SHUTTLEWORTH & Co
52 holdingsFiling period: 2026-03-31Current AUM: $120.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 17.0K | $4.3M | $5.2M | 4.34% | -30 | 2026-03-31 |
| 2 | SCHF | SCHWAB STRATEGIC TR | 162.2K | $4.0M | $4.4M | 3.68% | +38.5K | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 49.2K | $3.8M | $4.3M | 3.58% | +1.5K | 2026-03-31 |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 14.7K | $3.5M | $4.2M | 3.45% | +577 | 2026-03-31 |
| 5 | AMAT | APPLIED MATLS INC | 9.7K | $3.3M | $4.9M | 4.07% | -390 | 2026-03-31 |
| 6 | — | EATON CORP PLC | 8.9K | $3.2M | $3.2M | 2.63% | +45 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 10.6K | $3.1M | $3.7M | 3.08% | +111 | 2026-03-31 |
| 8 | ABBV | ABBVIE INC | 13.4K | $2.9M | $3.4M | 2.79% | +129 | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 6.6K | $2.8M | $2.4M | 2.02% | +161 | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 10.8K | $2.8M | $3.2M | 2.63% | -- | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 7.2K | $2.7M | $3.4M | 2.79% | +94 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 9.2K | $2.6M | $3.3M | 2.71% | -63 | 2026-03-31 |
| 13 | MCK | MCKESSON CORP | 3.0K | $2.6M | $2.6M | 2.15% | +24 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 8.4K | $2.6M | $3.3M | 2.72% | -71 | 2026-03-31 |
| 15 | QLTA | ISHARES TR | 54.7K | $2.6M | $2.5M | 2.11% | +10.8K | 2026-03-31 |
| 16 | TJX | TJX COS INC NEW | 16.2K | $2.6M | $2.5M | 2.11% | +50 | 2026-03-31 |
| 17 | XLF | SELECT SECTOR SPDR TR | 50.8K | $2.5M | $2.9M | 2.39% | +411 | 2026-03-31 |
| 18 | XLC | SELECT SECTOR SPDR TR | 22.1K | $2.4M | $2.4M | 1.98% | +10.7K | 2026-03-31 |
| 19 | VTV | VANGUARD INDEX FDS | 12.4K | $2.4M | $2.7M | 2.26% | +1.3K | 2026-03-31 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | 2.4K | $2.4M | $2.3M | 1.92% | +10 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 13.6K | $2.4M | $2.7M | 2.27% | +144 | 2026-03-31 |
| 22 | CBOE | CBOE GLOBAL MKTS INC | 8.4K | $2.4M | $2.6M | 2.16% | +66 | 2026-03-31 |
| 23 | WM | WASTE MGMT INC DEL | 10.3K | $2.4M | $2.3M | 1.93% | +67 | 2026-03-31 |
| 24 | XLU | SELECT SECTOR SPDR TR | 50.5K | $2.3M | $2.2M | 1.85% | +828 | 2026-03-31 |
| 25 | VDE | VANGUARD WORLD FD | 12.8K | $2.2M | $2.2M | 1.78% | +78 | 2026-03-31 |
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