Gentry Private Wealth, LLC Incresed Positions 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
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.4K
+ 8.45%
$33.26 - $34.01 $546K - $558K
211K $7.14B
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.22%
$174.36 - $254.72 $1.92K - $2.8K
5.12K $1.24B
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
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
ARCC
Ares Capital Corp

Financial Services
701
+ 3.23%
$20.41 - $23.25 $14.3K - $16.3K
22.4K $457M
PGR
Progressive Corp

Financial Services
70
+ 3.53%
$238.61 - $264.3 $16.7K - $18.5K
2.05K $507M
OKE
Oneok Inc

Energy
346
+ 5.78%
$71.36 - $83.47 $24.7K - $28.9K
6.33K $462M
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 0.88%
$157.77 - $183.27 $3.94K - $4.58K
2.86K $464M
FSK
Fs Kkr Capital Corp

Financial Services
1.38K
+ 6.11%
$14.93 - $22.48 $20.6K - $31.1K
24K $359M
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
Track This Portfolio

Track Gentry Private Wealth, LLC Portfolio

Follow Gentry Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gentry Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gentry Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email