Ascent Wealth Partners, LLC Sells in Q3 2025

Ascent Wealth Partners, LLC

  • $848 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-18
- 0.31%
$145.57 - $161.83 $2.62K - $2.91K
5.87K $911K
NVS
Novartis Ag

Healthcare
-368
- 2.3%
$113.5 - $129.73 $41.8K - $47.7K
15.6K $2.01M
GE
General Electric CO

Industrials
-56
- 2.74%
$244.75 - $305.63 $13.7K - $17.1K
1.99K $597K
IWD
Ishares Russell 1000 Val ETF

ETFs
-299
- 2.07%
$192.76 - $203.86 $57.6K - $61K
14.2K $2.88M
JNJ
Johnson & Johnson

Healthcare
-46
- 1.59%
$155.17 - $185.42 $7.14K - $8.53K
2.84K $526K
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 0.73%
$291.67 - $316.99 $24.5K - $26.6K
11.5K $3.48M
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.03%
$237.77 - $353.61 $238 - $354
3.32K $1.15M
APH
Amphenol Corp

Technology
-260
- 4.49%
$97.39 - $125.4 $25.3K - $32.6K
5.54K $684K
D
Dominion Energy, Inc

Utilities
-150
- 0.49%
$56.32 - $62.1 $8.45K - $9.32K
30.3K $1.86M
LOW
Lowes Companies Inc

Consumer Cyclical
-59
- 1.1%
$215.01 - $273.02 $12.7K - $16.1K
5.32K $1.34M
LNT
Alliant Energy Corp

Utilities
-324
- 1.25%
$60.76 - $67.41 $19.7K - $21.8K
25.7K $1.73M
QCOM
Qualcomm Inc

Technology
-402
- 1.03%
$145.84 - $173.55 $58.6K - $69.8K
38.5K $6.4M
VEA
Vanguard Ftse Developed Market

ETFs
-44
- 0.05%
$56.02 - $60.3 $2.46K - $2.65K
92.1K $5.52M
ITW
Illinois Tool Works Inc

Industrials
-66
- 0.24%
$252.31 - $269.41 $16.7K - $17.8K
27.3K $7.11M
PPL
Ppl Corp

Utilities
-96
- 0.09%
$33.54 - $37.24 $3.22K - $3.58K
110K $4.09M
GOOG
Alphabet Inc.

Communication Services
-68
- 1.2%
$175.16 - $255.24 $11.9K - $17.4K
5.62K $1.37M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-766
- 0.32%
$43.95 - $45.8 $33.7K - $35.1K
242K $11.1M
BK
Bank Of New York Mellon Corp

Financial Services
-613
- 2.33%
$90.65 - $109.75 $55.6K - $67.3K
25.7K $2.81M
IWV
Ishares Russell 3000 ETF

ETFs
-29
- 0.18%
$351.04 - $379.81 $10.2K - $11K
15.8K $5.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.64K
- 2.71%
$108.97 - $121.65 $178K - $199K
58.8K $7.09M
NOC
Northrop Grumman Corp

Industrials
-51
- 1.05%
$498.9 - $609.32 $25.4K - $31.1K
4.8K $2.92M
WMT
Walmart Inc.

Consumer Defensive
-424
- 0.34%
$94.4 - $104.27 $40K - $44.2K
125K $12.9M
SHOP
Shopify Inc.

Technology
-193
- 0.98%
$112.11 - $157.12 $21.6K - $30.3K
19.4K $2.89M
TJX
Tjx Companies Inc

Consumer Cyclical
-635
- 1.62%
$121.35 - $144.54 $77.1K - $91.8K
38.6K $5.58M
MSFT
Microsoft Corp

Technology
-228
- 0.48%
$491.09 - $535.64 $112K - $122K
47.7K $24.7M
HD
Home Depot, Inc.

Consumer Cyclical
-174
- 0.65%
$357.4 - $423.42 $62.2K - $73.7K
26.5K $10.7M
RTX
Raytheon Technologies Corp

Industrials
-1.02K
- 1.58%
$144.19 - $167.33 $147K - $171K
63.4K $10.6M
JPM
Jpmorgan Chase & CO

Financial Services
-196
- 0.39%
$282.78 - $316.06 $55.4K - $61.9K
50.1K $15.8M
CAT
Caterpillar Inc

Industrials
-112
- 0.69%
$390.92 - $477.15 $43.8K - $53.4K
16K $7.64M
NVDA
Nvidia Corp

Technology
-823
- 1.29%
$153.3 - $186.58 $126K - $154K
62.8K $11.7M
CMI
Cummins Inc

Industrials
-132
- 0.71%
$327.85 - $426.39 $43.3K - $56.3K
18.3K $7.75M
ABBV
Abb Vie Inc.

Healthcare
-759
- 1.26%
$184.85 - $231.54 $140K - $176K
59.5K $13.8M
GOOGL
Alphabet Inc.

Communication Services
-277
- 0.35%
$174.36 - $254.72 $48.3K - $70.6K
78.1K $19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.55K
- 0.96%
$420.11 - $472.68 $652K - $734K
160K $75.1M
AAPL
Apple Inc.

Technology
-686
- 0.45%
$202.38 - $256.87 $139K - $176K
153K $38.9M
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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