American Trust Purchases in Q3 2025

American Trust

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
97K
+ 3483.01%
$433.97 - $484.08 $42.1M - $46.9M
99.8K $47.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
478K
New
$49.09 - $50.58 $23.5M - $24.2M
478K $24.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
87.7K
+ 8.26%
$76.16 - $78.59 $6.68M - $6.89M
1.15M $89.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.67K
+ 10.88%
$546.99 - $602.2 $2.55M - $2.81M
47.6K $28.6M
VTV
Vanguard Value ETF

ETFs
24.2K
+ 247.9%
$175.51 - $186.57 $4.24M - $4.51M
33.9K $6.32M
GLDM
World Gold Trust

ETFs
55.8K
New
$64.73 - $76.45 $3.61M - $4.27M
55.8K $4.27M
AAPL
Apple Inc.

Technology
536
+ 0.75%
$202.38 - $256.87 $108K - $138K
71.7K $18.3M
VB
Vanguard Small Cap ETF

ETFs
291
+ 0.15%
$237.58 - $259.17 $69.1K - $75.4K
191K $48.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.67K
+ 1.11%
$62.09 - $66.51 $538K - $577K
791K $51.6M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
18K
+ 19.4%
$79.89 - $83.25 $1.44M - $1.5M
111K $9.19M
IEF
Ishares Barclays

ETFs
16.4K
New
$93.91 - $97.26 $1.54M - $1.59M
16.4K $1.58M
VEA
Vanguard Ftse Developed Market

ETFs
2.49K
+ 0.52%
$56.02 - $60.3 $139K - $150K
477K $28.6M
JNJ
Johnson & Johnson

Healthcare
807
+ 2.46%
$155.17 - $185.42 $125K - $150K
33.6K $6.24M
SCHX
Schwab Strategic Tr Us Large C

ETFs
39.4K
New
$24.46 - $26.5 $963K - $1.04M
39.4K $1.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.6K
+ 81.31%
$72.57 - $74.72 $987K - $1.02M
30.3K $2.25M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
12.1K
New
$79.58 - $83.45 $965K - $1.01M
12.1K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 0.2%
$282.78 - $316.06 $21.2K - $23.7K
37.3K $11.8M
IVV
Ishares Core S&P 500 ETF

ETFs
380
+ 3.72%
$620.67 - $670.08 $236K - $255K
10.6K $7.08M
AVGO
Broadcom Inc.

Technology
579
+ 6.03%
$264.74 - $369.57 $153K - $214K
10.2K $3.36M
IAU
Ishares Gold Trust

ETFs
676
+ 1.07%
$61.62 - $72.77 $41.7K - $49.2K
63.9K $4.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.7K
+ 140.43%
$26.38 - $27.95 $651K - $690K
42.3K $1.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 0.72%
$617.65 - $666.84 $55.6K - $60K
12.7K $8.43M
MPWR
Monolithic Power Systems Inc

Technology
585
+ 153.14%
$711.24 - $922.81 $416K - $540K
967 $890K
XLK
Technology Sector Spdr

ETFs
1.63K
+ 39.02%
$250.97 - $282.66 $410K - $461K
5.82K $1.64M
VNLA
Janus Henderson Short Duration

ETFs
11.6K
New
$48.99 - $49.29 $569K - $573K
11.6K $572K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.9K
New
$23.13 - $23.54 $529K - $538K
22.9K $536K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21K
New
$25.24 - $25.56 $530K - $536K
21K $535K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22K
New
$24.14 - $24.34 $530K - $534K
22K $534K
VGIT
Vanguard Intermediate Term Tre

ETFs
8.7K
New
$58.97 - $60.36 $513K - $525K
8.7K $522K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22K
New
N/A
22K $521K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.09K
+ 3.08%
$28.92 - $32.19 $118K - $132K
137K $4.37M
W
Wayfair Inc.

Consumer Cyclical
5.37K
New
$51.99 - $90.17 $279K - $484K
5.37K $479K
SPYG
Spdr Portfolio

ETFs
823
+ 1.96%
$94.33 - $105.31 $77.6K - $86.7K
42.7K $4.47M
VTI
Vanguard Total Stock Market Et

ETFs
281
+ 1.8%
$303.93 - $329.86 $85.4K - $92.7K
15.9K $5.23M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.5K
New
$93.41 - $104.11 $420K - $468K
4.5K $462K
FSTA
Fidelity Covington Tr Msci Con

ETFs
8.93K
New
$49.57 - $52.57 $443K - $470K
8.93K $445K
XOM
Exxon Mobil Corp

Energy
3.34K
+ 72.72%
$105.83 - $117.22 $353K - $391K
7.92K $893K
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 3.18%
$293.94 - $444.72 $25K - $37.8K
2.76K $1.23M
PEGA
Pegasystems Inc

Technology
6.52K
New
$49.75 - $60.39 $324K - $394K
6.52K $374K
IBDV
Ishares Tr

Technology
16.7K
New
$21.75 - $22.22 $363K - $371K
16.7K $369K
VZ
Verizon Communications Inc

Communication Services
8.38K
New
$40.84 - $45.06 $342K - $378K
8.38K $368K
TER
Teradyne, Inc

Technology
2.58K
New
$90.15 - $137.64 $233K - $356K
2.58K $355K
IDXX
Idexx Laboratories Inc

Healthcare
284
+ 17.15%
$514.61 - $682.78 $146K - $194K
1.94K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
1.45K
New
$216.09 - $242.18 $312K - $350K
1.45K $346K
LITE
Lumentum Holdings Inc.

Technology
2.12K
New
$90.44 - $171.5 $192K - $363K
2.12K $344K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.14K
+ 1.19%
$50.47 - $50.74 $310K - $312K
523K $26.6M
XLU
Utilities Sector Spdr

ETFs
3.71K
+ 146.56%
$81.14 - $87.32 $301K - $324K
6.24K $544K
URI
United Rentals, Inc.

Industrials
40
+ 2.98%
$774.14 - $975.23 $31K - $39K
1.38K $1.32M
PEP
Pepsico Inc

Consumer Defensive
534
+ 2.05%
$133.81 - $152.16 $71.5K - $81.3K
26.6K $3.74M
Activity Summary
Buys All Purchases 191 New Holdings 57 Increased Positions 134 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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