TRACE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 41K | $6.26M |
 | UWMC | 23K | $137.03K |
 | AAPL | 19K | $4.73M |
 | QCOM | 16K | $2.66M |
 | DVN | 10K | $357.61K |
 | PFE | 9K | $229.32K |
 | T | 8K | $233.36K |
 | CSCO | 8K | $524.85K |
 | BMY | 7K | $296.98K |
 | MO | 6K | $402.49K |
 | O | 6K | $364.74K |
 | SCHW | 5K | $496.44K |
 | AMZN | 5K | $1.06M |
 | GOOGL | 4K | $1.01M |
 | JNJ | 4K | $737.97K |
 | GOOG | 4K | $902.35K |
 | DIS | 4K | $407.85K |
 | HOOD | 4K | $501.13K |
 | RTX | 3K | $550.35K |
 | DE | 3K | $1.44M |
The Procter & Gamble Company
PG
Shares Held
41K
Value
$6.26M
UWM Holdings Corporation
UWMC
Shares Held
23K
Value
$137.03K
Apple Inc.
AAPL
Shares Held
19K
Value
$4.73M
QUALCOMM Incorporated
QCOM
Shares Held
16K
Value
$2.66M
Devon Energy Corporation
DVN
Shares Held
10K
Value
$357.61K
Pfizer Inc.
PFE
Shares Held
9K
Value
$229.32K
AT&T Inc.
T
Shares Held
8K
Value
$233.36K
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$524.85K
Bristol-Myers Squibb Company
BMY
Shares Held
7K
Value
$296.98K
Altria Group, Inc.
MO
Shares Held
6K
Value
$402.49K
Realty Income Corporation
O
Shares Held
6K
Value
$364.74K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$496.44K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.06M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.01M
Johnson & Johnson
JNJ
Shares Held
4K
Value
$737.97K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$902.35K
The Walt Disney Company
DIS
Shares Held
4K
Value
$407.85K
Robinhood Markets, Inc.
HOOD
Shares Held
4K
Value
$501.13K
RTX Corporation
RTX
Shares Held
3K
Value
$550.35K
Deere & Company
DE
Shares Held
3K
Value
$1.44M