TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ECL | 5K | $1.28M |
 | AAPL | 4K | $1.10M |
 | NEE | 3K | $251.44K |
 | AMZN | 2K | $440.63K |
 | JNJ | 1K | $247.93K |
 | MSFT | 906 | $438.14K |
 | META | 850 | $561.08K |
 | BRK-B | 485 | $243.78K |
Ecolab Inc.
ECL
Shares Held
5K
Value
$1.28M
Apple Inc.
AAPL
Shares Held
4K
Value
$1.10M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$251.44K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$440.63K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$247.93K
Microsoft Corporation
MSFT
Shares Held
906
Value
$438.14K
Meta Platforms, Inc.
META
Shares Held
850
Value
$561.08K
Berkshire Hathaway Inc.
BRK-B
Shares Held
485
Value
$243.78K