Wernau Asset Management Inc. Incresed Positions in Q4 2025

Wernau Asset Management Inc.

  • $185 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
360
+ 3.66%
$236.57 - $291.31 $85.2K - $105K
10.2K $3.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
422
+ 3.0%
$475.68 - $513.11 $201K - $217K
14.5K $7.27B
AMZN
Amazon Com Inc

Consumer Cyclical
322
+ 3.26%
$213.04 - $254.0 $68.6K - $81.8K
10.2K $2.35B
GLD
Spdr Gold Trust

ETFs
21
+ 1.04%
$354.79 - $403.15 $7.45K - $8.47K
2.05K $812M
VTWO
Vanguard Russell 2000 ETF

ETFs
486
+ 2.17%
$95.72 - $101.47 $46.5K - $49.3K
22.9K $2.28B
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 0.19%
$294.11 - $320.41 $5.29K - $5.77K
9.59K $3.09B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.29K
+ 2.86%
$23.02 - $24.23 $29.8K - $31.4K
46.5K $1.12B
UTL
Unitil Corp

Utilities
527
+ 1.23%
$46.68 - $50.19 $24.6K - $26.5K
43.3K $2.1B
XOM
Exxon Mobil Corp

Energy
48
+ 0.89%
$110.64 - $119.78 $5.31K - $5.75K
5.46K $658M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
807
+ 2.59%
$26.44 - $27.53 $21.3K - $22.2K
32K $878M
VO
Vanguard Mid Cap ETF

ETFs
103
+ 2.77%
$286.27 - $296.23 $29.5K - $30.5K
3.82K $1.11B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
384
+ 2.22%
$52.54 - $55.77 $20.2K - $21.4K
17.7K $952M
TIP
Ishares Tr Tips Bd ETF

ETFs
73
+ 3.83%
$110.58 - $112.2 $8.07K - $8.19K
1.98K $217M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
72
+ 1.84%
$82.69 - $83.12 $5.95K - $5.98K
3.99K $330M
SBUX
Starbucks Corp

Consumer Cyclical
69
+ 2.81%
$78.46 - $87.26 $5.41K - $6.02K
2.53K $213M
NVDA
Nvidia Corp

Technology
28
+ 0.74%
$179.83 - $207.04 $5.04K - $5.8K
3.8K $708M
ABBV
Abb Vie Inc.

Healthcare
26
+ 2.15%
$211.96 - $244.38 $5.51K - $6.35K
1.24K $283M
KMI
Kinder Morgan, Inc.

Energy
211
+ 1.39%
$25.84 - $28.46 $5.45K - $6.01K
15.4K $422M
KKR
Kkr & Co. Inc.

Financial Services
127
+ 1.19%
$117.52 - $127.65 $14.9K - $16.2K
10.8K $1.37B
NFLX
Netflix Inc

Communication Services
2.41K
+ 960.96%
$110.29 - $1241.35 $266K - $2.99M
2.66K $250M
PG
Procter & Gamble CO

Consumer Defensive
251
+ 1.94%
$145.5 - $153.18 $36.5K - $38.4K
13.2K $1.89B
T
At&T Inc.

Communication Services
224
+ 0.27%
$24.44 - $27.55 $5.47K - $6.17K
82.5K $2.05B
MSFT
Microsoft Corp

Technology
11
+ 0.09%
$496.82 - $542.07 $5.47K - $5.96K
12.7K $6.14B
Activity Summary
Buys All Purchases 24 New Holdings 0 Increased Positions 24 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 3
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