Freestone Capital Holdings, LLC Purchases in Q3 2025

Freestone Capital Holdings, LLC

  • $3.22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.05K
+ 1.39%
$620.67 - $670.08 $5.61M - $6.06M
661K $443M
AAPL
Apple Inc.

Technology
37.6K
+ 7.71%
$202.38 - $256.87 $7.61M - $9.65M
525K $134M
GOOGL
Alphabet Inc.

Communication Services
5.66K
+ 2.27%
$174.36 - $254.72 $987K - $1.44M
255K $62M
MSFT
Microsoft Corp

Technology
11K
+ 2.66%
$491.09 - $535.64 $5.43M - $5.92M
426K $221M
VEA
Vanguard Ftse Developed Market

ETFs
45.1K
+ 1.67%
$56.02 - $60.3 $2.53M - $2.72M
2.75M $165M
GOOG
Alphabet Inc.

Communication Services
22.1K
+ 36.6%
$175.16 - $255.24 $3.87M - $5.64M
82.4K $20.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78K
+ 11.27%
$97.75 - $100.75 $7.63M - $7.86M
771K $77.3M
ORCL
Oracle Corp

Technology
4.77K
+ 4.2%
$218.96 - $328.33 $1.04M - $1.57M
118K $33.3M
AVGO
Broadcom Inc.

Technology
2.19K
+ 1.66%
$264.74 - $369.57 $579K - $808K
134K $44.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3.38K
+ 7.44%
$293.94 - $444.72 $994K - $1.5M
48.8K $21.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.3K
+ 1.29%
$49.43 - $54.52 $808K - $891K
1.28M $69.5M
APP
App Lovin Corp

Technology
41
+ 0.23%
$335.1 - $718.54 $13.7K - $29.5K
17.5K $12.6M
COIN
Coinbase Global, Inc.

Technology
18.9K
+ 243.54%
$297.99 - $419.78 $5.63M - $7.93M
26.6K $8.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.42K
+ 9.08%
$459.11 - $506.91 $3.41M - $3.76M
89.1K $44.8M
SPYG
Spdr Portfolio

ETFs
47.8K
New
$94.33 - $105.31 $4.51M - $5.03M
47.8K $5M
SPSB
Spdr Portfolio Short Term Corp

ETFs
134K
New
$30.02 - $30.29 $4.03M - $4.07M
134K $4.07M
JPM
Jpmorgan Chase & CO

Financial Services
4.47K
+ 4.49%
$282.78 - $316.06 $1.26M - $1.41M
104K $32.8M
ABBV
Abb Vie Inc.

Healthcare
1.92K
+ 2.84%
$184.85 - $231.54 $354K - $443K
69.5K $16.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
61.5K
New
$52.12 - $55.33 $3.21M - $3.4M
61.5K $3.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.1K
+ 5.93%
$546.99 - $602.2 $1.15M - $1.26M
37.5K $22.5M
GLD
Spdr Gold Trust

ETFs
6.12K
+ 39.29%
$300.96 - $355.47 $1.84M - $2.18M
21.7K $7.71M
CAT
Caterpillar Inc

Industrials
257
+ 0.85%
$390.92 - $477.15 $100K - $123K
30.5K $14.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
952
+ 3.27%
$404.94 - $499.99 $386K - $476K
30.1K $14.6M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
29.7K
New
$87.05 - $93.19 $2.59M - $2.77M
29.7K $2.77M
HD
Home Depot, Inc.

Consumer Cyclical
2.3K
+ 5.64%
$357.4 - $423.42 $822K - $974K
43.1K $17.5M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
102K
New
$24.08 - $24.5 $2.45M - $2.49M
102K $2.47M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
82K
New
$28.95 - $29.73 $2.37M - $2.44M
82K $2.44M
BAC
Bank Of America Corp

Financial Services
23.8K
+ 9.08%
$44.92 - $52.42 $1.07M - $1.25M
285K $14.7M
VTI
Vanguard Total Stock Market Et

ETFs
2.26K
+ 3.47%
$303.93 - $329.86 $687K - $746K
67.5K $22.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
32.2K
+ 215.21%
$62.09 - $66.51 $2M - $2.14M
47.1K $3.08M
NEM
Newmont Corp

Basic Materials
348
+ 0.44%
$57.35 - $85.25 $20K - $29.7K
79.1K $6.67M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
16.9K
New
$117.65 - $120.08 $1.99M - $2.03M
16.9K $2.02M
JNJ
Johnson & Johnson

Healthcare
1.74K
+ 3.51%
$155.17 - $185.42 $270K - $323K
51.3K $9.51M
XOM
Exxon Mobil Corp

Energy
9.89K
+ 6.13%
$105.83 - $117.22 $1.05M - $1.16M
171K $19.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.1K
+ 2.19%
$78.11 - $79.07 $1.57M - $1.59M
941K $74.3M
RTX
Raytheon Technologies Corp

Industrials
2.1K
+ 3.25%
$144.19 - $167.33 $303K - $352K
66.7K $11.2M
VKTX
Viking Therapeutics, Inc.

Healthcare
66.4K
New
$23.09 - $42.09 $1.53M - $2.8M
66.4K $1.7M
CRGY
Crescent Energy CO

Energy
190K
New
$8.22 - $9.94 $1.56M - $1.89M
190K $1.69M
IAU
Ishares Gold Trust

ETFs
19.1K
+ 66.09%
$61.62 - $72.77 $1.18M - $1.39M
48K $3.49M
AMD
Advanced Micro Devices Inc

Technology
4.77K
+ 10.71%
$134.8 - $184.42 $643K - $880K
49.3K $7.98M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
35.5K
New
$42.26 - $47.16 $1.5M - $1.67M
35.5K $1.64M
FCX
Freeport Mcmoran Inc

Basic Materials
49.2K
+ 57.45%
$35.34 - $47.21 $1.74M - $2.32M
135K $5.29M
WMT
Walmart Inc.

Consumer Defensive
10.3K
+ 10.69%
$94.4 - $104.27 $968K - $1.07M
106K $10.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 100.0%
$692600.0 - $759798.0 $1.39M - $1.52M
4 $3.02M
META
Meta Platforms, Inc.

Communication Services
2.38K
+ 3.79%
$695.21 - $791.73 $1.66M - $1.89M
65.2K $47.9M
NVO
Novo Nordisk A S

Healthcare
33K
+ 136.71%
$45.38 - $71.7 $1.5M - $2.36M
57.1K $3.17M
RKT
Rocket Companies, Inc.

Financial Services
74.8K
New
$13.31 - $21.16 $995K - $1.58M
74.8K $1.45M
EMB
Ishares Tr

ETFs
15K
New
$91.52 - $95.59 $1.37M - $1.43M
15K $1.43M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
31K
New
$41.34 - $45.65 $1.28M - $1.41M
31K $1.4M
Activity Summary
Buys All Purchases 326 New Holdings 96 Increased Positions 230 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 11 Puts 6
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