Hicks Capital Management LLC Purchases and Sells in Q3 2025

Hicks Capital Management LLC

$61.2 Billion
Q3 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	1 + 0.0%	$108.97 - $121.65 $109 - $122	20.3K $2.45B
PVAL	1.75K + 5.85%	$39.93 - $42.72 $69.8K - $74.6K	31.6K $1.35B
J P MORGAN EXCHANGE TRADED F	434 + 2.93%	N/A	15.2K $990M
TBLD	1K + 8.43%	$19.19 - $20.37 $19.2K - $20.4K	12.9K $256M
SPLV	4 + 0.04%	$72.01 - $74.44 $288 - $298	10.7K $788M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	226K New	$45.26 - $46.63 $10.2M - $10.6M	226K $10.5B
FIDELITY COVINGTON TRUST	243K New	N/A	243K $8.58B
VYM	19.1K New	$132.9 - $142.03 $2.54M - $2.71M	19.1K $2.69B
FGRO	89.3K New	N/A	89.3K $2.63B
FBCG	41.7K New	$47.75 - $54.24 $1.99M - $2.26M	41.7K $2.24B
FSMD	25.3K New	$41.29 - $44.71 $1.05M - $1.13M	25.3K $1.12B

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-1.29K - 6.2%	$50.47 - $50.74 $65K - $65.4K	19.5K $988M
IEFA	-1.48K - 8.03%	$81.7 - $87.53 $121K - $130K	17K $1.48B
COWZ	-980 - 6.67%	$55.15 - $58.11 $54K - $56.9K	13.7K $789M
IJR	-1.95K - 7.36%	$108.46 - $120.63 $212K - $235K	24.6K $2.92B
DVY	-467 - 3.7%	$133.88 - $142.57 $62.5K - $66.6K	12.2K $1.73B
JPM	-665 - 4.33%	$282.78 - $316.06 $188K - $210K	14.7K $4.63B

Activity Summary All Purchases 17 New Holdings 12 Increased Positions 5 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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