SAR WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 16K | $459.83K |
 | PG | 11K | $1.67M |
 | KO | 10K | $669.75K |
 | AAPL | 9K | $2.36M |
 | BAC | 8K | $417.28K |
 | SO | 8K | $753.86K |
 | D | 7K | $458.28K |
 | XOM | 7K | $829.53K |
 | NVDA | 6K | $1.18M |
 | AMZN | 5K | $1.07M |
 | MSFT | 4K | $2.17M |
 | UPS | 4K | $307.15K |
 | ED | 3K | $347.38K |
 | WMT | 3K | $346.83K |
 | PLTR | 3K | $609.47K |
 | HD | 3K | $1.23M |
 | GOOGL | 2K | $447.25K |
 | MCK | 2K | $1.38M |
 | JNJ | 1K | $262.98K |
 | BRK-B | 1K | $667.14K |
AT&T Inc.
T
Shares Held
16K
Value
$459.83K
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.67M
The Coca-Cola Company
KO
Shares Held
10K
Value
$669.75K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.36M
Bank of America Corporation
BAC
Shares Held
8K
Value
$417.28K
The Southern Company
SO
Shares Held
8K
Value
$753.86K
Dominion Energy, Inc.
D
Shares Held
7K
Value
$458.28K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$829.53K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.18M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.07M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.17M
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$307.15K
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$347.38K
Walmart Inc.
WMT
Shares Held
3K
Value
$346.83K
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$609.47K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.23M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$447.25K
McKesson Corporation
MCK
Shares Held
2K
Value
$1.38M
Johnson & Johnson
JNJ
Shares Held
1K
Value
$262.98K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$667.14K