Wiley Bros.-aintree Capital
Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IVV, IJH, NVDA, and represent 14.74% of &partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$128M), SPY (+$117M), MSFT (+$113M), NVDA (+$104M), VOO (+$85M), AMZN (+$62M), GOOGL (+$60M), JPM (+$53M), VTI (+$42M), LLY (+$40M).
- Started 260 new stock positions in LEA, VTN, SOLS, RGP, PUK, CART, FXU, EZU, SSO, RKT.
- Reduced shares in these 10 stocks: IWB (-$12M), Unilever (-$9.1M), , QUAL (-$5.2M), CMCSA (-$5.1M), SGOV, SRE, NKE, CDC, BAC.
- Sold out of its positions in ACU, ACM, Akamai Technologies, Alarm Com Hldgs, GHI, ARES.PB, BCE, BBSI, BRBR, BB.
- &partners was a net buyer of stock by $3.3B.
- &partners has $19B in assets under management (AUM), dropping by 22.42%.
- Central Index Key (CIK): 0000107136
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Portfolio Holdings for &partners
&partners holds 2282 positions in its portfolio as reported in the December 2025 quarterly 13F filing
&partners has 2282 total positions. Only the first 250 positions are shown.
- Sign up to view all of the &partners Dec. 31, 2025 positions
- Download the &partners December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $721M | +21% | 2.7M | 271.87 |
|
| Microsoft Corporation (MSFT) | 3.4 | $641M | +21% | 1.3M | 483.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $531M | +7% | 775k | 685.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $463M | +7% | 7.0M | 66.20 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $462M | +29% | 2.5M | 186.53 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $346M | +10% | 3.4M | 100.57 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $317M | +3% | 8.4M | 37.86 |
|
| Broadcom (AVGO) | 1.6 | $298M | +14% | 861k | 346.20 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $295M | +21% | 914k | 322.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $280M | +5% | 3.1M | 89.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $268M | +28% | 857k | 313.02 |
|
| Amazon (AMZN) | 1.4 | $263M | +30% | 1.1M | 230.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $191M | +80% | 304k | 628.71 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $189M | +161% | 279k | 679.71 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $173M | +30% | 161k | 1074.69 |
|
| Meta Platforms Cl A (META) | 0.9 | $171M | +16% | 259k | 660.01 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $165M | +19% | 3.4M | 48.40 |
|
| Johnson & Johnson (JNJ) | 0.8 | $158M | +15% | 764k | 206.97 |
|
| Wal-Mart Stores (WMT) | 0.8 | $150M | +15% | 1.4M | 111.35 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $147M | +26% | 301k | 488.13 |
|
| Visa Com Cl A (V) | 0.7 | $130M | +28% | 372k | 350.72 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $128M | +9% | 575k | 221.60 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $121M | -4% | 610k | 198.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $121M | +22% | 385k | 313.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $104M | +14% | 207k | 502.57 |
|
| Capital Group Dividend Shs Creation Uni (CGDV) | 0.5 | $104M | +48% | 2.4M | 43.60 |
|
| Tesla Motors (TSLA) | 0.5 | $99M | +53% | 220k | 449.75 |
|
| Capital Grp Fixed Incm Etf Core Plus Incm (CGCP) | 0.5 | $97M | +31% | 4.3M | 22.66 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $97M | +13% | 113k | 861.51 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $97M | +6% | 808k | 120.24 |
|
| Goldman Sachs (GS) | 0.5 | $93M | +50% | 106k | 879.30 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $92M | +36% | 2.1M | 44.58 |
|
| McDonald's Corporation (MCD) | 0.5 | $92M | +10% | 301k | 305.65 |
|
| Amgen (AMGN) | 0.5 | $92M | +14% | 280k | 327.59 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $91M | +21% | 1.2M | 78.83 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $89M | +9% | 466k | 191.05 |
|
| Blackrock (BLK) | 0.5 | $89M | +8% | 83k | 1070.38 |
|
| Abbvie (ABBV) | 0.5 | $87M | +24% | 383k | 228.51 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $87M | +35% | 719k | 120.35 |
|
