BMS FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBN | 18K | $422.23K |
 | USB | 10K | $323.96K |
 | VZ | 9K | $336.35K |
 | CSCO | 9K | $444.70K |
 | AMZN | 7K | $860.12K |
 | PM | 6K | $603.88K |
 | CP | 6K | $453.20K |
 | AZN | 6K | $399.79K |
 | MRK | 6K | $643.41K |
 | AAPL | 6K | $1.08M |
 | PAYX | 5K | $596.15K |
 | ABBV | 5K | $642.39K |
 | PSX | 5K | $452.86K |
 | JPM | 4K | $652.74K |
 | NEE | 4K | $330.56K |
 | DDOG | 4K | $431.10K |
 | MSFT | 4K | $1.49M |
 | NVO | 4K | $658.32K |
 | CVX | 4K | $622.48K |
 | SBUX | 4K | $383.16K |
ICICI Bank Limited
IBN
Shares Held
18K
Value
$422.23K
U.S. Bancorp
USB
Shares Held
10K
Value
$323.96K
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$336.35K
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$444.70K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$860.12K
Philip Morris International Inc.
PM
Shares Held
6K
Value
$603.88K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
6K
Value
$453.20K
AstraZeneca PLC
AZN
Shares Held
6K
Value
$399.79K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$643.41K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.08M
Paychex, Inc.
PAYX
Shares Held
5K
Value
$596.15K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$642.39K
Phillips 66
PSX
Shares Held
5K
Value
$452.86K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$652.74K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$330.56K
Datadog, Inc.
DDOG
Shares Held
4K
Value
$431.10K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.49M
Novo Nordisk A/S
NVO
Shares Held
4K
Value
$658.32K
Chevron Corporation
CVX
Shares Held
4K
Value
$622.48K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$383.16K