Smith Chas P & Associates Pa Cpas Sells in Q3 2025

Smith Chas P & Associates Pa Cpas

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-89.4K
- 43.64%
$491.09 - $535.64 $43.9M - $47.9M
115K $59.8M
JPM
Jpmorgan Chase & CO

Financial Services
-145K
- 42.97%
$282.78 - $316.06 $41.1M - $45.9M
193K $60.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-72.5K
- 42.35%
$459.11 - $506.91 $33.3M - $36.8M
98.7K $49.6M
WMT
Walmart Inc.

Consumer Defensive
-339K
- 42.64%
$94.4 - $104.27 $32M - $35.3M
456K $47M
CMCSA
Comcast Corp

Communication Services
-737K
- 99.05%
$31.41 - $36.33 $23.1M - $26.8M
7.08K $222K
HD
Home Depot, Inc.

Consumer Cyclical
-81.4K
- 40.78%
$357.4 - $423.42 $29.1M - $34.4M
118K $47.9M
V
Visa Inc.

Financial Services
-66.7K
- 41.44%
$332.09 - $358.86 $22.2M - $24M
94.3K $32.2M
AAPL
Apple Inc.

Technology
-180K
- 38.67%
$202.38 - $256.87 $36.3M - $46.1M
285K $72.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-73.1K
- 41.31%
$291.67 - $316.99 $21.3M - $23.2M
104K $31.6M
CB
Chubb LTD

Financial Services
-65.6K
- 40.76%
$265.99 - $289.59 $17.4M - $19M
95.3K $26.9M
GOOG
Alphabet Inc.

Communication Services
-188K
- 42.99%
$175.16 - $255.24 $33M - $48.1M
250K $60.9M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-901K
- 39.33%
$18.93 - $19.47 $17.1M - $17.6M
1.39M $26.9M
ACN
Accenture PLC

Technology
-39.2K
- 31.84%
$232.56 - $304.78 $9.12M - $12M
84K $20.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
-54.2K
- 40.84%
$265.78 - $299.3 $14.4M - $16.2M
78.5K $21.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-33.3K
- 39.81%
$546.99 - $602.2 $18.2M - $20.1M
50.4K $30.2M
LMT
Lockheed Martin Corp

Industrials
-35.1K
- 39.31%
$410.74 - $499.21 $14.4M - $17.5M
54.2K $27.1M
ADP
Automatic Data Processing Inc

Industrials
-43K
- 38.19%
$288.69 - $310.94 $12.4M - $13.4M
69.5K $20.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-445K
- 43.31%
$35.42 - $38.65 $15.8M - $17.2M
583K $22.2M
AMGN
Amgen Inc

Healthcare
-47.5K
- 40.65%
$271.18 - $309.22 $12.9M - $14.7M
69.3K $19.5M
ITW
Illinois Tool Works Inc

Industrials
-53.1K
- 39.28%
$252.31 - $269.41 $13.4M - $14.3M
82.1K $21.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-51.9K
- 32.75%
$211.65 - $238.24 $11M - $12.4M
107K $23.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-21.9K
- 31.38%
$620.67 - $670.08 $13.6M - $14.7M
48K $32.1M
PEP
Pepsico Inc

Consumer Defensive
-95.4K
- 37.64%
$133.81 - $152.16 $12.8M - $14.5M
158K $22.2M
GD
General Dynamics Corp

Industrials
-50.9K
- 39.79%
$293.92 - $341.0 $15M - $17.4M
77.1K $26.3M
JNJ
Johnson & Johnson

Healthcare
-100K
- 38.65%
$155.17 - $185.42 $15.6M - $18.6M
159K $29.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-48.4K
- 36.26%
$225.11 - $247.9 $10.9M - $12M
85.1K $21M
MRK
Merck & Co., Inc.

Healthcare
-127K
- 35.67%
$77.6 - $87.37 $9.83M - $11.1M
229K $19.2M
HSY
Hershey CO

Consumer Defensive
-55.3K
- 39.07%
$161.95 - $193.45 $8.96M - $10.7M
86.3K $16.1M
UNH
Unitedhealth Group Inc

Healthcare
-31.2K
- 27.34%
$237.77 - $353.61 $7.42M - $11M
82.9K $28.6M
DGRO
Ishares Core Dividend Growth E

ETFs
-117K
- 41.34%
$64.12 - $68.08 $7.48M - $7.94M
166K $11.3M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-96.8K
- 43.24%
$79.52 - $89.63 $7.7M - $8.68M
127K $11.3M
FQAL
Fidelity Covington Tr Quality

ETFs
-97.8K
- 41.94%
$69.69 - $74.72 $6.81M - $7.31M
135K $10.1M
CSCO
Cisco Systems, Inc.

Technology
-81.6K
- 47.11%
$66.2 - $71.79 $5.4M - $5.86M
91.6K $6.27M
COF
Capital One Financial Corp

Financial Services
-15.7K
- 36.21%
$207.29 - $229.74 $3.26M - $3.62M
27.7K $5.9M
COST
Costco Wholesale Corp

Consumer Defensive
-2.94K
- 66.8%
$915.95 - $994.57 $2.69M - $2.92M
1.46K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.31K
- 21.42%
$617.65 - $666.84 $3.28M - $3.54M
19.5K $13M
NEE
Nextera Energy Inc

Utilities
-35K
- 53.58%
$69.77 - $77.54 $2.44M - $2.71M
30.3K $2.29M
NVDA
Nvidia Corp

Technology
-13K
- 73.84%
$153.3 - $186.58 $1.99M - $2.43M
4.61K $860K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20.2K
- 25.07%
$108.46 - $120.63 $2.19M - $2.44M
60.5K $7.19M
META
Meta Platforms, Inc.

Communication Services
-1.96K
- 82.18%
$695.21 - $791.73 $1.37M - $1.55M
426 $312K
SO
Southern CO

Utilities
-15K
- 55.09%
$90.83 - $96.0 $1.36M - $1.44M
12.2K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
-7.38K
- 35.66%
$214.92 - $244.84 $1.59M - $1.81M
13.3K $3.22M
XOM
Exxon Mobil Corp

Energy
-10.6K
- 37.35%
$105.83 - $117.22 $1.12M - $1.24M
17.7K $2M
JBT
John Bean Technologies Corp

Industrials
-7.58K
- 49.15%
N/A
7.84K $985K
TFC
Truist Financial Corp

Financial Services
-18.6K
- 77.32%
$42.83 - $47.07 $796K - $874K
5.45K $249K
IWR
Ishares Russell Mid Cap ETF

ETFs
-10.3K
- 18.14%
$92.26 - $97.51 $947K - $1M
46.3K $4.47M
LLY
Eli Lilly & CO

Healthcare
-683
- 56.77%
$625.65 - $812.69 $427K - $555K
520 $396K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.84K
- 15.59%
$122.57 - $132.57 $715K - $774K
31.6K $4.1M
T
At&T Inc.

Communication Services
-13.8K
- 43.55%
$26.94 - $29.62 $371K - $408K
17.8K $503K
Activity Summary
Buys All Purchases 17 New Holdings 8 Increased Positions 9 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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