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.
Portfolio value
$296 Million
ETFs: $104 Million
Financial Services: $68.9 Million
Technology: $45.5 Million
Communication Services: $25.6 Million
Consumer Cyclical: $18.2 Million
Industrials: $9.55 Million
Healthcare: $9.29 Million
Energy: $6.08 Million
Other: $8.3 Million
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Johcm International Select Fund Institutional Class
