Ground Swell Capital, LLC Purchases in Q3 2025

Ground Swell Capital, LLC

  • $40.3 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.58K
New
$181.56 - $190.33 $1.74M - $1.82M
9.58K $1.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.3K
New
$87.29 - $93.61 $1.6M - $1.71M
18.3K $1.71M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.4K
New
$102.4 - $103.88 $1.68M - $1.7M
16.4K $1.69M
MSFT
Microsoft Corp

Technology
3.05K
New
$491.09 - $535.64 $1.5M - $1.63M
3.05K $1.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8K
New
$135.0 - $146.02 $1.08M - $1.17M
8K $1.17M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8.01K
New
$133.48 - $144.38 $1.07M - $1.16M
8.01K $1.14M
VXF
Vanguard Extended Market ETF

ETFs
4.59K
New
$193.58 - $213.07 $889K - $979K
4.59K $961K
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.83K
New
$107.66 - $112.36 $843K - $879K
7.83K $872K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2K
+ 70.3%
$339.37 - $366.46 $678K - $732K
4.84K $1.77M
MDB
Mongo Db, Inc.

Technology
2.21K
New
$201.0 - $334.87 $444K - $739K
2.21K $685K
NTNX
Nutanix, Inc.

Technology
8.71K
New
$66.06 - $81.12 $575K - $706K
8.71K $647K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
10.7K
New
$43.27 - $59.01 $462K - $630K
10.7K $629K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.88K
New
$76.16 - $78.59 $600K - $619K
7.88K $615K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.93K
New
$192.76 - $203.86 $564K - $596K
2.93K $595K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.7K
New
$171.01 - $228.24 $461K - $615K
2.7K $576K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.02K
New
$534.91 - $598.71 $546K - $611K
1.02K $574K
NBIX
Neurocrine Biosciences Inc

Healthcare
4.02K
New
$123.98 - $146.67 $498K - $589K
4.02K $563K
VT
Vanguard Total World Stk Index

ETFs
4.06K
New
$128.41 - $138.03 $521K - $560K
4.06K $559K
FNDA
Schwab Fundamental U S Small C

ETFs
16.4K
New
$28.75 - $31.93 $472K - $525K
16.4K $511K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.11K
New
$311.12 - $482.13 $346K - $536K
1.11K $506K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.69K
New
$79.39 - $90.39 $452K - $514K
5.69K $504K
FIVE
Five Below, Inc

Consumer Cyclical
3.25K
New
$128.78 - $155.44 $418K - $505K
3.25K $502K
UTHR
United Therapeutics Corp

Healthcare
1.19K
New
$274.7 - $438.75 $327K - $523K
1.19K $499K
NTRA
Natera, Inc.

Healthcare
3.08K
New
$133.66 - $181.11 $411K - $557K
3.08K $495K
GILD
Gilead Sciences, Inc.

Healthcare
4.44K
New
$108.22 - $120.47 $480K - $535K
4.44K $492K
CHK
Chesapeake Energy Corp

Energy
5.64K
New
N/A
5.64K $483K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.75K
New
$123.13 - $140.8 $462K - $528K
3.75K $481K
RGLD
Royal Gold Inc

Basic Materials
2.38K
New
$151.42 - $200.58 $361K - $478K
2.38K $478K
MTCH
Match Group, Inc.

Communication Services
13.4K
New
$31.83 - $38.77 $427K - $520K
13.4K $473K
DASH
Door Dash, Inc.

Communication Services
1.68K
New
$234.5 - $272.5 $394K - $458K
1.68K $456K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.4K
New
$67.48 - $71.55 $432K - $458K
6.4K $453K
PSIX
Power Solutions International, Inc.

Industrials
4.58K
New
$63.95 - $115.78 $293K - $530K
4.58K $452K
ROAD
Construction Partners, Inc.

Industrials
3.56K
New
$93.43 - $136.74 $332K - $487K
3.56K $451K
FOX
Fox Corp Cl B (De)

Communication Services
7.79K
New
$49.06 - $57.29 $382K - $446K
7.79K $446K
STNE
Stone Co Ltd.

Technology
22.7K
New
$12.57 - $19.46 $285K - $441K
22.7K $428K
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.57K
New
$52.92 - $78.28 $295K - $436K
5.57K $408K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.25K
New
$87.69 - $96.0 $373K - $408K
4.25K $400K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.36K
New
$158.24 - $191.13 $373K - $450K
2.36K $391K
ADP
Automatic Data Processing Inc

Industrials
1.33K
New
$288.69 - $310.94 $383K - $412K
1.33K $389K
NWSA
News Corp

Communication Services
12.5K
New
$28.38 - $31.03 $354K - $387K
12.5K $382K
NVR
Nvr Inc

Consumer Cyclical
44
+ 110.0%
$7301.0 - $8543.0 $321K - $376K
84 $674K
CSCO
Cisco Systems, Inc.

Technology
5.45K
New
$66.2 - $71.79 $361K - $391K
5.45K $373K
SEIC
Sei Investments CO

Financial Services
4.25K
New
$84.85 - $93.8 $361K - $399K
4.25K $360K
STX
Seagate Technology Holdings PLC

Technology
1.51K
New
$142.01 - $236.06 $215K - $357K
1.51K $356K
QCOM
Qualcomm Inc

Technology
2.14K
New
$145.84 - $173.55 $312K - $371K
2.14K $355K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.99K
New
$100.4 - $119.58 $300K - $358K
2.99K $331K
CYBR
Cyber Ark Software Ltd.

Technology
674
New
$374.8 - $491.1 $253K - $331K
674 $325K
SEB
Seaboard Corp

Industrials
86
New
$2915.52 - $4014.54 $251K - $345K
86 $313K
WDAY
Workday, Inc.

Technology
1.28K
New
$213.69 - $247.69 $273K - $316K
1.28K $307K
Activity Summary
Buys All Purchases 129 New Holdings 125 Increased Positions 4 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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