Ellevest, Inc. Incresed Positions in Q3 2025

Ellevest, Inc.

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
439
+ 10.05%
$288.69 - $310.94 $127K - $137K
4.81K $1.41M
KOS
Kosmos Energy Ltd.

Energy
39.4K
+ 201.15%
$1.62 - $2.39 $63.8K - $94.1K
58.9K $97K
AZN
Astrazeneca PLC

Healthcare
44
+ 0.5%
$68.72 - $82.11 $3.02K - $3.61K
8.86K $679K
ACN
Accenture PLC

Technology
724
+ 30.68%
$232.56 - $304.78 $168K - $221K
3.08K $760K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.71K
+ 3.94%
$24.87 - $25.69 $42.6K - $44K
45.2K $1.15M
DRI
Darden Restaurants Inc

Consumer Cyclical
524
+ 28.63%
$184.73 - $220.27 $96.8K - $115K
2.35K $448K
RMD
Resmed Inc

Healthcare
89
+ 5.73%
$252.01 - $293.73 $22.4K - $26.1K
1.64K $449K
MSCI
Msci Inc.

Financial Services
98
+ 12.6%
$526.48 - $588.0 $51.6K - $57.6K
876 $497K
BCS
Barclays PLC

Financial Services
582
+ 3.36%
$17.88 - $21.05 $10.4K - $12.3K
17.9K $369K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.62K
+ 13.09%
$13.6 - $15.52 $76.5K - $87.3K
48.6K $711K
HWM
Howmet Aerospace Inc.

Industrials
104
+ 5.5%
$171.0 - $196.23 $17.8K - $20.4K
1.99K $391K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.08%
$108.97 - $121.65 $327 - $365
3.6K $435K
EPM
Evolution Petroleum Corp

Energy
7.06K
+ 29.96%
$4.65 - $5.47 $32.8K - $38.6K
30.6K $148K
CDNS
Cadence Design Systems Inc

Technology
22
+ 3.28%
$309.46 - $373.37 $6.81K - $8.21K
692 $243K
SNOW
Snowflake Inc.

Technology
145
+ 7.98%
$191.73 - $241.0 $27.8K - $34.9K
1.96K $442K
APG
A Pi Group Corp

Industrials
3.64K
+ 64.38%
$33.09 - $36.34 $121K - $132K
9.3K $319K
MFG
Mizuho Financial Group Inc

Financial Services
118
+ 0.54%
$5.42 - $6.85 $640 - $808
22.1K $148K
MET
Metlife Inc

Financial Services
221
+ 6.11%
$73.82 - $82.37 $16.3K - $18.2K
3.84K $316K
DC
Dakota Gold Corp.

Basic Materials
2.65K
+ 19.31%
$3.6 - $4.94 $9.53K - $13.1K
16.4K $74K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.23%
$67.01 - $72.84 $670 - $728
4.32K $313K
ISRG
Intuitive Surgical Inc

Healthcare
371
+ 24.85%
$433.66 - $544.47 $161K - $202K
1.86K $833K
CCI
Crown Castle International Corp

Real Estate
517
+ 10.57%
$92.96 - $113.91 $48.1K - $58.9K
5.41K $522K
PRU
Prudential Financial Inc

Financial Services
356
+ 6.97%
$100.68 - $109.89 $35.8K - $39.1K
5.47K $567K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
18
+ 0.47%
$64.58 - $69.94 $1.16K - $1.26K
3.82K $265K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.41%
$194.44 - $206.51 $972 - $1.03K
1.22K $251K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.1%
$122.57 - $132.57 $245 - $265
2.05K $266K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.53%
$250.62 - $279.43 $1.25K - $1.4K
952 $265K
AVK
Advent Convertible & Income Fund

Financial Services
297
+ 2.84%
$12.06 - $12.79 $3.58K - $3.8K
10.8K $137K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
8
+ 0.3%
$79.58 - $83.45 $637 - $668
2.65K $219K
SQ
Block, Inc.

Technology
40
+ 0.8%
N/A
5.04K $288K
Invesco Exch Trd Slf Idx Fd
3.98K
+ 5.15%
N/A
81.2K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
3.34K
+ 4.17%
N/A
83.4K $0
Lam Research Corp
1.65K
+ 62.07%
N/A
4.32K $0
Vitesse Energy Inc
3.57K
+ 19.7%
N/A
21.7K $0
Gsk PLC
180
+ 0.94%
N/A
19.4K $0
J P Morgan Exchange Traded F
14.7K
+ 13.16%
N/A
126K $0
Natwest Group PLC
1.49K
+ 3.75%
N/A
41.3K $0
Ge Vernova Inc
197
+ 11.62%
N/A
1.89K $0
Invesco Exch Trd Slf Idx Fd
3.49K
+ 4.47%
N/A
81.7K $0
AJG
Arthur J. Gallagher & Co.

Financial Services
54
+ 3.24%
$284.17 - $319.49 $15.3K - $17.3K
1.72K $533K
CARR
Carrier Global Corp

Industrials
856
+ 21.29%
$58.75 - $80.73 $50.3K - $69.1K
4.88K $291K
PODD
Insulet Corp

Healthcare
1
+ 0.14%
$277.3 - $352.82 $277 - $353
693 $213K
PECO
Phillips Edison & Company, Inc.

Real Estate
67
+ 0.72%
$33.04 - $36.15 $2.21K - $2.42K
9.38K $321K
ICE
Intercontinental Exchange, Inc.

Financial Services
127
+ 5.05%
$167.28 - $188.45 $21.2K - $23.9K
2.64K $445K
VRSK
Verisk Analytics, Inc.

Industrials
427
+ 20.04%
$242.3 - $312.95 $103K - $134K
2.56K $643K
STZ
Constellation Brands, Inc.

Consumer Defensive
180
+ 9.67%
$131.78 - $176.09 $23.7K - $31.7K
2.04K $274K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
+ 2.51%
$366.54 - $479.53 $8.06K - $10.5K
899 $352K
CI
Cigna Corp

Healthcare
32
+ 2.37%
$262.23 - $334.39 $8.39K - $10.7K
1.38K $398K
ELV
Elevance Health, Inc.

Healthcare
129
+ 8.11%
$274.66 - $395.76 $35.4K - $51.1K
1.72K $555K
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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