DOUGHERTY WEALTH ADVISERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWB | 25K | $440.00K |
 | AAPL | 22K | $5.65M |
 | GOOG | 5K | $1.12M |
 | GOOGL | 4K | $1.05M |
 | MSFT | 4K | $1.96M |
 | SIRI | 4K | $85.98K |
 | JPM | 4K | $1.16M |
 | NEE | 3K | $247.23K |
 | BAC | 3K | $157.61K |
 | UNP | 3K | $696.11K |
 | ORLY | 3K | $313.73K |
 | CPRT | 2K | $103.93K |
 | AMZN | 2K | $484.81K |
 | CSCO | 2K | $147.38K |
 | V | 2K | $658.18K |
 | SBUX | 2K | $158.12K |
 | CRM | 2K | $367.11K |
 | GLW | 1K | $118.45K |
 | JNJ | 1K | $262.45K |
 | META | 1K | $1.02M |
Bridgewater Bancshares, Inc.
BWB
Shares Held
25K
Value
$440.00K
Apple Inc.
AAPL
Shares Held
22K
Value
$5.65M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.12M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.05M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.96M
Sirius XM Holdings Inc.
SIRI
Shares Held
4K
Value
$85.98K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.16M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$247.23K
Bank of America Corporation
BAC
Shares Held
3K
Value
$157.61K
Union Pacific Corporation
UNP
Shares Held
3K
Value
$696.11K
O'Reilly Automotive, Inc.
ORLY
Shares Held
3K
Value
$313.73K
Copart, Inc.
CPRT
Shares Held
2K
Value
$103.93K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$484.81K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$147.38K
Visa Inc.
V
Shares Held
2K
Value
$658.18K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$158.12K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$367.11K
Corning Incorporated
GLW
Shares Held
1K
Value
$118.45K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$262.45K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.02M