TRED AVON FAMILY WEALTH, LLC
Top Portfolio Positions
211 positions ·
$237,185,301 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAC |
Bank Of America Corp /De/
Financial Services
|
286,761 | $13,979,598 | 5.89% | |
| AAPL |
Apple Inc.
Technology
|
39,939 | $10,136,118 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
25,178 | $9,320,140 | 3.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,549 | $7,222,957 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,175 | $6,701,087 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
30,028 | $5,236,883 | 2.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,333 | $4,951,573 | 2.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,110 | $4,444,757 | 1.87% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,012 | $4,073,875 | 1.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,393 | $3,851,291 | 1.62% |
Portfolio Trend
3 quarters · across all stocks
Holdings in ARKB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $703,397 | 31,276 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $908,255 | 31,276 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,189,113 | 31,276 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||