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Code Waechter LLC

All holdings · as of Dec 31, 2025

108 positions

CompanyClassValueShares% of portfolio
XCEL ENERGY INC—$712.8K9,6510.5%
TRUIST FINANCIAL CORP—$702.2K14,2700.5%
SANOFI—$699.1K14,4260.4%
PFIZER INC—$687.6K27,6160.4%
Prologis Inc—$645.2K5,0540.4%
GSK PLC—$599.8K12,2300.4%
RTX Corp—$589.4K3,2140.4%
iShares MSCI UAE ETF—$588.4K5,5140.4%
BANK MONTREAL QUE—$582.2K4,4860.4%
Philip Morris International Inc.—$578.8K3,6090.4%
GILEAD SCIENCES, INC.—$568.3K4,6300.4%
Duke Energy Corp—$568.0K4,8460.4%
ISHARES TR—$558.0K8,4550.4%
HUNTINGTON BANCSHARES INC /MD—$556.7K32,0870.4%
Morgan Stanley—$536.3K3,0210.3%
REALTY INCOME CORP—$523.7K9,2900.3%
AMERICAN ELECTRIC POWER CO INC—$521.5K4,5230.3%
PEPSICO INC—$495.6K3,4530.3%
FirstEnergy Corp—$475.8K10,6280.3%
UNITEDHEALTH GROUP INC—$462.9K1,4020.3%
Amcor PLC—$451.3K54,1130.3%
GENERAL ELECTRIC CO—$447.9K1,4540.3%
Mastercard Inc—$435.0K7620.3%
VANECK ETF TRUST—$433.7K24,7390.3%
Tesla Inc—$373.3K8300.2%
ROUNDHILL ETF TRUST—$367.3K13,2330.2%
COCA COLA CO—$359.8K5,1470.2%
COSTCO WHOLESALE CORP /NEW—$355.3K4120.2%
PPL Corp—$354.1K10,1100.2%
WisdomTree Trust—$352.3K4,0000.2%
ISHARES GOLD TR—$352.2K4,3390.2%
KIMBERLY CLARK CORP—$337.2K3,3420.2%
AUTOZONE INC—$325.6K960.2%
Blackstone Inc—$319.1K2,0700.2%
MCDONALD'S CORP—$316.3K1,0350.2%
Warren E. Buffett—$314.2K6250.2%
VANGUARD INDEX FDS—$307.9K9180.2%
SCHWAB STRATEGIC TR—$301.0K10,1660.2%
SOUTHERN CO—$292.5K3,3540.2%
AMERICAN INTERNATIONAL GROUP, INC.—$267.4K3,1260.2%
STARBUCKS CORP—$262.9K3,1220.2%
WEC ENERGY GROUP, INC.—$259.0K2,4560.2%
Union Pacific Corp—$255.8K1,1060.2%
BlackRock, Inc.—$253.7K2370.2%
Alexandria Real Estate Equities Inc—$252.1K5,1520.2%
LOCKHEED MARTIN CORP—$249.1K5150.2%
LAS VEGAS SANDS CORP—$243.4K3,7400.2%
HOME DEPOT, INC.—$242.6K7050.2%
HALLIBURTON CO—$228.2K8,0750.1%
ISHARES TR—$226.6K2,3540.1%
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