CIK 2064807
Cauble & Harre Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
70
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–70 of 70
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 3K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 464 | $100K–$500K | SH |
| PINK | SIMPLIFY EXCHANGE TRADED | 8K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| XT | ISHARES TR | 4K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED | 4K | $100K–$500K | SH |
| QGRO | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 768 | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED | 4K | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 620 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING | 788 | $100K–$500K | SH |