

ETFs
53
+ 1.24%
$125.23 - $132.78 $6.64K - $7.04K
4.31K $566M
WMB
Williams Companies, Inc.

Energy
199
+ 2.12%
$56.52 - $64.01 $11.2K - $12.7K
9.58K $607M
FDL
First Tr Morningstar Dividend

ETFs
141
+ 1.91%
$41.96 - $44.59 $5.92K - $6.29K
7.54K $327M
SON
Sonoco Products CO

Consumer Cyclical
362
+ 3.69%
$42.77 - $48.68 $15.5K - $17.6K
10.2K $439M
IP
International Paper CO

Consumer Cyclical
294
+ 3.14%
$45.32 - $55.68 $13.3K - $16.4K
9.65K $448M
VICI
Vici Properties Inc.

Real Estate
201
+ 1.55%
$31.43 - $33.93 $6.32K - $6.82K
13.2K $429M
PG
Procter & Gamble CO

Consumer Defensive
129
+ 4.06%
$150.47 - $161.22 $19.4K - $20.8K
3.31K $508M
CSCO
Cisco Systems, Inc.

Technology
109
+ 1.11%
$66.2 - $71.79 $7.22K - $7.83K
9.89K $677M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
322
+ 3.51%
$46.51 - $50.07 $15K - $16.1K
9.49K $445M
STWD
Starwood Property Trust, Inc.

Real Estate
471
+ 2.33%
$19.37 - $20.97 $9.12K - $9.88K
20.7K $401M
T
At&T Inc.

Communication Services
393
+ 1.7%
$26.94 - $29.62 $10.6K - $11.6K
23.5K $665M
UL
Unilever PLC

Consumer Defensive
46
+ 0.63%
$58.43 - $65.01 $2.69K - $2.99K
7.31K $434M
V
Visa Inc.

Financial Services
22
+ 1.39%
$332.09 - $358.86 $7.31K - $7.89K
1.6K $547M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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