CIK 2040901
Financially Speaking Inc
Institutional 13F holdings & portfolio
Holdings
168
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 168
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | NUVEEN PREFERRED SECS & INC A | 3K | $15K–$50K | SH |
| NVDL | GRANITESHARES NVDA LNG DAILY ETF | 500 | $15K–$50K | SH |
| PNC | PNC FINL SERVICES | 200 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 358 | $15K–$50K | SH |
| — | BARCLAYS BANK DE 3.75 26CD FDIC INS DUE 05/19/26US | 40K | $15K–$50K | SH |
| — | BANK OF AMERICA, 3.7 26CD FDIC INS DUE 08/19/26US | 40K | $15K–$50K | SH |
| MKC | MCCORMICK & CO INC CLASS CLASS N | 580 | $15K–$50K | SH |
| KMB | KIMBERLY CLARK CORP | 377 | $15K–$50K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS CLASS A | 2K | $15K–$50K | SH |
| SYK | STRYKER CORP | 100 | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 53 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 400 | $15K–$50K | SH |
| AMZN | AMAZON.COM INC | 140 | $15K–$50K | SH |
| — | BNY MELLON SUST US EQUITY A | 2K | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 53 | $15K–$50K | SH |
| — | WELLS FARGO BANK 4.15 26CD FDIC INS DUE 02/17/26US | 30K | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 396 | $15K–$50K | SH |
| BAC | BANK OF AMERICA CORP | 499 | $15K–$50K | SH |
| HD | HOME DEPOT INC | 77 | $15K–$50K | SH |
| INTC | INTEL CORP | 682 | $15K–$50K | SH |
| T | AT&T INC | 1K | $15K–$50K | SH |
| NDSN | NORDSON CORP | 100 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 78 | $15K–$50K | SH |
| TQQQ | PROSHARES ULTRAPRO QQQ ETF | 450 | $15K–$50K | SH |
| CELH | CELSIUS HLDGS INC | 500 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 182 | $15K–$50K | SH |
| SLV | ISHARES SILVER TRUST ETF | 334 | $15K–$50K | SH |
| MSFT | MICROSOFT CORP | 44 | $15K–$50K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 275 | $15K–$50K | SH |
| MRK | MERCK & CO. INC. | 176 | $15K–$50K | SH |
| SMTC | SEMTECH CORP | 250 | $15K–$50K | SH |
| PG | PROCTER & GAMBLE CO | 128 | $15K–$50K | SH |
| IOT | SAMSARA INC CLASS A | 500 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 100 | $15K–$50K | SH |
| — | FRANKLIN INCOME A1 | 7K | $15K–$50K | SH |
| — | RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 46 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 600 | $15K–$50K | SH |
| GDX | VANECK GOLD MINERS ETF | 181 | $15K–$50K | SH |
| — | CALVERT SMALL/MID CAP FUND CLASS A | 657 | $15K–$50K | SH |
| LOW | LOWES COS INC | 61 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC | 85 | $1K–$15K | SH |
| EQT | EQT CORP | 250 | $1K–$15K | SH |
| JMIA | JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | 1K | $1K–$15K | SH |
| APA | APA CORP | 497 | $1K–$15K | SH |
| XOM | EXXON MOBIL CORP | 100 | $1K–$15K | SH |
| XME | ST SRT SPDR S&P MTLS ANDMNG ETF | 116 | $1K–$15K | SH |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | 330 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC REIT REIT | 126 | $1K–$15K | SH |
| ALV | AUTOLIV INC | 92 | $1K–$15K | SH |
| ATO | ATMOS ENERGY CORP | 63 | $1K–$15K | SH |