WEALTH MANAGEMENT STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 18K | $4.61M |
 | WPC | 4K | $260.98K |
 | BN | 4K | $245.63K |
 | MDT | 3K | $312.39K |
 | BK | 3K | $279.80K |
 | MSFT | 3K | $1.31M |
 | IBM | 2K | $656.97K |
 | PNC | 2K | $458.89K |
 | NVDA | 2K | $418.53K |
 | COHR | 2K | $208.22K |
 | PG | 2K | $252.27K |
 | LLY | 1K | $940.53K |
 | GOOG | 865 | $210.73K |
Apple Inc.
AAPL
Shares Held
18K
Value
$4.61M
W. P. Carey Inc.
WPC
Shares Held
4K
Value
$260.98K
Brookfield Corporation
BN
Shares Held
4K
Value
$245.63K
Medtronic plc
MDT
Shares Held
3K
Value
$312.39K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$279.80K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.31M
International Business Machines Corporation
IBM
Shares Held
2K
Value
$656.97K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$458.89K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$418.53K
Coherent, Inc.
COHR
Shares Held
2K
Value
$208.22K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$252.27K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$940.53K
Alphabet Inc.
GOOG
Shares Held
865
Value
$210.73K