Asset Dedication, LLC Incresed Positions in Q3 2025

Asset Dedication, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Grayscale Ethereum Mini Tr E
18
+ 0.7%
N/A
2.6K $0
Grayscale Ethereum Trust ETF
125
+ 3.37%
N/A
3.83K $0
HEIA
Heico Crp Cl A
35
+ 27.13%
N/A
164 $0
Ishares Tr
503
+ 97.29%
N/A
1.02K $0
PODD
Insulet Corp

Healthcare
1
+ 3.85%
$277.3 - $352.82 $277 - $353
27 $8K
Invesco Exch Trd Slf Idx Fd
4.22K
+ 26.83%
N/A
19.9K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
40K
+ 20.93%
N/A
231K $0
Invesco Exch Trd Slf Idx Fd
3.97K
+ 12.27%
N/A
36.3K $0
Invesco Exch Trd Slf Idx Fd
24.6K
+ 19.16%
N/A
153K $0
Invesco Exch Trd Slf Idx Fd
4.43K
+ 15.61%
N/A
32.8K $0
OGN
Organon & Co.

Healthcare
17
+ 7.23%
$8.4 - $10.85 $143 - $184
252 $2K
Dimensional ETF Trust
1.4K
+ 329.65%
N/A
1.83K $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5
+ 0.07%
N/A
7.53K $178K
Rb Global Inc
1K
+ 401.61%
N/A
1.25K $0
Dimensional ETF Trust
57
+ 0.4%
N/A
14.4K $0
Invesco Exch Trd Slf Idx Fd
23K
+ 110.78%
N/A
43.7K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.43K
+ 5.45%
N/A
85.7K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
3K
+ 3.74%
N/A
83.1K $0
SCHO
Schwab Short Term Us Treasury

ETFs
1
+ 0.59%
$24.23 - $24.42 $24.2 - $24.4
170 $4K
IBN
Icici Bank LTD

Financial Services
72
+ 7.06%
$30.23 - $34.41 $2.18K - $2.48K
1.09K $33K
ODFL
Old Dominion Freight Line, Inc.

Industrials
15
+ 12.71%
$138.59 - $171.12 $2.08K - $2.57K
133 $18K
ALC
Alcon Inc

Healthcare
37
+ 17.05%
$73.24 - $92.22 $2.71K - $3.41K
254 $18K
PINS
Pinterest, Inc.

Communication Services
12
+ 5.19%
$32.17 - $39.17 $386 - $470
243 $7K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 3.85%
$932.44 - $1059.49 $932 - $1.06K
27 $25K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.92%
$121.72 - $136.77 $852 - $957
766 $95K
WM
Waste Management Inc

Industrials
15
+ 1.91%
$213.88 - $237.1 $3.21K - $3.56K
802 $177K
HDB
Hdfc Bank LTD

Financial Services
283
+ 92.79%
$34.14 - $78.94 $9.66K - $22.3K
588 $20K
MSTR
Microstrategy Inc

Technology
5
+ 9.62%
$300.7 - $455.9 $1.5K - $2.28K
57 $18K
SPGI
S&P Global Inc.

Financial Services
6
+ 3.16%
$484.94 - $564.15 $2.91K - $3.38K
196 $95K
BRO
Brown & Brown, Inc.

Financial Services
35
+ 6.67%
$90.88 - $108.93 $3.18K - $3.81K
560 $52K
BSX
Boston Scientific Corp

Healthcare
22
+ 2.38%
$97.03 - $108.14 $2.13K - $2.38K
946 $92K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 6.91%
$366.54 - $479.53 $6.96K - $9.11K
294 $115K
CTSH
Cognizant Technology Solutions Corp

Technology
3
+ 0.44%
$66.67 - $80.98 $200 - $243
690 $46K
KR
Kroger CO

Consumer Defensive
2
+ 0.11%
$64.52 - $74.35 $129 - $149
1.82K $122K
PPG
Ppg Industries Inc

Basic Materials
32
+ 1.94%
$103.65 - $119.07 $3.32K - $3.81K
1.68K $176K
CRWD
Crowd Strike Holdings, Inc.

Technology
26
+ 1.85%
$412.46 - $514.1 $10.7K - $13.4K
1.44K $703K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.57%
$433.66 - $544.47 $3.47K - $4.36K
517 $231K
PGR
Progressive Corp

Financial Services
21
+ 0.36%
$238.61 - $264.3 $5.01K - $5.55K
5.85K $1.45M
KO
Coca Cola CO

Consumer Defensive
1.71K
+ 3.31%
$65.67 - $71.67 $112K - $122K
53.3K $3.54M
NOW
Service Now, Inc.

Technology
147
+ 5.08%
$850.86 - $1044.69 $125K - $154K
3.04K $2.8M
SAP
Sap Se

Technology
2
+ 0.04%
$252.42 - $311.93 $505 - $624
5.58K $1.49M
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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