Rice Partnership, LLC Purchases in Q3 2025

Rice Partnership, LLC

  • $667 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
1.31M
New
$48.32 - $49.13 $63.4M - $64.5M
1.31M $64.4M
EWG
Ishares Msci Germany ETF

ETFs
253K
+ 62.93%
$40.75 - $43.26 $10.3M - $10.9M
654K $27.2M
AVGO
Broadcom Inc.

Technology
18.9K
New
$264.74 - $369.57 $4.99M - $6.97M
18.9K $6.22M
SPIB
Spdr Portfolio Intermediate Te

ETFs
146K
New
$33.26 - $34.01 $4.87M - $4.98M
146K $4.96M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 1.22%
$282.78 - $316.06 $372K - $415K
109K $34.5M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
8.69K
+ 8.82%
$112.94 - $129.99 $982K - $1.13M
107K $13.7M
RTX
Raytheon Technologies Corp

Industrials
1.08K
+ 1.2%
$144.19 - $167.33 $155K - $180K
91K $15.2M
NLOK
Norton Life Lock Inc.

Technology
77.3K
+ 59.69%
N/A
207K $4.44M
INDA
Ishares Msci India Index Fund

ETFs
62.7K
+ 12.29%
$51.98 - $55.84 $3.26M - $3.5M
573K $29.8M
EWQ
Ishares Msci France ETF

ETFs
24K
+ 21.17%
$41.43 - $44.38 $992K - $1.06M
137K $6.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
980
+ 24.17%
$617.65 - $666.84 $605K - $654K
5.03K $3.35M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.3K
New
$28.15 - $30.13 $656K - $702K
23.3K $690K
AMZN
Amazon Com Inc

Consumer Cyclical
2.98K
+ 3.31%
$211.65 - $238.24 $631K - $710K
93.1K $20.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
146
+ 0.46%
$89.32 - $107.82 $13K - $15.7K
31.7K $3.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
950
+ 0.63%
$62.09 - $66.51 $59K - $63.2K
151K $9.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
879
+ 60.62%
$420.11 - $472.68 $369K - $415K
2.33K $1.09M
DGX
Quest Diagnostics Inc

Healthcare
3.29K
+ 17.72%
N/A
21.8K $2.99M
SYK
Stryker Corp

Healthcare
1.96K
+ 15.84%
$368.57 - $403.53 $721K - $789K
14.3K $5.29M
MCD
Mcdonalds Corp

Consumer Cyclical
307
+ 1.5%
$291.67 - $316.99 $89.5K - $97.3K
20.8K $6.32M
DUK
Duke Energy Corp

Utilities
1.07K
+ 3.63%
$116.31 - $125.93 $125K - $135K
30.6K $3.79M
JNJ
Johnson & Johnson

Healthcare
234
+ 2.96%
$155.17 - $185.42 $36.3K - $43.4K
8.14K $1.51M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 59.87%
$192.76 - $203.86 $240K - $254K
3.33K $677K
META
Meta Platforms, Inc.

Communication Services
382
+ 2.66%
$695.21 - $791.73 $266K - $302K
14.8K $10.8M
GME
Game Stop Corp.

Consumer Cyclical
7.98K
New
$22.1 - $27.28 $176K - $218K
7.98K $217K
RPM
Rpm International Inc

Basic Materials
1.78K
New
$110.07 - $128.23 $196K - $228K
1.78K $209K
ENTG
Entegris Inc

Technology
2.17K
New
$72.03 - $95.97 $156K - $208K
2.17K $200K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.77K
New
$97.75 - $100.75 $173K - $178K
1.77K $177K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.16K
+ 49.96%
$26.38 - $27.95 $136K - $144K
15.5K $422K
VO
Vanguard Mid Cap ETF

ETFs
466
+ 361.24%
$279.83 - $293.74 $130K - $137K
595 $174K
NEE
Nextera Energy Inc

Utilities
32
+ 0.15%
$69.77 - $77.54 $2.23K - $2.48K
21.4K $1.62M
OMC
Omnicom Group Inc.

Communication Services
27
+ 0.22%
$70.41 - $81.53 $1.9K - $2.2K
12K $980K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.17K
+ 117.55%
$87.29 - $93.61 $102K - $110K
2.17K $202K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.07K
New
$52.39 - $53.11 $108K - $110K
2.07K $109K
AFL
Aflac Inc

Financial Services
157
+ 1.1%
$98.09 - $111.7 $15.4K - $17.5K
14.4K $1.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.46K
+ 100.32%
$24.46 - $26.5 $84.7K - $91.8K
6.92K $182K
ORCL
Oracle Corp

Technology
16
+ 1.13%
$218.96 - $328.33 $3.5K - $5.25K
1.43K $402K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.98%
$184.85 - $231.54 $3.33K - $4.17K
1.86K $429K
VEA
Vanguard Ftse Developed Market

ETFs
630
+ 4.06%
$56.02 - $60.3 $35.3K - $38K
16.2K $968K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
570
+ 175.93%
$136.48 - $142.97 $77.8K - $81.5K
894 $125K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.05%
$410.74 - $499.21 $411 - $499
2.12K $1.06M
VUG
Vanguard Growth ETF

ETFs
141
+ 162.07%
$433.97 - $484.08 $61.2K - $68.3K
228 $109K
IJK
Ishares S&P Midcap 400 Growth

ETFs
695
+ 100.14%
$91.28 - $97.59 $63.4K - $67.8K
1.39K $133K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
518
New
$108.46 - $120.63 $56.2K - $62.5K
518 $61K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
429
+ 113.49%
$122.57 - $132.57 $52.6K - $56.9K
807 $104K
IEF
Ishares Barclays

ETFs
543
New
$93.91 - $97.26 $51K - $52.8K
543 $52K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
448
New
$98.52 - $103.93 $44.1K - $46.6K
448 $46K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
844
New
$50.81 - $51.07 $42.9K - $43.1K
844 $43K
IJS
Ishares S&P Smallcap 600 Value

ETFs
370
+ 370.0%
$98.99 - $112.2 $36.6K - $41.5K
470 $51K
MA
Mastercard Inc

Financial Services
58
+ 4.34%
$550.18 - $598.96 $31.9K - $34.7K
1.39K $792K
Activity Summary
Buys All Purchases 92 New Holdings 31 Increased Positions 61 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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