Purkiss Capital Advisors LLC Purchases in Q3 2025

Purkiss Capital Advisors LLC

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
972
+ 5.4%
$211.65 - $238.24 $206K - $232K
19K $4.16B
TTE
Total Energies Se

Energy
3.62K
New
N/A
3.62K $216M
CRWD
Crowd Strike Holdings, Inc.

Technology
440
New
$412.46 - $514.1 $181K - $226K
440 $216M
WELL
Welltower Inc.

Real Estate
227
+ 3.26%
$150.71 - $178.14 $34.2K - $40.4K
7.19K $1.28B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
350
New
$567.09 - $607.37 $198K - $213K
350 $209M
IDXX
Idexx Laboratories Inc

Healthcare
322
New
$514.61 - $682.78 $166K - $220K
322 $206M
GS
Goldman Sachs Group Inc

Financial Services
256
New
$696.56 - $806.32 $178K - $206K
256 $204M
MPWR
Monolithic Power Systems Inc

Technology
219
New
$711.24 - $922.81 $156K - $202K
219 $202M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.36K
+ 21.28%
$93.41 - $104.11 $127K - $141K
7.73K $796M
ITA
Ishares Tr

ETFs
742
+ 46.32%
$184.73 - $209.26 $137K - $155K
2.34K $491M
DVY
Ishares Tr

ETFs
1.06K
+ 32.37%
$133.88 - $142.57 $142K - $151K
4.34K $617M
MO
Altria Group, Inc.

Consumer Defensive
1.16K
+ 8.24%
$57.75 - $67.68 $66.9K - $78.4K
15.2K $1.01B
HD
Home Depot, Inc.

Consumer Cyclical
132
+ 4.21%
$357.4 - $423.42 $47.2K - $55.9K
3.27K $1.33B
BX
Blackstone Inc.

Financial Services
623
+ 21.58%
$152.77 - $188.68 $95.2K - $118K
3.51K $600M
AEP
American Electric Power CO Inc

Utilities
813
+ 9.82%
$103.26 - $115.0 $84K - $93.5K
9.09K $1.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
47
+ 1.79%
$617.65 - $666.84 $29K - $31.3K
2.68K $1.78B
ASML
Asml Holding Nv

Technology
88
+ 21.89%
$689.63 - $968.09 $60.7K - $85.2K
490 $474M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.01K
+ 29.76%
$122.57 - $132.57 $123K - $133K
4.39K $569M
RIO
Rio Tinto PLC

Basic Materials
1.78K
+ 51.42%
$57.66 - $66.01 $103K - $117K
5.24K $346M
BP
Bp PLC

Energy
2.99K
+ 43.76%
$30.25 - $35.69 $90.5K - $107K
9.83K $339M
SPG
Simon Property Group Inc

Real Estate
253
+ 7.89%
$159.93 - $187.67 $40.5K - $47.5K
3.46K $649M
KMB
Kimberly Clark Corp

Consumer Defensive
1.14K
+ 32.89%
$121.72 - $136.77 $138K - $156K
4.59K $571M
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
+ 31.38%
$157.77 - $183.27 $197K - $229K
5.24K $849M
GE
General Electric CO

Industrials
120
+ 6.04%
$244.75 - $305.63 $29.4K - $36.7K
2.11K $633M
LYG
Lloyds Banking Group PLC

Financial Services
25.2K
+ 178.8%
$4.03 - $4.63 $101K - $117K
39.3K $178M
PEP
Pepsico Inc

Consumer Defensive
651
+ 26.57%
$133.81 - $152.16 $87.1K - $99.1K
3.1K $436M
HSBC
Hsbc Holdings PLC

Financial Services
879
+ 18.22%
$60.27 - $70.98 $53K - $62.4K
5.7K $405M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.36K
+ 47.66%
$72.91 - $77.23 $99.4K - $105K
4.22K $322M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.25K
+ 19.36%
$46.69 - $59.27 $58.5K - $74.3K
7.73K $410M
BWXT
Bwx Technologies, Inc.

Industrials
183
+ 10.8%
$136.45 - $184.37 $25K - $33.7K
1.88K $346M
ORCL
Oracle Corp

Technology
36
+ 2.51%
$218.96 - $328.33 $7.88K - $11.8K
1.47K $413M
Linde PLC
184
+ 9.92%
N/A
2.04K $969M
PH
Parker Hannifin Corp

Industrials
52
+ 5.41%
$697.13 - $769.67 $36.3K - $40K
1.01K $768M
PRTA
Prothena Corp Public LTD CO

Healthcare
482
+ 1.94%
$6.22 - $9.76 $3K - $4.7K
25.4K $248M
AVAV
Aero Vironment Inc

Industrials
167
+ 15.17%
$226.08 - $314.89 $37.8K - $52.6K
1.27K $399M
MS
Morgan Stanley

Financial Services
297
+ 16.56%
$139.09 - $161.16 $41.3K - $47.9K
2.09K $332M
XLU
Utilities Sector Spdr

ETFs
574
+ 14.74%
$81.14 - $87.32 $46.6K - $50.1K
4.47K $390M
Diversified Energy Company P
5.54K
+ 54.75%
N/A
15.7K $219M
VTV
Vanguard Value ETF

ETFs
9
+ 0.13%
$175.51 - $186.57 $1.58K - $1.68K
6.97K $1.3B
CI
Cigna Corp

Healthcare
422
+ 33.87%
$262.23 - $334.39 $111K - $141K
1.67K $481M
TDG
Trans Digm Group Inc

Industrials
81
+ 40.7%
$1271.04 - $1620.83 $103K - $131K
280 $369M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
576
+ 16.74%
$77.92 - $81.94 $44.9K - $47.2K
4.02K $329M
HON
Honeywell International Inc

Industrials
719
+ 16.89%
$207.7 - $240.4 $149K - $173K
4.98K $1.05B
ET
Energy Transfer LP

Energy
3.92K
+ 26.31%
$17.11 - $18.16 $67.1K - $71.2K
18.8K $323M
CW
Curtiss Wright Corp

Industrials
46
+ 10.07%
$472.43 - $542.94 $21.7K - $25K
503 $273M
IQLT
Ishares Msci Intl Quality Fact

ETFs
229
+ 0.57%
$41.43 - $44.2 $9.49K - $10.1K
40.5K $1.79B
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.12%
$215.01 - $273.02 $430 - $546
1.64K $413M
CB
Chubb LTD

Financial Services
209
+ 15.36%
$265.99 - $289.59 $55.6K - $60.5K
1.57K $443M
QCOM
Qualcomm Inc

Technology
67
+ 1.3%
$145.84 - $173.55 $9.77K - $11.6K
5.23K $870M
Activity Summary
Buys All Purchases 123 New Holdings 20 Increased Positions 103 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Purkiss Capital Advisors LLC Portfolio

Follow Purkiss Capital Advisors 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 Purkiss Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Purkiss Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email