Tulsa Wealth Advisors, INC
Top Portfolio Positions
97 positions ·
$239,047,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
47,032 | $14,556,874 | 6.09% |
| AAPL |
Apple Inc.
Technology
|
53,699 | $13,628,269 | 5.70% |
| SPY |
Spdr S&P 500 Etf Trust
|
20,312 | $13,209,706 | 5.53% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,051 | $12,663,882 | 5.30% |
| WMT |
Walmart Inc.
Consumer Defensive
|
92,325 | $11,474,151 | 4.80% |
| MSFT |
Microsoft Corp
Technology
|
30,624 | $11,336,086 | 4.74% |
| ETN |
Eaton Corp plc
Industrials
|
25,578 | $9,148,483 | 3.83% |
| MSI |
Motorola Solutions, Inc.
Technology
|
20,902 | $9,070,840 | 3.79% |
| MPC |
Marathon Petroleum Corp
Energy
|
34,166 | $8,342,653 | 3.49% |
| ADI |
Analog Devices Inc
Technology
|
19,345 | $6,154,418 | 2.57% |
Portfolio Trend
Holdings in APD
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,283,856 | 14,747 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,659,291 | 18,862 | Shares | Sole | 2026-03-03 | |
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