WHEELHOUSE ADVISORY GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 19K | $531.94K |
 | NVDA | 11K | $2.03M |
 | AAPL | 7K | $1.83M |
 | AEE | 6K | $631.85K |
 | WMT | 5K | $514.83K |
 | MO | 5K | $311.08K |
 | EMR | 5K | $603.33K |
 | USB | 4K | $212.80K |
 | PG | 4K | $671.13K |
 | AMZN | 4K | $838.10K |
 | ORCL | 4K | $1.06M |
 | XOM | 4K | $420.03K |
 | NEE | 3K | $208.68K |
 | PM | 3K | $442.47K |
 | TSLA | 3K | $1.12M |
 | MSFT | 2K | $1.17M |
 | GOOG | 1K | $362.76K |
 | ELV | 1K | $440.74K |
 | MA | 1K | $758.16K |
 | HD | 1K | $428.48K |
AT&T Inc.
T
Shares Held
19K
Value
$531.94K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.03M
Apple Inc.
AAPL
Shares Held
7K
Value
$1.83M
Ameren Corporation
AEE
Shares Held
6K
Value
$631.85K
Walmart Inc.
WMT
Shares Held
5K
Value
$514.83K
Altria Group, Inc.
MO
Shares Held
5K
Value
$311.08K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$603.33K
U.S. Bancorp
USB
Shares Held
4K
Value
$212.80K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$671.13K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$838.10K
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.06M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$420.03K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$208.68K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$442.47K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.12M
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.17M
Alphabet Inc.
GOOG
Shares Held
1K
Value
$362.76K
Elevance Health Inc.
ELV
Shares Held
1K
Value
$440.74K
Mastercard Incorporated
MA
Shares Held
1K
Value
$758.16K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$428.48K