Stock Taper

TRUWEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Blue Owl Capital CorporationOBDC36.29K$401.32K
Pfizer Inc.PFE36.37K$1.02M
Costco Wholesale CorporationCOST38.18K$38.05M
Caterpillar Inc.CAT43.81K$31.04M
General Dynamics CorporationGD50.5K$17.33M
Quanta Services, Inc.PWR63.51K$34.87M
Taiwan Semiconductor Manufacturing Company LimitedTSM68.32K$23.09M
Visa Inc.V75.94K$22.95M
International Business Machines CorporationIBM77.73K$18.84M
American Electric Power Company, Inc.AEP78.4K$10.28M
AbbVie Inc.ABBV90.19K$19.61M
Broadcom Inc.AVGO94.9K$29.41M
Microsoft CorporationMSFT101.53K$37.58M
Lam Research CorporationLRCX117.01K$25M
JPMorgan Chase & Co.JPM123.13K$36.22M
Diamondback Energy, Inc.FANG132.88K$26.28M
NVIDIA CorporationNVDA133.64K$23.31M
Alphabet Inc.GOOG164.84K$47.28M
Amazon.com, Inc.AMZN188.42K$39.24M
Apple Inc.AAPL205.87K$52.25M