ULLMANN WEALTH PARTNERS GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 51K | $2.64M |
 | SAND | 40K | $500.80K |
 | FNF | 35K | $2.10M |
 | CSX | 30K | $1.05M |
 | NVDA | 29K | $5.34M |
 | AAPL | 27K | $6.80M |
 | RIG | 17K | $17.21K |
 | PG | 17K | $2.64M |
 | JPM | 16K | $4.94M |
 | WMT | 15K | $1.58M |
 | KO | 15K | $970.84K |
 | MSFT | 14K | $7.20M |
 | AMZN | 13K | $2.91M |
 | USB | 13K | $608.84K |
 | JNJ | 12K | $2.31M |
 | XOSWW | 12K | $0 |
 | CINF | 11K | $1.81M |
 | T | 11K | $313.53K |
 | XOM | 10K | $1.14M |
 | GOOGL | 10K | $2.37M |
Bank of America Corporation
BAC
Shares Held
51K
Value
$2.64M
Sandstorm Gold Ltd.
SAND
Shares Held
40K
Value
$500.80K
Fidelity National Financial, Inc.
FNF
Shares Held
35K
Value
$2.10M
CSX Corporation
CSX
Shares Held
30K
Value
$1.05M
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$5.34M
Apple Inc.
AAPL
Shares Held
27K
Value
$6.80M
Transocean Ltd.
RIG
Shares Held
17K
Value
$17.21K
The Procter & Gamble Company
PG
Shares Held
17K
Value
$2.64M
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.94M
Walmart Inc.
WMT
Shares Held
15K
Value
$1.58M
The Coca-Cola Company
KO
Shares Held
15K
Value
$970.84K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.20M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.91M
U.S. Bancorp
USB
Shares Held
13K
Value
$608.84K
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.31M
Xos, Inc.
XOSWW
Shares Held
12K
Value
$0
Cincinnati Financial Corporation
CINF
Shares Held
11K
Value
$1.81M
AT&T Inc.
T
Shares Held
11K
Value
$313.53K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.14M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.37M