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Financially Speaking Inc

Portfolio Manager
Financially Speaking Inc
Performance
-1.84% (2026 Q1)
AUM (13F)
$20.59M
# of Holdings
114
Performance Rank
Allocation (Top 20)
93%

Financially Speaking Inc Holdings Map

Top 50 Financially Speaking Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JPST
J P MORGAN EXCHANGE TRADED F
36.63%149.1K$7.5M
+13.03%(+17.18K)
2025-Q1: 0 shares2025-Q2: 183.0K shares2025-Q3: 135.5K shares2025-Q4: 131.9K shares2026-Q1: 149.1K shares
$50.64(-0.36%)
2026-03-31
FLDR
FIDELITY MERRIMACK STR TR
36.6%150.6K$7.5M
-56.85%(-198.41K)
2025-Q1: 46.6K shares2025-Q2: 185.3K shares2025-Q3: 107.8K shares2025-Q4: 349.0K shares2026-Q1: 150.6K shares
$50.17(-0.17%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
3.68%5.2K$757K
-26.12%(-1.83K)
2025-Q1: 7.6K shares2025-Q2: 10.9K shares2025-Q3: 9.6K shares2025-Q4: 7.0K shares2026-Q1: 5.2K shares
$73.16(+85.78%)
2026-03-31
SDY
SPDR SERIES TRUST
2.18%3.1K$450K
-4.91%(-159)
2025-Q1: 0 shares2025-Q2: 3.3K shares2025-Q3: 3.3K shares2025-Q4: 3.2K shares2026-Q1: 3.1K shares
$137.85(+7.72%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.13%2.5K$439K
-50.36%(-2.55K)
2025-Q1: 742 shares2025-Q2: 5.6K shares2025-Q3: 5.1K shares2025-Q4: 5.1K shares2026-Q1: 2.5K shares
$133.04(+47.70%)
2026-03-31
XOM
EXXON MOBIL CORP
1.69%2.1K$348K
+0.00%(+0)
2025-Q1: 100 shares2025-Q2: 2.1K shares2025-Q3: 2.1K shares2025-Q4: 2.1K shares2026-Q1: 2.1K shares
$112.75(+37.37%)
2026-03-31
XEL
XCEL ENERGY INC
1.47%3.8K$302K
+0.05%(+2)
2025-Q1: 3.4K shares2025-Q2: 3.8K shares2025-Q3: 3.8K shares2025-Q4: 3.8K shares2026-Q1: 3.8K shares
$66.68(+22.15%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.06%891$218K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 891 shares2025-Q3: 891 shares2025-Q4: 891 shares2026-Q1: 891 shares
$153.34(+47.09%)
2026-03-31
MDT
MEDTRONIC PLC
1.04%2.5K$214K
+0.00%(+0)
2025-Q1: 2.5K shares2025-Q2: 2.5K shares2025-Q3: 2.5K shares2025-Q4: 2.5K shares2026-Q1: 2.5K shares
$84.95(-8.43%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
0.99%205$204K
+0.00%(+0)
2025-Q1: 26 shares2025-Q2: 182 shares2025-Q3: 207 shares2025-Q4: 205 shares2026-Q1: 205 shares
$952.22(+6.74%)
2026-03-31

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