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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Historic Quarter Change: USA Stocks, New

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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC opened 31 positions, added to 156, reduced 39 and sold out of 7.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 0.
  • Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767601), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0518+518$0$597,922+$597,9222026-07-20
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,011+1,011$0$587,300+$587,3002026-07-20
Q2 2026LRCX
LAM RESEARCH CORP		United StatesCOM NEW0936+936$0$405,597+$405,5972026-07-20
Q2 2026AMAT
APPLIED MATLS INC		United StatesCOM0523+523$0$378,129+$378,1292026-07-20
Q2 2026INTC
INTEL CORP		United StatesCOM02,191+2,191$0$305,929+$305,9292026-07-20
Q2 2026KLAC
KLA CORP		United StatesCOM NEW0921+921$0$277,875+$277,8752026-07-20
Q2 2026CSCO
CISCO SYS INC		United StatesCOM02,236+2,236$0$262,641+$262,6412026-07-20
Q2 2026V
VISA INC		United StatesCOM CL A0601+601$0$206,197+$206,1972026-07-20
Q1 2026GILD
GILEAD SCIENCES INC		United StatesCOM05,187+5,187$0$722,912+$722,9122026-04-13
Q1 2026MPLT
MAPLIGHT THERAPEUTICS INC		United StatesCOM014,124+14,124$0$287,141+$287,1412026-04-13
Q1 2026JNJ
JOHNSON & JOHNSON		United StatesCOM01,173+1,173$0$286,728+$286,7282026-04-13
Q1 2026XOMXXXX
EXXON MOBIL CORP		COM01,609+1,609$0$272,983+$272,9832026-04-13
Q1 2026CAT
CATERPILLAR INC		United StatesCOM0307+307$0$217,679+$217,6792026-04-13
Q1 2026NOC
NORTHROP GRUMMAN CORP		United StatesCOM0314+314$0$214,223+$214,2232026-04-13
Q4 2025WMT
WALMART INC		United StatesCOM02,520+2,520$0$280,720+$280,7202026-01-23
Q4 2025ABBV
ABBVIE INC		United StatesCOM0882+882$0$201,528+$201,5282026-01-23
Q3 2025IAU
ISHARES GOLD TR		United StatesISHARES NEW03,165+3,165$0$230,317+$230,3172025-10-14
Q3 2025CMI
CUMMINS INC		United StatesCOM0489+489$0$206,539+$206,5392025-10-14
Q2 2025GOOG
ALPHABET INC		United StatesCAP STK CL C01,528+1,528$0$271,052+$271,0522025-07-09
Q2 2025NFLX
NETFLIX INC		United StatesCOM0202+202$0$270,504+$270,5042025-07-09
Q2 2025GEV
GE VERNOVA INC		United StatesCOM0511+511$0$270,396+$270,3962025-07-09
Q2 2025RJF
RAYMOND JAMES FINL INC		United StatesCOM01,390+1,390$0$213,184+$213,1842025-07-09
Q2 2025V
VISA INC		United StatesCOM CL A0574+574$0$203,799+$203,7992025-07-09
Q2 2025PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A01,480+1,480$0$201,754+$201,7542025-07-09
Q4 2024GE
GE AEROSPACE		United StatesCOM NEW01,802+1,802$0$300,556+$300,5562025-01-17
Q4 2024BAC
BANK AMERICA CORP		United StatesCOM05,799+5,799$0$254,866+$254,8662025-01-17
Q4 2024GOOG
ALPHABET INC		United StatesCAP STK CL C01,113+1,113$0$211,960+$211,9602025-01-17
Q4 2024RJF
RAYMOND JAMES FINL INC		United StatesCOM01,351+1,351$0$209,851+$209,8512025-01-17
Q4 2024AVGO
BROADCOM INC		United StatesCOM0880+880$0$204,019+$204,0192025-01-17
Q3 2024TSLA
TESLA INC		United StatesCOM01,053+1,053$0$275,496+$275,4962024-10-16
Q1 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW0523+523$0$219,932+$219,9322024-04-11

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