TRACE WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 41K | $5.83M |
 | UWMC | 23K | $98.55K |
 | AAPL | 19K | $5.10M |
 | QCOM | 14K | $2.48M |
 | PFE | 11K | $273.90K |
 | DVN | 10K | $373.63K |
 | CSCO | 8K | $590.90K |
 | MO | 6K | $354.07K |
 | BMY | 6K | $323.64K |
 | O | 6K | $338.22K |
 | SCHW | 5K | $519.53K |
 | AMZN | 5K | $1.12M |
 | GOOGL | 4K | $1.30M |
 | JNJ | 4K | $826.56K |
 | GOOG | 4K | $1.15M |
 | DIS | 4K | $405.25K |
 | RTX | 3K | $603.20K |
 | DE | 3K | $1.47M |
 | HOOD | 3K | $339.30K |
 | WMT | 3K | $334.23K |
The Procter & Gamble Company
PG
Shares Held
41K
Value
$5.83M
UWM Holdings Corporation
UWMC
Shares Held
23K
Value
$98.55K
Apple Inc.
AAPL
Shares Held
19K
Value
$5.10M
QUALCOMM Incorporated
QCOM
Shares Held
14K
Value
$2.48M
Pfizer Inc.
PFE
Shares Held
11K
Value
$273.90K
Devon Energy Corporation
DVN
Shares Held
10K
Value
$373.63K
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$590.90K
Altria Group, Inc.
MO
Shares Held
6K
Value
$354.07K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$323.64K
Realty Income Corporation
O
Shares Held
6K
Value
$338.22K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$519.53K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.12M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.30M
Johnson & Johnson
JNJ
Shares Held
4K
Value
$826.56K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.15M
The Walt Disney Company
DIS
Shares Held
4K
Value
$405.25K
RTX Corporation
RTX
Shares Held
3K
Value
$603.20K
Deere & Company
DE
Shares Held
3K
Value
$1.47M
Robinhood Markets, Inc.
HOOD
Shares Held
3K
Value
$339.30K
Walmart Inc.
WMT
Shares Held
3K
Value
$334.23K