FAMILY WEALTH GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSEC | 15K | $40.74K |
 | BBAI | 10K | $66.12K |
 | AAPL | 6K | $1.59M |
 | WMT | 6K | $595.76K |
 | NVDA | 4K | $767.68K |
 | AMZN | 3K | $585.47K |
 | SHOP | 2K | $368.11K |
 | MSFT | 2K | $1.04M |
 | PGR | 1K | $351.90K |
 | ABBV | 1K | $319.72K |
 | RTX | 1K | $216.50K |
 | GOOG | 1K | $292.67K |
 | AVGO | 1K | $388.15K |
 | TSLA | 962 | $427.88K |
 | JPM | 946 | $298.42K |
 | HD | 887 | $359.51K |
 | ADP | 692 | $203.18K |
 | SPGI | 435 | $211.89K |
 | IDXX | 365 | $233.19K |
Prospect Capital Corporation
PSEC
Shares Held
15K
Value
$40.74K
BigBear.ai Holdings, Inc.
BBAI
Shares Held
10K
Value
$66.12K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.59M
Walmart Inc.
WMT
Shares Held
6K
Value
$595.76K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$767.68K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$585.47K
Shopify Inc.
SHOP
Shares Held
2K
Value
$368.11K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.04M
The Progressive Corporation
PGR
Shares Held
1K
Value
$351.90K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$319.72K
RTX Corporation
RTX
Shares Held
1K
Value
$216.50K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$292.67K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$388.15K
Tesla, Inc.
TSLA
Shares Held
962
Value
$427.88K
JPMorgan Chase & Co.
JPM
Shares Held
946
Value
$298.42K
The Home Depot, Inc.
HD
Shares Held
887
Value
$359.51K
Automatic Data Processing, Inc.
ADP
Shares Held
692
Value
$203.18K
S&P Global Inc.
SPGI
Shares Held
435
Value
$211.89K
IDEXX Laboratories, Inc.
IDXX
Shares Held
365
Value
$233.19K