BCU WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAX | 21K | $478.06K |
 | CVS | 10K | $735.09K |
 | KO | 9K | $599.90K |
 | ABBV | 5K | $1.17M |
 | ABT | 5K | $631.36K |
 | XOM | 4K | $488.21K |
 | BX | 3K | $546.72K |
 | WMT | 3K | $306.49K |
 | NVDA | 3K | $528.02K |
 | GE | 2K | $631.81K |
 | PM | 2K | $333.85K |
 | JNJ | 1K | $240.66K |
 | ORCL | 1K | $347.87K |
 | AMZN | 1K | $267.22K |
 | GOOG | 1K | $258.33K |
 | AAPL | 950 | $241.87K |
 | JPM | 836 | $263.82K |
 | MSFT | 710 | $367.61K |
 | GEV | 520 | $319.68K |
 | EME | 332 | $215.73K |
Baxter International Inc.
BAX
Shares Held
21K
Value
$478.06K
CVS Health Corporation
CVS
Shares Held
10K
Value
$735.09K
The Coca-Cola Company
KO
Shares Held
9K
Value
$599.90K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.17M
Abbott Laboratories
ABT
Shares Held
5K
Value
$631.36K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$488.21K
Blackstone Inc.
BX
Shares Held
3K
Value
$546.72K
Walmart Inc.
WMT
Shares Held
3K
Value
$306.49K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$528.02K
GE Aerospace
GE
Shares Held
2K
Value
$631.81K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$333.85K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$240.66K
Oracle Corporation
ORCL
Shares Held
1K
Value
$347.87K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$267.22K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$258.33K
Apple Inc.
AAPL
Shares Held
950
Value
$241.87K
JPMorgan Chase & Co.
JPM
Shares Held
836
Value
$263.82K
Microsoft Corporation
MSFT
Shares Held
710
Value
$367.61K
GE Vernova Inc.
GEV
Shares Held
520
Value
$319.68K
EMCOR Group, Inc.
EME
Shares Held
332
Value
$215.73K