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Portfolio (Quarterly) Guide ↗

Tulsa Wealth Advisors, INC

· CIK 0002114442
13F Portfolio $570M AUM 150 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 3 Added 80 Reduced 27 Exited
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INCORPORATED Technology 47,032.0 $14.6M 2.55% -20K -30.3% $309.51 +32.9%
2 AAPL APPLE INCORPORATED Technology 53,699.0 $13.6M 2.39% -32K -37.0% $253.79 +17.4%
3 JPM JPMORGAN CHASE & COMPANY Financial Services 43,051.0 $12.7M 2.22% -14K -24.7% $294.16 +10.6%
4 WMT WALMART INCORPORATED Consumer Defensive 92,325.0 $11.5M 2.01% -51K -35.6% $124.28 -5.7%
5 MSFT MICROSOFT CORPORATION Technology 30,624.0 $11.3M 1.99% -13K -30.2% $370.16 +2.5%
6 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 20,902.0 $9.1M 1.59% -6K -23.7% $433.97 -8.9%
7 MPC MARATHON PETE CORPORATION Energy 34,166.0 $8.3M 1.46% -11K -24.8% $244.18 -0.5%
8 ADI ANALOG DEVICES INCORPORATED Technology 19,345.0 $6.2M 1.08% -8K -29.4% $318.14 +36.6%
9 JNJ JOHNSON & JOHNSON Healthcare 24,663.0 $6.0M 1.06% -10K -28.0% $244.44 -6.6%
10 HD HOME DEPOT INCORPORATED Consumer Cyclical 18,317.0 $6.0M 1.06% -6K -23.5% $328.89 +1.6%
11 CME CME GROUP INCORPORATED Financial Services 20,052.0 $5.9M 1.04% -7K -26.2% $295.35 -16.6%
12 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 16,959.0 $4.9M 0.85% -10K -36.5% $287.55 +28.0%
13 DRI DARDEN RESTAURANTS INCORPORATED Consumer Cyclical 23,949.0 $4.7M 0.82% -6K -19.9% $196.04 +8.9%
14 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 14,747.0 $4.3M 0.75% -4K -21.8% $290.49 -3.5%
15 ABBV ABBVIE INCORPORATED Healthcare 18,161.0 $3.9M 0.69% -7K -28.3% $217.49 -0.5%
16 AMZN AMAZON COM INCORPORATED Consumer Cyclical 17,954.0 $3.7M 0.66% -10K -35.2% $208.27 +17.3%
17 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 72,213.0 $3.6M 0.64% -22K -23.5% $50.20 -9.6%
18 NEE NEXTERA ENERGY INCORPORATED Utilities 34,156.0 $3.2M 0.56% -13K -28.1% $92.88 -6.6%
19 V VISA INCORPORATED COM CLASS A Financial Services 10,477.0 $3.2M 0.56% -5K -34.1% $302.24 +8.3%
20 UNP UNION PAC CORPORATION Industrials 12,877.0 $3.1M 0.55% -4K -21.9% $242.61 +5.9%
Page 1 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Financial Services 20.6%
Industrials 10.8%
Consumer Cyclical 8.9%
Healthcare 8.1%
Energy 6.2%
Communication Services 5.8%
Consumer Defensive 5.3%
Utilities 3.1%
Basic Materials 1.8%