THEORY FINANCIAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXAS | 5K | $314.09K |
 | XOM | 3K | $358.72K |
 | CVX | 2K | $383.88K |
 | AMZN | 2K | $490.98K |
 | AAPL | 2K | $530.51K |
 | GOOGL | 2K | $518.23K |
 | BRK-B | 1K | $604.26K |
 | ABBV | 944 | $219.06K |
 | JPM | 935 | $282.71K |
 | AVGO | 878 | $306.63K |
 | GOOG | 807 | $207.41K |
 | MSFT | 587 | $303.36K |
 | LLY | 255 | $206.28K |
Exact Sciences Corporation
EXAS
Shares Held
5K
Value
$314.09K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$358.72K
Chevron Corporation
CVX
Shares Held
2K
Value
$383.88K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$490.98K
Apple Inc.
AAPL
Shares Held
2K
Value
$530.51K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$518.23K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$604.26K
AbbVie Inc.
ABBV
Shares Held
944
Value
$219.06K
JPMorgan Chase & Co.
JPM
Shares Held
935
Value
$282.71K
Broadcom Inc.
AVGO
Shares Held
878
Value
$306.63K
Alphabet Inc.
GOOG
Shares Held
807
Value
$207.41K
Microsoft Corporation
MSFT
Shares Held
587
Value
$303.36K
Eli Lilly and Company
LLY
Shares Held
255
Value
$206.28K