FINANCIAL ALTERNATIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GSBD | 47K | $477.81K |
 | AAPL | 14K | $3.53M |
 | CGBD | 12K | $149.13K |
 | XOM | 10K | $1.09M |
 | HD | 6K | $2.49M |
 | SRE | 5K | $491.47K |
 | APH | 5K | $594.00K |
 | BAC | 4K | $227.77K |
 | QCOM | 3K | $492.76K |
 | TSLA | 3K | $1.30M |
 | BRK-B | 3K | $1.40M |
 | NVDA | 2K | $463.65K |
 | AMZN | 2K | $499.08K |
 | V | 2K | $615.00K |
 | GOOGL | 2K | $395.88K |
 | GOOG | 1K | $362.89K |
 | ADBE | 865 | $305.13K |
 | MSFT | 753 | $390.02K |
 | COST | 687 | $635.91K |
 | SPGI | 548 | $266.72K |
Goldman Sachs BDC, Inc.
GSBD
Shares Held
47K
Value
$477.81K
Apple Inc.
AAPL
Shares Held
14K
Value
$3.53M
Carlyle Secured Lending, Inc.
CGBD
Shares Held
12K
Value
$149.13K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.09M
The Home Depot, Inc.
HD
Shares Held
6K
Value
$2.49M
Sempra
SRE
Shares Held
5K
Value
$491.47K
Amphenol Corporation
APH
Shares Held
5K
Value
$594.00K
Bank of America Corporation
BAC
Shares Held
4K
Value
$227.77K
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$492.76K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.30M
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.40M
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$463.65K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$499.08K
Visa Inc.
V
Shares Held
2K
Value
$615.00K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$395.88K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$362.89K
Adobe Inc.
ADBE
Shares Held
865
Value
$305.13K
Microsoft Corporation
MSFT
Shares Held
753
Value
$390.02K
Costco Wholesale Corporation
COST
Shares Held
687
Value
$635.91K
S&P Global Inc.
SPGI
Shares Held
548
Value
$266.72K