Top 50 Walser Wealth Management Company, A Ltd Liability Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 20.13% | 104.2K | $44.8M | -22.65%(-30.51K) | $375.89(+14.53%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 12.47% | 407.5K | $27.8M | -28.04%(-158.84K) | $53.39(+48.61%) | 2026-03-31 | |
| SGOV | ISHARES TR | 5.3% | 117.2K | $11.8M | +124.77%(+65.07K) | $100.53(-0.02%) | 2026-03-31 | |
| URA | GLOBAL X FDS | 2.51% | 115.2K | $5.6M | +176.35%(+73.54K) | $45.45(+17.30%) | 2026-03-31 | |
| PDBA | INVESCO ACTVELY MNGD ETC FD | 2.32% | 141.9K | $5.2M | new | $35.24(+8.73%) | 2026-03-31 | |
| URNM | SPROTT FDS TR | 1.88% | 66.1K | $4.2M | +191.82%(+43.47K) | $58.55(+9.10%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 1.83% | 80.8K | $4.1M | +14.68%(+10.35K) | $50.65(-0.05%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 1.76% | 66.5K | $3.9M | new | $54.78(+22.59%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.44% | 18.4K | $3.2M | +11.70%(+1.93K) | $185.90(+21.48%) | 2026-03-31 | |
| WEAT | TEUCRIUM COMMODITY TR | 1.17% | 110.7K | $2.6M | new | $21.77(+16.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.31% | +53.31% |
| Top 20 Holdings Unweighted | -16.63% | -42.05% |
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