Wiley Bros.-aintree Capital
Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, IVV, IJH, NVDA, and represent 15.21% of &partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$93M), IVV (+$81M), IJH (+$64M), AGG (+$51M), MSFT (+$45M), AAPL (+$43M), GOOGL (+$42M), META (+$41M), AMZN (+$36M), DFAI (+$31M).
- Started 210 new stock positions in Travere Therapeutics, LVHD, BLE, Varonis Sys, ARW, ARRY, ACWX, SCMB, PDO, VCRB.
- Reduced shares in these 10 stocks: BLK (-$19M), ACN (-$9.0M), UNH (-$8.6M), AFL (-$6.7M), FIXD (-$6.6M), CB (-$6.2M), LHX (-$5.9M), ABT (-$5.2M), NEE (-$5.1M), JAAA.
- Sold out of its positions in ADAP, ANSS, Arbor Realty Trust, ATRO, AX, BXSL, BDN, Bridge Invt Group Hldgs, CALM, Cheesecake Factory.
- &partners was a net buyer of stock by $1.8B.
- &partners has $16B in assets under management (AUM), dropping by 19.80%.
- Central Index Key (CIK): 0000107136
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Portfolio Holdings for &partners
&partners holds 2120 positions in its portfolio as reported in the September 2025 quarterly 13F filing
&partners has 2120 total positions. Only the first 250 positions are shown.
- Sign up to view all of the &partners Sept. 30, 2025 positions
- Download the &partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.6 | $565M | +8% | 1.1M | 517.62 |
|
| Apple (AAPL) | 3.5 | $552M | +8% | 2.2M | 252.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $478M | +20% | 720k | 664.16 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.7 | $427M | +17% | 6.5M | 65.31 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $354M | +35% | 1.9M | 184.15 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $316M | +19% | 3.1M | 100.82 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $292M | +11% | 8.0M | 36.33 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $260M | +8% | 3.0M | 87.26 |
|
| Broadcom (AVGO) | 1.6 | $246M | +8% | 753k | 326.16 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $236M | +8% | 750k | 315.20 |
|
| Amazon (AMZN) | 1.2 | $192M | +23% | 872k | 219.58 |
|
| Meta Platforms Cl A (META) | 1.0 | $163M | +33% | 222k | 735.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $159M | +35% | 665k | 239.36 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $142M | +21% | 2.9M | 49.68 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $124M | +13% | 636k | 194.29 |
|
| Johnson & Johnson (JNJ) | 0.8 | $123M | +9% | 663k | 185.41 |
|
| Wal-Mart Stores (WMT) | 0.8 | $120M | +12% | 1.2M | 103.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $114M | +5% | 237k | 479.51 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $113M | +13% | 524k | 216.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $104M | +12% | 169k | 618.66 |
|
| Visa Com Cl A (V) | 0.6 | $99M | +12% | 290k | 341.57 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $94M | +3% | 123k | 763.09 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $92M | +10% | 99k | 925.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $91M | +7% | 180k | 503.25 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $90M | +20% | 758k | 118.84 |
|
| Blackrock (BLK) | 0.6 | $89M | -17% | 76k | 1165.22 |
|
| McDonald's Corporation (MCD) | 0.5 | $83M | +8% | 273k | 303.85 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $79M | +10% | 426k | 186.54 |
|
| Automatic Data Processing (ADP) | 0.5 | $78M | +6% | 264k | 293.80 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $77M | +9% | 315k | 243.46 |
|
| Home Depot (HD) | 0.5 | $77M | 198k | 386.53 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $75M | +8% | 488k | 153.59 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $75M | +18% | 945k | 79.31 |
|
| Chevron Corporation (CVX) | 0.5 | $75M | +7% | 480k | 155.29 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.5 | $75M | +13% | 3.3M | 22.71 |
|
| Abbott Laboratories (ABT) | 0.5 | $71M | -6% | 531k | 133.83 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $71M | +41% | 107k | 666.22 |
|
| Lowe's Companies (LOW) | 0.4 | $70M | +8% | 279k | 251.16 |
|
| Amgen (AMGN) | 0.4 | $69M | 245k | 281.49 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $68M | +25% | 372k | 182.43 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $68M | +11% | 1.6M | 42.09 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.4 | $67M | +16% | 1.5M | 43.95 |
|
| Abbvie (ABBV) | 0.4 | $66M | +7% | 307k | 216.77 |
|
| Cisco Systems (CSCO) | 0.4 | $66M | +10% | 960k | 68.37 |
|
| Oracle Corporation (ORCL) | 0.4 | $66M | +34% | 233k | 281.38 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $65M | +14% | 223k | 293.47 |
|
| Tesla Motors (TSLA) | 0.4 | $64M | +52% | 143k | 445.29 |
|
| AFLAC Incorporated (AFL) | 0.4 | $62M | -9% | 560k | 111.50 |
|
| Verizon Communications (VZ) | 0.4 | $62M | +14% | 1.3M | 46.13 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $60M | +15% | 532k | 112.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $60M | +35% | 100k | 600.40 |