| Home Depot (HD) | 0.4 | $84M | +22% | 243k | 343.90 |
|
| Cisco Systems (CSCO) | 0.4 | $83M | +11% | 1.1M | 77.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $82M | +34% | 134k | 614.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $82M | +104% | 244k | 335.29 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $81M | +22% | 455k | 178.05 |
|
| Chevron Corporation (CVX) | 0.4 | $79M | +8% | 521k | 152.33 |
|
| Procter & Gamble Company (PG) | 0.4 | $75M | +7% | 524k | 143.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $74M | +42% | 1.2M | 62.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $74M | +13% | 254k | 290.96 |
|
| Automatic Data Processing (ADP) | 0.4 | $73M | +7% | 284k | 256.77 |
|
| Abbott Laboratories (ABT) | 0.4 | $73M | +9% | 582k | 125.20 |
|
| Lowe's Companies (LOW) | 0.4 | $70M | +4% | 292k | 241.06 |
|
| Constellation Energy (CEG) | 0.4 | $69M | +44% | 195k | 353.13 |
|
| Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) | 0.4 | $68M | +12% | 1.3M | 53.14 |
|
| Nextera Energy (NEE) | 0.3 | $67M | +10% | 832k | 80.27 |
|
| PNC Financial Services (PNC) | 0.3 | $67M | +10% | 319k | 208.79 |
|
| AFLAC Incorporated (AFL) | 0.3 | $65M | +4% | 585k | 110.28 |
|
| International Business Machines (IBM) | 0.3 | $64M | +31% | 217k | 296.19 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $64M | +8% | 842k | 75.82 |
|
| Pepsi (PEP) | 0.3 | $63M | +7% | 438k | 143.43 |
|
| Verizon Communications (VZ) | 0.3 | $63M | +15% | 1.5M | 40.71 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $62M | +11% | 914k | 67.26 |
|
| General Dynamics Corporation (GD) | 0.3 | $61M | +7% | 182k | 336.57 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.3 | $61M | +4% | 1.3M | 46.61 |
|
| Chubb (CB) | 0.3 | $59M | +11% | 188k | 312.10 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $59M | +124% | 407k | 143.94 |
|
| Invesco Exchange Traded S&p500 Eql Wgt (RSP) | 0.3 | $58M | +49% | 303k | 192.00 |
|
| Analog Devices (ADI) | 0.3 | $58M | +20% | 213k | 271.17 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $57M | +17% | 1.1M | 50.48 |
|
| Caterpillar (CAT) | 0.3 | $57M | +19% | 99k | 573.04 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $57M | +5% | 211k | 267.57 |
|
| Capital Group Gbl Growth Shs Creation Uni (CGGO) | 0.3 | $55M | +14% | 1.6M | 34.55 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $54M | +8% | 136k | 396.20 |
|
| TJX Companies (TJX) | 0.3 | $54M | +12% | 349k | 153.65 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $53M | +17% | 359k | 148.70 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $53M | +7% | 432k | 123.36 |
|
| Merck & Co (MRK) | 0.3 | $53M | +7% | 504k | 105.26 |
|
| Oracle Corporation (ORCL) | 0.3 | $53M | +16% | 271k | 194.73 |
|
| Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) | 0.3 | $53M | +29% | 976k | 53.77 |
|
| Micron Technology (MU) | 0.3 | $51M | +11% | 180k | 285.48 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $49M | +2% | 588k | 83.76 |
|
| Qualcomm (QCOM) | 0.3 | $48M | +13% | 281k | 171.12 |
|
| Eaton Corp SHS (ETN) | 0.2 | $48M | +23% | 147k | 324.95 |
|
| Capital Group Core Equity Shs Creation Uni (CGUS) | 0.2 | $47M | +116% | 1.2M | 40.22 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $46M | +27% | 559k | 82.29 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $45M | +10% | 246k | 183.39 |
|
| Ge Aerospace Com New (GE) | 0.2 | $45M | +17% | 146k | 308.40 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $45M | +10% | 79k | 570.77 |
|
| Paychex (PAYX) | 0.2 | $44M | +5% | 389k | 111.81 |
|
| Gilead Sciences (GILD) | 0.2 | $43M | +16% | 353k | 122.76 |
|
| Medtronic SHS (MDT) | 0.2 | $43M | +13% | 449k | 96.09 |
|
| Linde SHS (LIN) | 0.2 | $43M | +8% | 101k | 426.06 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $43M | +7% | 467k | 91.36 |
|
| L3harris Technologies (LHX) | 0.2 | $42M | +8% | 143k | 293.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $42M | +8% | 559k | 74.85 |
|
| Emerson Electric (EMR) | 0.2 | $41M | +10% | 310k | 132.67 |
|
| Capital Group Intl Focus Shs Creation Uni (CGXU) | 0.2 | $41M | +3% | 1.4M | 29.50 |
