Essential Investment Partners LLC
302 holdingsFiling period: 2026-03-31Current AUM: $120.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 21.3K | $5.4M | $6.6M | 5.46% | +772 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 12.8K | $3.7M | $4.6M | 3.78% | -326 | 2026-03-31 |
| 3 | URI | UNITED RENTALS INC | 4.7K | $3.4M | $5.1M | 4.21% | +220 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 9.1K | $3.4M | $4.2M | 3.52% | +571 | 2026-03-31 |
| 5 | ABBV | ABBVIE INC | 15.4K | $3.3M | $3.9M | 3.20% | +277 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 15.8K | $3.3M | $4.3M | 3.56% | +6.2K | 2026-03-31 |
| 7 | BE | BLOOM ENERGY CORP | 23.4K | $3.2M | $4.8M | 3.99% | -18,061 | 2026-03-31 |
| 8 | TJX | TJX COS INC NEW | 19.3K | $3.1M | $3.0M | 2.52% | -71 | 2026-03-31 |
| 9 | P | EVERPURE INC | 48.6K | $2.9M | $2.9M | 2.38% | +3.2K | 2026-03-31 |
| 10 | VZ | VERIZON COMMUNICATIONS INC | 56.9K | $2.9M | $2.7M | 2.21% | -4,360 | 2026-03-31 |
| 11 | JNJ | JOHNSON & JOHNSON | 10.6K | $2.6M | $2.7M | 2.25% | -589 | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 7.7K | $2.4M | $3.0M | 2.48% | -35 | 2026-03-31 |
| 13 | BKNG | BOOKING HOLDINGS INC | 547 | $2.3M | $2.6M | 2.19% | +218 | 2026-03-31 |
| 14 | GLD | SPDR GOLD TR | 5.3K | $2.3M | $2.0M | 1.64% | -55 | 2026-03-31 |
| 15 | MA | MASTERCARD INCORPORATED | 4.4K | $2.2M | $2.5M | 2.09% | +327 | 2026-03-31 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | 5.2K | $2.0M | $4.0M | 3.28% | -75 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 11.2K | $2.0M | $2.3M | 1.87% | +4.3K | 2026-03-31 |
| 18 | ORCL | ORACLE CORP | 13.1K | $1.9M | $1.7M | 1.41% | +657 | 2026-03-31 |
| 19 | JAAA | JANUS DETROIT STR TR | 35.6K | $1.8M | $1.8M | 1.49% | +6.7K | 2026-03-31 |
| 20 | SYK | STRYKER CORPORATION | 5.0K | $1.6M | $1.6M | 1.36% | +279 | 2026-03-31 |
| 21 | FNDF | SCHWAB STRATEGIC TR | 30.9K | $1.5M | $1.7M | 1.38% | -1,653 | 2026-03-31 |
| 22 | HYT | BLACKROCK CORPOR HI YLD FD I | 174.0K | $1.5M | $1.5M | 1.21% | -- | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 4.9K | $1.4M | $1.8M | 1.46% | -144 | 2026-03-31 |
| 24 | QCOM | QUALCOMM INC | 10.7K | $1.4M | $1.6M | 1.31% | +451 | 2026-03-31 |
| 25 | KMI | KINDER MORGAN INC DEL | 39.6K | $1.3M | $1.3M | 1.06% | +1.0K | 2026-03-31 |
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