Ellevest, Inc. Incresed Positions in Q3 2025

Ellevest, Inc.

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
56
+ 1.27%
$264.74 - $369.57 $14.8K - $20.7K
4.45K $1.47M
NAT
Nordic American Tankers LTD

Industrials
61.8K
+ 179.78%
N/A
96.2K $383K
GIS
General Mills Inc

Consumer Defensive
5.07K
+ 67.54%
$48.44 - $53.83 $246K - $273K
12.6K $634K
HSBC
Hsbc Holdings PLC

Financial Services
938
+ 5.47%
$60.27 - $70.98 $56.5K - $66.6K
18.1K $1.28M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.4K
+ 4.73%
$37.14 - $37.85 $200K - $204K
120K $4.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.04%
$617.65 - $666.84 $1.24K - $1.33K
4.8K $3.19M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.23K
+ 59.8%
$143.56 - $174.06 $177K - $214K
3.29K $537K
NEM
Newmont Corp

Basic Materials
18
+ 0.21%
$57.35 - $85.25 $1.03K - $1.53K
8.44K $711K
CNC
Centene Corp

Healthcare
8.18K
+ 202.78%
$25.21 - $56.65 $206K - $463K
12.2K $435K
PANW
Palo Alto Networks Inc

Technology
1.07K
+ 80.63%
$167.06 - $208.19 $179K - $223K
2.4K $488K
NMR
Nomura Holdings Inc

Financial Services
22.6K
+ 36.11%
$6.28 - $7.56 $142K - $171K
85.3K $620K
PCAR
Paccar Inc

Industrials
1.77K
+ 52.51%
$92.91 - $102.86 $164K - $182K
5.14K $505K
DDOG
Datadog, Inc.

Technology
1.1K
+ 34.45%
$124.52 - $155.15 $137K - $170K
4.28K $609K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
260
+ 30.55%
$534.91 - $598.71 $139K - $156K
1.11K $624K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
623
+ 1.49%
$62.09 - $66.51 $38.7K - $41.4K
42.3K $2.76M
UNH
Unitedhealth Group Inc

Healthcare
182
+ 5.52%
$237.77 - $353.61 $43.3K - $64.4K
3.48K $1.2M
BMY
Bristol Myers Squibb CO

Healthcare
3.77K
+ 73.87%
$43.31 - $48.98 $163K - $185K
8.88K $400K
EXPE
Expedia Group, Inc.

Consumer Cyclical
97
+ 3.1%
$171.01 - $228.24 $16.6K - $22.1K
3.23K $690K
LOW
Lowes Companies Inc

Consumer Cyclical
451
+ 27.82%
$215.01 - $273.02 $97K - $123K
2.07K $520K
WY
Weyerhaeuser CO

Real Estate
6.87K
+ 60.81%
$24.1 - $26.83 $166K - $184K
18.2K $450K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.93K
+ 11.63%
$14.53 - $17.13 $71.6K - $84.4K
47.3K $791K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
63
+ 0.43%
$108.46 - $120.63 $6.83K - $7.6K
14.7K $1.75M
DE
Deere & CO

Industrials
348
+ 79.63%
$457.26 - $524.37 $159K - $182K
785 $358K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.59K
+ 39.55%
$76.35 - $84.68 $121K - $134K
5.6K $429K
AMZN
Amazon Com Inc

Consumer Cyclical
511
+ 1.45%
$211.65 - $238.24 $108K - $122K
35.8K $7.86M
IWB
Ishares Tr Russell 1000 ETF

ETFs
70
+ 1.98%
$339.37 - $366.46 $23.8K - $25.7K
3.61K $1.32M
COF
Capital One Financial Corp

Financial Services
530
+ 18.21%
$207.29 - $229.74 $110K - $122K
3.44K $731K
MTB
M&T Bank Corp

Financial Services
454
+ 25.46%
$183.74 - $204.05 $83.4K - $92.6K
2.24K $442K
CAG
Conagra Brands Inc.

Consumer Defensive
6.5K
+ 62.45%
$18.04 - $21.14 $117K - $137K
16.9K $309K
TSCO
Tractor Supply CO

Consumer Cyclical
1.03K
+ 12.93%
$54.08 - $62.65 $55.7K - $64.5K
9K $511K
PLD
Prologis, Inc.

Real Estate
327
+ 5.83%
$104.08 - $115.35 $34K - $37.7K
5.94K $680K
REPX
Riley Exploration Permian, Inc.

Energy
2.89K
+ 21.75%
$25.25 - $30.06 $72.9K - $86.8K
16.2K $438K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.94K
+ 3.21%
$18.61 - $18.94 $73.2K - $74.5K
127K $2.38M
BSCV
Invesco ETF Self Indexed Fd Tr
3.97K
+ 3.94%
$16.39 - $16.83 $65.1K - $66.8K
105K $1.75M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.58K
+ 3.21%
$20.41 - $20.67 $73.1K - $74K
115K $2.37M
ECL
Ecolab Inc.

Basic Materials
166
+ 2.09%
$259.39 - $285.47 $43.1K - $47.4K
8.1K $2.22M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.74K
+ 3.22%
$19.61 - $19.79 $73.3K - $74K
120K $2.36M
VUG
Vanguard Growth ETF

ETFs
53
+ 4.06%
$433.97 - $484.08 $23K - $25.7K
1.36K $652K
BSCU
Invesco Exc Self Ind Tr

ETFs
3.89K
+ 3.89%
$16.67 - $17.03 $64.8K - $66.2K
104K $1.75M
PFE
Pfizer Inc

Healthcare
835
+ 1.92%
$23.29 - $25.88 $19.4K - $21.6K
44.4K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
125
+ 2.48%
$192.76 - $203.86 $24.1K - $25.5K
5.17K $1.05M
TFC
Truist Financial Corp

Financial Services
1.1K
+ 13.15%
$42.83 - $47.07 $46.9K - $51.6K
9.43K $431K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.52K
+ 5.38%
$15.27 - $17.68 $23.2K - $26.8K
29.7K $505K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
72
+ 0.32%
$52.12 - $55.33 $3.75K - $3.98K
22.6K $1.25M
AER
Aer Cap Holdings N.V.

Industrials
485
+ 18.3%
$107.25 - $124.42 $52K - $60.3K
3.14K $379K
BAC
Bank Of America Corp

Financial Services
972
+ 22.52%
$44.92 - $52.42 $43.7K - $51K
5.29K $272K
HBAN
Huntington Bancshares Inc

Financial Services
3.59K
+ 31.79%
$15.87 - $17.88 $56.9K - $64.2K
14.9K $256K
LAMR
Lamar Advertising CO

Real Estate
524
+ 22.69%
$114.98 - $128.82 $60.2K - $67.5K
2.83K $346K
PNC
Pnc Financial Services Group, Inc.

Financial Services
128
+ 4.63%
$185.88 - $207.44 $23.8K - $26.6K
2.89K $581K
Activity Summary
Buys All Purchases 238 New Holdings 85 Increased Positions 153 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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