MONEYWISE, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEF | 10K | $653.93K |
 | CSX | 7K | $267.56K |
 | GOOG | 4K | $1.14M |
 | NEE | 3K | $251.78K |
 | KO | 3K | $202.52K |
 | MSFT | 3K | $984.34K |
 | NVDA | 2K | $291.60K |
 | XOM | 1K | $251.27K |
 | BWXT | 1K | $252.75K |
 | AAPL | 1K | $274.91K |
 | GOOGL | 740 | $212.79K |
 | HD | 654 | $215.09K |
Greif, Inc.
GEF
Shares Held
10K
Value
$653.93K
CSX Corporation
CSX
Shares Held
7K
Value
$267.56K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.14M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$251.78K
The Coca-Cola Company
KO
Shares Held
3K
Value
$202.52K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$984.34K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$291.60K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$251.27K
BWX Technologies, Inc.
BWXT
Shares Held
1K
Value
$252.75K
Apple Inc.
AAPL
Shares Held
1K
Value
$274.91K
Alphabet Inc.
GOOGL
Shares Held
740
Value
$212.79K
The Home Depot, Inc.
HD
Shares Held
654
Value
$215.09K