CHARIS LEGACY PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 5K | $1.22M |
 | ABBV | 2K | $488.18K |
 | KLAC | 2K | $2.09M |
 | CAT | 2K | $796.84K |
 | AMZN | 941 | $206.62K |
 | BRK-B | 529 | $265.95K |
 | META | 487 | $357.64K |
Apple Inc.
AAPL
Shares Held
5K
Value
$1.22M
AbbVie Inc.
ABBV
Shares Held
2K
Value
$488.18K
KLA Corporation
KLAC
Shares Held
2K
Value
$2.09M
Caterpillar Inc.
CAT
Shares Held
2K
Value
$796.84K
Amazon.com, Inc.
AMZN
Shares Held
941
Value
$206.62K
Berkshire Hathaway Inc.
BRK-B
Shares Held
529
Value
$265.95K
Meta Platforms, Inc.
META
Shares Held
487
Value
$357.64K