Stock Taper

TRIAD FINANCIAL ADVISORS, INC.

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aflac IncorporatedAFL5.23K$401.56K
Chevron CorporationCVX4.96K$837.08K
Johnson & JohnsonJNJ4.81K$749.3K
The Southern CompanySO4.55K$294.83K
Amazon.com, Inc.AMZN4.34K$551.57K
QUALCOMM IncorporatedQCOM4.04K$449.13K
The Walt Disney CompanyDIS3.88K$314.49K
NextEra Energy, Inc.NEE3.82K$218.79K
Alphabet Inc.GOOGL3.55K$464.42K
Merck & Co., Inc.MRK3.34K$344.07K
The Home Depot, Inc.HD3.25K$981.57K
Alphabet Inc.GOOG2.74K$360.87K
AbbVie Inc.ABBV2.13K$318.19K
International Business Machines CorporationIBM2.13K$298.7K
Prologis, Inc.PLD2.08K$233.73K
Berkshire Hathaway Inc.BRK-B1.88K$658.91K
UnitedHealth Group IncorporatedUNH1.79K$900.64K
Walmart Inc.WMT1.76K$281.78K
Kimberly-Clark CorporationKMB1.72K$207.46K
The PNC Financial Services Group, Inc.PNC1.67K$204.75K