SAR WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 16K | $404.55K |
 | PG | 11K | $1.52M |
 | KO | 10K | $713.60K |
 | AAPL | 9K | $2.51M |
 | BAC | 9K | $479.89K |
 | SO | 9K | $742.84K |
 | NVDA | 8K | $1.46M |
 | XOM | 8K | $917.86K |
 | D | 7K | $439.01K |
 | AMZN | 6K | $1.27M |
 | PLTR | 5K | $921.10K |
 | MSFT | 5K | $2.18M |
 | WMT | 4K | $477.88K |
 | UPS | 4K | $363.06K |
 | ED | 3K | $343.14K |
 | HD | 3K | $1.08M |
 | GOOGL | 2K | $682.95K |
 | MCK | 2K | $1.46M |
 | JNJ | 1K | $307.33K |
 | BRK-B | 1K | $654.95K |
AT&T Inc.
T
Shares Held
16K
Value
$404.55K
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.52M
The Coca-Cola Company
KO
Shares Held
10K
Value
$713.60K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.51M
Bank of America Corporation
BAC
Shares Held
9K
Value
$479.89K
The Southern Company
SO
Shares Held
9K
Value
$742.84K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.46M
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$917.86K
Dominion Energy, Inc.
D
Shares Held
7K
Value
$439.01K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.27M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$921.10K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.18M
Walmart Inc.
WMT
Shares Held
4K
Value
$477.88K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$363.06K
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$343.14K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.08M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$682.95K
McKesson Corporation
MCK
Shares Held
2K
Value
$1.46M
Johnson & Johnson
JNJ
Shares Held
1K
Value
$307.33K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$654.95K