ULLMANN WEALTH PARTNERS GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 52K | $2.77M |
 | FNF | 35K | $1.91M |
 | CSX | 30K | $1.06M |
 | NVDA | 29K | $5.81M |
 | AAPL | 27K | $7.19M |
 | PG | 18K | $2.67M |
 | RIG | 17K | $66.08K |
 | JPM | 16K | $4.87M |
 | WMT | 15K | $1.55M |
 | KO | 15K | $1.01M |
 | MSFT | 14K | $7.18M |
 | AMZN | 13K | $3.23M |
 | USB | 13K | $588.05K |
 | JNJ | 12K | $2.36M |
 | XOSWW | 12K | $117 |
 | CINF | 11K | $1.77M |
 | T | 11K | $275.72K |
 | XOM | 10K | $1.13M |
 | GOOGL | 10K | $2.74M |
 | IRM | 9K | $963.17K |
Bank of America Corporation
BAC
Shares Held
52K
Value
$2.77M
Fidelity National Financial, Inc.
FNF
Shares Held
35K
Value
$1.91M
CSX Corporation
CSX
Shares Held
30K
Value
$1.06M
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$5.81M
Apple Inc.
AAPL
Shares Held
27K
Value
$7.19M
The Procter & Gamble Company
PG
Shares Held
18K
Value
$2.67M
Transocean Ltd.
RIG
Shares Held
17K
Value
$66.08K
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.87M
Walmart Inc.
WMT
Shares Held
15K
Value
$1.55M
The Coca-Cola Company
KO
Shares Held
15K
Value
$1.01M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.18M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$3.23M
U.S. Bancorp
USB
Shares Held
13K
Value
$588.05K
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.36M
Xos, Inc.
XOSWW
Shares Held
12K
Value
$117
Cincinnati Financial Corporation
CINF
Shares Held
11K
Value
$1.77M
AT&T Inc.
T
Shares Held
11K
Value
$275.72K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.13M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.74M
Iron Mountain Incorporated
IRM
Shares Held
9K
Value
$963.17K