TRADEMARK FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 5K | $1.06M |
 | MSFT | 4K | $2.17M |
 | XOM | 3K | $329.23K |
 | NVDA | 3K | $482.68K |
 | AAPL | 3K | $646.31K |
 | PG | 1K | $208.12K |
 | COST | 874 | $809.28K |
 | BRK-B | 412 | $207.13K |
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.06M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.17M
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$329.23K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$482.68K
Apple Inc.
AAPL
Shares Held
3K
Value
$646.31K
The Procter & Gamble Company
PG
Shares Held
1K
Value
$208.12K
Costco Wholesale Corporation
COST
Shares Held
874
Value
$809.28K
Berkshire Hathaway Inc.
BRK-B
Shares Held
412
Value
$207.13K