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INSTITUTIONS
CIK 0001802816
CLIENT 1ST ADVISORY GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
Caterpillar Inc.
CAT
750
$798.67K
Palo Alto Networks, Inc.
PANW
638
$217.57K
UnitedHealth Group Incorporated
UNH
581
$241.48K
GE Vernova Inc.
GEV
179
$210.3K