Stock Taper

BMS FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arthur J. Gallagher & Co.AJG3.79K$832.61K
Starbucks CorporationSBUX3.87K$383.16K
Chevron CorporationCVX3.96K$622.48K
Novo Nordisk A/SNVO4.07K$658.32K
Microsoft CorporationMSFT4.38K$1.49M
Datadog, Inc.DDOG4.38K$431.1K
NextEra Energy, Inc.NEE4.46K$330.56K
JPMorgan Chase & Co.JPM4.49K$652.74K
Phillips 66PSX4.75K$452.86K
AbbVie Inc.ABBV4.77K$642.39K
Paychex, Inc.PAYX5.33K$596.15K
Apple Inc.AAPL5.55K$1.08M
Merck & Co., Inc.MRK5.58K$643.41K
AstraZeneca PLCAZN5.59K$399.79K
Canadian Pacific Kansas City Ltd.CP5.6K$453.2K
Philip Morris International Inc.PM6.19K$603.88K
Amazon.com, Inc.AMZN6.6K$860.12K
Cisco Systems, Inc.CSCO8.6K$444.7K
Verizon Communications Inc.VZ9.04K$336.35K
U.S. BancorpUSB9.8K$323.96K