High Road Wealth Advisors, LLC New Holdings in Q4 2025

High Road Wealth Advisors, LLC

  • $105 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53.2K
New
$600.51 - $631.95 $32M - $33.7M
53.2K $33.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.5K
New
$589.5 - $635.77 $9.75M - $10.5M
16.5K $10.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
103K
New
$91.46 - $91.76 $9.38M - $9.41M
103K $9.37B
VEA
Vanguard Ftse Developed Market

ETFs
142K
New
$59.18 - $62.09 $8.43M - $8.85M
142K $8.9B
IVV
Ishares Core S&P 500 ETF

ETFs
12.8K
New
$656.2 - $690.71 $8.42M - $8.86M
12.8K $8.79B
VO
Vanguard Mid Cap ETF

ETFs
25.8K
New
$286.27 - $296.23 $7.38M - $7.63M
25.8K $7.48B
VB
Vanguard Small Cap ETF

ETFs
27.6K
New
$248.1 - $260.08 $6.86M - $7.19M
27.6K $7.13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
61.2K
New
$52.54 - $55.77 $3.22M - $3.42M
61.2K $3.29B
PATK
Patrick Industries Inc

Consumer Cyclical
14.3K
New
$96.96 - $106.47 $1.39M - $1.52M
14.3K $1.55B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.9K
New
$92.24 - $96.56 $1.46M - $1.53M
15.9K $1.52B
MSFT
Microsoft Corp

Technology
1.96K
New
$496.82 - $542.07 $975K - $1.06M
1.96K $949M
VIG
Vanguard Dividend Appreciation

ETFs
4.26K
New
N/A
4.26K $937M
CMI
Cummins Inc

Industrials
1.65K
New
$407.98 - $484.34 $673K - $799K
1.65K $842M
LLY
Eli Lilly & CO

Healthcare
766
New
$799.57 - $1025.28 $612K - $785K
766 $823M
VGT
Vanguard Information Technolog

ETFs
1.03K
New
$736.33 - $801.52 $757K - $824K
1.03K $775M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.11K
New
$653.02 - $687.39 $726K - $764K
1.11K $758M
TSLA
Tesla, Inc.

Consumer Cyclical
1.57K
New
$401.99 - $468.37 $630K - $733K
1.57K $704M
TJX
Tjx Companies Inc

Consumer Cyclical
3.75K
New
$138.56 - $147.63 $520K - $554K
3.75K $576M
EWX
Spdr S&P Emerging Markets Smal

ETFs
8.75K
New
$65.53 - $67.79 $573K - $593K
8.75K $574M
CAT
Caterpillar Inc

Industrials
935
New
$480.82 - $585.49 $450K - $547K
935 $536M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.13K
New
$114.27 - $121.15 $472K - $500K
4.13K $496M
EEM
Ishares Msci Emerging Markets

ETFs
8.71K
New
$51.94 - $56.01 $452K - $488K
8.71K $476M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.09K
New
$63.25 - $66.24 $449K - $470K
7.09K $468M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
New
$213.04 - $254.0 $412K - $491K
1.93K $446M
VTI
Vanguard Total Stock Market Et

ETFs
1.28K
New
$321.8 - $337.95 $412K - $432K
1.28K $429M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
New
$294.11 - $320.41 $325K - $354K
1.11K $356M
IBM
International Business Machines Corp

Technology
1.05K
New
$275.97 - $314.98 $290K - $331K
1.05K $311M
VUG
Vanguard Growth ETF

ETFs
633
New
$470.44 - $504.26 $298K - $319K
633 $309M
WMT
Walmart Inc.

Consumer Defensive
2.48K
New
$101.18 - $109.03 $250K - $270K
2.48K $276M
SHW
Sherwin Williams CO

Basic Materials
750
New
$330.74 - $354.45 $248K - $266K
750 $243M
LMT
Lockheed Martin Corp

Industrials
500
New
$452.1 - $514.24 $226K - $257K
500 $242M
NVDA
Nvidia Corp

Technology
1.24K
New
$179.83 - $207.04 $223K - $257K
1.24K $231M
OEF
Ishares S&P 100 ETF

ETFs
607
New
N/A
607 $208M
SVC
Service Properties Trust

Real Estate
15.5K
New
$1.7 - $2.67 $26.4K - $41.4K
15.5K $28.5M
Activity Summary
Buys All Purchases 35 New Holdings 35 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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