Berkeley Capital Partners, LLC Purchases in Q3 2025

Berkeley Capital Partners, LLC

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
223
+ 0.92%
$105.83 - $117.22 $23.6K - $26.1K
24.5K $2.76M
VCR
Vanguard Consumer Discretionar

ETFs
48
+ 1.35%
$359.61 - $401.35 $17.3K - $19.3K
3.6K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
4.29K
+ 8.75%
$43.31 - $48.98 $186K - $210K
53.4K $2.41M
PLTR
Palantir Technologies Inc.

Technology
320
+ 20.15%
$130.68 - $186.97 $41.8K - $59.8K
1.91K $348K
PNC
Pnc Financial Services Group, Inc.

Financial Services
235
+ 4.44%
$185.88 - $207.44 $43.7K - $48.7K
5.52K $1.11M
VB
Vanguard Small Cap ETF

ETFs
62
+ 1.04%
$237.58 - $259.17 $14.7K - $16.1K
6.05K $1.54M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.87K
+ 3.06%
$30.67 - $32.13 $57.4K - $60.1K
63K $1.99M
RTX
Raytheon Technologies Corp

Industrials
99
+ 2.29%
$144.19 - $167.33 $14.3K - $16.6K
4.42K $738K
IAU
Ishares Gold Trust

ETFs
206
+ 2.37%
$61.62 - $72.77 $12.7K - $15K
8.88K $646K
VZ
Verizon Communications Inc

Communication Services
1.48K
+ 2.56%
$40.84 - $45.06 $60.3K - $66.5K
59.2K $2.6M
AFL
Aflac Inc

Financial Services
99
+ 0.86%
$98.09 - $111.7 $9.71K - $11.1K
11.7K $1.3M
PCAR
Paccar Inc

Industrials
296
+ 2.07%
$92.91 - $102.86 $27.5K - $30.4K
14.6K $1.44M
SGOL
Abrdn Gold ETF Trust

ETFs
314
+ 2.6%
$31.18 - $36.81 $9.79K - $11.6K
12.4K $455K
AMD
Advanced Micro Devices Inc

Technology
101
+ 4.88%
$134.8 - $184.42 $13.6K - $18.6K
2.17K $350K
PEP
Pepsico Inc

Consumer Defensive
82
+ 1.57%
$133.81 - $152.16 $11K - $12.5K
5.31K $746K
BX
Blackstone Inc.

Financial Services
147
+ 10.86%
$152.77 - $188.68 $22.5K - $27.7K
1.5K $256K
MS
Morgan Stanley

Financial Services
27
+ 1.05%
$139.09 - $161.16 $3.76K - $4.35K
2.59K $412K
ASML
Asml Holding Nv

Technology
2
+ 0.72%
$689.63 - $968.09 $1.38K - $1.94K
278 $269K
MRVL
Marvell Technology, Inc.

Technology
294
+ 9.27%
$62.31 - $84.07 $18.3K - $24.7K
3.47K $291K
BA
Boeing CO

Industrials
158
+ 9.97%
$209.79 - $237.38 $33.1K - $37.5K
1.74K $375K
VICI
Vici Properties Inc.

Real Estate
1.21K
+ 1.26%
$31.43 - $33.93 $37.9K - $41K
97.1K $3.17M
LQD
Ishares Iboxx $ Investment Gra

ETFs
38
+ 0.21%
$107.66 - $112.36 $4.09K - $4.27K
17.8K $1.99M
NEE
Nextera Energy Inc

Utilities
107
+ 2.44%
$69.77 - $77.54 $7.47K - $8.3K
4.5K $339K
WMT
Walmart Inc.

Consumer Defensive
31
+ 0.55%
$94.4 - $104.27 $2.93K - $3.23K
5.66K $582K
NVS
Novartis Ag

Healthcare
140
+ 7.27%
$113.5 - $129.73 $15.9K - $18.2K
2.07K $265K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
222
+ 1.14%
$78.96 - $80.04 $17.5K - $17.8K
19.6K $1.57M
UNP
Union Pacific Corp

Industrials
70
+ 6.52%
$214.91 - $237.16 $15K - $16.6K
1.14K $270K
CSCO
Cisco Systems, Inc.

Technology
788
+ 2.26%
$66.2 - $71.79 $52.2K - $56.6K
35.7K $2.44M
NKE
Nike, Inc.

Consumer Cyclical
631
+ 3.46%
$69.24 - $79.24 $43.7K - $50K
18.9K $1.32M
MA
Mastercard Inc

Financial Services
25
+ 3.58%
$550.18 - $598.96 $13.8K - $15K
724 $411K
GPN
Global Payments Inc

Industrials
18
+ 0.37%
$77.61 - $90.01 $1.4K - $1.62K
4.93K $409K
GILD
Gilead Sciences, Inc.

Healthcare
139
+ 7.38%
$108.22 - $120.47 $15K - $16.7K
2.02K $224K
F
Ford Motor CO

Consumer Cyclical
175
+ 1.62%
$10.82 - $12.09 $1.89K - $2.12K
11K $131K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
62
+ 1.0%
$97.75 - $100.75 $6.06K - $6.25K
6.24K $625K
VNQ
Vanguard Specialized Funds Van

ETFs
21
+ 0.53%
$88.47 - $93.24 $1.86K - $1.96K
3.98K $363K
LLY
Eli Lilly & CO

Healthcare
41
+ 3.31%
$625.65 - $812.69 $25.7K - $33.3K
1.28K $977K
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 8.19%
$412.46 - $514.1 $13.6K - $17K
436 $213K
SHEL
Shell PLC

Energy
2
+ 0.04%
$69.82 - $73.93 $140 - $148
5.44K $389K
HYG
Ishares Tr

ETFs
34
+ 0.83%
$79.85 - $81.32 $2.71K - $2.76K
4.15K $337K
Fidelity Wise Origin Bitcoin
2.32K
New
N/A
2.32K $0
Safehold Inc
21.2K
+ 16.04%
N/A
153K $0
PRU
Prudential Financial Inc

Financial Services
191
+ 3.49%
$100.68 - $109.89 $19.2K - $21K
5.67K $588K
Listed Fds Tr
3.19K
New
N/A
3.19K $0
Smurfit Westrock PLC
20.8K
New
N/A
20.8K $0
Tidal Trust I
8.97K
New
N/A
8.97K $0
Kenvue Inc
4.26K
+ 6.29%
N/A
72K $0
WM
Waste Management Inc

Industrials
29
+ 2.01%
$213.88 - $237.1 $6.2K - $6.88K
1.47K $325K
TT
Trane Technologies PLC

Industrials
1
+ 0.17%
$398.96 - $472.54 $399 - $473
599 $252K
CB
Chubb LTD

Financial Services
8
+ 0.5%
$265.99 - $289.59 $2.13K - $2.32K
1.62K $456K
Activity Summary
Buys All Purchases 115 New Holdings 22 Increased Positions 93 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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