Allied Private Wealth LLC
Filing Date
Jun 30, 2026
Global Rank
#323
/ 567
Top Industry
Consumer Electronics
22.1%
Period ended 13 days ago
Filed Jul 9, 2026 · 4d
Portfolio Concentration
700 positions · as of Jun 30, 2026Top Position
21.1%
of portfolio value
Top 5
44.9%
of portfolio value
Top 10
52.7%
of portfolio value
HHI
643
Diversified
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.2% | $41,926,816 |
| Financial Services | 17.9% | $16,602,586 |
| Consumer Cyclical | 7.1% | $6,589,544 |
| Healthcare | 5.5% | $5,142,115 |
| Industrials | 5.0% | $4,629,328 |
| Communication Services | 4.8% | $4,469,698 |
| Unclassified | 4.3% | $4,022,245 |
| Consumer Defensive | 3.8% | $3,529,427 |
| Energy | 2.1% | $1,928,574 |
| Utilities | 2.0% | $1,820,374 |
| Real Estate | 1.7% | $1,557,752 |
| Basic Materials | 0.7% | $615,645 |
700 positions ·
$92,834,104 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 700 positions by value
· page 1 of 14
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 67,800 | $19,618,608 | 21.13% | |
| MSFT |
Microsoft Corp
Technology
|
First | 24,134 | $9,002,464 | 9.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 19,030 | $4,535,610 | 4.89% | |
| NVDA |
Nvidia Corp
Technology
|
First | 22,476 | $4,497,222 | 4.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 8,002 | $4,004,120 | 4.31% | |
| BX |
Blackstone Inc.
Financial Services
|
First | 15,158 | $1,783,641 | 1.92% | |
| C |
Citigroup Inc
Financial Services
|
First | 11,788 | $1,649,848 | 1.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,412 | $1,358,655 | 1.46% | |
| MU |
Micron Technology Inc
Technology
|
First | 1,076 | $1,242,016 | 1.34% | |
| SKYX |
SKYX Platforms Corp.
Industrials
|
First | 1,123,352 | $1,241,303 | 1.34% | |
| EG |
Everest Group, Ltd.
Financial Services
|
First | 3,334 | $1,191,004 | 1.28% | |
| SGOL |
abrdn Gold ETF Trust
|
First | 28,673 | $1,096,168 | 1.18% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,663 | $1,005,948 | 1.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 800 | $959,544 | 1.03% | |
| SPMC |
Sound Point Meridian Capital, Inc.
Financial Services
|
First | 94,982 | $940,321 | 1.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,620 | $936,309 | 1.01% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,490 | $878,223 | 0.95% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 3,429 | $875,869 | 0.94% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
First | 106,499 | $863,706 | 0.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 5,433 | $796,695 | 0.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 821 | $768,020 | 0.83% | |
| GLD |
Spdr Gold Trust
|
First | 2,062 | $759,599 | 0.82% | |
| IRM |
Iron Mountain Inc
Real Estate
|
First | 5,945 | $750,912 | 0.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 17,080 | $723,167 | 0.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,188 | $716,198 | 0.77% | |
| IAU |
Ishares Gold Trust
|
First | 9,295 | $701,865 | 0.76% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 7,703 | $676,092 | 0.73% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
First | 16,422 | $668,703 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,086 | $630,868 | 0.68% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 8,703 | $621,394 | 0.67% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 4,826 | $563,049 | 0.61% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 7,662 | $552,889 | 0.60% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,144 | $544,511 | 0.59% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,066 | $509,089 | 0.55% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
First | 32,166 | $467,693 | 0.50% | |
| NVO |
Novo Nordisk A S
Healthcare
|
First | 9,681 | $464,107 | 0.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,068 | $449,200 | 0.48% | |
| MPLX |
Mplx LP
Energy
|
First | 7,807 | $439,768 | 0.47% | |
| V |
Visa Inc.
Financial Services
|
First | 1,222 | $419,255 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 1,183 | $417,220 | 0.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 3,667 | $415,324 | 0.45% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 390 | $415,311 | 0.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 4,778 | $388,308 | 0.42% | |
| COF |
Capital One Financial Corp
Financial Services
|
First | 1,861 | $373,353 | 0.40% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 1,604 | $359,215 | 0.39% | |
| FTNT |
Fortinet, Inc.
Technology
|
First | 2,269 | $348,563 | 0.38% | |
| AUID |
authID Inc.
Technology
|
First | 318,000 | $340,260 | 0.37% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 2,496 | $337,958 | 0.36% | |
| T |
At&T Inc.
Communication Services
|
First | 16,297 | $337,347 | 0.36% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 799 | $332,088 | 0.36% |