Sun Group Wealth Partners
74 holdingsFiling period: 2026-03-31Current AUM: $144.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 49.9K | $12.7M | $15.4M | 10.69% | -1,544 | 2026-03-31 |
| 2 | COST | COSTCO WHOLESALE CORPORATION | 10.3K | $10.2M | $9.8M | 6.76% | +324 | 2026-03-31 |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 63.5K | $9.3M | $7.8M | 5.41% | +352 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 44.9K | $7.8M | $9.0M | 6.24% | +3.2K | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 22.8K | $7.0M | $8.9M | 6.13% | +1.4K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 32.2K | $6.7M | $8.7M | 6.05% | +360 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.9K | $6.7M | $6.7M | 4.63% | +822 | 2026-03-31 |
| 8 | NFLX | NETFLIX INC. | 48.0K | $4.6M | $3.4M | 2.38% | +202 | 2026-03-31 |
| 9 | VGT | VANGUARD WORLD FD | 6.5K | $4.5M | $5.8M | 4.05% | -415 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 14.5K | $4.2M | $5.2M | 3.57% | -46 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 16.6K | $2.8M | $2.6M | 1.79% | +11.2K | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 16.6K | $2.8M | $2.6M | 1.79% | +11.2K | 2026-03-31 |
| 13 | TSLA | TESLA INC | 6.8K | $2.5M | $2.1M | 1.47% | +395 | 2026-03-31 |
| 14 | WMT | WALMART INC | 19.7K | $2.4M | $2.2M | 1.52% | -744 | 2026-03-31 |
| 15 | V | VISA INC | 7.8K | $2.4M | $2.9M | 1.99% | +382 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 7.1K | $2.3M | $2.6M | 1.80% | +121 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 4.0K | $2.3M | $2.2M | 1.53% | +887 | 2026-03-31 |
| 18 | ABT | ABBOTT LABORATORIES | 21.2K | $2.2M | $2.2M | 1.55% | +928 | 2026-03-31 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.4K | $2.2M | $2.6M | 1.78% | +457 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 5.7K | $2.1M | $2.6M | 1.83% | -15 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 6.6K | $1.9M | $2.3M | 1.63% | +1.0K | 2026-03-31 |
| 22 | PANW | PALO ALTO NETWORKS INC | 10.5K | $1.7M | $3.5M | 2.42% | +187 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 5.1K | $1.5M | $1.8M | 1.24% | +1.6K | 2026-03-31 |
| 24 | ABBV | ABBVIE INC | 6.7K | $1.5M | $1.7M | 1.17% | +37 | 2026-03-31 |
| 25 | LNG | CHENIERE ENERGY INC | 5.0K | $1.4M | $1.3M | 0.91% | -- | 2026-03-31 |
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