WEALTH ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AZN | 19K | $1.46M |
 | DIS | 18K | $2.12M |
 | JPM | 18K | $5.65M |
 | BMY | 18K | $803.50K |
 | TSM | 18K | $4.90M |
 | PM | 17K | $2.74M |
 | KVUE | 17K | $271.07K |
 | SCHW | 16K | $1.57M |
 | GOOG | 16K | $3.84M |
 | TTD | 16K | $765.16K |
 | WFC | 15K | $1.30M |
 | ET | 15K | $264.68K |
 | UBER | 15K | $1.50M |
 | LRCX | 15K | $2.04M |
 | SBUX | 15K | $1.27M |
 | MO | 15K | $976.14K |
 | WEC | 15K | $1.67M |
 | ABT | 14K | $1.91M |
 | GMAB | 14K | $434.08K |
 | EPD | 14K | $439.23K |
AstraZeneca PLC
AZN
Shares Held
19K
Value
$1.46M
The Walt Disney Company
DIS
Shares Held
18K
Value
$2.12M
JPMorgan Chase & Co.
JPM
Shares Held
18K
Value
$5.65M
Bristol-Myers Squibb Company
BMY
Shares Held
18K
Value
$803.50K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
18K
Value
$4.90M
Philip Morris International Inc.
PM
Shares Held
17K
Value
$2.74M
Kenvue Inc.
KVUE
Shares Held
17K
Value
$271.07K
The Charles Schwab Corporation
SCHW
Shares Held
16K
Value
$1.57M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$3.84M
The Trade Desk, Inc.
TTD
Shares Held
16K
Value
$765.16K
Wells Fargo & Company
WFC
Shares Held
15K
Value
$1.30M
Energy Transfer LP
ET
Shares Held
15K
Value
$264.68K
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.50M
Lam Research Corporation
LRCX
Shares Held
15K
Value
$2.04M
Starbucks Corporation
SBUX
Shares Held
15K
Value
$1.27M
Altria Group, Inc.
MO
Shares Held
15K
Value
$976.14K
WEC Energy Group, Inc.
WEC
Shares Held
15K
Value
$1.67M
Abbott Laboratories
ABT
Shares Held
14K
Value
$1.91M
Genmab A/S
GMAB
Shares Held
14K
Value
$434.08K
Enterprise Products Partners L.P.
EPD
Shares Held
14K
Value
$439.23K