Stock Taper

PRW WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UnitedHealth Group IncorporatedUNH901$477.52K
McDonald's CorporationMCD782$203.44K
Mastercard IncorporatedMA605$225.31K
Costco Wholesale CorporationCOST498$276.33K
Broadcom Inc.AVGO338$284.34K