Wisconsin Wealth Advisors, LLC
Top Portfolio Positions
46 positions ·
$46,541,393 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
6,935 | $4,002,743 | 8.60% | |
| AVGO |
Broadcom Inc.
Technology
|
11,889 | $3,679,764 | 7.91% | |
| NVDA |
Nvidia Corp
Technology
|
19,833 | $3,458,875 | 7.43% | |
| GLD |
Spdr Gold Trust
|
7,676 | $3,302,906 | 7.10% | |
| AMAT |
Applied Materials Inc /De
Technology
|
7,649 | $2,614,351 | 5.62% | |
| AAPL |
Apple Inc.
Technology
|
8,360 | $2,121,684 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
5,721 | $2,117,742 | 4.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,939 | $2,069,995 | 4.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
16,357 | $2,032,847 | 4.37% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
11,449 | $1,674,759 | 3.60% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ARKB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $833,636 | 37,067 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,086,066 | 37,399 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,447,231 | 38,065 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,364,744 | 38,132 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $337,513 | 12,318 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $369,908 | 11,898 | Shares | Sole | 2025-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||