PERSONAL WEALTH PARTNERS
Latest 13F filing data - Q1 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GBCI | 17K | $846.00K |
 | BRK-B | 14K | $4.92M |
 | USB | 10K | $547.00K |
 | MMC | 5K | $830.00K |
 | HON | 4K | $830.00K |
 | BMY | 4K | $302.00K |
 | KO | 4K | $233.00K |
 | AAPL | 4K | $643.00K |
 | NEE | 3K | $280.00K |
 | BBY | 3K | $290.00K |
 | ABBV | 2K | $388.00K |
 | MSFT | 2K | $705.00K |
 | ABT | 2K | $257.00K |
 | WMT | 2K | $269.00K |
 | MELI | 245 | $291.00K |
 | AMZN | 146 | $476.00K |
 | GOOG | 125 | $349.00K |
 | GOOGL | 79 | $220.00K |
Glacier Bancorp, Inc.
GBCI
Shares Held
17K
Value
$846.00K
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$4.92M
U.S. Bancorp
USB
Shares Held
10K
Value
$547.00K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
5K
Value
$830.00K
Honeywell International Inc.
HON
Shares Held
4K
Value
$830.00K
Bristol-Myers Squibb Company
BMY
Shares Held
4K
Value
$302.00K
The Coca-Cola Company
KO
Shares Held
4K
Value
$233.00K
Apple Inc.
AAPL
Shares Held
4K
Value
$643.00K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$280.00K
Best Buy Co., Inc.
BBY
Shares Held
3K
Value
$290.00K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$388.00K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$705.00K
Abbott Laboratories
ABT
Shares Held
2K
Value
$257.00K
Walmart Inc.
WMT
Shares Held
2K
Value
$269.00K
MercadoLibre, Inc.
MELI
Shares Held
245
Value
$291.00K
Amazon.com, Inc.
AMZN
Shares Held
146
Value
$476.00K
Alphabet Inc.
GOOG
Shares Held
125
Value
$349.00K
Alphabet Inc.
GOOGL
Shares Held
79
Value
$220.00K