DEFINED WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 29K | $295.59K |
 | SRE | 17K | $1.49M |
 | BAC | 14K | $784.79K |
 | CMCSA | 13K | $401.21K |
 | AVGO | 12K | $4.17M |
 | AAPL | 12K | $3.23M |
 | WMB | 9K | $538.77K |
 | JPM | 8K | $2.47M |
 | INTC | 7K | $274.06K |
 | SCHW | 7K | $679.69K |
 | USB | 6K | $311.20K |
 | XOM | 5K | $661.75K |
 | TEL | 5K | $1.21M |
 | NVO | 5K | $264.52K |
 | NVDA | 5K | $928.58K |
 | CVX | 5K | $698.10K |
 | AMZN | 4K | $1.03M |
 | COP | 4K | $414.88K |
 | NKE | 4K | $271.40K |
 | ORCL | 4K | $803.61K |
Haleon plc
HLN
Shares Held
29K
Value
$295.59K
Sempra
SRE
Shares Held
17K
Value
$1.49M
Bank of America Corporation
BAC
Shares Held
14K
Value
$784.79K
Comcast Corporation
CMCSA
Shares Held
13K
Value
$401.21K
Broadcom Inc.
AVGO
Shares Held
12K
Value
$4.17M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.23M
The Williams Companies, Inc.
WMB
Shares Held
9K
Value
$538.77K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.47M
Intel Corporation
INTC
Shares Held
7K
Value
$274.06K
The Charles Schwab Corporation
SCHW
Shares Held
7K
Value
$679.69K
U.S. Bancorp
USB
Shares Held
6K
Value
$311.20K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$661.75K
TE Connectivity Ltd.
TEL
Shares Held
5K
Value
$1.21M
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$264.52K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$928.58K
Chevron Corporation
CVX
Shares Held
5K
Value
$698.10K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$1.03M
ConocoPhillips
COP
Shares Held
4K
Value
$414.88K
NIKE, Inc.
NKE
Shares Held
4K
Value
$271.40K
Oracle Corporation
ORCL
Shares Held
4K
Value
$803.61K