Freestone Capital Holdings, LLC Incresed Positions in Q3 2025

Freestone Capital Holdings, LLC

  • $3.22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
612
+ 4.5%
$410.74 - $499.21 $251K - $306K
14.2K $7.09M
UNP
Union Pacific Corp

Industrials
1.07K
+ 1.33%
$214.91 - $237.16 $230K - $253K
81.3K $19.2M
LOW
Lowes Companies Inc

Consumer Cyclical
1.17K
+ 7.65%
$215.01 - $273.02 $251K - $319K
16.4K $4.13M
EXPE
Expedia Group, Inc.

Consumer Cyclical
140
+ 0.96%
$171.01 - $228.24 $23.9K - $32K
14.8K $3.16M
MUB
Ishares National Muni Bond ETF

ETFs
3.84K
+ 3.0%
$103.24 - $106.68 $396K - $409K
132K $14M
PFE
Pfizer Inc

Healthcare
19.9K
+ 18.96%
$23.29 - $25.88 $463K - $514K
125K $3.18M
IWM
Ishares Russell 2000 ETF

ETFs
856
+ 5.28%
$214.92 - $244.84 $184K - $210K
17.1K $4.13M
PLTR
Palantir Technologies Inc.

Technology
92
+ 0.73%
$130.68 - $186.97 $12K - $17.2K
12.7K $2.31M
EA
Electronic Arts Inc.

Communication Services
148
+ 1.11%
$147.79 - $202.05 $21.9K - $29.9K
13.5K $2.73M
MO
Altria Group, Inc.

Consumer Defensive
963
+ 1.42%
$57.75 - $67.68 $55.6K - $65.2K
69K $4.56M
ABT
Abbott Laboratories

Healthcare
6.17K
+ 4.84%
$120.51 - $136.62 $744K - $843K
134K $17.9M
BX
Blackstone Inc.

Financial Services
2.44K
+ 35.45%
$152.77 - $188.68 $372K - $460K
9.31K $1.59M
HPE
Hewlett Packard Enterprise CO

Technology
2.13K
+ 1.73%
$19.81 - $25.24 $42.2K - $53.8K
125K $3.08M
MRK
Merck & Co., Inc.

Healthcare
1.54K
+ 1.81%
$77.6 - $87.37 $119K - $134K
86.4K $7.25M
SNA
Snap On Inc

Industrials
73
+ 0.51%
$313.01 - $346.53 $22.8K - $25.3K
14.5K $5.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.68K
+ 129.63%
$276.51 - $305.12 $465K - $513K
2.98K $885K
VBR
Vanguard Small Cap Value ETF

ETFs
2.26K
+ 73.55%
$195.41 - $212.37 $442K - $480K
5.34K $1.11M
SUB
Ishares Short Term National Mu

ETFs
4.06K
+ 2.59%
$106.17 - $107.3 $431K - $435K
160K $17.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
833
+ 17.92%
$224.68 - $282.71 $187K - $235K
5.48K $1.53M
VB
Vanguard Small Cap ETF

ETFs
444
+ 2.19%
$237.58 - $259.17 $105K - $115K
20.7K $5.27M
C
Citigroup Inc

Financial Services
1.12K
+ 5.34%
$85.57 - $103.49 $95.8K - $116K
22.1K $2.24M
USB
Us Bancorp \De\

Financial Services
8.25K
+ 142.83%
$43.94 - $50.41 $362K - $416K
14K $677K
AXP
American Express CO

Financial Services
336
+ 1.45%
$294.27 - $342.31 $98.9K - $115K
23.5K $7.79M
VIG
Vanguard Dividend Appreciation

ETFs
2.25K
+ 30.19%
N/A
9.7K $1.77M
INTC
Intel Corp

Technology
1.82K
+ 5.86%
$19.31 - $35.5 $35.1K - $64.6K
32.9K $1.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
82
+ 0.45%
$225.11 - $247.9 $18.5K - $20.3K
18.2K $4.49M
MNST
Monster Beverage Corp

Consumer Defensive
1.78K
+ 3.22%
$58.65 - $67.31 $105K - $120K
57.1K $3.84M
CRM
Salesforce, Inc.

Technology
13.9K
+ 16.94%
$231.66 - $273.65 $3.23M - $3.81M
96.2K $22.8M
AFL
Aflac Inc

Financial Services
1.28K
+ 3.56%
$98.09 - $111.7 $125K - $142K
37.1K $4.14M
TRV
Travelers Companies, Inc.

Financial Services
335
+ 1.46%
$250.62 - $279.43 $84K - $93.6K
23.3K $6.5M
CMF
Ishares California Muni Bond E

ETFs
4.4K
+ 6.15%
$55.16 - $57.13 $243K - $251K
75.9K $4.33M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.09K
+ 59.89%
$282.75 - $294.19 $309K - $322K
2.92K $857K
GILD
Gilead Sciences, Inc.

Healthcare
2.98K
+ 51.75%
$108.22 - $120.47 $323K - $359K
8.75K $970K
SHOP
Shopify Inc.

Technology
1.68K
+ 80.16%
$112.11 - $157.12 $188K - $263K
3.77K $560K
ALL
Allstate Corp

Financial Services
291
+ 1.52%
$192.0 - $214.65 $55.9K - $62.5K
19.4K $4.17M
SCHW
Schwab Charles Corp

Financial Services
3.01K
+ 53.11%
$91.03 - $98.69 $274K - $297K
8.67K $827K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
358
+ 11.75%
$567.09 - $607.37 $203K - $217K
3.4K $2.03M
TSCO
Tractor Supply CO

Consumer Cyclical
380
+ 0.58%
$54.08 - $62.65 $20.6K - $23.8K
65.5K $3.73M
SPOT
Spotify Technology S.A.

Communication Services
450
+ 126.76%
$620.01 - $738.53 $279K - $332K
805 $561K
NSC
Norfolk Southern Corp

Industrials
12
+ 0.19%
$259.49 - $300.41 $3.11K - $3.6K
6.43K $1.93M
VUG
Vanguard Growth ETF

ETFs
274
+ 7.49%
$433.97 - $484.08 $119K - $133K
3.93K $1.89M
XLK
Technology Sector Spdr

ETFs
219
+ 3.0%
$250.97 - $282.66 $55K - $61.9K
7.51K $2.12M
NOW
Service Now, Inc.

Technology
395
+ 42.93%
$850.86 - $1044.69 $336K - $413K
1.32K $1.21M
UBER
Uber Technologies, Inc

Technology
2.31K
+ 29.01%
$86.91 - $99.57 $200K - $230K
10.3K $1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.23K
+ 19.62%
$50.79 - $76.4 $62.3K - $93.7K
7.48K $571K
MMM
3 M CO

Industrials
1.01K
+ 3.48%
$144.41 - $160.2 $146K - $162K
30.1K $4.67M
MAS
Masco Corp

Industrials
135
+ 0.35%
$64.44 - $76.07 $8.7K - $10.3K
38.6K $2.72M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.33K
+ 1.67%
$32.11 - $34.92 $42.7K - $46.4K
81K $2.83M
MS
Morgan Stanley

Financial Services
950
+ 23.71%
$139.09 - $161.16 $132K - $153K
4.96K $787K
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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