TRIAD FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 52K | $8.92M |
 | DUK | 21K | $1.85M |
 | T | 17K | $262.08K |
 | CSX | 14K | $435.30K |
 | BAC | 13K | $348.11K |
 | XOM | 13K | $1.48M |
 | TFC | 10K | $292.04K |
 | CAT | 9K | $2.54M |
 | VZ | 9K | $290.52K |
 | JPM | 9K | $1.24M |
 | PG | 7K | $1.09M |
 | KO | 7K | $399.67K |
 | PFE | 7K | $235.08K |
 | MSFT | 7K | $2.06M |
 | MKC | 7K | $493.02K |
 | SBUX | 6K | $569.54K |
 | CSCO | 6K | $327.26K |
 | PEP | 6K | $1.00M |
 | BMY | 6K | $338.10K |
 | CMCSA | 5K | $240.00K |
Apple Inc.
AAPL
Shares Held
52K
Value
$8.92M
Duke Energy Corporation
DUK
Shares Held
21K
Value
$1.85M
AT&T Inc.
T
Shares Held
17K
Value
$262.08K
CSX Corporation
CSX
Shares Held
14K
Value
$435.30K
Bank of America Corporation
BAC
Shares Held
13K
Value
$348.11K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.48M
Truist Financial Corporation
TFC
Shares Held
10K
Value
$292.04K
Caterpillar Inc.
CAT
Shares Held
9K
Value
$2.54M
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$290.52K
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$1.24M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.09M
The Coca-Cola Company
KO
Shares Held
7K
Value
$399.67K
Pfizer Inc.
PFE
Shares Held
7K
Value
$235.08K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$2.06M
McCormick & Company, Incorporated
MKC
Shares Held
7K
Value
$493.02K
Starbucks Corporation
SBUX
Shares Held
6K
Value
$569.54K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$327.26K
PepsiCo, Inc.
PEP
Shares Held
6K
Value
$1.00M
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$338.10K
Comcast Corporation
CMCSA
Shares Held
5K
Value
$240.00K