Third View Private Wealth, LLC Purchases in Q4 2025

Third View Private Wealth, LLC

  • $743 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PCG
Pg&E Corp

Utilities
90.6K
New
$15.63 - $16.81 $1.42M - $1.52M
90.6K $1.46B
UNH
Unitedhealth Group Inc

Healthcare
4.34K
New
$320.52 - $369.92 $1.39M - $1.6M
4.34K $1.43B
FICO
Fair Isaac Corp

Technology
839
New
$1512.71 - $1879.55 $1.27M - $1.58M
839 $1.42B
BAC
Bank Of America Corp

Financial Services
25.2K
New
$48.65 - $54.11 $1.23M - $1.37M
25.2K $1.39B
PH
Parker Hannifin Corp

Industrials
1.56K
New
$716.66 - $857.93 $1.11M - $1.33M
1.56K $1.37B
BX
Blackstone Inc.

Financial Services
8.81K
New
$138.42 - $168.45 $1.22M - $1.48M
8.81K $1.36B
PLTR
Palantir Technologies Inc.

Technology
7.48K
New
$172.14 - $207.18 $1.29M - $1.55M
7.48K $1.33B
SYF
Synchrony Financial

Financial Services
15.8K
New
$68.02 - $75.49 $1.08M - $1.19M
15.8K $1.32B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.2K
New
$91.46 - $91.76 $1.29M - $1.3M
14.2K $1.29B
AMP
Ameriprise Financial Inc

Financial Services
2.6K
New
$440.8 - $497.79 $1.15M - $1.29M
2.6K $1.27B
VEEV
Veeva Systems Inc

Healthcare
5.68K
New
$283.73 - $306.22 $1.61M - $1.74M
5.68K $1.27B
AJG
Arthur J. Gallagher & Co.

Financial Services
4.9K
New
$242.98 - $310.48 $1.19M - $1.52M
4.9K $1.27B
MSCI
Msci Inc.

Financial Services
2.21K
New
$533.34 - $593.76 $1.18M - $1.31M
2.21K $1.27B
BKNG
Booking Holdings Inc.

Consumer Cyclical
235
New
$4804.01 - $5424.55 $1.13M - $1.27M
235 $1.26B
LLY
Eli Lilly & CO

Healthcare
1.13K
New
$799.57 - $1025.28 $900K - $1.15M
1.13K $1.21B
IDXX
Idexx Laboratories Inc

Healthcare
1.78K
New
$616.15 - $722.94 $1.1M - $1.29M
1.78K $1.21B
ROP
Roper Technologies Inc

Industrials
2.71K
New
$443.27 - $520.0 $1.2M - $1.41M
2.71K $1.2B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.91K
New
$280.66 - $305.09 $1.1M - $1.19M
3.91K $1.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.81K
New
$600.51 - $631.95 $1.09M - $1.15M
1.81K $1.14B
WMT
Walmart Inc.

Consumer Defensive
10.2K
New
$101.18 - $109.03 $1.03M - $1.11M
10.2K $1.13B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17K
New
$63.25 - $66.24 $1.07M - $1.13M
17K $1.12B
DEO
Diageo PLC

Consumer Defensive
12.9K
New
$87.26 - $98.67 $1.12M - $1.27M
12.9K $1.11B
VTI
Vanguard Total Stock Market Et

ETFs
3.28K
New
$321.8 - $337.95 $1.05M - $1.11M
3.28K $1.1B
LPLA
Lpl Financial Holdings Inc.

Financial Services
3.03K
New
$312.18 - $378.94 $945K - $1.15M
3.03K $1.08B
TJX
Tjx Companies Inc

Consumer Cyclical
6.9K
New
$138.56 - $147.63 $956K - $1.02M
6.9K $1.06B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.72K
New
$589.5 - $635.77 $1.01M - $1.09M
1.72K $1.06B
EQT
Eqt Corp

Energy
18.3K
New
$51.8 - $60.84 $946K - $1.11M
18.3K $979M
TYL
Tyler Technologies Inc

Technology
2.13K
New
$460.81 - $518.69 $980K - $1.1M
2.13K $966M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.29K
New
$398.46 - $431.24 $911K - $986K
2.29K $953M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10K
New
$87.33 - $94.14 $873K - $941K
10K $914M
Liberty Media Corp Del
9.01K
New
N/A
9.01K $887M
SNOW
Snowflake Inc.

Technology
4.02K
New
$230.55 - $277.14 $926K - $1.11M
4.02K $881M
ARES
Ares Management Corp

Financial Services
5.28K
New
$140.88 - $155.5 $744K - $821K
5.28K $854M
KLAC
Kla Corp

Technology
653
New
$982.75 - $1235.28 $642K - $807K
653 $793M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
99.7K
New
$7.48 - $9.49 $746K - $946K
99.7K $792M
SONY
Sony Group Corp

Technology
30.8K
New
$27.71 - $30.26 $854K - $933K
30.8K $789M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
12.8K
New
$58.86 - $73.68 $756K - $947K
12.8K $782M
H
Hyatt Hotels Corp

Consumer Cyclical
4.79K
New
$135.42 - $156.85 $649K - $751K
4.79K $768M
AXP
American Express CO

Financial Services
2.07K
New
$316.26 - $372.77 $655K - $772K
2.07K $766M
ENTG
Entegris Inc

Technology
9.04K
New
$78.28 - $100.26 $708K - $906K
9.04K $762M
IVV
Ishares Core S&P 500 ETF

ETFs
1.1K
New
$656.2 - $690.71 $721K - $759K
1.1K $753M
CTVA
Corteva, Inc.

Basic Materials
10.8K
New
$61.0 - $66.48 $657K - $716K
10.8K $722M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.4K
New
$61.42 - $63.67 $701K - $726K
11.4K $721M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
14.9K
New
$42.31 - $46.37 $630K - $691K
14.9K $711M
CSCO
Cisco Systems, Inc.

Technology
9.08K
New
$67.46 - $78.0 $613K - $708K
9.08K $700M
FAST
Fastenal CO

Industrials
17.4K
New
$40.45 - $48.17 $704K - $838K
17.4K $698M
GD
General Dynamics Corp

Industrials
2.04K
New
$330.59 - $353.77 $674K - $721K
2.04K $686M
ABBV
Abb Vie Inc.

Healthcare
2.98K
New
$211.96 - $244.38 $631K - $727K
2.98K $680M
MRK
Merck & Co., Inc.

Healthcare
6.42K
New
$82.49 - $92.93 $530K - $597K
6.42K $676M
Activity Summary
Buys All Purchases 269 New Holdings 269 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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