Bell Bank Purchases in Q3 2025

Bell Bank

  • $2.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
47.3K
+ 3.35%
$175.51 - $186.57 $8.29M - $8.82M
1.46M $272M
IEFA
Ishares Tr

ETFs
75.8K
+ 2.25%
$81.7 - $87.53 $6.19M - $6.63M
3.44M $300M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
332K
+ 74.31%
$45.72 - $47.27 $15.2M - $15.7M
778K $36.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
55.7K
+ 3.68%
$52.12 - $55.33 $2.9M - $3.08M
1.57M $87M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.54K
+ 1.34%
$132.9 - $142.03 $1.27M - $1.35M
721K $102M
NVDA
Nvidia Corp

Technology
2.22K
+ 1.22%
$153.3 - $186.58 $340K - $413K
184K $34.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
89.4K
New
$50.53 - $50.82 $4.52M - $4.54M
89.4K $4.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31K
+ 5.85%
$97.75 - $100.75 $3.03M - $3.12M
561K $56.2M
GOOGL
Alphabet Inc.

Communication Services
974
+ 2.21%
$174.36 - $254.72 $170K - $248K
45.1K $11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.54K
+ 1.59%
$181.56 - $190.33 $824K - $864K
291K $55.1M
GOOG
Alphabet Inc.

Communication Services
1.16K
+ 3.09%
$175.16 - $255.24 $203K - $296K
38.7K $9.42M
CVX
Chevron Corp

Energy
6.04K
+ 8.03%
$145.57 - $161.83 $879K - $977K
81.3K $12.6M
RIO
Rio Tinto PLC

Basic Materials
3.05K
+ 1.71%
$57.66 - $66.01 $176K - $201K
182K $12M
MCD
Mcdonalds Corp

Consumer Cyclical
4.48K
+ 34.47%
$291.67 - $316.99 $1.31M - $1.42M
17.5K $5.31M
ORCL
Oracle Corp

Technology
4.35K
+ 132.43%
$218.96 - $328.33 $952K - $1.43M
7.63K $2.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 0.25%
$617.65 - $666.84 $40.1K - $43.3K
26.5K $17.7M
TRP
Tc Energy Corp

Energy
2.74K
+ 1.5%
$46.58 - $54.41 $128K - $149K
186K $10.1M
PFE
Pfizer Inc

Healthcare
23.1K
+ 5.33%
$23.29 - $25.88 $538K - $598K
457K $11.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.1K
+ 22.67%
$224.68 - $282.71 $471K - $593K
11.3K $3.17M
MSFT
Microsoft Corp

Technology
392
+ 1.02%
$491.09 - $535.64 $193K - $210K
38.9K $20.1M
XOM
Exxon Mobil Corp

Energy
3.5K
+ 3.79%
$105.83 - $117.22 $370K - $410K
95.6K $10.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.9K
+ 69.58%
$26.38 - $27.95 $735K - $779K
67.9K $1.85M
PEP
Pepsico Inc

Consumer Defensive
831
+ 1.28%
$133.81 - $152.16 $111K - $126K
65.9K $9.26M
VZ
Verizon Communications Inc

Communication Services
9.13K
+ 3.66%
$40.84 - $45.06 $373K - $411K
259K $11.4M
PALL
Abrdn Palladium ETF Trust

ETFs
5K
New
$99.79 - $117.24 $499K - $586K
5K $570K
DUK
Duke Energy Corp

Utilities
677
+ 0.86%
$116.31 - $125.93 $78.7K - $85.3K
79.3K $9.81M
CAG
Conagra Brands Inc.

Consumer Defensive
66.1K
+ 19.44%
$18.04 - $21.14 $1.19M - $1.4M
406K $7.44M
VGSH
Vanguard

ETFs
7.78K
+ 35.14%
$58.43 - $58.88 $455K - $458K
29.9K $1.76M
SO
Southern CO

Utilities
1.51K
+ 1.44%
$90.83 - $96.0 $137K - $145K
106K $10.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.29K
+ 44.21%
$39.8 - $42.86 $370K - $398K
30.3K $1.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.12K
New
$79.76 - $85.78 $408K - $439K
5.12K $433K
KMB
Kimberly Clark Corp

Consumer Defensive
5.17K
+ 10.68%
$121.72 - $136.77 $629K - $707K
53.5K $6.66M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.11K
+ 35.14%
$78.11 - $79.07 $399K - $404K
19.6K $1.55M
KHC
Kraft Heinz CO

Consumer Defensive
12K
+ 3.59%
$25.63 - $28.94 $307K - $347K
346K $9.01M
PLTR
Palantir Technologies Inc.

Technology
77
+ 1.02%
$130.68 - $186.97 $10.1K - $14.4K
7.65K $1.39M
GLD
Spdr Gold Trust

ETFs
780
+ 46.4%
$300.96 - $355.47 $235K - $277K
2.46K $874K
URI
United Rentals, Inc.

Industrials
371
New
$774.14 - $975.23 $287K - $362K
371 $354K
SYK
Stryker Corp

Healthcare
923
New
$368.57 - $403.53 $340K - $372K
923 $341K
SLV
I Shares Silver Trust

ETFs
6.17K
+ 96.68%
$32.73 - $42.5 $202K - $262K
12.6K $531K
SNPS
Synopsys Inc

Technology
535
New
$387.78 - $645.35 $207K - $345K
535 $263K
HD
Home Depot, Inc.

Consumer Cyclical
89
+ 1.52%
$357.4 - $423.42 $31.8K - $37.7K
5.95K $2.41M
CMI
Cummins Inc

Industrials
608
New
$327.85 - $426.39 $199K - $259K
608 $256K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.76K
+ 10.51%
$70.77 - $73.59 $195K - $203K
29K $2.13M
BWA
Borgwarner Inc

Consumer Cyclical
5.2K
New
$34.53 - $44.44 $180K - $231K
5.2K $228K
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 0.52%
$215.01 - $273.02 $8.17K - $10.4K
7.41K $1.86M
VMC
Vulcan Materials CO

Basic Materials
717
New
$260.62 - $307.62 $187K - $221K
717 $220K
TRV
Travelers Companies, Inc.

Financial Services
780
New
$250.62 - $279.43 $195K - $218K
780 $217K
AMAT
Applied Materials Inc

Technology
314
+ 4.78%
$156.25 - $204.95 $49.1K - $64.4K
6.88K $1.41M
GS
Goldman Sachs Group Inc

Financial Services
260
New
$696.56 - $806.32 $181K - $210K
260 $207K
Activity Summary
Buys All Purchases 95 New Holdings 13 Increased Positions 82 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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