SPG ADVISORS LLC
10 holdingsFiling period: 2026-03-31Current AUM: $7.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 10.6K | $2.2M | $2.9M | 37.36% | -118 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 3.8K | $1.2M | $1.5M | 19.38% | -18 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 2.5K | $624K | $760K | 9.85% | -8 | 2026-03-31 |
| 4 | SGOV | ISHARES TR | 5.5K | $555K | $555K | 7.20% | -3,642 | 2026-03-31 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 537 | $535K | $511K | 6.63% | -10 | 2026-03-31 |
| 6 | BIL | SPDR SERIES TRUST | 4.1K | $371K | $371K | 4.82% | +143 | 2026-03-31 |
| 7 | VTI | VANGUARD INDEX FDS | 1.0K | $336K | $386K | 5.00% | -68 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 690 | $330K | $330K | 4.28% | +8 | 2026-03-31 |
| 9 | BA | BOEING CO | 1.0K | $208K | $226K | 2.93% | -5 | 2026-03-31 |
| 10 | EFX | EQUIFAX INC | 1.1K | $204K | $196K | 2.54% | -- | 2026-03-31 |
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