WILLIAMS FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 8K | $2.01M |
 | CVS | 7K | $529.20K |
 | XOM | 6K | $659.11K |
 | TD | 3K | $251.52K |
 | SYY | 3K | $244.01K |
 | AMZN | 1K | $233.62K |
 | IBM | 941 | $265.51K |
 | MSFT | 837 | $433.27K |
 | BRK-B | 552 | $277.51K |
Apple Inc.
AAPL
Shares Held
8K
Value
$2.01M
CVS Health Corporation
CVS
Shares Held
7K
Value
$529.20K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$659.11K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$251.52K
Sysco Corporation
SYY
Shares Held
3K
Value
$244.01K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$233.62K
International Business Machines Corporation
IBM
Shares Held
941
Value
$265.51K
Microsoft Corporation
MSFT
Shares Held
837
Value
$433.27K
Berkshire Hathaway Inc.
BRK-B
Shares Held
552
Value
$277.51K