SAFIR WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 2K | $220.46K |
 | PEP | 1K | $202.36K |
 | PNRG | 1K | $212.72K |
 | AAPL | 1K | $326.23K |
 | MSFT | 1K | $486.52K |
 | ABBV | 894 | $204.27K |
 | MCD | 715 | $218.53K |
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$220.46K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$202.36K
PrimeEnergy Resources Corporation
PNRG
Shares Held
1K
Value
$212.72K
Apple Inc.
AAPL
Shares Held
1K
Value
$326.23K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$486.52K
AbbVie Inc.
ABBV
Shares Held
894
Value
$204.27K
McDonald's Corporation
MCD
Shares Held
715
Value
$218.53K