Advisors Capital Management, LLC Purchases in Q3 2025

Advisors Capital Management, LLC

  • $7.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.03M
New
$23.54 - $23.97 $71.2M - $72.5M
3.03M $72.4M
AAPL
Apple Inc.

Technology
15.3K
+ 1.61%
$202.38 - $256.87 $3.1M - $3.94M
970K $247M
NVDA
Nvidia Corp

Technology
31.6K
+ 2.68%
$153.3 - $186.58 $4.84M - $5.9M
1.21M $226M
ABBV
Abb Vie Inc.

Healthcare
23K
+ 3.89%
$184.85 - $231.54 $4.25M - $5.33M
614K $142M
GOOGL
Alphabet Inc.

Communication Services
2.82K
+ 0.68%
$174.36 - $254.72 $491K - $717K
417K $101M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.4M
New
N/A
1.4M $26.6M
CB
Chubb LTD

Financial Services
81.5K
+ 1905.75%
$265.99 - $289.59 $21.7M - $23.6M
85.7K $24.2M
C
Citigroup Inc

Financial Services
7.41K
+ 0.62%
$85.57 - $103.49 $634K - $767K
1.2M $122M
BX
Blackstone Inc.

Financial Services
12.4K
+ 1.55%
$152.77 - $188.68 $1.89M - $2.33M
812K $139M
JNJ
Johnson & Johnson

Healthcare
9.53K
+ 1.88%
$155.17 - $185.42 $1.48M - $1.77M
516K $95.7M
IVV
Ishares Core S&P 500 ETF

ETFs
13.3K
+ 8.41%
$620.67 - $670.08 $8.25M - $8.91M
171K $115M
VUG
Vanguard Growth ETF

ETFs
16.6K
+ 10.84%
$433.97 - $484.08 $7.22M - $8.05M
170K $81.6M
TJX
Tjx Companies Inc

Consumer Cyclical
16.9K
+ 3.22%
$121.35 - $144.54 $2.05M - $2.44M
540K $78.1M
PEP
Pepsico Inc

Consumer Defensive
84.7K
+ 48.11%
$133.81 - $152.16 $11.3M - $12.9M
261K $36.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.34K
+ 0.58%
$224.68 - $282.71 $300K - $378K
233K $65.1M
JPM
Jpmorgan Chase & CO

Financial Services
3.5K
+ 0.83%
$282.78 - $316.06 $990K - $1.11M
426K $135M
CVX
Chevron Corp

Energy
31K
+ 5.47%
$145.57 - $161.83 $4.51M - $5.01M
597K $92.6M
PLTR
Palantir Technologies Inc.

Technology
51.1K
+ 357.07%
$130.68 - $186.97 $6.68M - $9.56M
65.4K $11.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.4K
+ 1.22%
$404.94 - $499.99 $567K - $700K
117K $56.5M
PFE
Pfizer Inc

Healthcare
261K
+ 12.12%
$23.29 - $25.88 $6.07M - $6.75M
2.41M $61.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.37K
+ 1.82%
$163.62 - $210.2 $715K - $919K
244K $47.7M
VTV
Vanguard Value ETF

ETFs
24.4K
+ 7.91%
$175.51 - $186.57 $4.29M - $4.56M
334K $62.2M
CAT
Caterpillar Inc

Industrials
1.19K
+ 1.56%
$390.92 - $477.15 $464K - $566K
77.1K $36.8M
WPC
W. P. Carey Inc.

Real Estate
39K
+ 4.45%
$61.29 - $68.7 $2.39M - $2.68M
915K $61.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
45.6K
+ 8.26%
$74.93 - $80.73 $3.42M - $3.68M
598K $48.3M
HD
Home Depot, Inc.

Consumer Cyclical
3.4K
+ 2.41%
$357.4 - $423.42 $1.22M - $1.44M
145K $58.6M
MO
Altria Group, Inc.

Consumer Defensive
52.2K
+ 12.2%
$57.75 - $67.68 $3.02M - $3.54M
480K $31.7M
AGNC
Agnc Investment Corp.

Real Estate
591K
+ 54.22%
$9.2 - $10.37 $5.44M - $6.13M
1.68M $16.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.92K
+ 2.44%
$116.14 - $168.56 $339K - $493K
122K $20.6M
OHI
Omega Healthcare Investors Inc

Real Estate
31.2K
+ 3.52%
$36.29 - $43.34 $1.13M - $1.35M
918K $38.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.45K
+ 3.84%
$459.11 - $506.91 $2.96M - $3.27M
174K $87.7M
TSLA
Tesla, Inc.

Consumer Cyclical
6.97K
+ 30.94%
$293.94 - $444.72 $2.05M - $3.1M
29.5K $13.1M
VZ
Verizon Communications Inc

Communication Services
117K
+ 16.03%
$40.84 - $45.06 $4.76M - $5.25M
844K $37.1M
DUK
Duke Energy Corp

Utilities
21K
+ 4.04%
$116.31 - $125.93 $2.45M - $2.65M
542K $67.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
135K
+ 31.87%
$28.92 - $32.19 $3.9M - $4.34M
558K $17.8M
OKE
Oneok Inc

Energy
145K
+ 23.62%
$71.36 - $83.47 $10.4M - $12.1M
759K $55.4M
META
Meta Platforms, Inc.

Communication Services
6.99K
+ 16.71%
$695.21 - $791.73 $4.86M - $5.53M
48.8K $35.9M
SPYG
Spdr Portfolio

ETFs
35.2K
+ 27.03%
$94.33 - $105.31 $3.32M - $3.71M
165K $17.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
30.8K
+ 31.48%
$108.08 - $121.73 $3.33M - $3.75M
129K $15.5M
MCD
Mcdonalds Corp

Consumer Cyclical
8.26K
+ 4.32%
$291.67 - $316.99 $2.41M - $2.62M
200K $60.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
3.59K
+ 2.15%
$127.59 - $152.81 $458K - $548K
171K $26M
MDT
Medtronic PLC

Healthcare
12.4K
+ 2.93%
$87.67 - $95.74 $1.09M - $1.19M
435K $41.5M
WMS
Advanced Drainage Systems, Inc.

Industrials
32K
New
$110.89 - $148.5 $3.55M - $4.75M
32K $4.44M
APP
App Lovin Corp

Technology
122
+ 1.04%
$335.1 - $718.54 $40.9K - $87.7K
11.8K $8.51M
QCOM
Qualcomm Inc

Technology
7.27K
+ 1.68%
$145.84 - $173.55 $1.06M - $1.26M
441K $73.3M
LMT
Lockheed Martin Corp

Industrials
2.46K
+ 2.97%
$410.74 - $499.21 $1.01M - $1.23M
85.3K $42.6M
SJM
J M Smucker CO

Consumer Defensive
12.7K
+ 4.7%
$102.24 - $113.2 $1.3M - $1.44M
283K $30.7M
NFLX
Netflix Inc

Communication Services
4.54K
+ 49.14%
$1147.87 - $1297.18 $5.21M - $5.89M
13.8K $16.5M
LNC
Lincoln National Corp

Financial Services
18.7K
+ 3.39%
$33.37 - $43.29 $624K - $809K
569K $23M
Activity Summary
Buys All Purchases 376 New Holdings 41 Increased Positions 335 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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