South Shore Capital Advisors New Holdings in Q4 2025

South Shore Capital Advisors

  • $133 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
9.75K
New
$354.79 - $403.15 $3.46M - $3.93M
9.75K $3.67M
VT
Vanguard Total World Stk Index

ETFs
23.3K
New
$135.16 - $141.78 $3.15M - $3.3M
23.3K $3.24M
AXP
American Express CO

Financial Services
7.53K
New
$316.26 - $372.77 $2.38M - $2.81M
7.53K $2.57M
NOW
Service Now, Inc.

Technology
2.78K
New
$835.79 - $946.29 $2.32M - $2.63M
2.78K $2.32M
META
Meta Platforms, Inc.

Communication Services
3.62K
New
$609.01 - $751.67 $2.2M - $2.72M
3.62K $2.21M
NVDA
Nvidia Corp

Technology
9.49K
New
$179.83 - $207.04 $1.71M - $1.97M
9.49K $1.77M
COF
Capital One Financial Corp

Financial Services
7.73K
New
$201.01 - $225.01 $1.55M - $1.74M
7.73K $1.55M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
27.1K
New
$44.53 - $47.25 $1.21M - $1.28M
27.1K $1.24M
ASML
Asml Holding Nv

Technology
1.16K
New
$936.19 - $1075.45 $1.08M - $1.24M
1.16K $1.18M
WMB
Williams Companies, Inc.

Energy
18.9K
New
$56.51 - $64.48 $1.07M - $1.22M
18.9K $1.15M
MA
Mastercard Inc

Financial Services
1.72K
New
$536.85 - $580.45 $925K - $1M
1.72K $924K
XLP
Consumer Staples Sector Spdr

ETFs
11.4K
New
N/A
11.4K $864K
IAU
Ishares Gold Trust

ETFs
10.6K
New
$72.65 - $82.5 $768K - $872K
10.6K $813K
NOK
Nokia Corp

Technology
114K
New
$4.82 - $7.77 $548K - $884K
114K $765K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.42K
New
$482.23 - $557.53 $685K - $792K
1.42K $763K
BK
Bank Of New York Mellon Corp

Financial Services
6.35K
New
$104.54 - $112.64 $664K - $715K
6.35K $701K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.07K
New
$79.18 - $82.25 $639K - $664K
8.07K $654K
IEMG
Ishares Inc

ETFs
12K
New
N/A
12K $642K
AAXJ
Ishares Msci All Country Asia

ETFs
6.66K
New
$89.0 - $96.2 $592K - $640K
6.66K $625K
TMUS
T Mobile Us, Inc.

Communication Services
2.84K
New
$201.01 - $233.26 $572K - $663K
2.84K $613K
TT
Trane Technologies PLC

Industrials
1.47K
New
$408.5 - $448.65 $599K - $658K
1.47K $613K
LIT
Global X Fds Global X Lithium

ETFs
9.5K
New
$53.92 - $63.77 $512K - $606K
9.5K $605K
NVS
Novartis Ag

Healthcare
4.57K
New
$121.8 - $132.39 $556K - $604K
4.57K $600K
IEFA
Ishares Tr

ETFs
6.45K
New
$86.09 - $89.88 $555K - $580K
6.45K $572K
MU
Micron Technology Inc

Technology
2.19K
New
$181.6 - $253.3 $397K - $554K
2.19K $539K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.5K
New
$101.39 - $114.39 $456K - $515K
4.5K $513K
AMAT
Applied Materials Inc

Technology
2.2K
New
$209.95 - $240.89 $462K - $530K
2.2K $503K
BAC
Bank Of America Corp

Financial Services
9.49K
New
$48.65 - $54.11 $462K - $514K
9.49K $488K
KBE
Spdr S&P Bank ETF

ETFs
8.36K
New
$55.09 - $59.63 $461K - $499K
8.36K $478K
TFC
Truist Financial Corp

Financial Services
10.6K
New
$41.09 - $45.64 $435K - $483K
10.6K $475K
PSA
Public Storage

Real Estate
1.73K
New
$272.78 - $311.8 $472K - $540K
1.73K $475K
ONON
On Holding Ag

Consumer Cyclical
11K
New
$34.96 - $43.62 $383K - $478K
11K $464K
BX
Blackstone Inc.

Financial Services
3.27K
New
$138.42 - $168.45 $452K - $550K
3.27K $452K
CAT
Caterpillar Inc

Industrials
794
New
$480.82 - $585.49 $382K - $465K
794 $438K
COPX
Global X Copper Miners ETF

ETFs
7K
New
$57.93 - $64.14 $406K - $449K
7K $428K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.38K
New
$54.27 - $56.85 $401K - $420K
7.38K $414K
MELI
Mercadolibre Inc

Consumer Cyclical
193
New
$2024.98 - $2360.76 $391K - $456K
193 $395K
KGC
Kinross Gold Corp

Basic Materials
15.5K
New
$22.47 - $27.58 $348K - $427K
15.5K $394K
CSX
Csx Corp

Industrials
11.2K
New
$34.88 - $36.67 $390K - $410K
11.2K $390K
CRM
Salesforce, Inc.

Technology
1.61K
New
$235.69 - $263.41 $380K - $425K
1.61K $382K
GLW
Corning Inc

Technology
4.6K
New
$82.06 - $90.29 $377K - $415K
4.6K $377K
SONY
Sony Group Corp

Technology
12.8K
New
$27.71 - $30.26 $356K - $388K
12.8K $373K
WM
Waste Management Inc

Industrials
1.73K
New
$196.77 - $219.98 $340K - $380K
1.73K $361K
ORCL
Oracle Corp

Technology
1.6K
New
$217.57 - $313.0 $348K - $500K
1.6K $351K
KO
Coca Cola CO

Consumer Defensive
4.94K
New
$66.1 - $71.61 $327K - $354K
4.94K $349K
BXP
Boston Properties Inc

Real Estate
4.9K
New
$69.37 - $76.32 $340K - $374K
4.9K $346K
IGV
Ishares Expanded Tech Software

ETFs
3.19K
New
$106.84 - $117.08 $340K - $373K
3.19K $342K
CME
Cme Group Inc.

Financial Services
1.22K
New
$261.53 - $285.04 $319K - $348K
1.22K $340K
CSCO
Cisco Systems, Inc.

Technology
4.26K
New
$67.46 - $78.0 $288K - $332K
4.26K $331K
Activity Summary
Buys All Purchases 122 New Holdings 100 Increased Positions 22 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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