Osprey Private Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INTUIT INC. | $215.3K | 0.1% |
| VANGUARD DIVIDEND APPRECIATION ETF | $215.4K | 0.1% |
| SCHWAB U.S. MID-CAP ETF | $225.6K | 0.1% |
| AMERICAN INTERNATIONAL GROUP, INC. | $226.7K | 0.1% |
| Intuitive Surgical Inc | $237.9K | 0.1% |
| STRYKER CORP | $246.0K | 0.1% |
| AVANTIS U.S. SMALL CAP VALUE ETF | $252.1K | 0.1% |
| COCA COLA CO | $278.7K | 0.1% |
| DONALDSON Co INC | $283.7K | 0.1% |
| VANGUARD SMALL-CAP ETF | $285.7K | 0.1% |
| SPDR GOLD SHARES | $287.3K | 0.1% |
| Union Pacific Corp | $289.1K | 0.1% |
| Tesla Inc | $292.3K | 0.1% |
| EOG RESOURCES INC | $349.2K | 0.1% |
| Netflix Inc | $351.6K | 0.1% |
| CARLISLE COMPANIES INC | $358.2K | 0.1% |
| EnerSys | $362.5K | 0.1% |
| CAPITAL GROUP DIVIDEND VALUE ETF | $385.9K | 0.1% |
| Philip Morris International Inc. | $393.0K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $455.8K | 0.1% |
| ISHARES EXPANDED TECH SECTOR ETF | $529.8K | 0.2% |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | $578.3K | 0.2% |
| ISHARES CORE S&P 500 ETF | $689.3K | 0.2% |
| VANGUARD GROWTH ETF | $712.7K | 0.2% |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $752.0K | 0.2% |
| ABBOTT LABORATORIES | $816.3K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $829.1K | 0.2% |
| S&P Global Inc. | $944.3K | 0.3% |
| STARBUCKS CORP | $980.2K | 0.3% |
| NEXTERA ENERGY INC | $1.04M | 0.3% |
| VANGUARD VALUE ETF | $1.10M | 0.3% |
| DEERE & CO | $1.14M | 0.3% |
| Broadcom Inc. | $1.17M | 0.3% |
| PROCTER & GAMBLE Co | $1.19M | 0.3% |
| VANGUARD S&P 500 ETF | $1.30M | 0.4% |
| NOVARTIS AG SPONSORED ADR | $1.38M | 0.4% |
| CHEVRON CORP | $1.40M | 0.4% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.43M | 0.4% |
| EXXON MOBIL CORP | $1.51M | 0.4% |
| AUTOMATIC DATA PROCESSING INC | $1.72M | 0.5% |
| UNITEDHEALTH GROUP INC | $1.98M | 0.6% |
| ELI LILLY & Co | $2.19M | 0.6% |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | $2.34M | 0.7% |
| VERIZON COMMUNICATIONS INC | $2.38M | 0.7% |
| Zoetis Inc. | $2.56M | 0.7% |
| Amazon.com Inc | $2.71M | 0.8% |
| Blackstone Inc | $3.08M | 0.9% |
| Merck & Co., Inc. | $3.08M | 0.9% |
| ADOBE INC. | $3.73M | 1.1% |
| REGENERON PHARMACEUTICALS, INC. | $3.89M | 1.1% |