Sponsored
The Analysis of Orographic Financial Advisors, LLC's Holdings & P&L
Currently, Orographic Financial Advisors, LLC holds 106 types of securities in its portfolio with a total value $141.1K. In the most recent quarter, they have increased their positions in AAPL (+32.2K shares, valued at $8.2K), XOM (+41.5K shares, valued at $7.0K), TJX (+38.0K shares, valued at $6.1K); initiated new positions in AAPL (+32.2K shares, valued at $8.2K), XOM (+41.5K shares, valued at $7.0K), TJX (+38.0K shares, valued at $6.1K).
1M P&L
+5.6M+4.27%
3M P&L
+2.6M+1.91%
HY P&L
-21.9M-13.79%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A26.0K
20.4%
2Drug Manufacturers - General10.8K
8.5%
3Oil & Gas Integrated10.4K
8.1%
Top Industries by Stock Count
1N/A25 stocks
26.0%
2Drug Manufacturers - General6 stocks
6.3%
3Utilities - Regulated Electric4 stocks
4.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW8.6K sharesnew addition2026-03-312026-05-19
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VODAFONE GROUP PLC SPONSORED ADR VODAFONE GROUP PLC SPONSORED ADR59.2K sharesnew addition2026-03-312026-05-19
Sponsored
Sponsored
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF9.7K sharesnew addition2026-03-312026-05-19
Sponsored
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF4.5K sharesnew addition2026-03-312026-05-19
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.2K sharesnew addition2026-03-312026-05-19
Sponsored
Sponsored
AAPL
NewAPPLE INC COM
Shares32.2K
Event2026-03-31
Filed2026-05-19
XOM
NewEXXON MOBIL CORP COM
Shares41.5K
Event2026-03-31
Filed2026-05-19
TJX
NewTJX COS INC NEW COM
Shares38.0K
Event2026-03-31
Filed2026-05-19
MSFT
NewMICROSOFT CORP COM
Shares15.5K
Event2026-03-31
Filed2026-05-19
SCHD
NewSCHWAB US DIVIDEND EQUITY ETF
Shares136.2K
Event2026-03-31
Filed2026-05-19
BERKSHIRE HATHAWAY INC DEL CL B NEW
NewBERKSHIRE HATHAWAY INC DEL CL B NEW
Shares8.6K
Event2026-03-31
Filed2026-05-19
VGT
NewVANGUARD INFORMATION TECHNOLOGY ETF
Shares5.6K
Event2026-03-31
Filed2026-05-19
CSCO
NewCISCO SYS INC COM
Shares49.6K
Event2026-03-31
Filed2026-05-19
T
NewAT&T INC COM
Shares119.0K
Event2026-03-31
Filed2026-05-19
HWM
NewHOWMET AEROSPACE INC COM
Shares14.6K
Event2026-03-31
Filed2026-05-19
CVX
NewCHEVRON CORPORATION COM
Shares16.0K
Event2026-03-31
Filed2026-05-19
GLD
NewSPDR GOLD SHARES
Shares7.7K
Event2026-03-31
Filed2026-05-19
KMI
NewKINDER MORGAN INC DEL COM
Shares94.5K
Event2026-03-31
Filed2026-05-19
BMY
NewBRISTOL-MYERS SQUIBB CO COM
Shares51.4K
Event2026-03-31
Filed2026-05-19
ALPHABET INC CAP STK CL A
NewALPHABET INC CAP STK CL A
Shares10.4K
Event2026-03-31
Filed2026-05-19
JNJ
NewJOHNSON & JOHNSON COM
Shares10.0K
Event2026-03-31
Filed2026-05-19
JPM
NewJPMORGAN CHASE & CO COM
Shares7.8K
Event2026-03-31
Filed2026-05-19
CEG
NewCONSTELLATION ENERGY CORP COM
Shares8.1K
Event2026-03-31
Filed2026-05-19
SBUX
NewSTARBUCKS CORP COM
Shares24.1K
Event2026-03-31
Filed2026-05-19
SCHX
NewSCHWAB U.S. LARGE-CAP ETF
Shares83.8K
Event2026-03-31
Filed2026-05-19
PFE
NewPFIZER INC COM
Shares76.4K
Event2026-03-31
Filed2026-05-19
AEP
NewAMERICAN ELEC PWR CO INC COM
Shares16.1K
Event2026-03-31
Filed2026-05-19
RTX
NewRTX CORPORATION COM
Shares9.8K
Event2026-03-31
Filed2026-05-19
ARCC
NewARES CAPITAL CORP COM
Shares100.8K
Event2026-03-31
Filed2026-05-19
AMZN
NewAMAZON COM INC COM
Shares8.7K
Event2026-03-31
