RIVERCHASE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 27K | $2.50M |
 | KDP | 22K | $608.94K |
 | SUN | 5K | $245.23K |
 | XOM | 3K | $344.29K |
 | BRK-B | 2K | $1.12M |
 | DASH | 2K | $452.96K |
 | MSFT | 2K | $864.41K |
 | ORCL | 1K | $200.56K |
 | UFPT | 979 | $217.37K |
 | AMAT | 855 | $219.79K |
 | IBM | 786 | $232.82K |
Wells Fargo & Company
WFC
Shares Held
27K
Value
$2.50M
Keurig Dr Pepper Inc.
KDP
Shares Held
22K
Value
$608.94K
Sunoco LP
SUN
Shares Held
5K
Value
$245.23K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$344.29K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.12M
DoorDash, Inc.
DASH
Shares Held
2K
Value
$452.96K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$864.41K
Oracle Corporation
ORCL
Shares Held
1K
Value
$200.56K
UFP Technologies, Inc.
UFPT
Shares Held
979
Value
$217.37K
Applied Materials, Inc.
AMAT
Shares Held
855
Value
$219.79K
International Business Machines Corporation
IBM
Shares Held
786
Value
$232.82K