BETA WEALTH GROUP, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 21K | $5.32M |
 | PACB | 19K | $24.32K |
 | MIST | 14K | $28.25K |
 | GOOG | 14K | $3.38M |
 | BAC | 13K | $646.37K |
 | QCOM | 10K | $1.62M |
 | CSCO | 10K | $658.13K |
 | NVDA | 9K | $1.72M |
 | BX | 9K | $1.50M |
 | KO | 8K | $518.32K |
 | PYPL | 8K | $509.66K |
 | VZ | 7K | $322.79K |
 | MDLZ | 7K | $457.01K |
 | CVS | 7K | $536.99K |
 | WDC | 7K | $852.49K |
 | DAL | 7K | $380.64K |
 | SO | 7K | $617.97K |
 | WMT | 7K | $670.55K |
 | MU | 7K | $1.09M |
 | C | 6K | $651.48K |
Apple Inc.
AAPL
Shares Held
21K
Value
$5.32M
Pacific Biosciences of California, Inc.
PACB
Shares Held
19K
Value
$24.32K
Milestone Pharmaceuticals Inc.
MIST
Shares Held
14K
Value
$28.25K
Alphabet Inc.
GOOG
Shares Held
14K
Value
$3.38M
Bank of America Corporation
BAC
Shares Held
13K
Value
$646.37K
QUALCOMM Incorporated
QCOM
Shares Held
10K
Value
$1.62M
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$658.13K
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.72M
Blackstone Inc.
BX
Shares Held
9K
Value
$1.50M
The Coca-Cola Company
KO
Shares Held
8K
Value
$518.32K
PayPal Holdings, Inc.
PYPL
Shares Held
8K
Value
$509.66K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$322.79K
Mondelez International, Inc.
MDLZ
Shares Held
7K
Value
$457.01K
CVS Health Corporation
CVS
Shares Held
7K
Value
$536.99K
Western Digital Corporation
WDC
Shares Held
7K
Value
$852.49K
Delta Air Lines, Inc.
DAL
Shares Held
7K
Value
$380.64K
The Southern Company
SO
Shares Held
7K
Value
$617.97K
Walmart Inc.
WMT
Shares Held
7K
Value
$670.55K
Micron Technology, Inc.
MU
Shares Held
7K
Value
$1.09M
Citigroup Inc.
C
Shares Held
6K
Value
$651.48K