WILLIAMS FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 7K | $1.89M |
 | CVS | 7K | $504.15K |
 | XOM | 6K | $996.61K |
 | TD | 3K | $293.55K |
 | SYY | 3K | $211.38K |
 | AMZN | 1K | $223.06K |
 | IBM | 941 | $228.09K |
 | MSFT | 865 | $320.23K |
Apple Inc.
AAPL
Shares Held
7K
Value
$1.89M
CVS Health Corp.
CVS
Shares Held
7K
Value
$504.15K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$996.61K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$293.55K
Sysco Corporation
SYY
Shares Held
3K
Value
$211.38K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$223.06K
International Business Machines Corporation
IBM
Shares Held
941
Value
$228.09K
Microsoft Corporation
MSFT
Shares Held
865
Value
$320.23K