Court Place Advisors, LLC Purchases in Q3 2025

Court Place Advisors, LLC

  • $330 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.04%
$174.36 - $254.72 $1.39K - $2.04K
18.5K $4.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 1.54%
$459.11 - $506.91 $230K - $253K
32.9K $16.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20
+ 0.06%
$195.29 - $223.85 $3.91K - $4.48K
30.8K $6.85M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.01%
$121.35 - $144.54 $121 - $145
17.6K $2.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
405
New
$617.65 - $666.84 $250K - $270K
405 $269K
GOOG
Alphabet Inc.

Communication Services
980
New
$175.16 - $255.24 $172K - $250K
980 $238K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.4K
New
$82.29 - $90.77 $197K - $218K
2.4K $217K
WELL
Welltower Inc.

Real Estate
1.22K
New
$150.71 - $178.14 $184K - $217K
1.22K $217K
IVV
Ishares Core S&P 500 ETF

ETFs
314
New
$620.67 - $670.08 $195K - $210K
314 $210K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.97K
New
$93.41 - $104.11 $184K - $205K
1.97K $202K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.04%
$118.16 - $123.66 $591 - $618
12.5K $1.53M
XLF
Financial Sector Spdr

ETFs
6
+ 0.01%
$51.37 - $54.25 $308 - $326
41.7K $2.25M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.25%
$410.74 - $499.21 $821 - $998
811 $404K
TFC
Truist Financial Corp

Financial Services
200
+ 3.44%
$42.83 - $47.07 $8.57K - $9.41K
6.02K $275K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$129.01 - $139.72 $129 - $140
3.99K $554K
O
Realty Income Corp

Real Estate
9
+ 0.21%
$56.13 - $60.79 $505 - $547
4.31K $262K
PAYC
Paycom Software, Inc.

Technology
550
+ 12.66%
$208.14 - $238.8 $114K - $131K
4.9K $1.02M
KR
Kroger CO

Consumer Defensive
6
+ 0.12%
$64.52 - $74.35 $387 - $446
5.01K $337K
V
Visa Inc.

Financial Services
3
+ 0.08%
$332.09 - $358.86 $996 - $1.08K
3.96K $1.35M
ADBE
Adobe Inc.

Technology
60
+ 1.11%
$333.65 - $392.1 $20K - $23.5K
5.49K $1.94M
ISRG
Intuitive Surgical Inc

Healthcare
485
+ 9.7%
$433.66 - $544.47 $210K - $264K
5.49K $2.45M
Activity Summary
Buys All Purchases 22 New Holdings 6 Increased Positions 16 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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