Price Financial Group Wealth Management, Inc
28 holdingsFiling period: 2026-03-31Current AUM: $7.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CLASS CLASS A | 1.5K | $511K | $633K | 8.70% | -- | 2026-03-31 |
| 2 | AFL | AFLAC INC | 4.2K | $483K | $561K | 7.72% | +21 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORP | 2.3K | $464K | $534K | 7.34% | +85 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 770 | $321K | $403K | 5.54% | -20 | 2026-03-31 |
| 5 | COST | COSTCO WHSL CORP NEW | 292 | $291K | $278K | 3.82% | -- | 2026-03-31 |
| 6 | AMZN | AMAZON.COM INC | 1.1K | $268K | $349K | 4.81% | -166 | 2026-03-31 |
| 7 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 6.1K | $249K | $269K | 3.69% | -- | 2026-03-31 |
| 8 | BDYN | BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF | 9.2K | $241K | $272K | 3.74% | -- | 2026-03-31 |
| 9 | VOO | VANGUARD S&P 500 ETF | 357 | $232K | $267K | 3.67% | +1 | 2026-03-31 |
| 10 | DIS | DISNEY WALT CO | 2.1K | $219K | $219K | 3.01% | -- | 2026-03-31 |
| 11 | XEL | XCEL ENERGY INC | 2.7K | $215K | $212K | 2.91% | -8 | 2026-03-31 |
| 12 | CVX | CHEVRON CORP NEW | 1.1K | $207K | $197K | 2.71% | -- | 2026-03-31 |
| 13 | SBUX | STARBUCKS CORP | 2.0K | $199K | $234K | 3.21% | -- | 2026-03-31 |
| 14 | GEV | GE VERNOVA INC | 192 | $189K | $214K | 2.95% | -- | 2026-03-31 |
| 15 | META | META PLATFORMS INC CLASS CLASS A | 278 | $186K | $181K | 2.49% | -- | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 442 | $176K | $221K | 3.04% | -- | 2026-03-31 |
| 17 | UNH | UNITEDHEALTH GROUP INC | 514 | $166K | $254K | 3.50% | -- | 2026-03-31 |
| 18 | GE | GE AEROSPACE | 520 | $157K | $199K | 2.74% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 568 | $155K | $189K | 2.59% | -- | 2026-03-31 |
| 20 | AMD | ADVANCED MICRO DEVIC | 540 | $148K | $346K | 4.76% | -- | 2026-03-31 |
| 21 | ABNB | AIRBNB INC CLASS CLASS A | 1.0K | $143K | $172K | 2.36% | -- | 2026-03-31 |
| 22 | PANW | PALO ALTO NETWORKS INC | 791 | $134K | $277K | 3.81% | -- | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 545 | $125K | $131K | 1.80% | -- | 2026-03-31 |
| 24 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 341 | $119K | $137K | 1.88% | -- | 2026-03-31 |
| 25 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | 1.1K | $116K | $116K | 1.59% | -- | 2026-03-31 |
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