Stock Taper 
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 2.98K | $1.25M |
 Cisco Systems, Inc. | CSCO | 3.53K | $414.66K |
 Berkshire Hathaway Inc. | BRK-B | 4.21K | $2.1M |
 JPMorgan Chase & Co. | JPM | 4.52K | $1.48M |
 Sandisk Corporation | SNDK | 4.83K | $10.98M |
 UnitedHealth Group Incorporated | UNH | 5.3K | $2.2M |
 Amazon.com, Inc. | AMZN | 5.67K | $1.35M |
 Microsoft Corporation | MSFT | 5.72K | $2.14M |
 Johnson & Johnson | JNJ | 6.9K | $1.75M |
 QUALCOMM Incorporated | QCOM | 7.05K | $1.3M |
 Caterpillar Inc. | CAT | 9.01K | $9.6M |
 Valero Energy Corporation | VLO | 9.16K | $2.39M |
 NVIDIA Corporation | NVDA | 10K | $2M |
 Western Digital Corporation | WDC | 10.89K | $6.96M |
 KKR & Co. Inc. | KKR | 11.38K | $1.04M |
 DICK'S Sporting Goods, Inc. | DKS | 13.31K | $3.02M |
 Chevron Corporation | CVX | 13.81K | $2.29M |
 Micron Technology, Inc. | MU | 17.13K | $19.77M |
 Enterprise Products Partners L.P. | EPD | 19.32K | $710.39K |
 Walmart Inc. | WMT | 29.3K | $3.32M |