Price Financial Group Wealth Management, Inc
CIK: 0002107127SEC EDGAR →
Portfolio Value
$3.2M
Holdings
10
As of
Q4 2025
New Positions
10
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CLASS A | 1,515 | $495K | 15.67% |
| 2 | AFLAC INC | 4,194 | $453K | 14.34% |
| 3 | NVIDIA CORP | 2,212 | $398K | 12.60% |
| 4 | MICROSOFT CORP | 790 | $348K | 11.02% |
| 5 | COSTCO WHSL CORP NEW | 292 | $285K | 9.02% |
| 6 | AMAZON.COM INC | 1,249 | $284K | 8.99% |
| 7 | SCHWAB FUNDTL EMRG MKT EQT ETF | 6,143 | $233K | 7.38% |
| 8 | DISNEY WALT CO | 2,066 | $230K | 7.28% |
| 9 | VANGUARD S&P 500 ETF | 356 | $222K | 7.03% |
| 10 | XCEL ENERGY INC | 2,697 | $206K | 6.52% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 3 | $908K | 28.8% |
| Technology | 2 | $746K | 23.7% |
| Communication Services | 2 | $725K | 23.0% |
| Consumer Defensive | 1 | $285K | 9.0% |
| Consumer Cyclical | 1 | $284K | 9.0% |
| Utilities | 1 | $206K | 6.5% |