Basepoint Wealth LLC Incresed Positions in Q3 2025

Basepoint Wealth LLC

  • $141 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
611
+ 5.0%
$202.38 - $256.87 $124K - $157K
12.8K $3.27B
NVDA
Nvidia Corp

Technology
39
+ 0.26%
$153.3 - $186.58 $5.98K - $7.28K
15.3K $2.85B
GOOG
Alphabet Inc.

Communication Services
434
+ 8.91%
$175.16 - $255.24 $76K - $111K
5.31K $1.29B
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.32%
$184.85 - $231.54 $4.44K - $5.56K
7.41K $1.72B
RTX
Raytheon Technologies Corp

Industrials
382
+ 5.12%
$144.19 - $167.33 $55.1K - $63.9K
7.85K $1.31B
MSFT
Microsoft Corp

Technology
124
+ 3.31%
$491.09 - $535.64 $60.9K - $66.4K
3.87K $2.01B
LNT
Alliant Energy Corp

Utilities
127
+ 0.73%
$60.76 - $67.41 $7.72K - $8.56K
17.6K $1.19B
CAT
Caterpillar Inc

Industrials
13
+ 0.96%
$390.92 - $477.15 $5.08K - $6.2K
1.37K $655M
PEP
Pepsico Inc

Consumer Defensive
115
+ 0.95%
$133.81 - $152.16 $15.4K - $17.5K
12.2K $1.71B
GOOGL
Alphabet Inc.

Communication Services
64
+ 4.67%
$174.36 - $254.72 $11.2K - $16.3K
1.43K $348M
GE
General Electric CO

Industrials
3
+ 0.15%
$244.75 - $305.63 $734 - $917
2.04K $615M
FDL
First Tr Morningstar Dividend

ETFs
1.36K
+ 8.43%
$41.96 - $44.59 $57.2K - $60.8K
17.6K $762M
NEE
Nextera Energy Inc

Utilities
52
+ 0.41%
$69.77 - $77.54 $3.63K - $4.03K
12.6K $952M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
48
+ 0.26%
$62.09 - $66.51 $2.98K - $3.19K
18.2K $1.19B
MCK
Mckesson Corp

Healthcare
1
+ 0.09%
$659.01 - $772.54 $659 - $773
1.11K $856M
ISCG
Ishares Morningstar Small Cap

ETFs
7
+ 0.08%
$49.84 - $55.14 $349 - $386
8.35K $454M
PFG
Principal Financial Group Inc

Financial Services
66
+ 0.7%
$75.53 - $82.95 $4.98K - $5.47K
9.52K $789M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13
+ 0.09%
$28.92 - $32.19 $376 - $418
13.8K $439M
SCHX
Schwab Strategic Tr Us Large C

ETFs
52
+ 0.28%
$24.46 - $26.5 $1.27K - $1.38K
18.4K $486M
WPC
W. P. Carey Inc.

Real Estate
80
+ 1.44%
$61.29 - $68.7 $4.9K - $5.5K
5.63K $381M
AMAT
Applied Materials Inc

Technology
5
+ 0.33%
$156.25 - $204.95 $781 - $1.02K
1.52K $312M
WTBA
West Bancorporation Inc

Financial Services
467
+ 1.33%
$17.8 - $21.14 $8.31K - $9.87K
35.5K $721M
CVX
Chevron Corp

Energy
20
+ 0.8%
$145.57 - $161.83 $2.91K - $3.24K
2.53K $393M
XOM
Exxon Mobil Corp

Energy
15
+ 0.25%
$105.83 - $117.22 $1.59K - $1.76K
5.9K $665M
VZ
Verizon Communications Inc

Communication Services
208
+ 0.7%
$40.84 - $45.06 $8.49K - $9.37K
29.8K $1.31B
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 1.03%
$620.67 - $670.08 $3.1K - $3.35K
489 $327M
SCHV
Schwab Strategic Tr Us Large C

ETFs
80
+ 0.51%
$27.61 - $29.15 $2.21K - $2.33K
15.8K $459M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26
+ 0.5%
$68.24 - $73.73 $1.77K - $1.92K
5.23K $384M
AMZN
Amazon Com Inc

Consumer Cyclical
97
+ 3.69%
$211.65 - $238.24 $20.5K - $23.1K
2.73K $598M
VEU
Vanguard Ftse All World Ex Us

ETFs
13
+ 0.29%
$66.38 - $71.68 $863 - $932
4.52K $323M
CSX
Csx Corp

Industrials
11
+ 0.18%
$32.05 - $36.52 $353 - $402
6.23K $221M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.06%
$115.96 - $125.95 $116 - $126
1.76K $222M
PFE
Pfizer Inc

Healthcare
208
+ 2.33%
$23.29 - $25.88 $4.84K - $5.38K
9.15K $233M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4
+ 0.16%
$87.07 - $93.06 $348 - $372
2.58K $236M
FDX
Fedex Corp

Industrials
7
+ 0.56%
$217.1 - $243.2 $1.52K - $1.7K
1.26K $297M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
175
+ 1.54%
$9.4 - $10.36 $1.65K - $1.81K
11.6K $119M
STEW
Boulder Growth & Income Fund

Financial Services
114
+ 0.88%
$17.4 - $18.57 $1.98K - $2.12K
13.1K $238M
KTF
Dws Municipal Income Trust

Financial Services
93
+ 0.45%
$8.51 - $9.29 $791 - $864
20.9K $192M
HYD
Vaneck High Yield Muni ETF

ETFs
65
+ 1.15%
$48.85 - $50.94 $3.18K - $3.31K
5.73K $291M
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
167
+ 0.87%
$11.18 - $11.38 $1.87K - $1.9K
19.5K $223M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29
+ 0.94%
$97.75 - $100.75 $2.83K - $2.92K
3.12K $313M
DNP
Dnp Select Income Fund Inc

Financial Services
269
+ 2.08%
$9.65 - $10.02 $2.6K - $2.7K
13.2K $132M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17
+ 0.54%
$72.01 - $74.44 $1.22K - $1.27K
3.18K $234M
KO
Coca Cola CO

Consumer Defensive
21
+ 0.65%
$65.67 - $71.67 $1.38K - $1.51K
3.24K $215M
CARR
Carrier Global Corp

Industrials
505
+ 8.29%
$58.75 - $80.73 $29.7K - $40.8K
6.6K $394M
AMP
Ameriprise Financial Inc

Financial Services
7
+ 0.31%
$486.13 - $544.55 $3.4K - $3.81K
2.25K $1.1B
DE
Deere & CO

Industrials
13
+ 0.11%
$457.26 - $524.37 $5.94K - $6.82K
11.7K $5.34B
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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