JIM SAULNIER & ASSOCIATES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 12K | $205.59K |
 | NVO | 7K | $332.97K |
 | BMY | 6K | $327.74K |
 | AAPL | 6K | $1.55M |
 | FITB | 5K | $230.07K |
 | DIS | 3K | $340.74K |
 | NVDA | 3K | $496.39K |
 | AMZN | 2K | $563.20K |
 | MSFT | 2K | $889.91K |
 | JPM | 1K | $359.81K |
 | LLY | 239 | $256.93K |
Energy Transfer LP
ET
Shares Held
12K
Value
$205.59K
Novo Nordisk A/S
NVO
Shares Held
7K
Value
$332.97K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$327.74K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.55M
Fifth Third Bancorp
FITB
Shares Held
5K
Value
$230.07K
The Walt Disney Company
DIS
Shares Held
3K
Value
$340.74K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$496.39K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$563.20K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$889.91K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$359.81K
Eli Lilly and Company
LLY
Shares Held
239
Value
$256.93K