Price Financial Group Wealth Management, Inc - Portfolio overview

Price Financial Group Wealth Management, Inc has 27 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC CLASS CLASS A, 8.60%
2. AFL - AFLAC INC, 8.14%
3. NVDA - NVIDIA CORP, 7.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.