Stock Taper

TRIAD FINANCIAL ADVISORS, INC.

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL52.09K$8.92M
Duke Energy CorporationDUK20.98K$1.85M
AT&T Inc.T17.45K$262.08K
CSX CorporationCSX14.16K$435.3K
Bank of America CorporationBAC12.71K$348.11K
Exxon Mobil CorporationXOM12.62K$1.48M
Truist Financial CorporationTFC10.21K$292.04K
Caterpillar Inc.CAT9.3K$2.54M
Verizon Communications Inc.VZ8.96K$290.52K
JPMorgan Chase & Co.JPM8.53K$1.24M
The Procter & Gamble CompanyPG7.47K$1.09M
The Coca-Cola CompanyKO7.14K$399.67K
Pfizer Inc.PFE7.09K$235.08K
Microsoft CorporationMSFT6.53K$2.06M
McCormick & Company, IncorporatedMKC6.52K$493.02K
Starbucks CorporationSBUX6.24K$569.54K
Cisco Systems, Inc.CSCO6.09K$327.26K
PepsiCo, Inc.PEP5.92K$1M
Bristol-Myers Squibb CompanyBMY5.83K$338.1K
Comcast CorporationCMCSA5.41K$240K