Baker Boyer National Bank Incresed Positions in Q3 2025

Baker Boyer National Bank

  • $301 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
814
+ 4.52%
$202.38 - $256.87 $165K - $209K
18.8K $4.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.24K
+ 73.91%
$459.11 - $506.91 $568K - $628K
2.91K $1.46M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.62K
+ 1.35%
$45.26 - $46.63 $254K - $262K
423K $19.6M
DFAI
Dimensional ETF Tr

ETFs
699
+ 0.38%
$34.05 - $36.55 $23.8K - $25.5K
183K $6.66M
JNJ
Johnson & Johnson

Healthcare
76
+ 1.09%
$155.17 - $185.42 $11.8K - $14.1K
7.06K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
110
+ 3.09%
$567.77 - $614.76 $62.5K - $67.6K
3.67K $2.25M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
100
+ 0.12%
$32.63 - $36.64 $3.26K - $3.66K
82.9K $3.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
888
+ 2.59%
$63.41 - $69.69 $56.3K - $61.9K
35.1K $2.4M
WMT
Walmart Inc.

Consumer Defensive
1.79K
+ 79.27%
$94.4 - $104.27 $169K - $187K
4.05K $417K
GOOGL
Alphabet Inc.

Communication Services
100
+ 3.91%
$174.36 - $254.72 $17.4K - $25.5K
2.66K $646K
NVDA
Nvidia Corp

Technology
318
+ 11.61%
$153.3 - $186.58 $48.7K - $59.3K
3.06K $570K
CAT
Caterpillar Inc

Industrials
91
+ 9.09%
$390.92 - $477.15 $35.6K - $43.4K
1.09K $521K
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 3.84%
$357.4 - $423.42 $26.8K - $31.8K
2.03K $821K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
899
+ 3.72%
$42.62 - $46.98 $38.3K - $42.2K
25.1K $1.17M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
808
+ 2.85%
$27.26 - $30.88 $22K - $25K
29.2K $880K
ABBV
Abb Vie Inc.

Healthcare
89
+ 5.96%
$184.85 - $231.54 $16.5K - $20.6K
1.58K $366K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 1.8%
$291.67 - $316.99 $16K - $17.4K
3.1K $942K
MO
Altria Group, Inc.

Consumer Defensive
281
+ 7.44%
$57.75 - $67.68 $16.2K - $19K
4.06K $268K
XLK
Technology Sector Spdr

ETFs
27
+ 2.16%
$250.97 - $282.66 $6.78K - $7.63K
1.28K $360K
LOW
Lowes Companies Inc

Consumer Cyclical
63
+ 6.66%
$215.01 - $273.02 $13.5K - $17.2K
1.01K $253K
AMZN
Amazon Com Inc

Consumer Cyclical
180
+ 5.5%
$211.65 - $238.24 $38.1K - $42.9K
3.45K $757K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.26%
$237.77 - $353.61 $713 - $1.06K
1.14K $392K
AMD
Advanced Micro Devices Inc

Technology
7
+ 0.45%
$134.8 - $184.42 $944 - $1.29K
1.58K $255K
BA
Boeing CO

Industrials
65
+ 2.45%
$209.79 - $237.38 $13.6K - $15.4K
2.72K $585K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
589
+ 3.59%
$61.99 - $65.47 $36.5K - $38.6K
17K $1.1M
XOM
Exxon Mobil Corp

Energy
57
+ 1.25%
$105.83 - $117.22 $6.03K - $6.68K
4.63K $521K
TT
Trane Technologies PLC

Industrials
75
+ 16.09%
$398.96 - $472.54 $29.9K - $35.4K
541 $228K
V
Visa Inc.

Financial Services
107
+ 8.56%
$332.09 - $358.86 $35.5K - $38.4K
1.36K $463K
META
Meta Platforms, Inc.

Communication Services
25
+ 2.19%
$695.21 - $791.73 $17.4K - $19.8K
1.17K $858K
NKE
Nike, Inc.

Consumer Cyclical
282
+ 5.28%
$69.24 - $79.24 $19.5K - $22.3K
5.62K $391K
MA
Mastercard Inc

Financial Services
5
+ 0.46%
$550.18 - $598.96 $2.75K - $2.99K
1.09K $620K
ABT
Abbott Laboratories

Healthcare
73
+ 3.9%
$120.51 - $136.62 $8.8K - $9.97K
1.94K $260K
CSCO
Cisco Systems, Inc.

Technology
71
+ 2.26%
$66.2 - $71.79 $4.7K - $5.1K
3.22K $220K
ADBE
Adobe Inc.

Technology
49
+ 9.07%
$333.65 - $392.1 $16.3K - $19.2K
589 $207K
IBM
International Business Machines Corp

Technology
50
+ 2.68%
$234.77 - $292.47 $11.7K - $14.6K
1.92K $540K
CARR
Carrier Global Corp

Industrials
504
+ 16.22%
$58.75 - $80.73 $29.6K - $40.7K
3.61K $215K
SYK
Stryker Corp

Healthcare
25
+ 2.94%
$368.57 - $403.53 $9.21K - $10.1K
876 $323K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 1.64%
$150.47 - $161.22 $11.4K - $12.3K
4.72K $724K
HON
Honeywell International Inc

Industrials
10
+ 0.39%
$207.7 - $240.4 $2.08K - $2.4K
2.6K $546K
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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