Third View Private Wealth, LLC New Holdings in Q4 2025

Third View Private Wealth, LLC

  • $743 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
7.77K
New
$76.15 - $84.05 $592K - $653K
7.77K $665M
ACGL
Arch Capital Group Ltd.

Financial Services
6.9K
New
$84.72 - $94.1 $584K - $649K
6.9K $661M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.41K
New
$482.23 - $557.53 $678K - $783K
1.41K $659M
IWV
Ishares Russell 3000 ETF

ETFs
1.69K
New
$371.33 - $389.89 $628K - $659K
1.69K $654M
Celestica Inc
2.19K
New
N/A
2.19K $646M
Brookfield Renewable Corp
16.9K
New
N/A
16.9K $646M
URI
United Rentals, Inc.

Industrials
798
New
$806.61 - $1020.0 $644K - $814K
798 $646M
Blackrock Inc
594
New
N/A
594 $636M
ADBE
Adobe Inc.

Technology
1.72K
New
$325.07 - $359.91 $558K - $618K
1.72K $601M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.7K
New
$44.53 - $47.25 $564K - $598K
12.7K $593M
AME
Ametek Inc

Industrials
2.79K
New
$179.28 - $202.11 $500K - $563K
2.79K $572M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
34.5K
New
$14.62 - $15.79 $504K - $545K
34.5K $547M
WCN
Waste Connections, Inc.

Industrials
3.09K
New
$165.31 - $178.47 $510K - $551K
3.09K $541M
WAT
Waters Corp

Healthcare
1.41K
New
$318.35 - $387.37 $448K - $545K
1.41K $534M
ATO
Atmos Energy Corp

Utilities
3.18K
New
$168.85 - $179.19 $537K - $569K
3.18K $533M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.56K
New
$153.8 - $189.34 $547K - $673K
3.56K $521M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
22.8K
New
$22.39 - $22.71 $511K - $519K
22.8K $512M
PGR
Progressive Corp

Financial Services
2.24K
New
$203.7 - $246.46 $455K - $551K
2.24K $509M
PANW
Palo Alto Networks Inc

Technology
2.68K
New
$204.77 - $221.38 $548K - $593K
2.68K $493M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.3K
New
$88.9 - $93.29 $471K - $495K
5.3K $490M
MRVL
Marvell Technology, Inc.

Technology
5.76K
New
$81.05 - $93.74 $467K - $540K
5.76K $489M
MCO
Moodys Corp

Financial Services
951
New
$468.56 - $495.08 $446K - $471K
951 $486M
Perimeter Solutions Inc
17.6K
New
N/A
17.6K $486M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.23K
New
$111.17 - $117.03 $470K - $495K
4.23K $484M
Brookfield Asset Managmt LTD
9.22K
New
N/A
9.22K $483M
AMGN
Amgen Inc

Healthcare
1.47K
New
$290.13 - $341.71 $428K - $504K
1.47K $482M
C
Citigroup Inc

Financial Services
4.08K
New
$93.93 - $102.87 $383K - $419K
4.08K $476M
USB
Us Bancorp \De\

Financial Services
8.67K
New
$45.28 - $48.26 $393K - $419K
8.67K $463M
ECL
Ecolab Inc.

Basic Materials
1.72K
New
$253.06 - $281.35 $436K - $485K
1.72K $453M
Ishares Bitcoin Trust ETF
9.03K
New
N/A
9.03K $449M
DHR
Danaher Corp

Healthcare
1.93K
New
$202.46 - $223.01 $391K - $431K
1.93K $442M
UBER
Uber Technologies, Inc

Technology
5.4K
New
$91.62 - $100.1 $495K - $541K
5.4K $441M
SKYX
Skyx Platforms Corp.

Industrials
203K
New
$1.07 - $1.8 $217K - $365K
203K $441M
KMI
Kinder Morgan, Inc.

Energy
16K
New
$25.84 - $28.46 $414K - $455K
16K $440M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.18K
New
$80.59 - $84.32 $417K - $436K
5.18K $438M
SNPS
Synopsys Inc

Technology
926
New
$389.83 - $489.36 $361K - $453K
926 $435M
ITA
Ishares Tr

ETFs
2K
New
$205.04 - $218.9 $410K - $438K
2K $429M
APPF
Appfolio Inc

Technology
1.8K
New
$223.31 - $262.26 $402K - $472K
1.8K $419M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.86K
New
$43.57 - $45.71 $386K - $405K
8.86K $413M
Liberty Media Corp Del
4.6K
New
N/A
4.6K $411M
TDY
Teledyne Technologies Inc

Technology
784
New
$501.23 - $593.62 $393K - $465K
784 $400M
EW
Edwards Lifesciences Corp

Healthcare
4.68K
New
$72.65 - $86.3 $340K - $404K
4.68K $399M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.21K
New
$147.71 - $162.85 $327K - $361K
2.21K $399M
PFE
Pfizer Inc

Healthcare
16K
New
$24.23 - $27.37 $388K - $438K
16K $399M
ALC
Alcon Inc

Healthcare
4.94K
New
$72.05 - $79.44 $356K - $393K
4.94K $389M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
16.1K
New
$15.89 - $19.79 $256K - $319K
16.1K $389M
ACN
Accenture PLC

Technology
1.44K
New
$234.02 - $253.35 $336K - $364K
1.44K $385M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.66K
New
$137.47 - $143.13 $365K - $380K
2.66K $381M
XEL
Xcel Energy Inc

Utilities
5.15K
New
$79.6 - $81.85 $410K - $422K
5.15K $381M
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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