Holdings
Tepp RIA, LLC
As of Sep 30, 2026, Tepp RIA, LLC reported 13 positions worth US$6.28M. Largest: Apple Inc, Hsbc Holdings Plc and Citigroup, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,733 | US$1.91M | +4 | Sep 30, 2026 |
| Hsbc Holdings Plc | 7,547 | US$750K | −330 | Sep 30, 2026 |
| Citigroup, Inc. | 4,278 | US$554K | no change | Sep 30, 2026 |
| Microsoft Corp. | 995 | US$510K | −37 | Sep 30, 2026 |
| Energy Transfer Lp | 20,535 | US$406K | no change | Sep 30, 2026 |
| Morgan Stanley | 2,145 | US$403K | −52 | Sep 30, 2026 |
| Nvidia Corporation | 1,411 | US$322K | no change | Sep 30, 2026 |
| Meta Platforms, Inc. | 399 | US$289K | no change | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 782 | US$267K | +9 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 743 | US$246K | +1 | Sep 30, 2026 |