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Peck Wealth Management, LLC

Q4 2025 Holdings

Filed 2026-05-13 | 129 holdings | $105.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Bndblxx Blmbrg 1 YR TRG US TR ETF(XONE)ETF09789C861$5.0K1000.0%
Nyli Ftse Intrnl EQT Curntl ETF(HFXI)ETF45409B560$9.7K3000.0%
Public SVC Enterprise GR(PEG)COM744573106$12.0K1500.0%
DOW Inc(DOW)COM260557103$13.8K5890.0%
Verizon Communications I(VZ)COM92343V104$19.2K4710.0%
GE Healthcare Technologi(GEHC)COM36266G107$20.5K2500.0%
3M Co(MMM)COM88579Y101$24.0K1500.0%
State STR Corp(STT)COM857477103$27.9K2160.0%
Accenture PLC Ireland(ACN)COM CL AG1151C101$31.4K1170.0%
Adobe Inc(ADBE)COM00724F101$35.0K1000.0%
Duke Energy Corp New(DUK)COM26441C204$35.2K3000.0%
Gilead Sciences Inc(GILD)COM375558103$41.1K3350.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$41.1K1940.0%
ELI Lilly and Co(LLY)COM532457108$41.9K390.0%
Cadence BK(CADE)COM12740C103$42.8K1,0000.0%
Franklin Intl LOW Volatility HIG ETF(LVHI)ETF52468L505$44.2K1,2000.0%
RTX Corp(RTX)COM75513E101$44.9K2450.0%
Nyli Mackay Muni Insuredetf(MMIN)ETF45409F843$45.5K1,9000.0%
SLB Limited(SLB)ORD806857108$46.1K1,2000.0%
Eversource Energy(ES)COM30040W108$46.9K6970.0%
AT&T Inc(T)COM00206R102$47.0K1,8940.0%
Nextera Energy Inc(NEE)COM65339F101$48.2K6000.0%
Ishares Ibonds DEC 2026 Term Corporate ETF(IBDR)ETF46435GAA0$48.5K2,0000.0%
Ares Mgmt Corp(ARES)COM CL A03990B101$48.5K3000.0%
Eastman Chem Co(EMN)COM277432100$55.7K8720.1%
Wisdomtree European OPP ETF(OPPE)ETF97717X552$57.7K1,1230.1%
Thermo Fisher Scientific(TMO)COM883556102$57.9K1000.1%
Vaneck CLO ETF(CLOI)ETF92189H748$61.6K1,1670.1%
Intel Corp(INTC)COM458140100$67.6K1,8320.1%
Chevron Corp New(CVX)COM166764100$72.9K4780.1%
Servicenow Inc(NOW)COM81762P102$76.6K5000.1%
State Street Spdr S&P DIV ETF(SDY)ETF78464A763$83.5K6000.1%
Vanguard Mid Cap Growth ETF(VOT)ETF922908538$83.7K3000.1%
Bank of America Corp(BAC)COM060505104$85.3K1,5500.1%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$85.9K1,5010.1%
Nyli Mackay Muni Intermediate ETF(MMIT)ETF45409F827$90.0K3,7000.1%
Ishares 1-3 Year Treasrybond ETF(SHY)ETF464287457$91.1K1,1000.1%
Republic Svcs Inc(RSG)COM760759100$91.8K4330.1%
Procter & Gamble Co(PG)COM742718109$95.4K6660.1%
JPMorgan Ultra Short Income ETF(JPST)ETF46641Q837$99.1K1,9580.1%
BlackRock Inc New(BLK)COM09290D101$107.0K1000.1%
Costco Whsl Corp New(COST)COM22160K105$111.2K1290.1%
Disney Walt Co(DIS)COM254687106$113.8K1,0000.1%
Ishares 0 1 Year Treasury Bond ETF(SHV)ETF464288679$114.0K1,0350.1%
Xtrckr Msci AL Wrld EX US Hdgd ETF(DBAW)ETF233051820$114.1K2,7670.1%
Ameriprise Finl Inc(AMP)COM03076C106$118.2K2410.1%
Invsc QQQ Trust SRS 1 ETF(QQQ)ETF46090E103$119.8K1950.1%
GE Vernova Inc(GEV)COM36828A101$122.2K1870.1%
Pfizer Inc(PFE)COM717081103$127.5K5,1190.1%
Mastercard Inc(MA)COM CL A57636Q104$128.4K2250.1%
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