Third View Private Wealth, LLC New Holdings in Q4 2025

Third View Private Wealth, LLC

  • $743 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.16K
New
$84.91 - $90.88 $353K - $378K
4.16K $378M
INTU
Intuit Inc

Technology
570
New
$641.79 - $683.39 $366K - $390K
570 $378M
PCOR
Procore Technologies, Inc.

Technology
5.18K
New
$69.59 - $79.6 $360K - $412K
5.18K $377M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
7.25K
New
$50.68 - $58.29 $367K - $423K
7.25K $374M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.73K
New
$42.66 - $43.29 $372K - $378K
8.73K $374M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.92K
New
$90.99 - $95.91 $357K - $376K
3.92K $369M
WFC
Wells Fargo & Company

Financial Services
3.85K
New
$77.62 - $87.3 $299K - $336K
3.85K $359M
GM
General Motors CO

Consumer Cyclical
4.41K
New
$55.35 - $71.89 $244K - $317K
4.41K $358M
CDNS
Cadence Design Systems Inc

Technology
1.14K
New
$314.93 - $353.36 $360K - $404K
1.14K $357M
WRB
Berkley W R Corp

Financial Services
5.04K
New
$71.34 - $78.46 $360K - $396K
5.04K $354M
FIBK
First Interstate Bancsystem Inc

Financial Services
10K
New
$29.31 - $32.49 $294K - $326K
10K $348M
GS
Goldman Sachs Group Inc

Financial Services
394
New
$744.6 - $838.97 $293K - $331K
394 $346M
CTRA
Coterra Energy Inc.

Energy
13.1K
New
$22.58 - $26.79 $295K - $351K
13.1K $344M
RPM
Rpm International Inc

Basic Materials
3.29K
New
$105.88 - $117.19 $348K - $386K
3.29K $342M
Ats Corporation
12.3K
New
N/A
12.3K $338M
AMAT
Applied Materials Inc

Technology
1.31K
New
$209.95 - $240.89 $275K - $316K
1.31K $337M
VRSK
Verisk Analytics, Inc.

Industrials
1.51K
New
$208.0 - $249.55 $313K - $376K
1.51K $337M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.76K
New
$87.0 - $90.6 $327K - $341K
3.76K $336M
ATEC
Alphatec Holdings, Inc.

Healthcare
15.9K
New
$13.14 - $20.75 $209K - $330K
15.9K $335M
SPGI
S&P Global Inc.

Financial Services
640
New
$472.05 - $502.96 $302K - $322K
640 $334M
MDT
Medtronic PLC

Healthcare
3.46K
New
$90.06 - $98.43 $312K - $341K
3.46K $333M
TOTB.DE
Total Energies Se

Energy
5.07K
New
N/A
5.07K $332M
ASML
Asml Holding Nv

Technology
310
New
$936.19 - $1075.45 $290K - $333K
310 $332M
AWK
American Water Works Company, Inc.

Utilities
2.54K
New
$125.97 - $145.43 $320K - $369K
2.54K $331M
GKOS
Glaukos Corp

Healthcare
2.83K
New
$74.67 - $92.61 $211K - $262K
2.83K $320M
LOW
Lowes Companies Inc

Consumer Cyclical
1.32K
New
$225.0 - $247.99 $298K - $328K
1.32K $319M
MCHP
Microchip Technology Inc

Technology
4.99K
New
$53.48 - $67.52 $267K - $337K
4.99K $318M
VZ
Verizon Communications Inc

Communication Services
7.81K
New
$38.4 - $43.83 $300K - $342K
7.81K $318M
GTLB
Gitlab Inc.

Technology
8.19K
New
$43.65 - $51.04 $357K - $418K
8.19K $307M
EXPO
Exponent Inc

Industrials
4.41K
New
$65.27 - $73.66 $288K - $325K
4.41K $306M
MU
Micron Technology Inc

Technology
1.05K
New
$181.6 - $253.3 $191K - $266K
1.05K $300M
TOST
Toast, Inc.

Technology
8.44K
New
$34.39 - $39.02 $290K - $329K
8.44K $300M
SPTL
Spdr Portfolio Long Term Treas

ETFs
11K
New
$26.76 - $27.67 $294K - $304K
11K $291M
ARHS
Arhaus, Inc.

Consumer Cyclical
25.8K
New
$9.03 - $11.03 $233K - $285K
25.8K $290M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.46K
New
$83.45 - $84.82 $289K - $293K
3.46K $290M
IYW
Ishares Dj Us Tech ETF

ETFs
1.42K
New
$192.8 - $211.27 $274K - $300K
1.42K $283M
AMSF
Amerisafe Inc

Financial Services
7.3K
New
N/A
7.3K $281M
FROG
J Frog LTD

Technology
4.43K
New
$46.01 - $64.32 $204K - $285K
4.43K $277M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.18K
New
$120.73 - $128.98 $263K - $281K
2.18K $276M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.64K
New
$55.75 - $58.83 $259K - $273K
4.64K $276M
OSK
Oshkosh Corp

Industrials
2.17K
New
$120.42 - $139.9 $262K - $304K
2.17K $273M
NEE
Nextera Energy Inc

Utilities
3.36K
New
$78.18 - $86.03 $262K - $289K
3.36K $269M
HLIO
Helios Technologies, Inc.

Industrials
5.03K
New
$47.11 - $57.54 $237K - $289K
5.03K $269M
BL
Blackline, Inc.

Technology
4.77K
New
$49.09 - $57.26 $234K - $273K
4.77K $264M
PLD
Prologis, Inc.

Real Estate
2K
New
$111.23 - $127.18 $222K - $254K
2K $255M
Liberty Live Holdings Inc
2.91K
New
N/A
2.91K $242M
AZZ
Azz Inc

Industrials
2.22K
New
$97.64 - $109.1 $217K - $242K
2.22K $238M
GGG
Graco Inc

Industrials
2.89K
New
$80.15 - $84.86 $231K - $245K
2.89K $237M
HAYW
Hayward Holdings, Inc.

Industrials
15.3K
New
$14.83 - $17.22 $227K - $264K
15.3K $237M
Activity Summary
Buys All Purchases 269 New Holdings 269 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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