Stock Taper

ML & R WEALTH MANAGEMENT LLC

Latest 13F filing data - Q1 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Johnson & JohnsonJNJ3.41K$538.79K
Microsoft CorporationMSFT3.89K$1.64M
JPMorgan Chase & Co.JPM3.9K$781.77K
Novo Nordisk A/SNVO4.9K$629.67K
The Southern CompanySO5.39K$386.39K
Chevron CorporationCVX5.62K$886.51K
The Coca-Cola CompanyKO6.78K$414.86K
TPG Mortgage Investment Trust IncMITT10K$61.2K
Vistra Corp.VST10.11K$704.09K
Rithm Capital Corp.RITM15K$167.4K
Exxon Mobil CorporationXOM15.91K$1.85M
Enterprise Products Partners L.P.EPD17.7K$516.6K
Apple Inc.AAPL20.86K$3.58M