Stock Taper 
COOK WEALTH MANAGEMENT GROUP LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Citizens BancShares, Inc. | FCNCA | 698 | $1.24M |
 Caterpillar Inc. | CAT | 809 | $253.99K |
 The Home Depot, Inc. | HD | 917 | $328.56K |
 Visa Inc. | V | 1.04K | $357.18K |
 Tesla, Inc. | TSLA | 1.32K | $370.01K |
 International Business Machines Corporation | IBM | 1.5K | $360.56K |
 IQVIA Holdings Inc. | IQV | 1.86K | $281.2K |
 3M Company | MMM | 2.1K | $289.59K |
 Exxon Mobil Corporation | XOM | 2.46K | $259.8K |
 Amazon.com, Inc. | AMZN | 3.38K | $642.02K |
 Alphabet Inc. | GOOG | 6.09K | $991.39K |
 Bristol-Myers Squibb Company | BMY | 6.3K | $312.56K |
 The Procter & Gamble Company | PG | 7.25K | $1.16M |
 Johnson & Johnson | JNJ | 9.23K | $1.43M |
 Alphabet Inc. | GOOGL | 10.23K | $1.65M |
 GSK plc | GSK | 10.32K | $399.98K |
 NBT Bancorp Inc. | NBTB | 10.48K | $445.38K |
 The Coca-Cola Company | KO | 11.1K | $791.32K |
 Microsoft Corporation | MSFT | 11.53K | $4.9M |
 Lisata Therapeutics, Inc. | LSTA | 12.18K | $29.34K |