Stock Taper 
COLTON GROOME FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 32.92K | $9.53M |
 KLA Corporation | KLAC | 20.5K | $6.19M |
 Merck & Co., Inc. | MRK | 19.13K | $2.46M |
 Microsoft Corporation | MSFT | 17.9K | $6.68M |
 Walmart Inc. | WMT | 16.34K | $1.85M |
 Broadcom Inc. | AVGO | 15.46K | $5.84M |
 Golub Capital BDC, Inc. | GBDC | 13.17K | $169.6K |
 The Charles Schwab Corporation | SCHW | 12.89K | $1.19M |
 Pfizer Inc. | PFE | 11.85K | $285.45K |
 Alphabet Inc. | GOOGL | 11.37K | $4.06M |
 Visa Inc. | V | 8.96K | $3.08M |
 QUALCOMM Incorporated | QCOM | 7.88K | $1.46M |
 Southern First Bancshares, Inc. | SFST | 7.67K | $468.94K |
 Washington Trust Bancorp, Inc. | WASH | 7.39K | $269.59K |
 JPMorgan Chase & Co. | JPM | 6.86K | $2.24M |
 Emerson Electric Co. | EMR | 6.7K | $959.32K |
 Amazon.com, Inc. | AMZN | 6.6K | $1.57M |
 The PNC Financial Services Group, Inc. | PNC | 6.49K | $1.6M |
 The Coca-Cola Company | KO | 6.2K | $503.71K |
 PepsiCo, Inc. | PEP | 6.2K | $839.08K |