MARKET STREET WEALTH MANAGEMENT ADVISORS LLC quarter change: USA Stocks, Reduced
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).
- WMT: Country of operation United States; Class COM; Shares 2026-03-31 2,668; Shares 2026-06-30 2,600.
- JNJ: Country of operation United States; Class COM; Shares 2026-03-31 1,173; Shares 2026-06-30 1,164.
- BRKB: Country of operation —; Class CL B NEW; Shares 2026-03-31 1,030; Shares 2026-06-30 1,002.
- RJF: Country of operation United States; Class COM; Shares 2026-03-31 1,398; Shares 2026-06-30 1,356.
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.
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