Asset Dedication, LLC Purchases in Q3 2025

Asset Dedication, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
4.09K
+ 192.16%
N/A
6.22K $0
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
1
+ 0.26%
$38.77 - $40.83 $38.8 - $40.8
384 $15K
Grayscale Ethereum Mini Tr E
18
+ 0.7%
N/A
2.6K $0
Tko Group Holdings Inc
15
+ 35.71%
N/A
57 $0
Grayscale Ethereum Trust ETF
125
+ 3.37%
N/A
3.83K $0
HE
Hawaiian Electric Industries Inc

Utilities
40
New
$10.46 - $12.96 $418 - $518
40 $0
Te Connectivity PLC
82
+ 13.16%
N/A
705 $0
HEIA
Heico Crp Cl A
35
+ 27.13%
N/A
164 $0
Fidelity Covington Trust
1
+ 1.06%
N/A
95 $0
PODD
Insulet Corp

Healthcare
1
+ 3.85%
$277.3 - $352.82 $277 - $353
27 $8K
Ferguson Enterprises Inc
31
New
N/A
31 $0
Brookfield Corp
65
New
N/A
65 $0
Coreweave Inc
11
New
N/A
11 $0
Cohen & Steers Infrastructur
562
New
N/A
562 $0
ED
Consolidated Edison Inc

Utilities
2
+ 0.07%
$95.57 - $105.36 $191 - $211
3.04K $305K
Aptiv PLC
60
New
N/A
60 $0
CRH.L
Crh PLC

Basic Materials
64
New
N/A
64 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
3K
+ 3.74%
N/A
83.1K $0
Dimensional ETF Trust
1.4K
+ 329.65%
N/A
1.83K $0
American Centy ETF Tr
67
+ 109.84%
N/A
128 $0
Dimensional ETF Trust
57
+ 0.4%
N/A
14.4K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.43K
+ 5.45%
N/A
85.7K $0
WSO
Watsco Inc

Industrials
2
New
$381.94 - $489.97 $764 - $980
2 $0
Dimensional ETF Trust
309
New
N/A
309 $0
Invesco Exch Trd Slf Idx Fd
4.22K
+ 26.83%
N/A
19.9K $0
Rb Global Inc
1K
+ 401.61%
N/A
1.25K $0
Ishares Tr
503
+ 97.29%
N/A
1.02K $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5
+ 0.07%
N/A
7.53K $178K
IAT
Ishares Tr

ETFs
1
+ 0.67%
$48.92 - $54.5 $48.9 - $54.5
151 $7K
Liberty Media Corp Del
28
+ 700.0%
N/A
32 $0
STCE
Schwab Strategic Tr Crypto The
50
New
N/A
50 $0
Liberty Media Corp Del
10
+ 21.28%
N/A
57 $0
MGF
Mfs Government Markets Income Trust

Financial Services
31
New
$3.04 - $3.12 $94.2 - $96.7
31 $0
OXYWS
Occidental Pete Corp Wt Exp 08
133
+ 4433.33%
N/A
136 $0
OGN
Organon & Co.

Healthcare
17
+ 7.23%
$8.4 - $10.85 $143 - $184
252 $2K
SCHO
Schwab Short Term Us Treasury

ETFs
1
+ 0.59%
$24.23 - $24.42 $24.2 - $24.4
170 $4K
Paramount Skydance Corp
25
New
N/A
25 $0
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3
New
$26.92 - $28.6 $80.8 - $85.8
3 $0
QS
Quantum Scape Corp

Consumer Cyclical
10
New
$6.36 - $14.64 $63.6 - $146
10 $0
Ishares Tr
501
+ 39.39%
N/A
1.77K $0
Invesco Exch Trd Slf Idx Fd
24.6K
+ 19.16%
N/A
153K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
450
New
N/A
450 $0
Sol Strategies Inc
1
New
N/A
1 $0
Invesco Exch Trd Slf Idx Fd
3.97K
+ 12.27%
N/A
36.3K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
40K
+ 20.93%
N/A
231K $0
Ishares Bitcoin Trust ETF
1.31K
+ 8.65%
N/A
16.4K $0
Invesco Exch Trd Slf Idx Fd
23K
+ 110.78%
N/A
43.7K $0
SWKS
Skyworks Solutions, Inc.

Technology
0
New
$67.52 - $82.97 $0 - $0
0 $0
Invesco Exch Trd Slf Idx Fd
4.43K
+ 15.61%
N/A
32.8K $0
Activity Summary
Buys All Purchases 322 New Holdings 80 Increased Positions 242 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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