WELLS FINANCIAL ADVISORS INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RBLX | 150 | $12.15K |
 | MSFT | 133 | $64.32K |
 | WMT | 119 | $13.27K |
 | AVGO | 70 | $24.23K |
 | IBM | 58 | $17.18K |
 | HD | 34 | $11.73K |
 | KD | 10 | $266 |
Roblox Corporation
RBLX
Shares Held
150
Value
$12.15K
Microsoft Corporation
MSFT
Shares Held
133
Value
$64.32K
Walmart Inc.
WMT
Shares Held
119
Value
$13.27K
Broadcom Inc.
AVGO
Shares Held
70
Value
$24.23K
International Business Machines Corporation
IBM
Shares Held
58
Value
$17.18K
The Home Depot, Inc.
HD
Shares Held
34
Value
$11.73K
Kyndryl Holdings, Inc.
KD
Shares Held
10
Value
$266