RIVERCHASE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 30K | $2.48M |
 | KDP | 22K | $554.59K |
 | SUN | 5K | $234.00K |
 | XOM | 3K | $322.58K |
 | AGYS | 3K | $295.75K |
 | BRK-B | 2K | $1.12M |
 | DASH | 2K | $543.98K |
 | MSFT | 2K | $924.73K |
 | UFPT | 1K | $229.34K |
 | ORCL | 1K | $289.40K |
 | IBM | 786 | $221.78K |
Wells Fargo & Company
WFC
Shares Held
30K
Value
$2.48M
Keurig Dr Pepper Inc.
KDP
Shares Held
22K
Value
$554.59K
Sunoco LP
SUN
Shares Held
5K
Value
$234.00K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$322.58K
Agilysys, Inc.
AGYS
Shares Held
3K
Value
$295.75K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.12M
DoorDash, Inc.
DASH
Shares Held
2K
Value
$543.98K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$924.73K
UFP Technologies, Inc.
UFPT
Shares Held
1K
Value
$229.34K
Oracle Corporation
ORCL
Shares Held
1K
Value
$289.40K
International Business Machines Corporation
IBM
Shares Held
786
Value
$221.78K