WEALTH ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FFIN | 7K | $237.45K |
 | BRK-B | 7K | $3.52M |
 | MCD | 7K | $2.13M |
 | LNC | 7K | $280.05K |
 | PLTR | 7K | $1.23M |
 | ED | 7K | $662.04K |
 | EVTC | 6K | $217.06K |
 | SHOP | 6K | $945.01K |
 | CRM | 6K | $1.49M |
 | CP | 6K | $468.31K |
 | YUMC | 6K | $265.47K |
 | HD | 6K | $2.43M |
 | NKE | 6K | $417.43K |
 | IBM | 6K | $1.65M |
 | PEG | 6K | $486.41K |
 | GM | 6K | $351.22K |
 | SRE | 6K | $514.26K |
 | REXR | 6K | $230.49K |
 | SUN | 6K | $277.54K |
 | TRV | 6K | $1.55M |
First Financial Bankshares, Inc.
FFIN
Shares Held
7K
Value
$237.45K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.52M
McDonald's Corporation
MCD
Shares Held
7K
Value
$2.13M
Lincoln National Corporation
LNC
Shares Held
7K
Value
$280.05K
Palantir Technologies Inc.
PLTR
Shares Held
7K
Value
$1.23M
Consolidated Edison, Inc.
ED
Shares Held
7K
Value
$662.04K
EVERTEC, Inc.
EVTC
Shares Held
6K
Value
$217.06K
Shopify Inc.
SHOP
Shares Held
6K
Value
$945.01K
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.49M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
6K
Value
$468.31K
Yum China Holdings, Inc.
YUMC
Shares Held
6K
Value
$265.47K
The Home Depot, Inc.
HD
Shares Held
6K
Value
$2.43M
NIKE, Inc.
NKE
Shares Held
6K
Value
$417.43K
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.65M
Public Service Enterprise Group Incorporated
PEG
Shares Held
6K
Value
$486.41K
General Motors Company
GM
Shares Held
6K
Value
$351.22K
Sempra
SRE
Shares Held
6K
Value
$514.26K
Rexford Industrial Realty, Inc.
REXR
Shares Held
6K
Value
$230.49K
Sunoco LP
SUN
Shares Held
6K
Value
$277.54K
The Travelers Companies, Inc.
TRV
Shares Held
6K
Value
$1.55M