Stock Taper

FRG FAMILY WEALTH ADVISORS LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Oracle CorporationORCL6.47K$951.95K
Novo Nordisk A/SNVO5.73K$210.61K
The Travelers Companies, Inc.TRV5.65K$1.65M
Salesforce, Inc.CRM5.38K$1M
3M CompanyMMM5.22K$758.83K
BP p.l.c.BP5.13K$240.97K
Medtronic plcMDT4.51K$390.44K
Alphabet Inc.GOOG4.35K$1.25M
Honeywell International Inc.HON4.11K$929.89K
RPM International Inc.RPM3.9K$387.66K
CrowdStrike Holdings, Inc.CRWD3.86K$1.51M
Chubb LimitedCB3.78K$1.23M
BlackRock, Inc.BLK3.6K$3.46M
Phillips 66PSX3.4K$619.59K
KLA CorporationKLAC3.4K$5.01M
Entergy CorporationETR3.39K$380.9K
Amgen Inc.AMGN3.35K$1.18M
Archer-Daniels-Midland CompanyADM3.26K$236.68K
Vertex Pharmaceuticals IncorporatedVRTX3.15K$1.41M
Coca-Cola Consolidated, Inc.COKE3K$575.22K