WELLS FINANCIAL ADVISORS INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 440 | $106.96K |
 | MSFT | 303 | $156.94K |
 | AMZN | 280 | $61.48K |
 | RBLX | 150 | $20.78K |
 | WMT | 119 | $12.25K |
 | AVGO | 70 | $23.09K |
 | IBM | 58 | $16.36K |
 | HD | 34 | $13.72K |
 | KD | 10 | $300 |
Alphabet Inc.
GOOGL
Shares Held
440
Value
$106.96K
Microsoft Corporation
MSFT
Shares Held
303
Value
$156.94K
Amazon.com, Inc.
AMZN
Shares Held
280
Value
$61.48K
Roblox Corporation
RBLX
Shares Held
150
Value
$20.78K
Walmart Inc.
WMT
Shares Held
119
Value
$12.25K
Broadcom Inc.
AVGO
Shares Held
70
Value
$23.09K
International Business Machines Corporation
IBM
Shares Held
58
Value
$16.36K
The Home Depot, Inc.
HD
Shares Held
34
Value
$13.72K
Kyndryl Holdings, Inc.
KD
Shares Held
10
Value
$300