Alexis Investment Partners, LLC New Holdings in Q3 2025

Alexis Investment Partners, LLC

  • $1.17 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
1.25K
New
$139.09 - $161.16 $174K - $202K
1.25K $199M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
302
New
$567.77 - $614.76 $171K - $186K
302 $185M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.86K
New
$51.78 - $57.89 $148K - $166K
2.86K $165M
Fundx ETF
2K
New
N/A
2K $157M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.51K
New
$24.46 - $26.5 $110K - $119K
4.51K $119M
IVV
Ishares Core S&P 500 ETF

ETFs
166
New
$620.67 - $670.08 $103K - $111K
166 $111M
LMT
Lockheed Martin Corp

Industrials
207
New
$410.74 - $499.21 $85K - $103K
207 $103M
VTI
Vanguard Total Stock Market Et

ETFs
310
New
$303.93 - $329.86 $94.2K - $102K
310 $102M
ROST
Ross Stores, Inc.

Consumer Cyclical
559
New
$127.59 - $152.81 $71.3K - $85.4K
559 $85.2M
IAU
Ishares Gold Trust

ETFs
1.15K
New
$61.62 - $72.77 $70.9K - $83.7K
1.15K $83.7M
VHT
Vanguard Health Care ETF

ETFs
240
New
$239.12 - $259.95 $57.4K - $62.4K
240 $62.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.28K
New
$42.26 - $47.16 $54.1K - $60.4K
1.28K $59.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
378
New
$135.0 - $146.02 $51K - $55.2K
378 $55.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
549
New
$87.29 - $93.61 $47.9K - $51.4K
549 $51.3M
URI
United Rentals, Inc.

Industrials
40
New
$774.14 - $975.23 $31K - $39K
40 $38.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
109
New
$282.75 - $294.19 $30.8K - $32.1K
109 $32M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
204
New
$121.46 - $130.92 $24.8K - $26.7K
204 $26.6M
AVGO
Broadcom Inc.

Technology
72
New
$264.74 - $369.57 $19.1K - $26.6K
72 $23.8M
JPM
Jpmorgan Chase & CO

Financial Services
71
New
$282.78 - $316.06 $20.1K - $22.4K
71 $22.4M
MGM
Mgm Resorts International

Consumer Cyclical
396
New
$34.18 - $39.77 $13.5K - $15.7K
396 $13.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
142
New
$92.18 - $95.14 $13.1K - $13.5K
142 $13.5M
ADI
Analog Devices Inc

Technology
54
New
$220.68 - $255.63 $11.9K - $13.8K
54 $13.3M
AFL
Aflac Inc

Financial Services
114
New
$98.09 - $111.7 $11.2K - $12.7K
114 $12.7M
HPE
Hewlett Packard Enterprise CO

Technology
500
New
$19.81 - $25.24 $9.91K - $12.6K
500 $12.3M
Blackrock Inc Com
10
New
N/A
10 $11.7M
ADP
Automatic Data Processing Inc

Industrials
38
New
$288.69 - $310.94 $11K - $11.8K
38 $11.2M
CB
Chubb LTD

Financial Services
39
New
$265.99 - $289.59 $10.4K - $11.3K
39 $11M
HON
Honeywell International Inc

Industrials
49
New
$207.7 - $240.4 $10.2K - $11.8K
49 $10.3M
ABT
Abbott Laboratories

Healthcare
77
New
$120.51 - $136.62 $9.28K - $10.5K
77 $10.3M
CVX
Chevron Corp

Energy
64
New
$145.57 - $161.83 $9.32K - $10.4K
64 $9.94M
GD
General Dynamics Corp

Industrials
29
New
$293.92 - $341.0 $8.52K - $9.89K
29 $9.89M
COST
Costco Wholesale Corp

Consumer Defensive
10
New
$915.95 - $994.57 $9.16K - $9.95K
10 $9.26M
AMGN
Amgen Inc

Healthcare
31
New
$271.18 - $309.22 $8.41K - $9.59K
31 $8.75M
PAYX
Paychex Inc

Industrials
64
New
$126.69 - $147.99 $8.11K - $9.47K
64 $8.11M
GE
General Electric CO

Industrials
26
New
$244.75 - $305.63 $6.36K - $7.95K
26 $7.82M
SPGI
S&P Global Inc.

Financial Services
16
New
$484.94 - $564.15 $7.76K - $9.03K
16 $7.79M
XLK
Technology Sector Spdr

ETFs
25
New
$250.97 - $282.66 $6.27K - $7.07K
25 $7.05M
WMT
Walmart Inc.

Consumer Defensive
68
New
$94.4 - $104.27 $6.42K - $7.09K
68 $7.01M
HOLX
Hologic Inc

Healthcare
100
New
$63.26 - $68.98 $6.33K - $6.9K
100 $6.75M
GWW
W.W. Grainger, Inc.

Industrials
7
New
$932.44 - $1059.49 $6.53K - $7.42K
7 $6.67M
CRSP
Crispr Therapeutics Ag

Healthcare
98
New
$48.51 - $68.14 $4.75K - $6.68K
98 $6.35M
LLY
Eli Lilly & CO

Healthcare
6
New
$625.65 - $812.69 $3.75K - $4.88K
6 $4.58M
MRK
Merck & Co., Inc.

Healthcare
50
New
$77.6 - $87.37 $3.88K - $4.37K
50 $4.2M
AMT
American Tower Corp

Real Estate
18
New
$192.32 - $232.35 $3.46K - $4.18K
18 $3.46M
AMZN
Amazon Com Inc

Consumer Cyclical
15
New
$211.65 - $238.24 $3.17K - $3.57K
15 $3.29M
GM
General Motors CO

Consumer Cyclical
41
New
$48.89 - $61.24 $2K - $2.51K
41 $2.5M
NVO
Novo Nordisk A S

Healthcare
36
New
$45.38 - $71.7 $1.63K - $2.58K
36 $2M
JNJ
Johnson & Johnson

Healthcare
10
New
$155.17 - $185.42 $1.55K - $1.85K
10 $1.85M
NUE
Nucor Corp

Basic Materials
9
New
$133.3 - $150.33 $1.2K - $1.35K
9 $1.22M
Activity Summary
Buys All Purchases 79 New Holdings 57 Increased Positions 22 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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