ML & R WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 21K | $3.58M |
 | EPD | 18K | $516.60K |
 | XOM | 16K | $1.85M |
 | RITM | 15K | $167.40K |
 | VST | 10K | $704.09K |
 | MITT | 10K | $61.20K |
 | KO | 7K | $414.86K |
 | CVX | 6K | $886.51K |
 | SO | 5K | $386.39K |
 | NVO | 5K | $629.67K |
 | JPM | 4K | $781.77K |
 | MSFT | 4K | $1.64M |
 | JNJ | 3K | $538.79K |
 | AMZN | 3K | $604.57K |
 | PG | 2K | $377.56K |
 | TXN | 2K | $401.55K |
 | ABT | 2K | $246.64K |
 | PEP | 2K | $371.05K |
 | ABBV | 2K | $375.13K |
 | MRK | 2K | $235.79K |
Apple Inc.
AAPL
Shares Held
21K
Value
$3.58M
Enterprise Products Partners L.P.
EPD
Shares Held
18K
Value
$516.60K
Exxon Mobil Corporation
XOM
Shares Held
16K
Value
$1.85M
Rithm Capital Corp.
RITM
Shares Held
15K
Value
$167.40K
Vistra Corp.
VST
Shares Held
10K
Value
$704.09K
AG Mortgage Investment Trust, Inc.
MITT
Shares Held
10K
Value
$61.20K
The Coca-Cola Company
KO
Shares Held
7K
Value
$414.86K
Chevron Corporation
CVX
Shares Held
6K
Value
$886.51K
The Southern Company
SO
Shares Held
5K
Value
$386.39K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$629.67K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$781.77K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.64M
Johnson & Johnson
JNJ
Shares Held
3K
Value
$538.79K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$604.57K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$377.56K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$401.55K
Abbott Laboratories
ABT
Shares Held
2K
Value
$246.64K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$371.05K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$375.13K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$235.79K