Top 50 Rhodes Investment Advisors Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.15% | 12.5K | $6.0M | -5.38%(-710) | $493.90(+2.81%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.78% | 7.7K | $4.4M | -0.74%(-57) | $697.24(-16.40%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 3.65% | 46.1K | $4.2M | -22.80%(-13.62K) | $81.08(-3.27%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.1% | 12.5K | $3.6M | -0.51%(-64) | $278.67(+27.81%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.95% | 11.6K | $3.4M | -10.84%(-1.42K) | $318.82(+4.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.62% | 12.0K | $3.0M | +0.08%(+10) | $263.24(+17.24%) | 2026-03-31 | |
| GE | GE AEROSPACE | 2.48% | 10.2K | $2.9M | -2.01%(-209) | $304.43(+24.01%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.44% | 11.4K | $2.8M | +0.75%(+85) | $275.20(+2.98%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.37% | 16.2K | $2.8M | -0.84%(-138) | $116.54(+17.63%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2.32% | 24.3K | $2.7M | +6.87%(+1.56K) | $97.95(+28.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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