|
| Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) | 0.4 | $60M | +26% | 1.1M | 52.49 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $58M | +12% | 1.2M | 46.67 |
|
| PNC Financial Services (PNC) | 0.4 | $58M | +20% | 287k | 200.92 |
|
| General Dynamics Corporation (GD) | 0.4 | $58M | +3% | 169k | 340.56 |
|
| Pepsi (PEP) | 0.4 | $57M | -5% | 407k | 140.37 |
|
| Nextera Energy (NEE) | 0.4 | $57M | -8% | 750k | 75.39 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.4 | $57M | +4% | 779k | 72.51 |
|
| Goldman Sachs (GS) | 0.4 | $56M | +8% | 71k | 795.94 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $54M | +41% | 818k | 65.89 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $51M | +13% | 181k | 281.82 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $50M | +26% | 831k | 60.35 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $49M | -15% | 200k | 245.65 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $49M | -9% | 959k | 50.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $48M | +15% | 401k | 120.64 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $48M | +6% | 573k | 84.11 |
|
| Chubb (CB) | 0.3 | $48M | -11% | 169k | 281.95 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $47M | +7% | 1.4M | 34.18 |
|
| Paychex (PAYX) | 0.3 | $47M | +6% | 370k | 126.70 |
|
| International Business Machines (IBM) | 0.3 | $47M | +20% | 165k | 282.36 |
|
| TJX Companies (TJX) | 0.3 | $45M | +12% | 312k | 144.59 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $45M | +7% | 126k | 355.35 |
|
| Eaton Corp SHS (ETN) | 0.3 | $45M | +21% | 119k | 374.09 |
|
| Constellation Energy (CEG) | 0.3 | $44M | +5% | 135k | 328.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $44M | +2% | 305k | 145.28 |
|
| Linde SHS (LIN) | 0.3 | $44M | +5% | 93k | 475.35 |
|
| Analog Devices (ADI) | 0.3 | $43M | +4% | 176k | 245.39 |
|
| Qualcomm (QCOM) | 0.3 | $41M | +12% | 248k | 166.52 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.3 | $41M | 415k | 98.59 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $41M | +18% | 752k | 54.34 |
|
| L3harris Technologies (LHX) | 0.3 | $40M | -12% | 132k | 304.95 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $40M | +18% | 434k | 92.21 |
|
| Merck & Co (MRK) | 0.3 | $40M | +4% | 470k | 83.96 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.3 | $39M | +13% | 1.3M | 29.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $39M | +34% | 119k | 328.17 |
|
| Illinois Tool Works (ITW) | 0.2 | $39M | 148k | 260.87 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $38M | +23% | 203k | 189.22 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $38M | +8% | 513k | 74.18 |
|
| Netflix (NFLX) | 0.2 | $38M | +10% | 32k | 1200.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $38M | +15% | 72k | 530.05 |
|
| Medtronic SHS (MDT) | 0.2 | $38M | +9% | 397k | 95.20 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $38M | -9% | 661k | 57.04 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $37M | +13% | 223k | 167.52 |
|
| UnitedHealth (UNH) | 0.2 | $37M | -18% | 108k | 344.41 |
|
| Emerson Electric (EMR) | 0.2 | $37M | 281k | 131.09 |
|
|
| Caterpillar (CAT) | 0.2 | $37M | +14% | 83k | 443.71 |
|
| Phillips 66 (PSX) | 0.2 | $36M | -8% | 266k | 135.76 |
|
| Williams Companies (WMB) | 0.2 | $35M | +13% | 551k | 63.34 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $35M | +55% | 439k | 79.31 |
|
| Ge Aerospace Com New (GE) | 0.2 | $35M | +21% | 124k | 279.02 |
|
| Garmin SHS (GRMN) | 0.2 | $34M | +14% | 138k | 246.41 |
|
| Gilead Sciences (GILD) | 0.2 | $34M | +10% | 303k | 110.92 |
|
| At&t (T) | 0.2 | $33M | +10% | 1.2M | 28.24 |
|
| Bank of America Corporation (BAC) | 0.2 | $31M | +14% | 705k | 44.10 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.2 | $31M | -17% | 693k | 44.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $30M | +16% | 119k | 254.28 |
|
| ConocoPhillips (COP) | 0.2 | $29M | +7% | 310k | 94.62 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $29M | +2% | 79k | 365.88 |
|
| S&p Global (SPGI) | 0.2 | $29M | +9% | 59k | 486.77 |
|
| Applied Materials (AMAT) | 0.2 | $29M | +13% | 139k | 205.43 |
|
| Starbucks Corporation (SBUX) | 0.2 | $29M | +2% | 337k | 84.56 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $28M | +14% | 137k | 206.46 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $28M | +30% | 85k | 332.79 |
|
| American Electric Power Company (AEP) | 0.2 | $28M | +19% | 251k | 112.47 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $28M | +14% | 101k | 278.85 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.2 | $28M | +14% | 1.3M | 21.32 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $28M | 348k | 79.87 |
|
|
| Micron Technology (MU) | 0.2 | $27M | +130% | 162k | 167.69 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $27M | +8% | 55k | 490.57 |
|
| Coca-Cola Company (KO) | 0.2 | $26M | +10% | 398k | 66.43 |
