Holdings
Briggs Wealth Management, Inc
As of Jun 30, 2026, Briggs Wealth Management, Inc reported 13 positions worth US$5.01M. Largest: Apple Inc, Microsoft Corp. and Idacorp, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,448 | US$1.29M | +1 | Jun 30, 2026 |
| Microsoft Corp. | 1,694 | US$632K | +50 | Jun 30, 2026 |
| Idacorp, Inc. | 2,467 | US$373K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,009 | US$361K | no change | Jun 30, 2026 |
| Johnson & Johnson | 1,410 | US$358K | no change | Jun 30, 2026 |
| Deere & Company | 456 | US$289K | no change | Jun 30, 2026 |
| Verizon Communications Inc. | 6,354 | US$269K | no change | Jun 30, 2026 |
| The Travelers Companies, Inc. | 807 | US$266K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 246 | US$262K | new | Jun 30, 2026 |
| Eli Lilly And Company | 207 | US$248K | −77 | Jun 30, 2026 |