Gaddis Premier Wealth Advisors LLC

Gaddis Premier Wealth Advisors LLC reported 99 holdings worth US$165M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Gaddis Premier Wealth Advisors LLC reported 99 holdings worth US$165M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Oge Energy Corp. Filed Aug 4, 2026 (Form 13F).

Holdings
99
Value as reported
US$165M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation15,453US$3.09M1.9%
Apple Inc7,655US$2.22M1.3%
Oge Energy Corp35,849US$1.74M1.1%
Carpenter Technology Corporation2,256US$1.39M0.85%
Microsoft Corp.3,655US$1.36M0.83%
Amkor Technology, Inc.15,349US$1.32M0.80%
Amazon.com, Inc.4,968US$1.18M0.72%
Exxon Mobil Corporation8,499US$1.16M0.71%
Thermo Fisher Scientific Inc2,173US$1.09M0.66%
Citigroup, Inc.7,532US$1.05M0.64%
Monolithic Power Systems, Inc.759US$1.05M0.64%
Firstcash Holdings, Inc.4,619US$999K0.61%
Chevron Corporation5,958US$988K0.60%
Stride, Inc.10,806US$932K0.57%
Berkshire Hathaway Inc.1,807US$904K0.55%
Vse Corporation3,834US$876K0.53%
Api Group Corporation18,372US$778K0.47%
Meta Platforms, Inc.1,369US$771K0.47%
Mckesson Corporation975US$737K0.45%
Energy Transfer Lp35,457US$678K0.41%
Walmart Inc.5,256US$595K0.36%
Cencora, Inc.2,076US$587K0.36%
Eli Lilly And Company445US$534K0.32%
At&t Inc.23,725US$491K0.30%
Adobe Inc.2,290US$469K0.29%
Oneok, Inc.4,893US$425K0.26%
Conocophillips3,783US$393K0.24%
Palo Alto Networks, Inc.1,004US$342K0.21%
Home Depot, Inc. (the)964US$340K0.21%
Applied Materials, Inc.441US$319K0.19%
Alphabet Inc (google) Class C888US$317K0.19%
Phillips 661,829US$309K0.19%
Advanced Micro Devices Inc504US$293K0.18%
Caterpillar, Inc.255US$272K0.16%
Palantir Technologies Inc.2,310US$269K0.16%
American Healthcare Reit, Inc.5,045US$263K0.16%
Ge Aerospace657US$245K0.15%
Kla Corporation790US$238K0.14%
Axon Enterprise, Inc.403US$226K0.14%
Johnson & Johnson864US$219K0.13%
Pepsico, Inc.1,603US$217K0.13%
Norfolk Southern Corporation681US$214K0.13%
Canadian Pacific Kansas City Limited2,415US$209K0.13%
Fs Kkr Capital Corp.16,719US$176K0.11%
Surgepays, Inc.438KUS$158K0.10%
Octave Specialty Group, Inc.10,000US$62,4000.04%
Black Hills Corporation0US$00.00%
Kinder Morgan, Inc.0US$00.00%
Simmons First National Corporation0US$00.00%
Sonida Senior Living, Inc.0US$00.00%

Source

View original at SEC

Related