|
| American Tower Reit (AMT) | 0.2 | $26M | -12% | 138k | 191.78 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $26M | +109% | 336k | 78.48 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $26M | -2% | 202k | 130.18 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $26M | +107% | 442k | 59.34 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $26M | +13% | 699k | 36.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $26M | +4% | 180k | 142.69 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $25M | +9% | 373k | 68.07 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $25M | -3% | 82k | 307.66 |
|
| EOG Resources (EOG) | 0.2 | $25M | +10% | 224k | 111.73 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $25M | +9% | 103k | 241.92 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $25M | +7% | 59k | 419.47 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $24M | +100% | 203k | 120.49 |
|
| W.W. Grainger (GWW) | 0.2 | $24M | -2% | 25k | 954.81 |
|
| Union Pacific Corporation (UNP) | 0.2 | $24M | +17% | 101k | 236.37 |
|
| Palo Alto Networks (PANW) | 0.2 | $24M | +18% | 116k | 203.59 |
|
| Philip Morris International (PM) | 0.1 | $23M | +13% | 143k | 162.23 |
|
| Air Products & Chemicals (APD) | 0.1 | $23M | +8% | 85k | 272.44 |
|
| 3M Company (MMM) | 0.1 | $23M | +24% | 148k | 155.78 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $23M | 391k | 57.46 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $23M | +13% | 182k | 123.60 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $22M | +2% | 263k | 85.34 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $22M | +9% | 366k | 59.90 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $22M | +19% | 544k | 39.58 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $21M | +6% | 299k | 71.44 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $21M | +6% | 118k | 174.43 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $20M | 173k | 118.38 |
|
|
| American Express Company (AXP) | 0.1 | $20M | +45% | 62k | 331.73 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $20M | +11% | 305k | 66.65 |
|
| Digital Realty Trust (DLR) | 0.1 | $20M | +11% | 118k | 173.00 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $20M | +8% | 265k | 76.01 |
|
| Nucor Corporation (NUE) | 0.1 | $20M | +320% | 149k | 135.38 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $20M | +4% | 140k | 142.10 |
|
| McKesson Corporation (MCK) | 0.1 | $20M | +10% | 26k | 774.90 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $20M | +628% | 1.2M | 16.90 |
|
| salesforce (CRM) | 0.1 | $20M | +8% | 84k | 236.25 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $19M | +12% | 101k | 191.20 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $19M | +6% | 384k | 49.81 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $19M | +7% | 214k | 89.28 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $19M | -15% | 41k | 463.29 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $19M | +22% | 347k | 53.87 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $18M | 271k | 67.87 |
|
|
| Wec Energy Group (WEC) | 0.1 | $18M | 160k | 114.71 |
|
|
| Kinder Morgan (KMI) | 0.1 | $18M | 641k | 28.31 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $18M | +4% | 62k | 293.75 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $18M | -2% | 174k | 103.07 |
|
| Walt Disney Company (DIS) | 0.1 | $18M | +8% | 157k | 114.65 |
|
| Pfizer (PFE) | 0.1 | $18M | 701k | 25.46 |
|
|
| Nike CL B (NKE) | 0.1 | $18M | -11% | 255k | 69.84 |
|
| Cme (CME) | 0.1 | $18M | +15% | 65k | 270.80 |
|
| Morgan Stanley Com New (MS) | 0.1 | $18M | +52% | 111k | 158.07 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $18M | +26% | 187k | 93.42 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $17M | +8% | 413k | 42.09 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $17M | +29% | 671k | 25.86 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $17M | +16% | 102k | 170.87 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $17M | +18% | 83k | 208.64 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $17M | -9% | 553k | 31.23 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $17M | +11% | 156k | 108.85 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $17M | +8% | 22k | 755.88 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $17M | -7% | 82k | 204.61 |
|
| Honeywell International (HON) | 0.1 | $17M | +10% | 80k | 210.42 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $17M | +10% | 17k | 961.42 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $17M | 171k | 96.63 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $17M | +9% | 102k | 161.79 |
|
| Waste Management (WM) | 0.1 | $16M | +35% | 74k | 220.60 |
|
| Servicenow (NOW) | 0.1 | $16M | +19% | 18k | 920.15 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $16M | +3% | 212k | 76.45 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $16M | +58% | 233k | 67.25 |
