StockDriftsStockDriftsTop 50 Spearhead Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 5.56% | 162.7K | $5K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 4.71% | 18.7K | $4K | new | — | 2022-09-30 | |
| IEMG | ISHARES INC | 4.68% | 100.5K | $4K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 2.94% | 19.7K | $3K | new | — | 2022-09-30 | |
| KNSA | KINIKSA PHARMACEUTICALS LTD | 2.82% | 202.6K | $3K | new | — | 2022-09-30 | |
| AMZN | AMAZON COM INC | 2.75% | 22.4K | $3K | new | — | 2022-09-30 | |
| GOOG | ALPHABET INC | 2.63% | 25.3K | $2K | new | — | 2022-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.3% | 13.0K | $2K | new | — | 2022-09-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.27% | 4.1K | $2K | new | — | 2022-09-30 | |
| IWO | ISHARES TR | 2.15% | 9.6K | $2K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Spearhead Capital Advisors, Llc reports $92.31K in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are IAU (5.6%), MSFT (4.7%) and IEMG (4.7%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Spearhead Capital Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1718982). View Spearhead Capital Advisors, Llc’s 13F filings on SEC