Wall Street Access Asset Management, LLC Incresed Positions in Q4 2025

Wall Street Access Asset Management, LLC

  • $309 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
54.2K
+ 81.72%
$185.12 - $192.11 $10M - $10.4M
120K $22.6M
AAPL
Apple Inc.

Technology
7.77K
+ 12.99%
$245.27 - $275.25 $1.91M - $2.14M
67.6K $18.1M
MSFT
Microsoft Corp

Technology
4.66K
+ 13.98%
$496.82 - $542.07 $2.32M - $2.53M
38K $19.3M
GOOGL
Alphabet Inc.

Communication Services
4.99K
+ 39.7%
$236.57 - $291.31 $1.18M - $1.45M
17.6K $4.85M
DFAS
Dimensional ETF Tr U S Small C

ETFs
20.9K
+ 26.64%
$66.04 - $69.67 $1.38M - $1.46M
99.6K $6.69M
ABBV
Abb Vie Inc.

Healthcare
5.32K
+ 80.68%
$211.96 - $244.38 $1.13M - $1.3M
11.9K $2.79M
GS
Goldman Sachs Group Inc

Financial Services
1.54K
+ 619.28%
$744.6 - $838.97 $1.15M - $1.29M
1.79K $1.39M
GILD
Gilead Sciences, Inc.

Healthcare
8.17K
+ 1954.07%
$110.56 - $125.2 $903K - $1.02M
8.59K $1.07M
XLE
Energy Sector Spdr

ETFs
9.87K
+ 98.84%
$85.22 - $92.02 $841K - $908K
19.9K $1.83M
AMGN
Amgen Inc

Healthcare
2.46K
+ 1158.49%
$290.13 - $341.71 $713K - $839K
2.67K $911K
CAT
Caterpillar Inc

Industrials
959
+ 426.22%
$480.82 - $585.49 $461K - $561K
1.18K $653K
QQQ
Invesco Qqq Trust, Series 1

ETFs
714
+ 10.99%
$589.5 - $635.77 $421K - $454K
7.21K $4.35M
T
At&T Inc.

Communication Services
16.1K
+ 142.96%
$24.44 - $27.55 $394K - $444K
27.4K $697K
PFE
Pfizer Inc

Healthcare
14.7K
+ 74.03%
$24.23 - $27.37 $355K - $401K
34.5K $864K
VTI
Vanguard Total Stock Market Et

ETFs
1.01K
+ 36.54%
$321.8 - $337.95 $325K - $341K
3.77K $1.24M
DIS
Walt Disney CO

Communication Services
3.13K
+ 518.38%
$105.69 - $116.65 $331K - $365K
3.74K $394K
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 17.98%
$294.11 - $320.41 $426K - $464K
9.51K $2.86M
BA
Boeing CO

Industrials
1.86K
+ 100.98%
$191.81 - $225.32 $356K - $418K
3.69K $708K
VZ
Verizon Communications Inc

Communication Services
7.93K
+ 48.01%
$38.4 - $43.83 $304K - $347K
24.4K $1M
TGT
Target Corp

Consumer Defensive
2.93K
+ 15431.58%
$85.53 - $97.77 $251K - $287K
2.95K $265K
HUN
Huntsman Corp

Basic Materials
27.6K
+ 2013.11%
$7.42 - $9.39 $205K - $260K
29K $252K
VUG
Vanguard Growth ETF

ETFs
373
+ 4.49%
$470.44 - $504.26 $175K - $188K
8.68K $4.19M
IEFA
Ishares Tr

ETFs
2.24K
+ 32.38%
$86.09 - $89.88 $193K - $201K
9.15K $812K
TSLA
Tesla, Inc.

Consumer Cyclical
803
+ 21.5%
$401.99 - $468.37 $323K - $376K
4.54K $1.86M
NOW
Service Now, Inc.

Technology
216
+ 400.0%
$835.79 - $946.29 $181K - $204K
270 $225K
XOM
Exxon Mobil Corp

Energy
723
+ 6.81%
$110.64 - $119.78 $80K - $86.6K
11.3K $1.33M
SHV
Ishares Tr

ETFs
1.18K
+ 89.56%
$110.15 - $110.49 $129K - $130K
2.49K $274K
VRT
Vertiv Holdings CO

Industrials
1.37K
+ 2742.0%
N/A
1.42K $123K
DAL
Delta Air Lines, Inc.

Industrials
2K
+ 133.33%
$55.65 - $62.32 $111K - $125K
3.5K $204K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.44K
+ 18.28%
$79.55 - $80.13 $114K - $115K
9.29K $739K
VTV
Vanguard Value ETF

ETFs
478
+ 1.8%
$182.87 - $189.72 $87.4K - $90.7K
27K $5.06M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.2K
+ 11.01%
$82.69 - $83.12 $99.2K - $99.7K
12.1K $1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.24K
+ 316.33%
$78.65 - $79.19 $97.5K - $98.2K
1.63K $128K
VB
Vanguard Small Cap ETF

ETFs
547
+ 5.31%
$248.1 - $260.08 $136K - $142K
10.9K $2.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
266
+ 105.14%
$280.66 - $305.09 $74.7K - $81.2K
519 $146K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
945
+ 242.31%
$77.73 - $78.84 $73.5K - $74.5K
1.34K $104K
SCHW
Schwab Charles Corp

Financial Services
1K
+ 18.82%
$91.91 - $97.71 $91.9K - $97.7K
6.31K $580K
PG
Procter & Gamble CO

Consumer Defensive
825
+ 13.48%
$145.5 - $153.18 $120K - $126K
6.94K $1.01M
IBM
International Business Machines Corp

Technology
65
+ 2.32%
$275.97 - $314.98 $17.9K - $20.5K
2.87K $851K
BND
Vanguard Bd Index Fd Inc Total

ETFs
800
+ 188.24%
$74.09 - $75.1 $59.3K - $60.1K
1.23K $90K
KO
Coca Cola CO

Consumer Defensive
20
+ 0.23%
$66.1 - $71.61 $1.32K - $1.43K
8.6K $607K
NEE
Nextera Energy Inc

Utilities
29
+ 0.91%
$78.18 - $86.03 $2.27K - $2.49K
3.23K $276K
AMT
American Tower Corp

Real Estate
200
+ 59.35%
$176.64 - $193.32 $35.3K - $38.7K
537 $96K
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.48%
$157.0 - $179.44 $2.36K - $2.69K
3.16K $555K
LYB
Lyondell Basell Industries N.V.

Basic Materials
532
+ 3325.0%
$42.38 - $49.47 $22.5K - $26.3K
548 $24K
MET
Metlife Inc

Financial Services
350
+ 40.32%
$75.97 - $82.89 $26.6K - $29K
1.22K $95K
GLW
Corning Inc

Technology
250
+ 5.78%
$82.06 - $90.29 $20.5K - $22.6K
4.57K $375K
WU
Western Union CO

Financial Services
1.38K
+ 16.04%
$7.93 - $9.54 $11K - $13.2K
9.99K $88K
HD
Home Depot, Inc.

Consumer Cyclical
117
+ 23.54%
$358.03 - $397.02 $41.9K - $46.5K
614 $219K
Activity Summary
Buys All Purchases 305 New Holdings 123 Increased Positions 182 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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