MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 16K | $3.07M |
 | LLY | 16K | $11.98M |
 | AAPL | 16K | $3.97M |
 | AMZN | 7K | $1.54M |
 | BAC | 7K | $358.14K |
 | MSFT | 6K | $2.94M |
 | GOOGL | 5K | $1.22M |
 | JPM | 4K | $1.24M |
 | DUK | 3K | $386.21K |
 | SPG | 3K | $546.77K |
 | AVGO | 2K | $754.17K |
 | GE | 2K | $601.64K |
 | PG | 2K | $300.54K |
 | COST | 2K | $1.78M |
 | TSLA | 2K | $790.71K |
 | GOOG | 2K | $392.12K |
 | PLTR | 2K | $280.74K |
 | RJF | 1K | $239.74K |
 | META | 1K | $1.01M |
 | BRK-B | 828 | $416.27K |
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$3.07M
Eli Lilly and Company
LLY
Shares Held
16K
Value
$11.98M
Apple Inc.
AAPL
Shares Held
16K
Value
$3.97M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.54M
Bank of America Corporation
BAC
Shares Held
7K
Value
$358.14K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.94M
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.22M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.24M
Duke Energy Corporation
DUK
Shares Held
3K
Value
$386.21K
Simon Property Group, Inc.
SPG
Shares Held
3K
Value
$546.77K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$754.17K
GE Aerospace
GE
Shares Held
2K
Value
$601.64K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$300.54K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.78M
Tesla, Inc.
TSLA
Shares Held
2K
Value
$790.71K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$392.12K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$280.74K
Raymond James Financial, Inc.
RJF
Shares Held
1K
Value
$239.74K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.01M
Berkshire Hathaway Inc.
BRK-B
Shares Held
828
Value
$416.27K