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a Styre Wealth

Latest statistics and disclosures from Rudd Co d/b/a Styre Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002162587

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Positions held by Rudd Co d/b/a Styre Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Rudd Co d/b/a Styre Wealth

Rudd Co d/b/a Styre Wealth holds 75 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p Scp Etf (IJR)	4.3	$4.4M	33k	135.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.9	$4.0M	34k	118.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	2.4	$2.5M	10k	236.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$2.3M	3.0k	766.54	View chart
Novo-nordisk A S Adr (NVO)	2.1	$2.1M	56k	38.42	View chart
BP Sponsored Adr (BP)	2.1	$2.1M	43k	49.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.0	$2.1M	33k	63.31	View chart
Check Point Software Tech Lt Ord (CHKP)	2.0	$2.0M	15k	138.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$2.0M	26k	77.40	View chart
Medtronic SHS (MDT)	1.9	$2.0M	21k	92.77	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	1.9	$1.9M	16k	117.72	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.9	$1.9M	17k	110.25	View chart
Brown Forman Corp Cl A (BF.A)	1.8	$1.9M	64k	28.99	View chart
Meta Platforms Cl A (META)	1.8	$1.8M	2.6k	705.44	View chart
salesforce (CRM)	1.8	$1.8M	7.6k	242.45	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.8	$1.8M	4.3k	420.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.7	$1.8M	17k	102.87	View chart
Coca-Cola Company (KO)	1.7	$1.8M	19k	93.42	View chart
Microsoft Corporation (MSFT)	1.7	$1.8M	3.3k	533.52	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$1.7M	5.0k	340.16	View chart
Pfizer (PFE)	1.6	$1.7M	57k	29.44	View chart
Zoetis Cl A (ZTS)	1.6	$1.7M	21k	79.59	View chart
Procter & Gamble Company (PG)	1.6	$1.7M	11k	157.69	View chart
Adobe Systems Incorporated (ADBE)	1.6	$1.7M	6.7k	247.09	View chart
Chevron Corporation (CVX)	1.6	$1.6M	7.2k	224.38	View chart
Garmin SHS (GRMN)	1.6	$1.6M	5.7k	286.16	View chart
Visa Com Cl A (V)	1.6	$1.6M	4.0k	402.92	View chart
Johnson & Johnson (JNJ)	1.5	$1.6M	6.3k	253.79	View chart
Newmont Mining Corporation (NEM)	1.5	$1.6M	13k	118.01	View chart
American Electric Power Company (AEP)	1.5	$1.5M	12k	124.72	View chart
McDonald's Corporation (MCD)	1.5	$1.5M	6.4k	242.67	View chart
Lockheed Martin Corporation (LMT)	1.5	$1.5M	2.8k	548.23	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	1.5	$1.5M	929.00	1647.12	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	1.5	$1.5M	21k	74.06	View chart
Chubb (CB)	1.5	$1.5M	4.2k	356.27	View chart
McKesson Corporation (MCK)	1.5	$1.5M	1.5k	1010.43	View chart
Cullen/Frost Bankers (CFR)	1.4	$1.5M	9.7k	153.21	View chart
Rbc Cad (RY)	1.4	$1.5M	7.5k	196.30	View chart
Bhp Billiton Sponsored Ads (BHP)	1.4	$1.5M	18k	83.22	View chart
Hershey Company (HSY)	1.4	$1.4M	8.6k	167.00	View chart
Domino's Pizza (DPZ)	1.4	$1.4M	4.7k	305.42	View chart
Union Pacific Corporation (UNP)	1.3	$1.4M	4.8k	287.01	View chart
Constellation Brands Cl A (STZ)	1.3	$1.4M	10k	131.07	View chart
Pepsi (PEP)	1.3	$1.3M	9.9k	133.57	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	1.3	$1.3M	7.4k	178.28	View chart
Metropcs Communications (TMUS)	1.3	$1.3M	8.3k	156.09	View chart
First Solar (FSLR)	1.3	$1.3M	7.5k	171.80	View chart
Altria (MO)	1.2	$1.2M	17k	74.09	View chart
Bank of New York Mellon Corporation (BNY)	1.2	$1.2M	8.6k	142.44	View chart
L3harris Technologies (LHX)	1.2	$1.2M	5.0k	243.84	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.2M	3.5k	333.53	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$1.1M	11k	105.26	View chart
Solar Cap (SLRC)	1.1	$1.1M	99k	11.15	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.1	$1.1M	21k	52.20	View chart
Baxter International (BAX)	1.0	$1.1M	43k	24.99	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$1.1M	24k	44.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.1M	1.5k	718.36	View chart
TJX Companies (TJX)	1.0	$1.0M	6.8k	147.36	View chart
Proshares Tr Ii Vix Sht Term Fut (VIXY)	1.0	$1.0M	59k	17.01	View chart
Generac Holdings (GNRC)	0.9	$929k	4.8k	193.31	View chart
Intuitive Surgical Com New (ISRG)	0.9	$905k	2.1k	433.18	View chart
Stellantis SHS (STLA)	0.9	$891k	208k	4.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.8	$808k	11k	76.83	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$482k	4.8k	99.51	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$336k	5.9k	56.79	View chart
Illinois Tool Works (ITW)	0.1	$115k	425.00	270.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$114k	1.4k	81.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$100k	1.9k	52.82	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$78k	787.00	99.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$55k	950.00	58.03	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$27k	529.00	50.60	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$22k	907.00	24.30	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$22k	445.00	49.26	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$18k	192.00	91.57	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$5.2k	56.00	93.30	View chart

Past Filings by Rudd Co d/b/a Styre Wealth

SEC 13F filings are viewable for Rudd Co d/b/a Styre Wealth going back to 2026

Rudd Co d/b/a Styre Wealth 2026 Q3 filed Oct. 29, 2026

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