Top 10 Spg Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 33.63% | 10.6K | $2.2M | -1.10%(-118) | $206.06(+29.68%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 18.13% | 3.8K | $1.2M | -0.47%(-18) | $438.21(-6.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.51% | 2.5K | $624K | -0.32%(-8) | $214.10(+39.29%) | 2026-03-31 | |
| SGOV | ISHARES TR | 8.46% | 5.5K | $555K | -39.76%(-3.64K) | $100.62(-0.10%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 8.16% | 537 | $535K | -1.83%(-10) | $959.80(+8.49%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.67% | 4.1K | $372K | +3.65%(+143) | $91.72(-0.22%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.13% | 1.0K | $337K | -6.09%(-68) | $289.58(+26.87%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.04% | 690 | $331K | +1.17%(+8) | $505.55(-4.25%) | 2026-03-31 | |
| BA | BOEING CO | 3.18% | 1.0K | $209K | -0.47%(-5) | $191.42(+19.74%) | 2026-03-31 | |
| EFX | EQUIFAX INC | 3.11% | 1.1K | $204K | new | $249.85(-36.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.81% | +71.97% |
| Top 20 Holdings Unweighted | +17.16% | +60.84% |
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