Filed2026-05-19
RSPU
NewINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
Shares21.5K
Event2026-03-31
Filed2026-05-19
MCD
NewMCDONALDS CORP COM
Shares5.2K
Event2026-03-31
Filed2026-05-19
KO
NewCOCA COLA CO COM
Shares20.5K
Event2026-03-31
Filed2026-05-19
AMT
NewAMERICAN TOWER CORP COM
Shares9.1K
Event2026-03-31
Filed2026-05-19
GS
NewGOLDMAN SACHS GROUP INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-19
DIS
NewDISNEY WALT CO COM
Shares15.8K
Event2026-03-31
Filed2026-05-19
OGN
NewORGANON & CO COMMON STOCK
Shares254.2K
Event2026-03-31
Filed2026-05-19
CROWN CASTLE INC COM
NewCROWN CASTLE INC COM
Shares18.6K
Event2026-03-31
Filed2026-05-19
NNN
NewNNN REIT INC COM
Shares29.9K
Event2026-03-31
Filed2026-05-19
ADM
NewARCHER DANIELS MIDLAND CO COM
Shares16.7K
Event2026-03-31
Filed2026-05-19
SCHO
NewSCHWAB SHORT-TERM US TREASURY ETF
Shares49.9K
Event2026-03-31
Filed2026-05-19
VZ
NewVERIZON COMMUNICATIONS INC COM
Shares24.2K
Event2026-03-31
Filed2026-05-19
PM
NewPHILIP MORRIS INTL INC COM
Shares7.2K
Event2026-03-31
Filed2026-05-19
HD
NewHOME DEPOT INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-19
SCHF
NewSCHWAB INTERNATIONAL EQUITY ETF
Shares45.8K
Event2026-03-31
Filed2026-05-19
EXC
NewEXELON CORP COM
Shares23.0K
Event2026-03-31
Filed2026-05-19
ABBV
NewABBVIE INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-19
SCHY
NewSCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
Shares34.2K
Event2026-03-31
Filed2026-05-19
ALPHABET INC CAP STK CL C
NewALPHABET INC CAP STK CL C
Shares3.8K
Event2026-03-31
Filed2026-05-19
SPYM
NewSTATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares14.0K
Event2026-03-31
Filed2026-05-19
GBDC
NewGOLUB CAP BDC INC COM
Shares84.5K
Event2026-03-31
Filed2026-05-19
BAC
NewBANK OF AMER CORP COM
Shares21.7K
Event2026-03-31
Filed2026-05-19
WBD
NewWARNER BROS DISCOVERY INC COM SER A
Shares36.9K
Event2026-03-31
Filed2026-05-19
PG
NewPROCTER & GAMBLE CO COM
Shares7.0K
Event2026-03-31
Filed2026-05-19
PYPL
NewPAYPAL HLDGS INC COM
Shares20.5K
Event2026-03-31
Filed2026-05-19
VANGUARD S&P 500 ETF
NewVANGUARD S&P 500 ETF
Shares1.5K
Event2026-03-31
Filed2026-05-19
VODAFONE GROUP PLC SPONSORED ADR
NewVODAFONE GROUP PLC SPONSORED ADR
Shares59.2K
Event2026-03-31
Filed2026-05-19
WMT
NewWALMART INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-19
SO
NewSOUTHERN CO COM
Shares8.7K
Event2026-03-31
Filed2026-05-19
MCK
NewMCKESSON CORP COM
Shares903
Event2026-03-31
Filed2026-05-19
META
NewMETA PLATFORMS INC CL A
Shares1.2K
Event2026-03-31
Filed2026-05-19
IVV
NewISHARES CORE S&P 500 ETF
Shares991
Event2026-03-31
Filed2026-05-19
MDLZ
NewMONDELEZ INTL INC CL A
Shares10.4K
Event2026-03-31
Filed2026-05-19
SCHE
NewSCHWAB EMERGING MARKETS EQUITY ETF
Shares18.0K
Event2026-03-31
Filed2026-05-19
RSPT
NewINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Shares12.8K
Event2026-03-31
Filed2026-05-19
SMH
NewVANECK SEMICONDUCTOR ETF
Shares1.5K
Event2026-03-31
Filed2026-05-19
DLN
NewWISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares6.1K
Event2026-03-31
Filed2026-05-19
PEP
NewPEPSICO INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-19
AMGN
NewAMGEN INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-19
UPS
NewUNITED PARCEL SVCS INC CL B
Shares5.1K
Event2026-03-31
Filed2026-05-19
INVESCO QQQ TRUST SERIES I
NewINVESCO QQQ TRUST SERIES I
Shares845
Event2026-03-31
