Stock Taper 
TRACE WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Walt Disney Company | DIS | 3.56K | $342.84K |
 Johnson & Johnson | JNJ | 3.97K | $1.01M |
 Amazon.com, Inc. | AMZN | 4.51K | $1.08M |
 The Charles Schwab Corporation | SCHW | 5.2K | $479.8K |
 Blackstone Inc. | BX | 5.3K | $623.65K |
 Altria Group, Inc. | MO | 5.62K | $404.11K |
 Bristol-Myers Squibb Company | BMY | 6K | $345.72K |
 Realty Income Corporation | O | 6K | $371.76K |
 Cisco Systems, Inc. | CSCO | 7.67K | $901.04K |
 Fiserv, Inc. | FISV | 7.82K | $383.33K |
 Snap Inc. | SNAP | 10K | $44.4K |
 Devon Energy Corporation | DVN | 10.2K | $421.46K |
 Pfizer Inc. | PFE | 11K | $264.88K |
 QUALCOMM Incorporated | QCOM | 12.49K | $2.31M |
 Sana Biotechnology, Inc. | SANA | 16K | $55.84K |
 Apple Inc. | AAPL | 17.65K | $5.11M |
 UWM Holdings Corporation | UWMC | 22.5K | $51.52K |
 The Procter & Gamble Company | PG | 40.98K | $6.01M |