Allied Private Wealth LLC
909 holdingsFiling period: 2026-06-30Current AUM: $164.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 67.8K | $21.2M | $24.3M | 14.80% | -- | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP COM | 24.1K | $9.3M | $12.3M | 7.50% | -- | 2026-06-30 |
| 3 | VOO | VANGUARD S&P 500 ETF | 10.7K | $7.4M | $7.5M | 4.54% | -- | 2026-06-30 |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 147.4K | $7.2M | $7.1M | 4.31% | -- | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC COM | 19.0K | $4.6M | $4.8M | 2.94% | -- | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION COM | 22.5K | $4.6M | $4.9M | 2.96% | -- | 2026-06-30 |
| 7 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 45.5K | $4.1M | $4.2M | 2.54% | -- | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8.0K | $4.0M | $4.0M | 2.41% | -- | 2026-06-30 |
| 9 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 34.9K | $3.5M | $3.5M | 2.13% | -- | 2026-06-30 |
| 10 | TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 43.9K | $2.2M | $2.1M | 1.28% | -- | 2026-06-30 |
| 11 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 22.2K | $2.1M | $1.9M | 1.16% | -- | 2026-06-30 |
| 12 | IYW | ISHARES U.S. TECHNOLOGY ETF | 8.5K | $2.1M | $2.1M | 1.26% | -- | 2026-06-30 |
| 13 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 7.4K | $2.0M | $2.0M | 1.23% | -- | 2026-06-30 |
| 14 | BX | BLACKSTONE INC COM | 15.2K | $1.8M | $1.9M | 1.18% | -- | 2026-06-30 |
| 15 | GOOG | ALPHABET INC CAP STK CL C | 4.6K | $1.7M | $1.6M | 0.98% | -- | 2026-06-30 |
| 16 | C | CITIGROUP INC COM NEW | 11.8K | $1.6M | $1.6M | 0.96% | -- | 2026-06-30 |
| 17 | PPA | INVESCO AEROSPACE & DEFENSE ETF | 9.2K | $1.6M | $1.5M | 0.89% | -- | 2026-06-30 |
| 18 | META | META PLATFORMS INC CL A | 2.4K | $1.5M | $1.7M | 1.05% | -- | 2026-06-30 |
| 19 | SKYX | SKYX PLATFORMS CORP COM | 1.12M | $1.3M | $1.6M | 0.96% | -- | 2026-06-30 |
| 20 | — | EVEREST GROUP LTD COM | 3.3K | $1.2M | $1.2M | 0.75% | -- | 2026-06-30 |
| 21 | KORP | AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF | 25.7K | $1.2M | $1.1M | 0.70% | -- | 2026-06-30 |
| 22 | JMUB | JPMORGAN MUNICIPAL ETF | 23.4K | $1.2M | $1.1M | 0.69% | -- | 2026-06-30 |
| 23 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 10.0K | $1.2M | $1.1M | 0.70% | -- | 2026-06-30 |
| 24 | COPX | GLOBAL X COPPER MINERS ETF | 15.7K | $1.1M | $1.3M | 0.77% | -- | 2026-06-30 |
| 25 | SGOL | ABRDN PHYSICAL GOLD SHARES ETF | 28.7K | $1.1M | $1.2M | 0.72% | -- | 2026-06-30 |
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