ULLMANN WEALTH PARTNERS GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HD | 3K | $1.32M |
 | MAR | 3K | $839.66K |
 | GPC | 3K | $423.56K |
 | BRK-B | 3K | $1.49M |
 | RGLD | 3K | $586.10K |
 | TSLA | 3K | $1.28M |
 | ICE | 3K | $483.37K |
 | XEL | 3K | $229.29K |
 | ORCL | 3K | $795.63K |
 | BE | 3K | $223.94K |
 | CAT | 3K | $1.26M |
 | META | 3K | $1.84M |
 | MCD | 2K | $742.63K |
 | PLTR | 2K | $403.15K |
 | ANET | 2K | $292.59K |
 | COST | 2K | $1.83M |
 | ADP | 2K | $572.62K |
 | V | 2K | $636.33K |
 | RTX | 2K | $279.11K |
 | BA | 2K | $353.10K |
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.32M
Marriott International, Inc.
MAR
Shares Held
3K
Value
$839.66K
Genuine Parts Company
GPC
Shares Held
3K
Value
$423.56K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.49M
Royal Gold, Inc.
RGLD
Shares Held
3K
Value
$586.10K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.28M
Intercontinental Exchange, Inc.
ICE
Shares Held
3K
Value
$483.37K
Xcel Energy Inc.
XEL
Shares Held
3K
Value
$229.29K
Oracle Corporation
ORCL
Shares Held
3K
Value
$795.63K
Bloom Energy Corporation
BE
Shares Held
3K
Value
$223.94K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.26M
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.84M
McDonald's Corporation
MCD
Shares Held
2K
Value
$742.63K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$403.15K
Arista Networks, Inc.
ANET
Shares Held
2K
Value
$292.59K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.83M
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$572.62K
Visa Inc.
V
Shares Held
2K
Value
$636.33K
RTX Corporation
RTX
Shares Held
2K
Value
$279.11K
The Boeing Company
BA
Shares Held
2K
Value
$353.10K