Top 50 Rpg Family Wealth Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY |CLASS B | 4.57% | 45.7K | $21.9M | +276.09%(+33.58K) | $420.42(+20.78%) | 2026-03-31 | |
| EMBJ | EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079 | 3.49% | 281.5K | $16.7M | +100.26%(+140.92K) | $53.78(+19.22%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED FD ULTRA SHRT | 3.22% | 305.1K | $15.4M | +11.99%(+32.66K) | $50.61(-0.38%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 2.96% | 68.1K | $14.2M | +80.22%(+30.32K) | $162.50(+49.33%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.62% | 74.0K | $12.6M | -1.01%(-756) | $112.71(+21.64%) | 2026-03-31 | |
| INTC | INTEL CORP | 2.53% | 275.1K | $12.1M | -3.58%(-10.21K) | $25.35(+374.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.33% | 44.1K | $11.2M | -1.49%(-666) | $101.04(+205.45%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2.31% | 32.8K | $11.1M | -13.85%(-5.27K) | $211.64(+105.14%) | 2026-03-31 | |
| QTUM | ETF SER SOLUTIONS DEFIANCE QUANT | 2.23% | 99.7K | $10.7M | +239.54%(+70.30K) | $99.05(+56.50%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC COM | 2.14% | 44.4K | $10.2M | -0.85%(-380) | $89.32(+202.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.10% |
| Top 20 Holdings Unweighted | +15.37% | +53.57% |
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