WISE WEALTH PARTNERS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 6K | $321.45K |
 | NVDA | 6K | $1.03M |
 | GOOG | 4K | $1.33M |
 | MMM | 4K | $608.66K |
 | AMZN | 4K | $819.95K |
 | CVX | 3K | $472.42K |
 | AVGO | 3K | $920.01K |
 | JPM | 3K | $818.79K |
 | AMD | 2K | $516.98K |
 | XOM | 2K | $286.02K |
 | HON | 2K | $360.53K |
 | AAPL | 2K | $473.54K |
 | CRWD | 2K | $773.47K |
 | V | 2K | $571.51K |
 | BRK-B | 2K | $773.73K |
 | MSFT | 943 | $456.28K |
 | MA | 860 | $490.98K |
 | LLY | 755 | $811.21K |
 | META | 664 | $438.56K |
Bank of America Corporation
BAC
Shares Held
6K
Value
$321.45K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.03M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.33M
3M Company
MMM
Shares Held
4K
Value
$608.66K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$819.95K
Chevron Corporation
CVX
Shares Held
3K
Value
$472.42K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$920.01K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$818.79K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$516.98K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$286.02K
Honeywell International Inc.
HON
Shares Held
2K
Value
$360.53K
Apple Inc.
AAPL
Shares Held
2K
Value
$473.54K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
2K
Value
$773.47K
Visa Inc.
V
Shares Held
2K
Value
$571.51K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$773.73K
Microsoft Corporation
MSFT
Shares Held
943
Value
$456.28K
Mastercard Incorporated
MA
Shares Held
860
Value
$490.98K
Eli Lilly and Company
LLY
Shares Held
755
Value
$811.21K
Meta Platforms, Inc.
META
Shares Held
664
Value
$438.56K