|
| Applied Materials (AMAT) | 0.2 | $40M | +12% | 156k | 257.05 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.2 | $40M | 416k | 96.38 |
|
|
| EOG Resources (EOG) | 0.2 | $39M | +66% | 374k | 104.82 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $39M | +37% | 81k | 483.69 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $39M | +33% | 184k | 213.08 |
|
| Illinois Tool Works (ITW) | 0.2 | $39M | +6% | 157k | 246.27 |
|
| salesforce (CRM) | 0.2 | $39M | +73% | 145k | 264.98 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $38M | +24% | 148k | 258.62 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $38M | +25% | 126k | 303.77 |
|
| Palo Alto Networks (PANW) | 0.2 | $37M | +74% | 202k | 184.45 |
|
| Williams Companies (WMB) | 0.2 | $37M | +12% | 618k | 60.14 |
|
| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.2 | $37M | -2% | 642k | 57.33 |
|
| Phillips 66 (PSX) | 0.2 | $36M | +5% | 282k | 128.94 |
|
| UnitedHealth (UNH) | 0.2 | $36M | +3% | 113k | 320.65 |
|
| Bank of America Corporation (BAC) | 0.2 | $36M | -6% | 656k | 55.01 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $35M | +60% | 587k | 59.87 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $35M | +28% | 570k | 60.96 |
|
| Netflix (NFLX) | 0.2 | $33M | +1025% | 357k | 93.79 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $32M | +209% | 43k | 755.46 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $32M | +23% | 414k | 78.13 |
|
| Coca-Cola Company (KO) | 0.2 | $31M | +12% | 449k | 69.91 |
|
| American Express Company (AXP) | 0.2 | $31M | +35% | 84k | 369.81 |
|
| American Electric Power Company (AEP) | 0.2 | $31M | +7% | 268k | 115.33 |
|
| ConocoPhillips (COP) | 0.2 | $31M | +6% | 330k | 93.55 |
|
| At&t (T) | 0.2 | $31M | +6% | 1.2M | 24.78 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $31M | +76% | 145k | 212.18 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $30M | +3% | 88k | 343.33 |
|
| First Tr Exchng Traded Smith Opport Fxd (FIXD) | 0.2 | $30M | 680k | 44.33 |
|
|
| S&p Global (SPGI) | 0.2 | $30M | -2% | 57k | 522.49 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $30M | +16% | 64k | 469.06 |
|
| Garmin SHS (GRMN) | 0.2 | $30M | +5% | 146k | 202.77 |
|
| Boeing Company (BA) | 0.2 | $29M | +181% | 135k | 217.10 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $29M | +971% | 71k | 412.82 |
|
| Philip Morris International (PM) | 0.1 | $29M | +24% | 178k | 160.25 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $29M | +2% | 1.3M | 21.25 |
|
| Starbucks Corporation (SBUX) | 0.1 | $28M | 334k | 83.61 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $28M | +9% | 113k | 247.56 |
|
| Union Pacific Corporation (UNP) | 0.1 | $28M | +19% | 121k | 231.41 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $28M | +7% | 194k | 143.48 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $28M | 348k | 79.76 |
|
|
| W.W. Grainger (GWW) | 0.1 | $27M | +7% | 27k | 1008.93 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $27M | +4% | 391k | 69.42 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $27M | +4% | 86k | 314.73 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $27M | +36% | 56k | 476.52 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $27M | 200k | 132.39 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $26M | +32% | 147k | 177.54 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $26M | +43% | 269k | 96.03 |
|
| 3M Company (MMM) | 0.1 | $26M | +8% | 160k | 160.08 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $25M | +121% | 710k | 35.42 |
|
| Vanguard Intl Equity Index Tt Wrld St Etf (VT) | 0.1 | $25M | +115% | 178k | 141.00 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $25M | 206k | 121.70 |
|
|
| Cme (CME) | 0.1 | $25M | +40% | 91k | 273.17 |
|
| Nucor Corporation (NUE) | 0.1 | $25M | 150k | 163.13 |
|
|
| American Tower Reit (AMT) | 0.1 | $24M | 139k | 175.12 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $24M | -7% | 649k | 37.50 |
|
| Vanguard Intl Equity Index Allwrld Ex Us (VEU) | 0.1 | $24M | +9% | 327k | 74.31 |
|
