Holdings
Troutman Wealth Management, LLC
As of Jun 30, 2026, Troutman Wealth Management, LLC reported 7 positions worth US$3.47M. Largest: Jp Morgan Chase & Co., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 2,470 | US$809K | +33 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,011 | US$719K | −7 | Jun 30, 2026 |
| Apple Inc | 2,340 | US$677K | +63 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 3,709 | US$536K | +15 | Jun 30, 2026 |
| Microsoft Corp. | 727 | US$271K | −1 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 479 | US$240K | +1 | Jun 30, 2026 |
| Abbvie Inc. | 859 | US$216K | new | Jun 30, 2026 |