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Spg Advisors Llc

Portfolio Manager
Spg Advisors Llc
Performance
-0.23% (2025 Q4)
AUM (13F)
$6.57M
# of Holdings
10
Performance Rank
Allocation (Top 20)
100.02%

Spg Advisors Llc Holdings Map

Top 10 Spg Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
33.63%10.6K$2.2M
-1.10%(-118)
2025-Q1: 0 shares2025-Q2: 10.8K shares2025-Q3: 10.7K shares2025-Q4: 10.7K shares2026-Q1: 10.6K shares
$206.06(+29.68%)
2026-03-31
MSFT
MICROSOFT CORP
18.13%3.8K$1.2M
-0.47%(-18)
2025-Q1: 0 shares2025-Q2: 3.9K shares2025-Q3: 3.9K shares2025-Q4: 3.8K shares2026-Q1: 3.8K shares
$438.21(-6.57%)
2026-03-31
AAPL
APPLE INC
9.51%2.5K$624K
-0.32%(-8)
2025-Q1: 0 shares2025-Q2: 2.5K shares2025-Q3: 2.5K shares2025-Q4: 2.5K shares2026-Q1: 2.5K shares
$214.10(+39.29%)
2026-03-31
SGOV
ISHARES TR
8.46%5.5K$555K
-39.76%(-3.64K)
2025-Q1: 0 shares2025-Q2: 4.3K shares2025-Q3: 5.4K shares2025-Q4: 9.2K shares2026-Q1: 5.5K shares
$100.62(-0.10%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
8.16%537$535K
-1.83%(-10)
2025-Q1: 0 shares2025-Q2: 602 shares2025-Q3: 588 shares2025-Q4: 547 shares2026-Q1: 537 shares
$959.80(+8.49%)
2026-03-31
BIL
SPDR SERIES TRUST
5.67%4.1K$372K
+3.65%(+143)
2025-Q1: 0 shares2025-Q2: 4.2K shares2025-Q3: 3.8K shares2025-Q4: 3.9K shares2026-Q1: 4.1K shares
$91.72(-0.22%)
2026-03-31
VTI
VANGUARD INDEX FDS
5.13%1.0K$337K
-6.09%(-68)
2025-Q1: 0 shares2025-Q2: 1.1K shares2025-Q3: 1.2K shares2025-Q4: 1.1K shares2026-Q1: 1.0K shares
$289.58(+26.87%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.04%690$331K
+1.17%(+8)
2025-Q1: 0 shares2025-Q2: 709 shares2025-Q3: 709 shares2025-Q4: 682 shares2026-Q1: 690 shares
$505.55(-4.25%)
2026-03-31
BA
BOEING CO
3.18%1.0K$209K
-0.47%(-5)
2025-Q1: 0 shares2025-Q2: 1.1K shares2025-Q3: 1.1K shares2025-Q4: 1.1K shares2026-Q1: 1.0K shares
$191.42(+19.74%)
2026-03-31
EFX
EQUIFAX INC
3.11%1.1K$204Knew2025-Q1: 0 shares2025-Q2: 1.1K shares2025-Q3: 1.1K shares2025-Q4: 0 shares2026-Q1: 1.1K shares
$249.85(-36.87%)
2026-03-31

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