River Street Advisors LLC Incresed Positions in Q4 2025

River Street Advisors LLC

  • $267 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
176
+ 0.9%
$236.57 - $291.31 $41.6K - $51.3K
19.8K $6.19B
LLY
Eli Lilly & CO

Healthcare
8
+ 0.18%
$799.57 - $1025.28 $6.4K - $8.2K
4.52K $4.86B
Mfs Active Exchange Traded F
24.1K
+ 3.88%
N/A
643K $19.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.59K
+ 7.09%
$76.84 - $80.86 $507K - $533K
99.6K $7.99B
VEA
Vanguard Ftse Developed Market

ETFs
4.65K
+ 5.39%
$59.18 - $62.09 $275K - $289K
90.9K $5.68B
FLIN
Franklin Templeton ETF Tr

ETFs
7.42K
+ 4.66%
$37.47 - $39.72 $278K - $295K
167K $6.44B
MS
Morgan Stanley

Financial Services
418
+ 1.96%
$151.86 - $169.92 $63.5K - $71K
21.7K $3.86B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.9K
+ 86.66%
$29.81 - $42.36 $324K - $460K
23.4K $866M
NEE
Nextera Energy Inc

Utilities
2.97K
+ 15.93%
$78.18 - $86.03 $233K - $256K
21.6K $1.74B
COF
Capital One Financial Corp

Financial Services
187
+ 2.09%
$201.01 - $225.01 $37.6K - $42.1K
9.15K $2.22B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.4K
+ 4.68%
$19.54 - $19.6 $262K - $262K
299K $5.86B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.54K
+ 0.7%
$63.25 - $66.24 $97.5K - $102K
222K $14.7B
AMZN
Amazon Com Inc

Consumer Cyclical
409
+ 2.77%
$213.04 - $254.0 $87.1K - $104K
15.2K $3.51B
Viking Holdings LTD
588
+ 3.45%
N/A
17.6K $1.26B
Brookfield Corp
6.08K
+ 170.58%
N/A
9.65K $443M
PLD
Prologis, Inc.

Real Estate
87
+ 0.71%
$111.23 - $127.18 $9.68K - $11.1K
12.4K $1.58B
TFLR
T Rowe Price Exchange Traded F
3.38K
+ 12.5%
N/A
30.4K $1.56B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
13K
+ 60.66%
$12.33 - $12.79 $160K - $166K
34.4K $433M
Federated Hermes ETF Trust
5.63K
+ 10.27%
N/A
60.4K $1.53B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.31K
+ 23.16%
$23.56 - $23.67 $125K - $126K
28.3K $668M
VT
Vanguard Total World Stk Index

ETFs
219
+ 0.81%
$135.16 - $141.78 $29.6K - $31K
27.3K $3.86B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.63K
+ 5.85%
$42.26 - $44.28 $68.8K - $72.1K
29.5K $1.31B
GLD
Spdr Gold Trust

ETFs
221
+ 33.74%
$354.79 - $403.15 $78.4K - $89.1K
876 $347M
WMT
Walmart Inc.

Consumer Defensive
152
+ 1.35%
$101.18 - $109.03 $15.4K - $16.6K
11.4K $1.27B
DHR
Danaher Corp

Healthcare
36
+ 1.09%
$202.46 - $223.01 $7.29K - $8.03K
3.35K $766M
DIS
Walt Disney CO

Communication Services
982
+ 13.96%
$105.69 - $116.65 $104K - $115K
8.02K $912M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
822
+ 2.51%
$54.27 - $56.85 $44.6K - $46.7K
33.6K $1.91B
PEP
Pepsico Inc

Consumer Defensive
246
+ 1.74%
$138.84 - $153.71 $34.2K - $37.8K
14.4K $2.06B
ITOT
Ishares Core S&P Total U.S. St

ETFs
395
+ 10.17%
$142.79 - $150.05 $56.4K - $59.3K
4.28K $636M
AES
Aes Corp

Utilities
2.15K
+ 6.39%
$13.44 - $15.37 $28.9K - $33K
35.8K $513M
SOFI
So Fi Technologies, Inc.

Financial Services
2.59K
+ 5.96%
$25.24 - $32.21 $65.4K - $83.5K
46.1K $1.21B
QCOM
Qualcomm Inc

Technology
92
+ 1.12%
$153.59 - $187.68 $14.1K - $17.3K
8.32K $1.42B
WELL
Welltower Inc.

Real Estate
103
+ 2.75%
$165.94 - $193.82 $17.1K - $20K
3.84K $713M
MA
Mastercard Inc

Financial Services
73
+ 2.87%
$536.85 - $580.45 $39.2K - $42.4K
2.61K $1.49B
XLE
Energy Sector Spdr

ETFs
8.62K
+ 108.95%
$85.22 - $92.02 $734K - $793K
16.5K $739M
SPMD
Spdr Portfolio

ETFs
340
+ 2.12%
$55.44 - $58.05 $18.8K - $19.7K
16.3K $947M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.18K
+ 5.61%
$23.58 - $23.73 $27.8K - $28K
22.2K $525M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
296
+ 1.15%
$44.53 - $47.25 $13.2K - $14K
26.1K $1.22B
NVDA
Nvidia Corp

Technology
94
+ 0.17%
$179.83 - $207.04 $16.9K - $19.5K
56.9K $10.6B
BMI
Badger Meter Inc

Technology
187
+ 3.6%
$172.92 - $187.87 $32.3K - $35.1K
5.39K $939M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 1.26%
$321.8 - $337.95 $3.86K - $4.06K
963 $323M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
209
+ 1.75%
$45.45 - $48.31 $9.5K - $10.1K
12.1K $567M
XLK
Technology Sector Spdr

ETFs
677
+ 103.04%
$278.39 - $304.13 $188K - $206K
1.33K $192M
SBUX
Starbucks Corp

Consumer Cyclical
113
+ 0.84%
$78.46 - $87.26 $8.87K - $9.86K
13.5K $1.14B
USRT
Ishares Core U.S. Reit ETF

ETFs
420
+ 3.04%
$56.64 - $59.67 $23.8K - $25.1K
14.2K $811M
LMT
Lockheed Martin Corp

Industrials
10
+ 1.32%
$452.1 - $514.24 $4.52K - $5.14K
769 $372M
SYK
Stryker Corp

Healthcare
92
+ 4.03%
$353.81 - $388.35 $32.6K - $35.7K
2.37K $834M
NSC
Norfolk Southern Corp

Industrials
99
+ 2.29%
$279.53 - $300.15 $27.7K - $29.7K
4.42K $1.28B
MET
Metlife Inc

Financial Services
537
+ 2.61%
$75.97 - $82.89 $40.8K - $44.5K
21.1K $1.66B
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track River Street Advisors LLC Portfolio

Follow River Street Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Street Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Street Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email