WHEELHOUSE ADVISORY GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 18K | $516.71K |
 | NVDA | 11K | $1.88M |
 | AAPL | 9K | $2.36M |
 | AEE | 6K | $688.81K |
 | WMT | 5K | $681.25K |
 | USB | 4K | $229.24K |
 | PG | 4K | $631.66K |
 | TSLA | 4K | $1.60M |
 | MSFT | 4K | $1.49M |
 | MO | 4K | $257.79K |
 | AMZN | 4K | $798.92K |
 | PM | 3K | $468.56K |
 | NEE | 3K | $256.77K |
 | XOM | 3K | $452.38K |
 | BA | 2K | $427.84K |
 | EMR | 2K | $229.21K |
 | GOOG | 2K | $494.10K |
 | MA | 1K | $673.00K |
 | ELV | 1K | $362.13K |
 | LLY | 1K | $1.04M |
AT&T Inc.
T
Shares Held
18K
Value
$516.71K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.88M
Apple Inc.
AAPL
Shares Held
9K
Value
$2.36M
Ameren Corporation
AEE
Shares Held
6K
Value
$688.81K
Walmart Inc.
WMT
Shares Held
5K
Value
$681.25K
U.S. Bancorp
USB
Shares Held
4K
Value
$229.24K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$631.66K
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.60M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.49M
Altria Group, Inc.
MO
Shares Held
4K
Value
$257.79K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$798.92K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$468.56K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$256.77K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$452.38K
The Boeing Company
BA
Shares Held
2K
Value
$427.84K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$229.21K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$494.10K
Mastercard Incorporated
MA
Shares Held
1K
Value
$673.00K
Elevance Health Inc.
ELV
Shares Held
1K
Value
$362.13K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.04M