TRADEMARK FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 4K | $1.01M |
 | MSFT | 4K | $1.96M |
 | XOM | 3K | $348.99K |
 | NVDA | 3K | $482.85K |
 | AAPL | 2K | $669.18K |
 | ROK | 1K | $420.58K |
 | COST | 799 | $689.32K |
 | BRK-B | 401 | $201.56K |
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$1.01M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.96M
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$348.99K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$482.85K
Apple Inc.
AAPL
Shares Held
2K
Value
$669.18K
Rockwell Automation, Inc.
ROK
Shares Held
1K
Value
$420.58K
Costco Wholesale Corporation
COST
Shares Held
799
Value
$689.32K
Berkshire Hathaway Inc.
BRK-B
Shares Held
401
Value
$201.56K