MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Last Quarter Change: USA Stocks, Added

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

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC opened 8 positions, added to 25, reduced 4, sold out of 2 and left 1 unchanged. The largest increase in value was LLY (+$5,224,179); the largest decrease was PLTR (-$256,429).

LLY: Country of operation United States; Class COM; Shares 2026-03-31 16,167; Shares 2026-06-30 16,753.
NVDA: Country of operation United States; Class COM; Shares 2026-03-31 17,855; Shares 2026-06-30 20,305.
AAPL: Country of operation United States; Class COM; Shares 2026-03-31 17,264; Shares 2026-06-30 18,121.
GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 5,629; Shares 2026-06-30 6,081.

Two Form 13F-HR filings compared (SEC CIK 1767601): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-20). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
LLY ELI LILLY & CO	United States	COM	16,167	16,753	+586	$14,869,635	$20,093,814	+$5,224,179
NVDA NVIDIA CORPORATION	United States	COM	17,855	20,305	+2,450	$3,113,915	$4,062,857	+$948,942
AAPL APPLE INC	United States	COM	17,264	18,121	+857	$4,381,473	$5,243,349	+$861,876
GOOGL ALPHABET INC	United States	CAP STK CL A	5,629	6,081	+452	$1,618,675	$2,173,167	+$554,492
JPM JPMORGAN CHASE & CO	United States	COM	4,080	5,239	+1,159	$1,200,313	$1,714,763	+$514,450
AMZN AMAZON COM INC	United States	COM	7,408	7,917	+509	$1,542,864	$1,886,938	+$344,074
AVGO BROADCOM INC	United States	COM	2,680	3,059	+379	$829,487	$1,155,539	+$326,052
GILD GILEAD SCIENCES INC	United States	COM	5,187	8,159	+2,972	$722,912	$1,030,808	+$307,896
GOOG ALPHABET INC	United States	CAP STK CL C	2,213	2,533	+320	$634,823	$894,989	+$260,166
GE GE AEROSPACE	United States	COM NEW	2,093	2,192	+99	$593,931	$819,156	+$225,225
GEV GE VERNOVA INC	United States	COM	537	559	+22	$468,747	$656,747	+$188,000
TSLA TESLA INC	United States	COM	2,182	2,332	+150	$811,159	$980,839	+$169,680
HD HOME DEPOT INC	United States	COM	623	1,023	+400	$204,898	$360,792	+$155,894
CAT CATERPILLAR INC	United States	COM	307	341	+34	$217,679	$363,404	+$145,725
SPG SIMON PPTY GROUP INC NEW	United States	COM	2,948	2,952	+4	$549,902	$660,155	+$110,253
BAC BANK OF AMER CORP	United States	COM	7,631	8,166	+535	$372,011	$465,302	+$93,291
CMI CUMMINS INC	United States	COM	378	379	+1	$203,372	$270,307	+$66,935
ABBV ABBVIE INC	United States	COM	1,046	1,131	+85	$227,495	$284,605	+$57,110
MSFT MICROSOFT CORP	United States	COM	5,876	5,893	+17	$2,175,123	$2,198,214	+$23,091
XOMXXXX EXXON MOBIL CORP		COM	1,609	1,838	+229	$272,983	$251,291	-$21,692
PG PROCTER & GAMBLE CO	United States	COM	2,368	2,469	+101	$342,034	$362,054	+$20,020
DUK DUKE ENERGY CORP NEW	United States	COM NEW	2,872	2,900	+28	$376,041	$367,064	-$8,977
COST COSTCO WHOLESALE CORPORATION	United States	COM	257	278	+21	$256,166	$260,149	+$3,983
IAU ISHARES GOLD TR	United States	ISHARES NEW	2,433	2,803	+370	$214,493	$211,655	-$2,838
META META PLATFORMS INC	United States	CL A	1,419	1,441	+22	$811,852	$811,701	-$151

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