Holdings
Trace Wealth Advisors, LLC
As of Jun 30, 2026, Trace Wealth Advisors, LLC reported 37 positions worth US$35.4M. Largest: Procter & Gamble Company (the), Apple Inc and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Procter & Gamble Company (the) | 40,977 | US$6.01M | no change | Jun 30, 2026 |
| Apple Inc | 17,647 | US$5.11M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 2,757 | US$2.94M | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 2,748 | US$2.57M | no change | Jun 30, 2026 |
| Qualcomm Incorporated | 12,493 | US$2.31M | −1,986 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,262 | US$2.24M | +228 | Jun 30, 2026 |
| Deere & Company | 3,160 | US$2M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 4,514 | US$1.08M | +4 | Jun 30, 2026 |
| Johnson & Johnson | 3,969 | US$1.01M | −9 | Jun 30, 2026 |
| Cisco Systems, Inc. | 7,671 | US$901K | no change | Jun 30, 2026 |