| Advanced Micro Devices (AMD) | 0.1 | $24M | +9% | 111k | 214.14 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $24M | +10% | 201k | 117.20 |
|
| Citigroup Com New (C) | 0.1 | $23M | +34% | 201k | 116.72 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $23M | 387k | 60.24 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $23M | +43% | 335k | 69.49 |
|
| McKesson Corporation (MCK) | 0.1 | $23M | +10% | 28k | 819.98 |
|
| Air Products & Chemicals (APD) | 0.1 | $23M | +9% | 94k | 246.06 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $23M | +21% | 322k | 71.26 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $23M | +12% | 195k | 117.72 |
|
| Nextpower Class A Com (NXT) | 0.1 | $23M | +4406% | 262k | 87.10 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $23M | +19% | 416k | 54.76 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $22M | +6% | 126k | 177.29 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $22M | 265k | 84.23 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $22M | +205% | 434k | 50.39 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $22M | +9% | 1.3M | 16.92 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $21M | +2% | 314k | 68.08 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $21M | +9% | 296k | 71.48 |
|
| Prologis (PLD) | 0.1 | $21M | +26% | 161k | 127.65 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $21M | +10% | 19k | 1069.79 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $20M | +3% | 145k | 141.14 |
|
| Capital Group Global Equity SHS (CGGE) | 0.1 | $20M | +102% | 644k | 31.62 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $20M | +22% | 209k | 97.32 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $20M | +2% | 23k | 879.11 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $20M | +4% | 403k | 50.01 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $20M | +14% | 117k | 171.24 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $20M | +32% | 212k | 94.18 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $20M | +11% | 92k | 211.84 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $19M | +9% | 111k | 173.59 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $19M | +5% | 222k | 85.96 |
|
| Capital Group Dividend Shs Etf (CGDG) | 0.1 | $19M | +72% | 526k | 35.62 |
|
| Walt Disney Company (DIS) | 0.1 | $19M | +4% | 164k | 113.76 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $19M | +13% | 138k | 135.16 |
|
| Kinder Morgan (KMI) | 0.1 | $19M | +5% | 673k | 27.49 |
|
| Waste Management (WM) | 0.1 | $19M | +13% | 84k | 219.65 |
|
| Digital Realty Trust (DLR) | 0.1 | $18M | 119k | 154.73 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $18M | 158k | 116.12 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $18M | +14% | 133k | 137.87 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $18M | +34% | 91k | 199.73 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $18M | -39% | 48k | 376.27 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $18M | +4% | 64k | 279.16 |
|
| Wec Energy Group (WEC) | 0.1 | $18M | +5% | 169k | 105.43 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $18M | +2% | 425k | 41.89 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $17M | +49% | 453k | 38.32 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $17M | +122% | 387k | 44.71 |
|
| Snap-on Incorporated (SNA) | 0.1 | $17M | +15% | 50k | 344.75 |
|
| Ge Vernova (GEV) | 0.1 | $17M | +76% | 24k | 707.92 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $17M | +13% | 347k | 49.21 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $17M | +16% | 344k | 49.61 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $17M | +8% | 171k | 99.59 |
|
| Stryker Corporation (SYK) | 0.1 | $17M | +14% | 48k | 351.62 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $17M | +13% | 816k | 20.60 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $17M | +24% | 30k | 566.31 |
|
| J P Morgan Exchange Traded Ultra Shrt Etf (JPST) | 0.1 | $17M | +8% | 332k | 50.63 |
|
| Pfizer (PFE) | 0.1 | $17M | -3% | 674k | 24.88 |
|
