Sendero Wealth Management, LLC Reduced Holdings in Q4 2025

Sendero Wealth Management, LLC

  • $746 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-5.05K
- 24.79%
$609.01 - $751.67 $3.07M - $3.79M
15.3K $9.33M
COP
Conocophillips

Energy
-28.9K
- 25.37%
$85.66 - $95.46 $2.47M - $2.76M
85K $7.54M
GNR
Spdr S&P Global Natural Resour

ETFs
-59K
- 19.65%
$57.53 - $60.89 $3.39M - $3.59M
241K $14.5M
LBRDK
Liberty Broadband Corp

Communication Services
-35.5K
- 81.35%
$47.01 - $65.22 $1.67M - $2.32M
8.14K $382K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-171K
- 37.45%
$17.1 - $23.05 $2.92M - $3.94M
286K $6.58M
ABNB
Airbnb, Inc.

Consumer Cyclical
-13.9K
- 21.37%
$117.6 - $129.07 $1.63M - $1.79M
51.1K $6.01M
INTU
Intuit Inc

Technology
-1.58K
- 11.76%
$641.79 - $683.39 $1.02M - $1.08M
11.9K $7.67M
EFX
Equifax Inc

Industrials
-731
- 2.99%
$204.19 - $253.84 $149K - $186K
23.7K $4.92M
COF
Capital One Financial Corp

Financial Services
-4.11K
- 9.49%
$201.01 - $225.01 $826K - $925K
39.2K $7.88M
ORCL
Oracle Corp

Technology
-178
- 0.95%
$217.57 - $313.0 $38.7K - $55.7K
18.6K $4.08M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-103
- 13.84%
$4804.01 - $5424.55 $495K - $559K
641 $3.08M
MOH
Molina Healthcare, Inc.

Healthcare
-2.32K
- 21.49%
$137.54 - $203.26 $319K - $471K
8.46K $1.16M
SCHW
Schwab Charles Corp

Financial Services
-6.64K
- 9.18%
$91.91 - $97.71 $610K - $649K
65.7K $6.03M
MSFT
Microsoft Corp

Technology
-298
- 0.53%
$496.82 - $542.07 $148K - $162K
56.1K $28.5M
DXCM
Dexcom Inc

Healthcare
-1.75K
- 2.59%
$54.84 - $71.06 $95.9K - $124K
65.7K $3.81M
ASML
Asml Holding Nv

Technology
-794
- 41.12%
$936.19 - $1075.45 $743K - $854K
1.14K $1.16M
WTW
Willis Towers Watson PLC

Financial Services
-672
- 3.78%
$313.1 - $349.93 $210K - $235K
17.1K $5.51M
CBRE
Cbre Group, Inc.

Real Estate
-3.13K
- 8.2%
$149.99 - $164.2 $470K - $514K
35K $5.38M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-3.33K
- 52.68%
$164.17 - $186.43 $547K - $621K
2.99K $491K
PSX
Phillips 66

Energy
-4.7K
- 17.06%
$126.76 - $142.32 $596K - $669K
22.9K $3.25M
LAD
Lithia Motors Inc

Consumer Cyclical
-558
- 3.72%
$290.43 - $331.6 $162K - $185K
14.4K $4.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.5K
- 7.62%
$26.44 - $27.53 $438K - $456K
201K $5.46M
CMCSA
Comcast Corp

Communication Services
-5.17K
- 9.47%
$26.98 - $31.09 $140K - $161K
49.4K $1.35M
ABT
Abbott Laboratories

Healthcare
-1.85K
- 5.65%
$123.62 - $134.59 $229K - $249K
30.9K $4.02M
PINS
Pinterest, Inc.

Communication Services
-1.82K
- 3.25%
$25.75 - $35.24 $46.8K - $64.1K
54.1K $1.44M
ICLR
Icon PLC

Healthcare
-389
- 1.85%
$157.68 - $193.89 $61.3K - $75.4K
20.6K $3.34M
CDNS
Cadence Design Systems Inc

Technology
-185
- 2.48%
$314.93 - $353.36 $58.3K - $65.4K
7.28K $2.29M
V
Visa Inc.

Financial Services
-236
- 1.52%
$325.75 - $352.42 $76.9K - $83.2K
15.3K $4.98M
HUM
Humana Inc

Healthcare
-742
- 17.06%
$236.74 - $298.04 $176K - $221K
3.61K $855K
CHTR
Charter Communications, Inc.

Communication Services
-550
- 24.59%
$201.84 - $282.74 $111K - $156K
1.69K $340K
SHEL
Shell PLC

Energy
-4.14K
- 27.76%
$71.37 - $77.01 $295K - $319K
10.8K $815K
MA
Mastercard Inc

Financial Services
-39
- 0.66%
$536.85 - $580.45 $20.9K - $22.6K
5.91K $3.17M
FCFS
First Cash Holdings, Inc.

Financial Services
-1.39K
- 18.35%
$148.07 - $162.52 $206K - $226K
6.19K $990K
PG
Procter & Gamble CO

Consumer Defensive
-148
- 0.95%
$145.5 - $153.18 $21.5K - $22.7K
15.4K $2.24M
MPC
Marathon Petroleum Corp

Energy
-1.95K
- 5.73%
$180.89 - $200.13 $352K - $390K
32.1K $6.41M
CNC
Centene Corp

Healthcare
-6.52K
- 4.43%
$33.15 - $38.7 $216K - $252K
141K $5.12M
AIG
American International Group, Inc.

Financial Services
-943
- 2.46%
$76.15 - $84.05 $71.8K - $79.3K
37.4K $2.91M
GE
General Electric CO

Industrials
-286
- 1.93%
$291.49 - $314.28 $83.4K - $89.9K
14.5K $4.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-408
- 4.38%
$459.47 - $491.71 $187K - $201K
8.92K $4.2M
AMT
American Tower Corp

Real Estate
-362
- 20.48%
$176.64 - $193.32 $63.9K - $70K
1.41K $253K
PTC
Ptc Inc.

Technology
-30
- 1.07%
$173.93 - $205.87 $5.22K - $6.18K
2.78K $483K
BC
Brunswick Corp

Consumer Cyclical
-1.95K
- 3.68%
$58.75 - $71.91 $114K - $140K
51.1K $3.28M
DIS
Walt Disney CO

Communication Services
-169
- 3.63%
$105.69 - $116.65 $17.9K - $19.7K
4.49K $474K
CMI
Cummins Inc

Industrials
-206
- 17.04%
$407.98 - $484.34 $84K - $99.8K
1K $463K
NVDA
Nvidia Corp

Technology
-238
- 0.14%
$179.83 - $207.04 $42.8K - $49.3K
173K $32.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
-105
- 1.06%
$86.09 - $102.52 $9.04K - $10.8K
9.76K $839K
CSX
Csx Corp

Industrials
-341
- 2.31%
$34.88 - $36.67 $11.9K - $12.5K
14.4K $503K
ADSK
Autodesk, Inc.

Technology
-76
- 0.89%
N/A
8.43K $2.07M
AON
Aon PLC

Financial Services
-8
- 0.33%
$326.07 - $366.93 $2.61K - $2.94K
2.41K $842K
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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