FIRSTPURPOSE WEALTH LLC
Latest 13F filing data - Q1 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | C | 4K | $244.69K |
 | GE | 4K | $632.12K |
 | COO | 4K | $388.51K |
 | CVX | 4K | $654.58K |
 | DUK | 4K | $380.05K |
 | ORCL | 4K | $464.23K |
 | CRM | 4K | $1.12M |
 | OKE | 4K | $292.84K |
 | SAP | 4K | $681.25K |
 | ABBV | 4K | $606.42K |
 | TRGP | 4K | $409.98K |
 | AIG | 3K | $261.89K |
 | ETN | 3K | $1.06M |
 | SHOP | 3K | $242.43K |
 | SONY | 3K | $282.34K |
 | MET | 3K | $230.18K |
 | PG | 3K | $496.72K |
 | ACN | 3K | $1.00M |
 | ZTS | 3K | $496.62K |
 | AXP | 3K | $654.47K |
Citigroup Inc.
C
Shares Held
4K
Value
$244.69K
GE Aerospace
GE
Shares Held
4K
Value
$632.12K
The Cooper Companies, Inc.
COO
Shares Held
4K
Value
$388.51K
Chevron Corporation
CVX
Shares Held
4K
Value
$654.58K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$380.05K
Oracle Corporation
ORCL
Shares Held
4K
Value
$464.23K
Salesforce, Inc.
CRM
Shares Held
4K
Value
$1.12M
ONEOK, Inc.
OKE
Shares Held
4K
Value
$292.84K
SAP SE
SAP
Shares Held
4K
Value
$681.25K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$606.42K
Targa Resources Corp.
TRGP
Shares Held
4K
Value
$409.98K
American International Group, Inc.
AIG
Shares Held
3K
Value
$261.89K
Eaton Corporation plc
ETN
Shares Held
3K
Value
$1.06M
Shopify Inc.
SHOP
Shares Held
3K
Value
$242.43K
Sony Group Corporation
SONY
Shares Held
3K
Value
$282.34K
MetLife, Inc.
MET
Shares Held
3K
Value
$230.18K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$496.72K
Accenture plc
ACN
Shares Held
3K
Value
$1.00M
Zoetis Inc.
ZTS
Shares Held
3K
Value
$496.62K
American Express Company
AXP
Shares Held
3K
Value
$654.47K