TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ECL | 4K | $1.19M |
 | AAPL | 4K | $943.34K |
 | NEE | 3K | $290.90K |
 | AMZN | 2K | $397.59K |
 | JNJ | 1K | $292.84K |
 | META | 964 | $551.53K |
 | MSFT | 560 | $207.28K |
 | BRK-B | 472 | $226.18K |
Ecolab Inc.
ECL
Shares Held
4K
Value
$1.19M
Apple Inc.
AAPL
Shares Held
4K
Value
$943.34K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$290.90K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$397.59K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$292.84K
Meta Platforms, Inc.
META
Shares Held
964
Value
$551.53K
Microsoft Corporation
MSFT
Shares Held
560
Value
$207.28K
Berkshire Hathaway Inc.
BRK-B
Shares Held
472
Value
$226.18K