THEORY FINANCIAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 3K | $429.20K |
 | ALNY | 3K | $991.54K |
 | EXAS | 2K | $256.07K |
 | CVX | 2K | $402.50K |
 | AMZN | 2K | $528.82K |
 | GOOGL | 2K | $673.18K |
 | AAPL | 2K | $505.20K |
 | NVDA | 1K | $244.84K |
 | BRK-B | 1K | $591.28K |
 | ABBV | 944 | $208.41K |
 | JPM | 939 | $282.68K |
 | AVGO | 854 | $277.42K |
 | MSFT | 712 | $334.84K |
 | GOOG | 627 | $209.16K |
 | META | 320 | $215.16K |
 | LLY | 247 | $262.50K |
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$429.20K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
3K
Value
$991.54K
Exact Sciences Corporation
EXAS
Shares Held
2K
Value
$256.07K
Chevron Corporation
CVX
Shares Held
2K
Value
$402.50K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$528.82K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$673.18K
Apple Inc.
AAPL
Shares Held
2K
Value
$505.20K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$244.84K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$591.28K
AbbVie Inc.
ABBV
Shares Held
944
Value
$208.41K
JPMorgan Chase & Co.
JPM
Shares Held
939
Value
$282.68K
Broadcom Inc.
AVGO
Shares Held
854
Value
$277.42K
Microsoft Corporation
MSFT
Shares Held
712
Value
$334.84K
Alphabet Inc.
GOOG
Shares Held
627
Value
$209.16K
Meta Platforms, Inc.
META
Shares Held
320
Value
$215.16K
Eli Lilly and Company
LLY
Shares Held
247
Value
$262.50K