DOUGHERTY WEALTH ADVISERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWB | 25K | $438.25K |
 | AAPL | 25K | $6.78M |
 | GOOG | 5K | $1.44M |
 | GOOGL | 4K | $1.35M |
 | SIRI | 4K | $73.86K |
 | JPM | 4K | $1.19M |
 | MSFT | 4K | $1.76M |
 | NEE | 3K | $262.92K |
 | BAC | 3K | $168.03K |
 | UNP | 3K | $681.24K |
 | ORLY | 3K | $265.42K |
 | AMZN | 2K | $509.65K |
 | CSCO | 2K | $165.92K |
 | V | 2K | $676.17K |
 | SBUX | 2K | $157.39K |
 | CRM | 2K | $410.35K |
 | GLW | 1K | $126.44K |
 | JNJ | 1K | $292.92K |
 | META | 1K | $920.16K |
 | AZN | 1K | $118.59K |
Bridgewater Bancshares, Inc.
BWB
Shares Held
25K
Value
$438.25K
Apple Inc.
AAPL
Shares Held
25K
Value
$6.78M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.44M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.35M
Sirius XM Holdings Inc.
SIRI
Shares Held
4K
Value
$73.86K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.19M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.76M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$262.92K
Bank of America Corporation
BAC
Shares Held
3K
Value
$168.03K
Union Pacific Corporation
UNP
Shares Held
3K
Value
$681.24K
O'Reilly Automotive, Inc.
ORLY
Shares Held
3K
Value
$265.42K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$509.65K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$165.92K
Visa Inc.
V
Shares Held
2K
Value
$676.17K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$157.39K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$410.35K
Corning Incorporated
GLW
Shares Held
1K
Value
$126.44K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$292.92K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$920.16K
AstraZeneca PLC
AZN
Shares Held
1K
Value
$118.59K