WISE WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 6K | $301.52K |
 | NVDA | 5K | $1.01M |
 | GOOG | 4K | $1.00M |
 | MMM | 4K | $589.95K |
 | AMZN | 4K | $773.62K |
 | CVX | 3K | $481.35K |
 | AVGO | 3K | $876.97K |
 | JPM | 2K | $761.79K |
 | AMD | 2K | $390.56K |
 | XOM | 2K | $229.87K |
 | BRK-B | 2K | $936.76K |
 | HON | 2K | $389.00K |
 | CRWD | 2K | $809.14K |
 | AAPL | 2K | $406.86K |
 | V | 2K | $516.37K |
 | MSTR | 1K | $353.28K |
 | MSFT | 863 | $447.24K |
 | MA | 789 | $448.82K |
 | HD | 739 | $299.44K |
 | LLY | 717 | $546.95K |
Bank of America Corporation
BAC
Shares Held
6K
Value
$301.52K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$1.01M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.00M
3M Company
MMM
Shares Held
4K
Value
$589.95K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$773.62K
Chevron Corporation
CVX
Shares Held
3K
Value
$481.35K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$876.97K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$761.79K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$390.56K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$229.87K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$936.76K
Honeywell International Inc.
HON
Shares Held
2K
Value
$389.00K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
2K
Value
$809.14K
Apple Inc.
AAPL
Shares Held
2K
Value
$406.86K
Visa Inc.
V
Shares Held
2K
Value
$516.37K
Strategy Inc
MSTR
Shares Held
1K
Value
$353.28K
Microsoft Corporation
MSFT
Shares Held
863
Value
$447.24K
Mastercard Incorporated
MA
Shares Held
789
Value
$448.82K
The Home Depot, Inc.
HD
Shares Held
739
Value
$299.44K
Eli Lilly and Company
LLY
Shares Held
717
Value
$546.95K