Sendero Wealth Management, LLC Purchases in Q4 2025

Sendero Wealth Management, LLC

  • $746 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
400
+ 6.53%
$148.9 - $157.72 $59.6K - $63.1K
6.53K $1.01M
WMT
Walmart Inc.

Consumer Defensive
539
+ 10.09%
$101.18 - $109.03 $54.5K - $58.8K
5.88K $605K
OMF
One Main Holdings, Inc.

Financial Services
19
+ 0.11%
$52.15 - $61.38 $991 - $1.17K
17.6K $1.04M
MSA
Msa Safety Inc

Industrials
704
+ 17.8%
$155.98 - $175.18 $110K - $123K
4.66K $727K
LPX
Louisiana Pacific Corp

Industrials
1.52K
+ 28.9%
$75.41 - $93.02 $115K - $141K
6.78K $511K
MMM
3 M CO

Industrials
13
+ 0.33%
$148.75 - $171.6 $1.93K - $2.23K
3.93K $649K
NEE
Nextera Energy Inc

Utilities
132
+ 4.78%
$78.18 - $86.03 $10.3K - $11.4K
2.89K $247K
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 14.65%
$30.19 - $32.26 $30.2K - $32.3K
7.83K $252K
AXP
American Express CO

Financial Services
28
+ 1.04%
$316.26 - $372.77 $8.86K - $10.4K
2.71K $924K
C
Citigroup Inc

Financial Services
415
+ 11.51%
$93.93 - $102.87 $39K - $42.7K
4.02K $394K
CTS
Cts Corp

Technology
108
+ 1.48%
$36.47 - $43.26 $3.94K - $4.67K
7.39K $312K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.07%
$202.52 - $212.07 $810 - $848
6.04K $1.27M
UNH
Unitedhealth Group Inc

Healthcare
525
+ 8.57%
$320.52 - $369.92 $168K - $194K
6.65K $2.13M
WFC
Wells Fargo & Company

Financial Services
244
+ 2.48%
$77.62 - $87.3 $18.9K - $21.3K
10.1K $840K
ATR
Aptargroup, Inc.

Healthcare
1.05K
+ 14.7%
$113.12 - $134.14 $119K - $141K
8.19K $970K
BAC
Bank Of America Corp

Financial Services
316
+ 3.63%
$48.65 - $54.11 $15.4K - $17.1K
9.02K $464K
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 18.63%
$358.03 - $397.02 $36.9K - $40.9K
656 $234K
EOG
Eog Resources Inc

Energy
125
+ 3.97%
$105.0 - $111.92 $13.1K - $14K
3.28K $361K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.02%
$118.29 - $126.28 $355 - $379
15.9K $1.92M
SBUX
Starbucks Corp

Consumer Cyclical
17
+ 0.2%
$78.46 - $87.26 $1.33K - $1.48K
8.71K $738K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
26
+ 0.19%
N/A
14K $906K
MTN
Vail Resorts Inc

Consumer Cyclical
112
+ 2.57%
$141.91 - $157.9 $15.9K - $17.7K
4.48K $654K
PKI
Perkinelmer Inc

Healthcare
7
+ 0.1%
N/A
7.11K $860K
Brookfield Corp
3.96K
+ 49.99%
N/A
11.9K $0
Ge Vernova Inc
2.23K
+ 36.45%
N/A
8.34K $0
2023 ETF Series Trust
522K
+ 28.58%
N/A
2.35M $0
American Beacon Select Funds
101K
+ 9.48%
N/A
1.17M $0
PFE
Pfizer Inc

Healthcare
135
+ 1.1%
$24.23 - $27.37 $3.27K - $3.69K
12.4K $309K
AMP
Ameriprise Financial Inc

Financial Services
91
+ 10.76%
$440.8 - $497.79 $40.1K - $45.3K
937 $413K
CTVA
Corteva, Inc.

Basic Materials
30
+ 0.87%
$61.0 - $66.48 $1.83K - $1.99K
3.47K $229K
CSL
Carlisle Companies Inc

Industrials
127
+ 6.76%
$306.54 - $340.49 $38.9K - $43.2K
2.01K $614K
TT
Trane Technologies PLC

Industrials
9
+ 0.43%
$408.5 - $448.65 $3.68K - $4.04K
2.08K $870K
VVV
Valvoline Inc

Energy
3.85K
+ 13.7%
$31.29 - $36.07 $120K - $139K
31.9K $1M
WDAY
Workday, Inc.

Technology
336
+ 3.91%
$223.49 - $245.67 $75.1K - $82.5K
8.92K $2.06M
ROP
Roper Technologies Inc

Industrials
31
+ 6.43%
$443.27 - $520.0 $13.7K - $16.1K
513 $230K
EMR
Emerson Electric CO

Industrials
24
+ 0.65%
$126.01 - $140.03 $3.02K - $3.36K
3.7K $472K
CHKP
Check Point Software Technologies LTD

Technology
73
+ 2.57%
$188.36 - $204.97 $13.8K - $15K
2.91K $575K
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.4%
$237.56 - $271.47 $950 - $1.09K
1.01K $262K
VMC
Vulcan Materials CO

Basic Materials
4
+ 0.47%
$280.58 - $309.07 $1.12K - $1.24K
848 $237K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.39%
$596.44 - $656.85 $1.79K - $1.97K
774 $461K
SNPS
Synopsys Inc

Technology
5
+ 0.93%
$389.83 - $489.36 $1.95K - $2.45K
542 $211K
SYY
Sysco Corp

Consumer Defensive
261
+ 2.54%
$72.9 - $83.27 $19K - $21.7K
10.5K $787K
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 1.49%
$294.11 - $320.41 $24.7K - $26.9K
5.72K $1.72M
SM
Sm Energy CO

Energy
269
+ 0.58%
$17.85 - $25.85 $4.8K - $6.95K
46.3K $873K
NFLX
Netflix Inc

Communication Services
31.5K
+ 892.88%
$110.29 - $1241.35 $3.47M - $39.1M
35K $3.86M
Activity Summary
Buys All Purchases 96 New Holdings 13 Increased Positions 83 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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