ASCENT WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FICO | 1K | $2.13M |
 | BR | 1K | $312.24K |
 | MTB | 1K | $236.55K |
 | RDDT | 1K | $270.47K |
 | ELV | 765 | $247.19K |
 | AXP | 726 | $241.15K |
 | BRK-B | 579 | $291.09K |
 | SPGI | 525 | $255.52K |
 | URI | 487 | $464.92K |
 | DE | 460 | $210.34K |
 | AZO | 374 | $1.60M |
Fair Isaac Corporation
FICO
Shares Held
1K
Value
$2.13M
Broadridge Financial Solutions, Inc.
BR
Shares Held
1K
Value
$312.24K
M&T Bank Corporation
MTB
Shares Held
1K
Value
$236.55K
Reddit, Inc.
RDDT
Shares Held
1K
Value
$270.47K
Elevance Health Inc.
ELV
Shares Held
765
Value
$247.19K
American Express Company
AXP
Shares Held
726
Value
$241.15K
Berkshire Hathaway Inc.
BRK-B
Shares Held
579
Value
$291.09K
S&P Global Inc.
SPGI
Shares Held
525
Value
$255.52K
United Rentals, Inc.
URI
Shares Held
487
Value
$464.92K
Deere & Company
DE
Shares Held
460
Value
$210.34K
AutoZone, Inc.
AZO
Shares Held
374
Value
$1.60M