BCU WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAX | 21K | $355.23K |
 | KO | 9K | $658.94K |
 | CVS | 8K | $554.89K |
 | ABBV | 5K | $1.11M |
 | ABT | 5K | $487.58K |
 | XOM | 4K | $734.63K |
 | BX | 3K | $367.97K |
 | WMT | 3K | $370.11K |
 | NVDA | 3K | $493.55K |
 | GE | 2K | $597.43K |
 | PM | 2K | $342.18K |
 | JNJ | 1K | $319.63K |
 | AMZN | 1K | $253.47K |
 | GOOG | 1K | $304.28K |
 | AAPL | 950 | $241.14K |
 | JPM | 844 | $248.14K |
 | MSFT | 710 | $262.75K |
 | GEV | 520 | $454.31K |
 | EME | 332 | $245.44K |
Baxter International Inc.
BAX
Shares Held
21K
Value
$355.23K
The Coca-Cola Company
KO
Shares Held
9K
Value
$658.94K
CVS Health Corp.
CVS
Shares Held
8K
Value
$554.89K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.11M
Abbott Laboratories
ABT
Shares Held
5K
Value
$487.58K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$734.63K
Blackstone Inc.
BX
Shares Held
3K
Value
$367.97K
Walmart Inc.
WMT
Shares Held
3K
Value
$370.11K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$493.55K
GE Aerospace
GE
Shares Held
2K
Value
$597.43K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$342.18K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$319.63K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$253.47K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$304.28K
Apple Inc.
AAPL
Shares Held
950
Value
$241.14K
JPMorgan Chase & Co.
JPM
Shares Held
844
Value
$248.14K
Microsoft Corporation
MSFT
Shares Held
710
Value
$262.75K
GE Vernova Inc.
GEV
Shares Held
520
Value
$454.31K
EMCOR Group, Inc.
EME
Shares Held
332
Value
$245.44K