SBK Financial, Inc.

Q4 2022 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    61

  • Value ($000)

    $63,059

  • Date Filed
    01/31/2023
  • Form type
    13F-HR
  • CIK
    0001911894
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.20M
10 %

25,845

AAPL
AAPL

APPLE INC

COM
037833100
$5.17M
8 %

39,764

USRT
USRT

ISHARES TR

CRE U S REIT ETF
464288521
$3.68M
6 %

74,418

LOW
LOW

LOWES COS INC

COM
548661107
$2.92M
5 %

14,660

NKE
NKE

NIKE INC

CL B
654106103
$2.23M
4 %

19,050

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.96M
3 %

11,110

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$1.80M
3 %

16,336

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$1.50M
2 %

3,915

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$1.46M
2 %

16,520

HD
HD

HOME DEPOT INC

COM
437076102
$1.33M
2 %

4,219

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