Holdings
Williams Financial, LLC
As of Jun 30, 2026, Williams Financial, LLC reported 9 positions worth US$5.01M. Largest: Apple Inc, Cvs Health Corporation and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 6,865 | US$1.99M | −564 | Jun 30, 2026 |
| Cvs Health Corporation | 6,895 | US$713K | −125 | Jun 30, 2026 |
| Exxon Mobil Corporation | 4,240 | US$580K | −1,634 | Jun 30, 2026 |
| Toronto-dominion Bank | 3,146 | US$382K | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 524 | US$304K | new | Jun 30, 2026 |
| Microsoft Corp. | 775 | US$289K | −90 | Jun 30, 2026 |
| International Business Machines Corporation | 941 | US$265K | no change | Jun 30, 2026 |
| Sysco Corporation | 2,963 | US$248K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 1,028 | US$245K | −43 | Jun 30, 2026 |