TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ECL | 5K | $1.34M |
 | AAPL | 4K | $1.03M |
 | NEE | 3K | $236.44K |
 | AMZN | 2K | $419.16K |
 | JNJ | 1K | $222.13K |
 | META | 1K | $801.94K |
 | MSFT | 906 | $469.25K |
 | BRK-B | 485 | $243.83K |
Ecolab Inc.
ECL
Shares Held
5K
Value
$1.34M
Apple Inc.
AAPL
Shares Held
4K
Value
$1.03M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$236.44K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$419.16K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$222.13K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$801.94K
Microsoft Corporation
MSFT
Shares Held
906
Value
$469.25K
Berkshire Hathaway Inc.
BRK-B
Shares Held
485
Value
$243.83K