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Urban Wealth Management, LLC

Portfolio Manager
Urban Wealth Management, LLC
Performance
-6.53% (2026 Q1)
AUM (13F)
$97.68M
# of Holdings
93
Performance Rank
Allocation (Top 20)
68.69%

Urban Wealth Management, LLC Holdings Map

Top 50 Urban Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
14.13%54.4K$13.8M
+2.97%(+1.57K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 52.8K shares2026-Q1: 54.4K shares
$263.23(+13.54%)
2026-03-31
NVDA
NVIDIA CORPORATION
8.46%47.4K$8.3M
+39.05%(+13.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 34.1K shares2026-Q1: 47.4K shares
$184.83(+22.18%)
2026-03-31
SMH
VANECK ETF TRUST
4.69%12.0K$4.6M
-5.39%(-681)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.6K shares2026-Q1: 12.0K shares
$343.24(+66.78%)
2026-03-31
IDMO
INVESCO EXCH TRADED FD TR II
4.59%81.8K$4.5M
+0.26%(+209)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 81.5K shares2026-Q1: 81.8K shares
$54.78(+11.32%)
2026-03-31
AMZN
AMAZON COM INC
4.56%21.4K$4.5M
+7.66%(+1.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.8K shares2026-Q1: 21.4K shares
$224.79(+20.17%)
2026-03-31
GOOGL
ALPHABET INC
4.53%15.4K$4.4M
-8.32%(-1.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.8K shares2026-Q1: 15.4K shares
$278.05(+44.80%)
2026-03-31
PFFA
ETFIS SER TR I
2.86%137.3K$2.8M
+47.20%(+44.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 93.3K shares2026-Q1: 137.3K shares
$21.41(+1.71%)
2026-03-31
GOOG
ALPHABET INC
2.66%9.1K$2.6M
+9.48%(+785)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.3K shares2026-Q1: 9.1K shares
$280.55(+42.23%)
2026-03-31
IVV
ISHARES TR
2.35%3.5K$2.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.5K shares2026-Q1: 3.5K shares
$677.12(+10.13%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.31%2.3K$2.3M
+30.64%(+531)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.7K shares2026-Q1: 2.3K shares
$902.29(+14.50%)
2026-03-31

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