Top 50 South Shore Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.35% | 17.6K | $11.4M | -0.13%(-23) | $674.05(+10.13%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.7% | 27.1K | $7.8M | -7.46%(-2.19K) | $278.05(+44.80%) | 2026-03-31 | |
| IUSG | ISHARES TR | 5.62% | 49.5K | $7.7M | -0.50%(-251) | $166.24(+12.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.46% | 12.8K | $4.7M | -2.40%(-314) | $500.79(-19.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.38% | 18.2K | $4.6M | -4.04%(-766) | $263.24(+13.53%) | 2026-03-31 | |
| NVS | NOVARTIS AG | 3.29% | 29.8K | $4.5M | +552.86%(+25.24K) | $143.43(+4.40%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.14% | 10.0K | $4.3M | +2.49%(+243) | $376.80(+14.25%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.46% | 13.7K | $3.4M | +0.35%(+48) | $196.29(+17.39%) | 2026-03-31 | |
| V | VISA INC | 2.42% | 11.0K | $3.3M | -7.97%(-949) | $346.04(-7.44%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.38% | 6.1K | $3.3M | +2.45%(+146) | $607.06(+17.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.04% | -19.67% |
| Top 20 Holdings Unweighted | -8.73% | -23.96% |
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