Stock Taper

PRW WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Broadcom Inc.AVGO338$284.34K
Costco Wholesale CorporationCOST498$276.33K
Mastercard IncorporatedMA605$225.31K
McDonald's CorporationMCD782$203.44K
UnitedHealth Group IncorporatedUNH901$477.52K
Netflix, Inc.NFLX910$373.17K
Eli Lilly and CompanyLLY923$522.15K
Becton, Dickinson and CompanyBDX990$248.58K
American Tower CorporationAMT1.28K$220.46K
PepsiCo, Inc.PEP1.28K$208.37K
Analog Devices, Inc.ADI1.36K$212.62K
Visa Inc.V1.53K$356.85K
Honeywell International Inc.HON1.6K$287.96K
Meta Platforms, Inc.META1.61K$486.38K
Applied Materials, Inc.AMAT1.61K$211.61K
FedEx CorporationFDX1.68K$398.1K
Amgen Inc.AMGN1.7K$447.42K
The Procter & Gamble CompanyPG1.8K$268.67K
The Progressive CorporationPGR1.83K$283.38K
Texas Pacific Land CorporationTPL1.84K$3.38M