Ascent Wealth Partners, LLC
Ascent Wealth Partners, LLC is an independent registered investment adviser headquartered in New Hartford, New York. Serving primarily high net worth and individual investors as well as pension and profit sharing plans, the firm provides comprehensive wealth management, investment advisory, and financial planning services. Ascent Wealth Partners was established in 2011 and has a team of approximately 13–14 employees, with the majority focused on investment advisory roles. The firm is dedicated to helping clients achieve their financial goals through personalized strategies and proactive management.
Investment Strategy
Ascent Wealth Partners employs a diversified, client-centered investment approach focused on long-term capital appreciation and risk management. The firm constructs portfolios tailored to each client’s goals and risk tolerance, utilizing a broad range of asset classes including equities, fixed income, and alternative investments. Top holdings typically include large-cap stocks and ETFs. Investment decisions are made with an emphasis on comprehensive research, asset allocation, and ongoing portfolio monitoring, serving primarily individuals, high net worth clients, and a limited number of institutional accounts.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 8.72% | $75.1M | 160,402 | $160.86 | $468.41 | +$6.4M |
Q QQQ | INVESCO QQQ TR | 6.61% | $57.0M | 94,936 | $270.64 | $600.37 | +$4.8M |
A AAPL | APPLE INC | 4.51% | $38.9M | 152,770 | $60.29 | $254.63 | +$7.4M |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 4.40% | $37.9M | 63,632 | $381.90 | $596.03 | +$2.9M |
M MSFT | MICROSOFT CORP | 2.86% | $24.7M | 47,668 | $203.76 | $517.95 | +$865.7K |