SPRINGVEST WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEP | 34K | $3.88M |
 | BRK-B | 23K | $11.65M |
 | AAPL | 5K | $1.17M |
 | NVDA | 5K | $851.23K |
 | DUK | 3K | $330.94K |
 | COP | 2K | $221.04K |
 | CVX | 2K | $282.01K |
 | EMR | 2K | $209.89K |
 | PM | 2K | $251.41K |
 | ALAB | 1K | $269.62K |
 | AMZN | 1K | $269.85K |
 | MSFT | 1K | $560.10K |
 | GOOG | 898 | $218.71K |
American Electric Power Company, Inc.
AEP
Shares Held
34K
Value
$3.88M
Berkshire Hathaway Inc.
BRK-B
Shares Held
23K
Value
$11.65M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.17M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$851.23K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$330.94K
ConocoPhillips
COP
Shares Held
2K
Value
$221.04K
Chevron Corporation
CVX
Shares Held
2K
Value
$282.01K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$209.89K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$251.41K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
1K
Value
$269.62K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$269.85K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$560.10K
Alphabet Inc.
GOOG
Shares Held
898
Value
$218.71K