Stock Taper

DOUGHERTY WEALTH ADVISERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL24.87K$7.2M
Alphabet Inc.GOOG4.59K$1.62M
JPMorgan Chase & Co.JPM4.41K$1.44M
Alphabet Inc.GOOGL4.32K$1.54M
Microsoft CorporationMSFT4.16K$1.55M
Sirius XM Holdings Inc.SIRI3.69K$109.12K
NextEra Energy, Inc.NEE3.27K$287.45K
Bank of America CorporationBAC3.06K$174.07K
O'Reilly Automotive, Inc.ORLY2.91K$267.98K
Union Pacific CorporationUNP2.38K$647.9K
Cisco Systems, Inc.CSCO2.15K$253.01K
Amazon.com, Inc.AMZN2.06K$490.98K
Visa Inc.V1.87K$642.26K
Corning IncGLW1.44K$368.84K
Meta Platforms, Inc.META1.39K$785.23K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.28K$612.25K
The PNC Financial Services Group, Inc.PNC1.17K$287.58K
Walmart Inc.WMT1K$113.49K
First American Financial CorporationFAF894$61.32K
The Allstate CorporationALL807$192.02K