Freestone Capital Holdings, LLC Purchases in Q4 2025

Freestone Capital Holdings, LLC

  • $3.3 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
725
+ 9.63%
$66.73 - $70.99 $48.4K - $51.5K
8.26K $579K
SLV
I Shares Silver Trust

ETFs
451
+ 3.75%
$42.4 - $49.17 $19.1K - $22.2K
12.5K $573K
FNDX
Schwab Fundamental U S Large C

ETFs
2.02K
+ 5.79%
$25.68 - $26.95 $51.8K - $54.3K
36.8K $978K
CYBR
Cyber Ark Software Ltd.

Technology
105
+ 5.14%
$486.39 - $522.02 $51.1K - $54.8K
2.15K $1.05M
SANA
Sana Biotechnology, Inc.

Healthcare
15.3K
New
$3.66 - $5.92 $56K - $90.6K
15.3K $61K
LMT
Lockheed Martin Corp

Industrials
981
+ 6.91%
$452.1 - $514.24 $444K - $504K
15.2K $7.15M
GE
General Electric CO

Industrials
220
+ 1.81%
$291.49 - $314.28 $64.1K - $69.1K
12.4K $3.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.5K
+ 9.41%
$31.41 - $33.69 $47.1K - $50.5K
17.4K $562K
AZN
Astrazeneca PLC

Healthcare
172
+ 6.34%
$81.15 - $89.4 $14K - $15.4K
2.89K $258K
DGRO
Ishares Core Dividend Growth E

ETFs
626
+ 4.3%
$66.93 - $69.17 $41.9K - $43.3K
15.2K $1.04M
TXN
Texas Instruments Inc

Technology
233
+ 0.83%
N/A
28.4K $5.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
300
+ 10.28%
$279.76 - $298.12 $83.9K - $89.4K
3.22K $900K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
98
+ 19.92%
$325.34 - $368.61 $31.9K - $36.1K
590 $203K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
268
+ 10.82%
$142.82 - $150.36 $38.3K - $40.3K
2.75K $403K
EFG
Msci Eafe Growth ETF

ETFs
326
+ 16.91%
$112.91 - $117.61 $36.8K - $38.3K
2.25K $258K
CMI
Cummins Inc

Industrials
5
+ 0.57%
$407.98 - $484.34 $2.04K - $2.42K
877 $405K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.24K
+ 4.0%
$25.2 - $26.46 $31.1K - $32.7K
32.1K $830K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
534
+ 28.03%
$91.7 - $105.68 $49K - $56.4K
2.44K $240K
RSP
Invesco S&P 500 Equal Weight E

ETFs
211
+ 8.67%
$185.12 - $192.11 $39.1K - $40.5K
2.64K $495K
FNDF
Schwab Fundamental Intl Large

ETFs
378
+ 4.03%
$42.35 - $45.18 $16K - $17.1K
9.76K $437K
MRVL
Marvell Technology, Inc.

Technology
276
+ 9.22%
$81.05 - $93.74 $22.4K - $25.9K
3.27K $282K
PH
Parker Hannifin Corp

Industrials
5
+ 1.33%
$716.66 - $857.93 $3.58K - $4.29K
381 $316K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.26K
+ 4.06%
$43.95 - $46.24 $55.3K - $58.2K
32.2K $1.43M
SCCO
Southern Copper Corp

Basic Materials
83
+ 3.97%
$122.64 - $141.68 $10.2K - $11.8K
2.18K $284K
EPD
Enterprise Products Partners L.P.

Energy
572
+ 5.01%
$30.19 - $32.26 $17.3K - $18.5K
12K $387K
F
Ford Motor CO

Consumer Cyclical
472
+ 2.51%
$11.41 - $13.84 $5.39K - $6.53K
19.3K $254K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
289
+ 9.12%
$100.8 - $103.83 $29.1K - $30K
3.46K $355K
RY
Royal Bank Of Canada

Financial Services
195
+ 12.72%
$143.64 - $149.05 $28K - $29.1K
1.73K $254K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
1.37K
+ 7.16%
$23.54 - $23.83 $32.1K - $32.5K
20.4K $482K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.44K
+ 7.16%
$22.27 - $22.52 $32.1K - $32.4K
21.6K $480K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.39K
+ 6.49%
$23.18 - $23.38 $32.3K - $32.5K
22.8K $529K
PRU
Prudential Financial Inc

Financial Services
204
+ 10.46%
$99.13 - $107.85 $20.2K - $22K
2.16K $230K
QUAL
Ishares Msci Usa Quality Facto

ETFs
150
+ 1.09%
$191.01 - $199.18 $28.7K - $29.9K
13.9K $2.7M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.01%
$192.8 - $211.27 $193 - $211
8.26K $1.64M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
1.37K
+ 7.16%
$23.44 - $23.83 $32.1K - $32.7K
20.5K $482K
EWJ
Ishares Msci Japan ETF

ETFs
130
+ 3.31%
$78.36 - $84.34 $10.2K - $11K
4.06K $340K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
405
+ 8.33%
$90.99 - $95.91 $36.9K - $38.8K
5.27K $482K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
20
+ 0.44%
$80.72 - $91.01 $1.61K - $1.82K
4.58K $403K
COPX
Global X Copper Miners ETF

ETFs
300
+ 8.48%
$57.93 - $64.14 $17.4K - $19.2K
3.84K $234K
VALE
Vale S.A.

Basic Materials
56
+ 0.34%
$10.75 - $12.48 $602 - $699
16.5K $200K
BNDX
Vanguard Total International B

ETFs
427
+ 6.46%
$49.3 - $49.91 $21.1K - $21.3K
7.04K $348K
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.26%
$141.95 - $152.82 $568 - $611
1.51K $229K
SOXX
Ishares Semiconductor ETF

ETFs
19
+ 2.38%
$271.99 - $309.6 $5.17K - $5.88K
816 $235K
BK
Bank Of New York Mellon Corp

Financial Services
112
+ 2.58%
$104.54 - $112.64 $11.7K - $12.6K
4.46K $492K
RYAAY
Ryanair Holdings PLC

Industrials
97
+ 2.53%
$59.06 - $65.0 $5.73K - $6.31K
3.94K $248K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
78
+ 1.05%
$63.98 - $67.45 $4.99K - $5.26K
7.53K $501K
ED
Consolidated Edison Inc

Utilities
147
+ 6.18%
$96.11 - $102.39 $14.1K - $15.1K
2.53K $256K
SAN
Banco Santander, S.A.

Financial Services
1.27K
+ 9.94%
$9.65 - $11.03 $12.2K - $14K
14K $150K
IWN
Ishares Russell2000 Val ETF

ETFs
115
+ 5.29%
$172.34 - $181.51 $19.8K - $20.9K
2.29K $399K
Activity Summary
Buys All Purchases 300 New Holdings 50 Increased Positions 250 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 13 Puts 10
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