Filed2026-05-19
MERCK & CO INC COM
NewMERCK & CO INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-19
SPDW
NewSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares9.7K
Event2026-03-31
Filed2026-05-19
BROADCOM INC COM
NewBROADCOM INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-19
NVDA
NewNVIDIA CORPORATION COM
Shares2.5K
Event2026-03-31
Filed2026-05-19
CARR
NewCARRIER GLOBAL CORPORATION COM
Shares7.5K
Event2026-03-31
Filed2026-05-19
EDV
NewVANGUARD EXTENDED DURATION TREASURY ETF
Shares6.5K
Event2026-03-31
Filed2026-05-19
USB
NewUS BANCORP COM NEW
Shares7.8K
Event2026-03-31
Filed2026-05-19
KLAC
NewKLA CORP COM NEW
Shares265
Event2026-03-31
Filed2026-05-19
COST
NewCOSTCO WHOLESALE CORPORATION COM
Shares382
Event2026-03-31
Filed2026-05-19
F
NewFORD MTR CO COM
Shares32.9K
Event2026-03-31
Filed2026-05-19
GSEW
NewGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares4.5K
Event2026-03-31
Filed2026-05-19
WM
NewWASTE MGMT INC DEL COM
Shares1.6K
Event2026-03-31
Filed2026-05-19
CRM
NewSALESFORCE INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-19
SPAB
NewSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares13.3K
Event2026-03-31
Filed2026-05-19
CMG
NewCHIPOTLE MEXICAN GRILL INC COM
Shares10.4K
Event2026-03-31
Filed2026-05-19
MPC
NewMARATHON PETE CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-19
EPD
NewENTERPRISE PRODS PARTNERS L P COM
Shares8.5K
Event2026-03-31
Filed2026-05-19
WFC
NewWELLS FARGO & CO COM
Shares4.0K
Event2026-03-31
Filed2026-05-19
NEE
NewNEXTERA ENERGY INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-19
ARE
NewALEXANDRIA REAL ESTATE EQ INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-19
ADP
NewAUTOMATIC DATA PROCESSING INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-19
SCHH
NewSCHWAB U.S. REIT ETF
Shares14.1K
Event2026-03-31
Filed2026-05-19
IBM
NewINTERNATIONAL BUSINESS MACHS COM
Shares1.2K
Event2026-03-31
Filed2026-05-19
SCHG
NewSCHWAB U.S. LARGE-CAP GROWTH ETF
Shares9.8K
Event2026-03-31
Filed2026-05-19
SCHA
NewSCHWAB U.S. SMALL-CAP ETF
Shares9.8K
Event2026-03-31
Filed2026-05-19
BABA
NewALIBABA GROUP HLDG LTD SPONSORED ADS
Shares2.1K
Event2026-03-31
Filed2026-05-19
OTIS
NewOTIS WORLDWIDE CORP COM
Shares3.3K
Event2026-03-31
Filed2026-05-19
ACCENTURE PLC IRELAND SHS CLASS A
NewACCENTURE PLC IRELAND SHS CLASS A
Shares1.2K
Event2026-03-31
Filed2026-05-19
VTI
NewVANGUARD TOTAL STOCK MARKET ETF
Shares758
Event2026-03-31
Filed2026-05-19
DEO
NewDIAGEO PLC SPON ADR NEW
Shares3.2K
Event2026-03-31
Filed2026-05-19
UNP
NewUNION PAC CORP COM
Shares890
Event2026-03-31
Filed2026-05-19
SPEM
NewSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares4.5K
Event2026-03-31
Filed2026-05-19
COP
NewCONOCOPHILLIPS COM
Shares1.6K
Event2026-03-31
Filed2026-05-19
IJH
NewISHARES CORE S&P MID-CAP ETF
Shares3.1K
Event2026-03-31
Filed2026-05-19
SPG
NewSIMON PPTY GROUP INC NEW COM
Shares1.1K
Event2026-03-31
Filed2026-05-19
VICI
NewVICI PPTYS INC COM
Shares7.3K
Event2026-03-31
Filed2026-05-19
TFC
NewTRUIST FINL CORP COM
Shares4.4K
Event2026-03-31
Filed2026-05-19
SCHV
NewSCHWAB U.S. LARGE-CAP VALUE ETF
Shares6.6K
Event2026-03-31
Filed2026-05-19
GENI
NewGENIUS SPORTS LIMITED SHARES CL A
Shares34.9K
Event2026-03-31
Filed2026-05-19
PMT
NewPENNYMAC MTG INVT TR COM
Shares10.2K
Event2026-03-31
Filed2026-05-19
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available