South Shore Capital Advisors
140 holdingsFiling period: 2026-03-31Current AUM: $152.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 17.6K | $11.4M | $13.1M | 8.59% | -23 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 27.1K | $7.8M | $9.7M | 6.33% | -2,187 | 2026-03-31 |
| 3 | IUSG | ISHARES TR | 49.5K | $7.7M | $9.2M | 6.00% | -251 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 12.8K | $4.7M | $5.9M | 3.88% | -314 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 18.2K | $4.6M | $5.6M | 3.68% | -766 | 2026-03-31 |
| 6 | NVS | NOVARTIS AG | 29.8K | $4.5M | $4.6M | 3.01% | +25.2K | 2026-03-31 |
| 7 | GLD | SPDR GOLD TR | 10.0K | $4.3M | $3.7M | 2.43% | +243 | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON | 13.7K | $3.4M | $3.5M | 2.31% | +48 | 2026-03-31 |
| 9 | V | VISA INC | 11.0K | $3.3M | $4.0M | 2.63% | -949 | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 6.1K | $3.3M | $3.9M | 2.54% | +146 | 2026-03-31 |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | 23.3K | $3.2M | $3.6M | 2.38% | -- | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 10.1K | $3.1M | $3.9M | 2.57% | -613 | 2026-03-31 |
| 13 | — | ASML HLDG NV | 2.0K | $2.5M | $2.5M | 1.65% | +876 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 8.0K | $2.3M | $2.8M | 1.86% | -51 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.7K | $2.3M | $2.3M | 1.49% | -2 | 2026-03-31 |
| 16 | — | WILLIS TOWERS WATSON PLC LTD | 7.8K | $2.3M | $2.3M | 1.48% | -303 | 2026-03-31 |
| 17 | — | UBS GROUP AG | 56.7K | $2.2M | $2.2M | 1.42% | -- | 2026-03-31 |
| 18 | AXP | AMERICAN EXPRESS CO | 7.2K | $2.2M | $2.4M | 1.58% | -370 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 9.3K | $1.9M | $2.5M | 1.66% | -1,397 | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 3.3K | $1.9M | $1.8M | 1.20% | -321 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 8.8K | $1.5M | $1.8M | 1.16% | -677 | 2026-03-31 |
| 22 | EWJ | ISHARES INC | 18.0K | $1.5M | $1.7M | 1.09% | +4.8K | 2026-03-31 |
| 23 | SPSM | SPDR SERIES TRUST | 27.8K | $1.3M | $1.6M | 1.03% | +661 | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 4.0K | $1.3M | $1.3M | 0.88% | +37 | 2026-03-31 |
| 25 | WMB | WILLIAMS COS INC | 17.9K | $1.3M | $1.3M | 0.84% | -914 | 2026-03-31 |
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