WILLIAMS FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 8K | $2.15M |
 | CVS | 7K | $557.08K |
 | XOM | 6K | $705.96K |
 | TD | 3K | $296.35K |
 | SYY | 3K | $219.56K |
 | AMZN | 1K | $242.59K |
 | IBM | 941 | $278.73K |
 | MSFT | 858 | $414.77K |
Apple Inc.
AAPL
Shares Held
8K
Value
$2.15M
CVS Health Corporation
CVS
Shares Held
7K
Value
$557.08K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$705.96K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$296.35K
Sysco Corporation
SYY
Shares Held
3K
Value
$219.56K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$242.59K
International Business Machines Corporation
IBM
Shares Held
941
Value
$278.73K
Microsoft Corporation
MSFT
Shares Held
858
Value
$414.77K