MDDRX Holdings List

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	5.46%	62,900
2	JNJ	Johnson & Johnson	3.63%	79,300
3	BAC	Bank of America Corporation	2.81%	198,300
4	CSCO	Cisco Systems, Inc.	2.55%	122,700
5	WFC	Wells Fargo & Company	2.27%	94,400
6	DIS	The Walt Disney Company	2.26%	60,700
7	MS	Morgan Stanley	2.10%	49,800
8	GS	The Goldman Sachs Group, Inc.	2.05%	9,650
9	IWD	iShares Russell 1000 Value ETF	2.02%	34,700
10	CVX	Chevron Corporation	2.01%	46,900
11	VZ	Verizon Communications Inc.	1.99%	153,700
12	CAT	Caterpillar Inc.	1.99%	17,100
13	T	AT&T Inc.	1.94%	223,700
14	QCOM	QUALCOMM Incorporated	1.91%	40,000
15	LOW	Lowe's Companies, Inc.	1.60%	24,100
16	ABBV	AbbVie Inc.	1.55%	27,800
17	AMGN	Amgen Inc.	1.43%	17,100
18	GILD	Gilead Sciences, Inc.	1.28%	38,600
19	CMCSA	Comcast Corporation	1.24%	115,900
20	C	Citigroup Inc.	1.23%	48,200
21	HCA	HCA Healthcare, Inc.	1.23%	10,700
22	MDT	Medtronic plc	1.22%	46,700
23	PGR	The Progressive Corporation	1.14%	14,300
24	CB	Chubb Limited	1.14%	13,100
25	MO	Altria Group, Inc.	1.08%	61,400

As of Jun 30, 2025

Showing 25 of 223 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	99.73%
Cash	0.27%