DEFINED WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 29K | $263.58K |
 | CMCSA | 22K | $694.16K |
 | SRE | 17K | $1.55M |
 | BAC | 14K | $721.85K |
 | AVGO | 12K | $3.97M |
 | AAPL | 12K | $2.95M |
 | WMB | 9K | $566.67K |
 | JPM | 8K | $2.65M |
 | INTC | 7K | $247.10K |
 | TEL | 7K | $1.50M |
 | SCHW | 7K | $643.56K |
 | NVO | 6K | $332.72K |
 | USB | 6K | $281.09K |
 | XOM | 5K | $579.65K |
 | EIX | 5K | $278.94K |
 | AMZN | 5K | $1.07M |
 | CVX | 5K | $712.17K |
 | NVDA | 5K | $855.47K |
 | COP | 4K | $419.32K |
 | NKE | 4K | $299.49K |
Haleon plc
HLN
Shares Held
29K
Value
$263.58K
Comcast Corporation
CMCSA
Shares Held
22K
Value
$694.16K
Sempra
SRE
Shares Held
17K
Value
$1.55M
Bank of America Corporation
BAC
Shares Held
14K
Value
$721.85K
Broadcom Inc.
AVGO
Shares Held
12K
Value
$3.97M
Apple Inc.
AAPL
Shares Held
12K
Value
$2.95M
The Williams Companies, Inc.
WMB
Shares Held
9K
Value
$566.67K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.65M
Intel Corporation
INTC
Shares Held
7K
Value
$247.10K
TE Connectivity Ltd.
TEL
Shares Held
7K
Value
$1.50M
The Charles Schwab Corporation
SCHW
Shares Held
7K
Value
$643.56K
Novo Nordisk A/S
NVO
Shares Held
6K
Value
$332.72K
U.S. Bancorp
USB
Shares Held
6K
Value
$281.09K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$579.65K
Edison International
EIX
Shares Held
5K
Value
$278.94K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.07M
Chevron Corporation
CVX
Shares Held
5K
Value
$712.17K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$855.47K
ConocoPhillips
COP
Shares Held
4K
Value
$419.32K
NIKE, Inc.
NKE
Shares Held
4K
Value
$299.49K