SAFIR WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 2K | $206.56K |
 | PNRG | 1K | $207.78K |
 | AAPL | 1K | $305.56K |
 | MSFT | 1K | $521.06K |
 | ABBV | 894 | $207.00K |
 | MCD | 715 | $217.28K |
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$206.56K
PrimeEnergy Resources Corporation
PNRG
Shares Held
1K
Value
$207.78K
Apple Inc.
AAPL
Shares Held
1K
Value
$305.56K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$521.06K
AbbVie Inc.
ABBV
Shares Held
894
Value
$207.00K
McDonald's Corporation
MCD
Shares Held
715
Value
$217.28K