Stock Taper

MORNINGSTAR INVESTMENT SERVICES LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lloyds Banking Group plcLYG435.47K$1.66M
Comcast CorporationCMCSA138K$5.09M
The Charles Schwab CorporationSCHW105.85K$8.29M
Wells Fargo & CompanyWFC84.52K$6.07M
Enbridge Inc.ENB82.02K$3.63M
CarMax, Inc.KMX70.67K$5.51M
GSK plcGSK55.55K$2.15M
Pfizer Inc.PFE52.79K$1.34M
Starbucks CorporationSBUX51.81K$5.08M
Medtronic plcMDT46.7K$4.2M
Philip Morris International Inc.PM45.59K$7.24M
Unilever PLCUL43.38K$2.58M
SanofiSNY39.67K$2.2M
Truist Financial CorporationTFC38.96K$1.6M
eBay Inc.EBAY37.72K$2.56M
The Walt Disney CompanyDIS35.48K$3.5M
Alphabet Inc.GOOGL34.68K$5.36M
Exxon Mobil CorporationXOM34.36K$4.09M
Entergy CorporationETR34.19K$2.92M
Warner Bros. Discovery, Inc.WBD34.17K$367K