Holdings
HighRoad Wealth Advisors, LLC
As of Sep 30, 2026, HighRoad Wealth Advisors, LLC reported 12 positions worth US$6.91M. Largest: Apple Inc, Eli Lilly And Company and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 3,942 | US$1.31M | −175 | Sep 30, 2026 |
| Eli Lilly And Company | 1,070 | US$1.24M | −8 | Sep 30, 2026 |
| Microsoft Corp. | 1,975 | US$1.01M | no change | Sep 30, 2026 |
| Patrick Industries, Inc. | 8,781 | US$595K | −5,519 | Sep 30, 2026 |
| Tesla, Inc. | 1,533 | US$544K | no change | Sep 30, 2026 |
| Amazon.com, Inc. | 1,892 | US$471K | −112 | Sep 30, 2026 |
| Caterpillar, Inc. | 580 | US$470K | −355 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 1,106 | US$366K | no change | Sep 30, 2026 |
| Chevron Corporation | 1,135 | US$232K | new | Sep 30, 2026 |
| International Business Machines Corporation | 1,050 | US$231K | no change | Sep 30, 2026 |