Wall Street Access Asset Management, LLC Portfolio Holdings
Wall Street Access Asset Management, LLC
- $296 Million
- Q3 2025
Wall Street Access Asset Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $296 Million distributed in 766 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $46.8M, Berkshire Hathaway Inc with a value of $43M, Microsoft Corp with a value of $17.3M, Apple Inc. with a value of $15.2M, and Alphabet Inc. with a value of $13.6M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $284M to 296M.
Wall Street Access Asset Management, LLC is based out at New York, NY
Below you can find more details about Wall Street Access Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 766
- Current Value $296 Million
- Prior Value $284 Million
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 534 stocks
- Additional Purchases 31 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks