Stock Taper

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY227$272.59K
GE Vernova Inc.GEV393$461.79K
Seagate Technology Holdings plcSTX451$435.38K
The Home Depot, Inc.HD577$203.57K
Visa Inc.V629$215.97K
GE AerospaceGE982$366.89K
Dillard's, Inc.DDS1K$528.42K
Philip Morris International Inc.PM1.13K$203.6K
RTX CorporationRTX1.17K$221.41K
Dell Technologies Inc.DELL1.47K$632.09K
Tyler Technologies, Inc.TYL1.5K$439.27K
Union Pacific CorporationUNP1.66K$450.98K
The Procter & Gamble CompanyPG1.89K$276.48K
Alphabet Inc.GOOGL2.29K$817.69K
Alphabet Inc.GOOG2.39K$844.78K
The Boeing CompanyBA2.57K$556.33K
Broadcom Inc.AVGO2.72K$1.03M
Costco Wholesale CorporationCOST2.8K$2.62M
Prosperity Bancshares, Inc.PB2.8K$204.7K
McDonald's CorporationMCD2.94K$793.62K