CIK 2039212
Code Waechter LLC
Institutional 13F holdings & portfolio
Holdings
108
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 108
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XEL | XCEL ENERGY INC | 10K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 14K | $500K+ | SH |
| SNY | SANOFI SA | 14K | $500K+ | SH |
| PFE | PFIZER INC | 28K | $500K+ | SH |
| PLD | PROLOGIS INC. | 5K | $500K+ | SH |
| GSK | GSK PLC | 12K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| SUB | ISHARES TR | 6K | $500K+ | SH |
| BMO | BANK MONTREAL QUE | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| IJH | ISHARES TR | 8K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 32K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| O | REALTY INCOME CORP | 9K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 5K | $500K+ | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 11K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| AMCR | AMCOR PLC | 54K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 762 | $100K–$500K | SH |
| MLN | VANECK ETF TRUST | 25K | $100K–$500K | SH |
| TSLA | TESLA INC | 830 | $100K–$500K | SH |
| XDIV | ROUNDHILL ETF TRUST | 13K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 412 | $100K–$500K | SH |
| PPL | PPL CORP | 10K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 4K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 96 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 625 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 918 | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 3K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 237 | $100K–$500K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 515 | $100K–$500K | SH |
| LVS | LAS VEGAS SANDS CORP | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 705 | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 8K | $100K–$500K | SH |
| IWR | ISHARES TR | 2K | $100K–$500K | SH |