BCU WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAX | 21K | $403.88K |
 | KO | 9K | $632.38K |
 | CVS | 8K | $610.78K |
 | ABBV | 5K | $1.16M |
 | ABT | 5K | $592.54K |
 | XOM | 4K | $521.07K |
 | BX | 3K | $493.25K |
 | WMT | 3K | $331.32K |
 | NVDA | 3K | $527.79K |
 | GE | 2K | $647.71K |
 | PM | 2K | $331.07K |
 | JNJ | 1K | $269.69K |
 | ORCL | 1K | $241.34K |
 | AMZN | 1K | $280.91K |
 | GOOG | 1K | $332.86K |
 | AAPL | 950 | $258.27K |
 | JPM | 840 | $270.64K |
 | MSFT | 710 | $343.28K |
 | GEV | 520 | $339.93K |
 | EME | 332 | $203.27K |
Baxter International Inc.
BAX
Shares Held
21K
Value
$403.88K
The Coca-Cola Company
KO
Shares Held
9K
Value
$632.38K
CVS Health Corporation
CVS
Shares Held
8K
Value
$610.78K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.16M
Abbott Laboratories
ABT
Shares Held
5K
Value
$592.54K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$521.07K
Blackstone Inc.
BX
Shares Held
3K
Value
$493.25K
Walmart Inc.
WMT
Shares Held
3K
Value
$331.32K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$527.79K
GE Aerospace
GE
Shares Held
2K
Value
$647.71K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$331.07K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$269.69K
Oracle Corporation
ORCL
Shares Held
1K
Value
$241.34K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$280.91K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$332.86K
Apple Inc.
AAPL
Shares Held
950
Value
$258.27K
JPMorgan Chase & Co.
JPM
Shares Held
840
Value
$270.64K
Microsoft Corporation
MSFT
Shares Held
710
Value
$343.28K
GE Vernova Inc.
GEV
Shares Held
520
Value
$339.93K
EMCOR Group, Inc.
EME
Shares Held
332
Value
$203.27K