|
| Stryker Corporation (SYK) | 0.1 | $16M | +13% | 42k | 369.29 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $16M | +4% | 312k | 50.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $16M | -11% | 174k | 89.29 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $16M | -9% | 194k | 79.88 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $16M | +9% | 305k | 50.73 |
|
| Uber Technologies (UBER) | 0.1 | $15M | +33% | 157k | 97.98 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $15M | +5% | 266k | 57.51 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $15M | +28% | 160k | 95.07 |
|
| Citigroup Com New (C) | 0.1 | $15M | +8% | 149k | 101.58 |
|
| Southern Company (SO) | 0.1 | $15M | +10% | 160k | 94.64 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $15M | +10% | 158k | 95.41 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $15M | +9% | 117k | 128.98 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $15M | +13% | 121k | 123.66 |
|
| Snap-on Incorporated (SNA) | 0.1 | $15M | +11% | 43k | 346.36 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $15M | 276k | 53.70 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $15M | +220% | 717k | 20.57 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $15M | +4% | 296k | 49.82 |
|
| Prologis (PLD) | 0.1 | $15M | +38% | 128k | 114.94 |
|
| Enbridge (ENB) | 0.1 | $15M | +13% | 290k | 50.45 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $15M | +15% | 72k | 201.99 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $14M | +9% | 307k | 46.97 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $14M | +13% | 151k | 95.27 |
|
| Zoetis Cl A (ZTS) | 0.1 | $14M | -4% | 97k | 146.22 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $14M | +14% | 118k | 119.52 |
|
| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $14M | 153k | 91.60 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $14M | 99k | 140.04 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $14M | +12% | 190k | 72.75 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $14M | +10% | 94k | 146.20 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $14M | +19% | 102k | 134.93 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $14M | +12% | 220k | 62.49 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $14M | +121% | 310k | 44.25 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $14M | +130% | 30k | 463.32 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $14M | 74k | 184.83 |
|
|
| Intuit (INTU) | 0.1 | $14M | +13% | 20k | 681.85 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $13M | -12% | 68k | 195.84 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $13M | +21% | 37k | 350.43 |
|
| Deere & Company (DE) | 0.1 | $13M | +13% | 29k | 456.69 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $13M | +9% | 754k | 17.16 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $13M | +197% | 409k | 31.61 |
|
| Norfolk Southern (NSC) | 0.1 | $13M | -2% | 43k | 300.25 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $13M | -8% | 119k | 106.45 |
|
| Enterprise Products Partners (EPD) | 0.1 | $13M | +6% | 404k | 31.27 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $13M | -7% | 159k | 79.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $12M | +8% | 455k | 27.31 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $12M | +7% | 120k | 102.91 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $12M | -16% | 107k | 113.90 |
|
| Wells Fargo & Company (WFC) | 0.1 | $12M | +10% | 145k | 83.81 |
|
| Sempra Energy (SRE) | 0.1 | $12M | +17% | 189k | 64.23 |
|
| Altria (MO) | 0.1 | $12M | +19% | 184k | 66.03 |
|
| Kla Corp Com New (KLAC) | 0.1 | $12M | +24% | 11k | 1081.55 |
|
| Capital One Financial (COF) | 0.1 | $12M | +52% | 56k | 212.54 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $12M | 33k | 355.58 |
|
|
| AvalonBay Communities (AVB) | 0.1 | $12M | +13% | 61k | 192.51 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $12M | 261k | 44.67 |
|
|
| Principal Exchange Traded Prin U S Small (PSC) | 0.1 | $12M | +9% | 203k | 56.95 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $12M | +4% | 303k | 38.02 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $11M | +80% | 83k | 138.36 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $11M | +21% | 113k | 99.42 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $11M | +9% | 76k | 147.95 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $11M | +2% | 89k | 126.06 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $11M | +95% | 320k | 34.87 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $11M | +10% | 118k | 93.38 |
|
| Xcel Energy (XEL) | 0.1 | $11M | +10% | 135k | 80.71 |
|
Past Filings by &partners
SEC 13F filings are viewable for &partners going back to 2018
- &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
- Wiley Bros.-aintree Capital 2022 Q1 filed April 11, 2022