Managed by David Wealth Management Llc • Latest filing Q2 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $26.6M | 741.7K | 0.00% | — |
| 2 | ? N/A — | $23.9M | 692.0K | 0.00% | — |
| 3 | ? N/A — | $23M | 697.1K | 0.00% | — |
| 4 | X XOM — | $20.9M | 712.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
X XOM — |
| $17.9M |
| 684.2K |
| 0.00% |
| — |
| 6 | ? N/A — | $17.3M | 360.8K | 0.00% | — |
| 7 | X XOM — | $16.8M | 677.4K | 0.00% | — |
| 8 | ? N/A — | $16.6M | 348.5K | 0.00% | — |
| 9 | ? N/A — | $16.5M | 352.5K | 0.00% | — |
| 10 | C CUBE — | $13.1M | 195.4K | 0.00% | — |
| 11 | C CUBE — | $11.5M | 180.7K | 0.00% | — |
| 12 | C CUBE — | $11.1M | 183.4K | 0.00% | — |
| 13 | ? N/A — | $8.2M | 173.1K | 0.00% | — |
| 14 | ? N/A — | $8.2M | 172.6K | 0.00% | — |
| 15 | ? N/A — | $8M | 166.5K | 0.00% | — |
| 16 | D DHR — | $6.9M | 30.2K | 0.00% | — |
| 17 | ? N/A — | $6.8M | 161.0K | 0.00% | — |
| 18 | ? N/A — | $6.5M | 155.0K | 0.00% | — |
| 19 | ? N/A — | $6.4M | 155.8K | 0.00% | — |
| 20 | N NSC — | $6.4M | 152.2K | 0.00% | — |