American Trust Incresed Positions 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
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
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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
32.7K
+ 295.05%
$50.53 - $50.82 $1.65M - $1.66M
43.8K $2.22M
VEA
Vanguard Ftse Developed Market

ETFs
2.49K
+ 0.52%
$56.02 - $60.3 $139K - $150K
477K $28.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.6K
+ 81.31%
$72.57 - $74.72 $987K - $1.02M
30.3K $2.25M
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.09K
+ 3.08%
$28.92 - $32.19 $118K - $132K
137K $4.37M
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
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
IDXX
Idexx Laboratories Inc

Healthcare
284
+ 17.15%
$514.61 - $682.78 $146K - $194K
1.94K $1.24M
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
GE
General Electric CO

Industrials
839
+ 96.88%
$244.75 - $305.63 $205K - $256K
1.71K $512K
VGT
Vanguard Information Technolog

ETFs
96
+ 3.66%
$656.44 - $753.15 $63K - $72.3K
2.72K $2.03M
ASML
Asml Holding Nv

Technology
61
+ 4.64%
$689.63 - $968.09 $42.1K - $59.1K
1.38K $1.33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.46K
+ 12.22%
$27.61 - $29.15 $178K - $188K
59.3K $1.73M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.19K
+ 100.85%
$185.88 - $207.44 $222K - $247K
2.37K $477K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.85K
+ 41.64%
$21.69 - $23.34 $192K - $207K
30.1K $701K
BAC
Bank Of America Corp

Financial Services
3.14K
+ 39.56%
$44.92 - $52.42 $141K - $165K
11.1K $571K
MA
Mastercard Inc

Financial Services
207
+ 2.04%
$550.18 - $598.96 $114K - $124K
10.4K $5.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.1K
+ 73.33%
$39.8 - $42.86 $163K - $176K
9.7K $414K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.76K
+ 25.59%
$97.75 - $100.75 $172K - $177K
8.64K $865K
VOE
Vanguard Mid Cap Value Index F

ETFs
715
+ 12.79%
$164.63 - $174.58 $118K - $125K
6.31K $1.1M
AOM
Ishares Tr Core Moderate Alloc

ETFs
613
+ 0.62%
$45.4 - $47.61 $27.8K - $29.2K
98.7K $4.7M
MS
Morgan Stanley

Financial Services
770
+ 40.53%
$139.09 - $161.16 $107K - $124K
2.67K $424K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
126
+ 3.75%
$284.45 - $324.95 $35.8K - $40.9K
3.49K $1.12M
LOW
Lowes Companies Inc

Consumer Cyclical
507
+ 55.78%
$215.01 - $273.02 $109K - $138K
1.42K $355K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
346
+ 0.81%
$53.81 - $57.52 $18.6K - $19.9K
42.8K $2.46M
GS
Goldman Sachs Group Inc

Financial Services
135
+ 27.66%
$696.56 - $806.32 $94K - $109K
623 $496K
VBK
Vanguard Small Cap Growth ETF

ETFs
242
+ 7.01%
$276.51 - $305.12 $66.9K - $73.8K
3.69K $1.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
358
+ 3.35%
$121.46 - $130.92 $43.5K - $46.9K
11K $1.44M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.17K
+ 32.49%
$94.17 - $99.95 $110K - $117K
4.77K $476K
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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