| Capital Grp Fixed Incm Etf Core Bond Etf (CGCB) | 0.1 | $17M | +70% | 632k | 26.52 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $17M | +8% | 207k | 81.11 |
|
| Trust For Professional Activepassive Us (APUE) | 0.1 | $17M | +75% | 401k | 41.73 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $17M | +6% | 108k | 154.02 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $17M | +15% | 357k | 46.45 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $17M | +16% | 34k | 480.48 |
|
| On Hldg Namen Akt A (ONON) | 0.1 | $16M | +6416% | 354k | 46.48 |
|
| Kla Corp Com New (KLAC) | 0.1 | $16M | +20% | 14k | 1216.53 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $16M | +40% | 366k | 44.37 |
|
| First Tr Exchange Trad FST TR GLB FD (FTGC) | 0.1 | $16M | +4% | 699k | 23.12 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $16M | +11% | 169k | 95.35 |
|
| Honeywell International (HON) | 0.1 | $16M | +3% | 82k | 195.06 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $16M | -14% | 184k | 87.20 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $16M | -11% | 154k | 104.07 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $16M | +94% | 302k | 52.85 |
|
| Wells Fargo & Company (WFC) | 0.1 | $16M | +15% | 168k | 93.22 |
|
| Deere & Company (DE) | 0.1 | $16M | +17% | 34k | 465.13 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $16M | +25% | 119k | 131.07 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $16M | +25% | 943k | 16.50 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $16M | -3% | 188k | 82.48 |
|
| Southern Company (SO) | 0.1 | $16M | +11% | 177k | 87.12 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $15M | +526% | 43k | 360.27 |
|
| Enbridge (ENB) | 0.1 | $15M | +10% | 321k | 47.86 |
|
| J P Morgan Exchange Traded Nasdaq Eqt Prem (JEPQ) | 0.1 | $15M | 263k | 58.27 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $15M | +18% | 477k | 32.07 |
|
| Uber Technologies (UBER) | 0.1 | $15M | +18% | 187k | 81.73 |
|
| Capital One Financial (COF) | 0.1 | $15M | +11% | 63k | 242.44 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $15M | +10% | 109k | 139.11 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $15M | 277k | 54.47 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $15M | +540% | 573k | 26.25 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $15M | +16% | 86k | 173.41 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $15M | +5% | 125k | 119.33 |
|
| Intuit (INTU) | 0.1 | $15M | +11% | 22k | 662.39 |
|
| Marsh & McLennan Companies | 0.1 | $15M | +9% | 79k | 184.86 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $15M | +14% | 470k | 31.01 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $15M | +69% | 143k | 101.27 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $14M | +19% | 45k | 323.19 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $14M | +15% | 25k | 579.23 |
|
| First Tr Exchange-traded Mid Cp Gr Alph (FNY) | 0.1 | $14M | 156k | 91.20 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $14M | +14% | 87k | 160.99 |
|
| Altria (MO) | 0.1 | $14M | +31% | 242k | 57.72 |
|
| Norfolk Southern (NSC) | 0.1 | $14M | +13% | 48k | 288.45 |
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.1 | $14M | +83% | 170k | 80.80 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $14M | +397% | 51k | 269.18 |
|
Past Filings by &partners
SEC 13F filings are viewable for &partners going back to 2018
- &partners 2025 Q4 filed Feb. 17, 2026
- &partners 2025 Q3 filed Nov. 14, 2025
- &partners 2025 Q2 filed Aug. 14, 2025
- &partners 2025 Q1 filed May 15, 2025
- &partners 2024 Q4 filed Feb. 14, 2025
- &partners 2024 Q3 filed Nov. 14, 2024
- &partners 2024 Q2 filed July 24, 2024
- &partners 2024 Q1 filed April 11, 2024
- &partners 2023 Q4 filed Jan. 9, 2024
- &partners 2023 Q3 filed Oct. 6, 2023
- Wiley Bros.-aintree Capital 2023 Q2 filed July 5, 2023
- Wiley Bros.-aintree Capital 2023 Q1 filed April 6, 2023
- Wiley Bros.-aintree Capital 2022 Q4 filed Jan. 10, 2023
- Wiley Bros.-aintree Capital 2022 Q3 filed Oct. 11, 2022
- Wiley Bros.-aintree Capital 2022 Q2 filed July 6, 2022
- Wiley Bros.-aintree Capital 2022 Q1 restated filed April 26, 2022